Zoho Books
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6163 results found
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7 votes
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Task in the Timesheet could be categorized.
When an Invoice is created, the item sold is assigned a category. We use these categories to evaluate revenue amounts by category.
It would be helpful if tasks in the Timesheet Projects could be categorized also.
Currently, all of the revenue received through projects tracked in the Timesheet area of Books appears in the uncategorized line item in reports so we can not tell what kind of project/revenue has been created.
7 votes -
Projects that can have multiple customers or contacts linked to it
Similar to profit report by project, but I would also like the option to have a project that might have many customers beneath it.
7 votes -
Grouped Invoices
There should be a feature to be able to divide one invoice into multiple invoices. For example, the project costs 500000 I should be able to generate an invoice of 500000 with different sub invoices of 100000 for advance, 200000 for an instalment and another 200000 for final instalment
7 votes -
Auto charge using Braintree
Braintree has a function called "Vault" that saves all customer cards and details. This feature can be used by Zoho Books to bring Autocharge via Braintree
7 votes -
7 votes
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Show tax amounts in the Invoice Details report
In the Invoice Details report, I would like to see the tax amounts included. Better yet, see all the "Before tax" "tax" and "total including tax" amounts.
7 votes -
Zoho Support Integration for Time & Portal
It would be great if the Books customer portal could allow Zoho Support integration to allow customers a one-stop-shop experience. For example when they sign into the portal now they can see invoices, estimates, projects, but how about open support tickets, or the ability to send a new ticket right from the portal. Also would be great if there was an option to capture time in Zoho Support and have that sync over to Books to be invoiced. I'm coming from a competitor's product that had one customer portal and everything was integrated. I love the Zoho suite but sometimes…
7 votes -
Start the financial year on 6 April
The UK tax year is 6 April to the following 5 April, it'd be nice to be able to sync the company financial year to a date that isn't the 1st of the month.
7 votes -
Auto-pay vendors
Add a check-mark box to vendors to indicate if you have selected auto payment. It would be helpful to add the last 4 digits of the credit card on file for the auto pay and the frequency and the amount of the automatic payment. It would also be helpful if you could run a report of the auto-pay vendors so that you could have a list if and when you need to update credit card details or check payment dates.
7 votes -
multiple invoices in one email
You need to provide an option to email customer multiple invoices in one email attachment. It is inconvenient for the customer to open email by email to retrieve multiple invoices. It also looks unprofessional on our end not to simplify our billing. Please consider this as soon as possible. I also suggest this option as we see invoices from competitors who have all of their invoices in one attachment. It's not impossible!
7 votes -
Booking of combined tax within a Tax Group
I have created a Tax Group to combine two different taxes existing in Spain for certain small companies:
• Value Added Tax, which is a positive tax
• Withholding Income tax, which is a negative tax
So, when I create a bill from a supplier who is subject to that tax group, Zoho Books calculates correctly the net amount payable to the supplier. However, both tax types, the positive and the negative, are booked over the same book account, the VAT payable account, which is, accountingwise wrong. Even being calculated from the same tax base, both tax types are conceptually…7 votes -
Please add date rage selection for invoice list view.
Can you please add date rage selection for invoice list view. This will help in bulk print of invoices with date range.
7 votes -
Split out the Amount
In all your views you show the Amount - this is the Amount incl VAT/Tax. Please allow us to either a) adjust the views to split the amount in its component parts without Tac and the tax amount or b) just fix it as it should be like a)
By the way, this shouldn't even be a feature request - this is standard operating procedure for most business
7 votes -
Allow the assignment of tax rates to different expense and payable accounts
When setting up tax rates, these are accounted for in the Sales Tax Expense Account and Tax Payable Account. We need to be able to account tax rates in different accounts in order to track the correct tax payable for each type of tax. For jurisdictions with different tax types, this is essential.
7 votes -
Insert payment received
Can I just insert payment received without creating an invoice?
7 votes -
Print more than 5 checks in Zoho Books
Option to print more than 5 checks in Zoho Books
7 votesWe now support printing of 10 bills in a check. If you have more queries, please email us at support@zohobooks.com
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In Sales order add date and title on under Authorised Signature
In Sales order add date and title on under Authorised Signature
7 votes -
purchase order items
When converting a purchase order to bill, some items are not available at the moment so we subtract them during the conversion. Then later on if we go and make a new bill from purchase orders zoho will bring the pending items from the old purchase order.
So what would be really helpful for many reasons , would be a way to access all the pending items per vendor at any given time.
Thanks
7 votes -
Dispute a Bill
Sometimes a Bill is posted to the system, and later it might be disputed.
I would like to be able to mark the Bill as disputed, so that it cannot be paid until the dispute is resolved.7 votes
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