Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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6163 results found
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Automation of Customer payment
I want to add "Automated Transaction Rules" that include "customer payment" option
The options in the "new rule" form under "Record As" dont include "customer Payment" but when i categorize transactions manually i can add under "customer payment". Why cant i create a rule to automate that?
Currently the only way to add a "customer" field is through "other deposit" or "sales without invoice" neither of which seem to enable me to allocate those payments to existing invoices. Only if i do it manually can i allocate a "customer payment"7 votes -
On invoice put 'Ship to' in the same line of 'Bill to' as it gives more space for items and invoice can come in single A4
to much space is wasted on a sheet.
7 votes -
Sync All Bank/Card Accounts at Once
Sync All Bank/Card Accounts at Once instead of having to open each bank or card and sync individually.
7 votes -
the ability to add items to projects
the ability to add service items to projects in addition to "tasks"
7 votes -
Direct print to printer without preview
We received an order for zoho books to a medical college canteen, entire products fits fine unfortunately we're not able to provide the provision to print invoice (Epson Thermal printer -Receipt Printer) directly to the printer, please help. customer requires to print invoice after saving the document automatically
7 votes -
Fascility to create categories and categorise Items
Facility to create categories and categorize Items
7 votes -
bank account reconciliation for Europe with figo.io
how about bank account reconciliation for Europe with figo.io to make Zoho Books (and invoice, and subcription) useful within Europe. We can accept offline transactions this way - where the customer makes a manual push payment through his bank account.
Your competitors like Debitoor have this already. But Zoho is much better with everything else. And once GoCardless works for subcriptions...
7 votes -
ADD DISCOUNT COLUMN IN PURCHASE BILL
VENDOR GIVES DISCOUNT ON PURCHSING SOMETHING IN BULK. SO WE HAVE TO SHOW THAT IN OUR BILL IN DISCOUNT COLUMN.
7 votes -
Payment Gateway - South Africa
Please add them for South African users to use.
7 votes -
SEZ INVOICING
We are not able to raise IGST based invoices to SEZs where the Place of Supply (State) is same as ours (State).
Please add a feature where we can add a custom tax that gets applied when place of supply is same. This tax should be called IGST and should be charged without splitting in half like SGST.
7 votes -
need link for allahabad bank corporate account
Please include an option for activating feeds from Allahabad bank corporate account. The link you have included is for personal banking. Link for corporate banking is https://www.allbankonline.in/jsp/startnewCorp.jsp
7 votesHi,
A site request has been raised for Allahabad corporate account and you will be notified once the bank is available in Zoho Books.Regards,
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Expense Split Amount
Suppose, I withdraw 2000 Rs from an ATM. Now, I am charged 20 Rs for ATM charges and 3.6 Rs is GST. Total amount shown in statement is 2000+20+3.6 = 2023.6
When I import statement, and make entry for 2023.6, I have no option for splitting the amount. There should be an option to split 2023.6 into 2000 (actual amount) + 20 (Bank fees and charges) + 3.6 (GST)
7 votes -
Simple Linked Calendar Function for Zoho Books
Zoho - please this is a simple function that many small, medium & even large businesses would use.
Linking from Zoho Books is a simple Calendar function that would allow users to link important due or delivery dates from a sales or purchase into an easy to see simple Calendar screen.
This simple function could then also prompt reminders that certain dates & delivery commitments are coming up too.
This would be very easy to program and implement.
Thank you and well done on a good Books program and lets hope the Zoho community gets behind this simple linked Calendar…7 votes -
Option to print Invoice in A5 Paper
It would be nice to have option to print in A5 size paper. That we we can save a lot of paper.
7 votes -
Please add a feature to shorten the Invoice Link so it gets easy for us to share it in SMS or other sources. For now, we need to use bitly.
Kindly add a feature to shoten the invoice link for easiily sharing it in sms.
7 votes -
Custom field calculate between numerical fields
need ability to create a custom field that can process calculation between Numerical fields... this functionality is a giant gap
7 votes -
Invoice Template-Details printed on the first page like PO no,Invoice No,Organisation Info to be printed on all pages
When the line items exceed 1 page,want details printed on the first page like PO no,Invoice No,Organisation Details to be printed on all pages of invoice and estimate.
7 votes -
Our customers are B2B. In all countries the product list is in USD. Irrespective of basecurrency in each country we want product list in USD
Our customers are B2B. In all countries the product list is in USD. Irrespective of base currency in each country we want product list to be in USD.
7 votes -
Please enable multi-currency in zoho books
Please enable multi-currency in zoho books. we are facing problem when we are generating Estimates/Sales Order/Invoices it is taking Customer Currency only by default.
If i want to give estimate to a customer in two different currencies here we are facing the problem.
7 votes -
Could create a company in both Customer and vendor type
if you working with a company as both vendor and customers type , it very useful when you create a contact and there is an option to choose both vendor and customer
7 votes
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