Zoho Books
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6160 results found
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If multiple reporting tags are used to customise a report, the report should present separate columns for each reporting tag.
If you want to see separate data extracts or separate report data for multiple reporting tags you have to extract one at a time.
A user called Hester raised this issue in January 2017 but from the response I see, the query was not closed appropriately.
8 votes -
Allow us to configure multiple contacts to be emailed EVERY time I invoice a SPECIFIC client
Some of my clients want their invoices emailed to multiple contacts (email addresses). For example they might want their invoices emailed to the company owner and their bookkeeper. Inside of Zoho Books I already associate multiple contacts with their account and hence the multiple email addresses appear at the bottom of each invoice.
The small difference that I would like is the ability to configure specific client accounts ONCE, so that their invoice goes to multiple email addresses every time thereafter.
8 votes -
Profit report - customer wise and Item Wise is important for a sales company (Not reporting tags)
Can u add two reports for a sales company
Item wise and Customer wise Profit report for each item
8 votes -
Allow sorting of all columns in all views throughout the product. As per CRM you are allowed to click on top of any column to sort.
Allow sorting of all columns in all views throughout the product. As per CRM you are allowed to click on top of any column to sort.
8 votes -
Advance Against Purchase order.
Need book Advance against Purchase order. kindly suggest a option in it.
8 votes -
Auto Backup in ZOHO BOOKS!
Need auto backup in zoho books!
currently the backup is only initiated once the user requests. This has to be automated, every 7 days or 15 days.8 votes -
bank reconciliation
there should be a option available to change entries after bank reconciliation. because sometimes it happens that we have to change debtor ledger in that case we are unable to the change entries. in that case first we have to delete whole reconciliation the can edit. it is very painful.
so request you to do the needful
9 votes -
Please integrate payrexx.com
Payrexx makes it easy to sell through all online channels. Immediately accept Visa, Mastercard, PayPal, Apple Pay, Samsung Pay and further 100+ payment methods as WIR, .
8 votes -
msg91 is common SMS Gateway Please addon
msg91 is common SMS Gateway Please addon that feature
now here only twilio gateway, we are using last 3 year zoho books please consider as valuable request
8 votes -
set a charge date when creating invoices
I would require to delay the automatic payments of my invoices by 15 days. As of now, when the user tries to force charge the invoice or if the customer tries to pay for the invoices sent to them through the most payment gateways, then the payment will be initiated on the date when the user tries to charge or on date when the customer tries to make payment.
Could we please add an option to set a charge date while creating the invoices in Zoho Books, so that we can set the charge date to the invoices and the…
8 votes -
Record 'Advance Payments' to Employees in Books
Advance Payments to Employees (for Expenses) can be recorded only in Zoho Expense (and then appear to Zoho Books) and not directly in Zoho Books as the normal way would be. Only Employee Reimbursements can be recorded in Zoho Books... Please develop the option to record Advance payments.
8 votes -
Contract Forms
Allows you to create a Service Agreement from an Estimate for your client to approve and create a recurring invoice from it.
Estimate - Service or Supply Agreement - Recurring Invoice
Saves time and will look professional.
No need to create manual agreement to marry the current gap between the estimate and creating recurring invoices. I seriously need this feature for service agreements to bridge the gap.8 votes -
A transaction that has been filed in a tax return can not be changed.
Give the opportunity to modify a transaction even if it enters a tax return. Simply indicate the difference and take it into account in the following statement.
8 votes -
Detailed P&L and Balance sheet reports
There needs to be an option for 'detailed' reports, specifically P&L and Balance sheet. Currently you have to manually click on every single account and generate the report, which could take over an hour depending on how many accounts you have. However, in QuickBooks, this option is built in and automated.
8 votes -
Autocharge Customer on Due Date
When an invoice is created and the customer has payment method in Zoho books, the system should be able to execute the charge on the due date. As it stands now, I have to remember each customer that prefers to be charged automatically and remember to go back and execute the charge on the due date. And there is not much help from within ZOHO Books to identify this customer or help with a reminder.
8 votes -
It would be nice to add more column options to the Reports Function, like P&L, Balance Sheet etc.
It would be nice to add more column options to the Reports Function, like P&L, Balance Sheet etc.
8 votes -
8 votes
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enable printing checks from the expense window
We need to be able to print checks for expenses.
8 votes -
Print Deposit Slips
Now a days banks accepts deposit slips generated from Accounting software.Please add the feature of printing deposit slips.
8 votes -
Add Access to Client Portal
Access to the client portal. It would be nice if there was a way to access the client portal from the client's account overview page on the backend. Add an option or a button from the clients account page that puts you directly in the portal, giving you the ability to jump inside each client's portal, seeing what they see. I think it is important to have full access, since we are the ones creating it anyway.
8 votes
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