Zoho Books
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6167 results found
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We do not have an option of having the item custom field on the invoice while importing. We have taken a note of your requirement.
While importing the invoice we do not have the option of mapping custom fields created by the user on the invoice.
Even though the custom filed is created under preference>items , its not available while mapping the fields for an invoice.
This is a must have.
7 votes -
Fix sorting by Journal number.
It's not digit sensitive, so 9 is treated as greater than 26 for example. Makes it difficult to see the most recent journals .
7 votes -
Audit Trial with transaction details
Can you please include screenshot sort of thing for each transaction in audit log
7 votes -
Connect Zoho Books to PayZen payment Gateway
Integrate this payment platform to Zoho Books (cheaper than Stripe)
7 votes -
Checkbox to Mark Contact Persons as Primary & Active / Inactive
Add a Checkbox in Contact Persons to Mark Contacts as Primary Contact & also a Checkbox to mark the Contact Persons as Active / Inactive which will stop all communication automatically to the inactive Contact Person.
7 votes -
option for packing and forwarding charges in Invoice
As far Shipping Charges/Freight Charges, Packing and Forwarding Charges is also GST applicable, wherein, in your current software if you want GST to be calculated for Freight charges, Packing and Forwarding Charges it is not possible. We want that system should allow us to add Shipping / Freight Charges, Packing and Forwarding Charges after Sub Total and System should calculate GST/IGST on total Amount and Shipping, Packing & Forwarding Charges.
If need more clarification, please call me on +91 9825406050
7 votes -
Item Details - View Quantity Purchased
When viewing an item details, under the purchases tab, it shows the PO#, Vendor, Expected Delivery Date, but DOES NOT show quantity purchased. This is a very important detail that is missing.
EX: Item > Item Details > Purchases
DATE - PURCHASE ORDER # - VENDOR NAME - STATUS - EXPECTED DELIVERY DATE - AMOUNTQuantity Purchased is MISSING!!!
7 votes -
Allow for multiple currencies with Authorize.net integration
Currently Authorize.net integration only allows for 1 currency, however we accept two with our account. Both USD and CAD.
We cant attach both to Zoho Books, as it only allows us to select one. Please allow for either Multiple Currencies or Multiple Integrations with Authorize.net.
7 votes -
please develop a software for a pos, retail sales as the features would be great for the same.
if you would add a retailer's sales it would be realistic to use all the besides feature packed software like reports and accountants features
7 votes -
Single customer payment reminder for all the unpaid invoices and not a reminder for each single one.
If a customer have 10 unpaid invoices receive 10 single reminders, 1 for each invoice.
It's much better to send a single reminder including the list of unpaid invoices and the statement or at least to attach the list of unpaid invoices and the statement to each single reminder.7 votes -
User activity log
Would be nice if we could see the activity of a user in a log.
This will help rectifying conflicts in a multi user environment. For example an item or contact or document is deleted and multiple users had previliage to do that, it is not possible to know who did it7 votes -
Will be That zoho Books can consolidate many organizations with differents currencies into one to one currencie.
Will be That zoho Books can consolidate many organizations with differents currencies into one to one currencie.
7 votes -
PayPal Business Payments Pending
I am a bit agog that echeck payment from PayPal don't show as pending. As it is, I have to wait ten days to see if the payment is cleared, or go sift through my email / cross-reference with PayPal. I know it's possible for PayPal to send that information--they send it to Freshbooks. And if that's not something in the works, a temporary workaround would be to allow us to manually set the payment as pending. It's honestly ridiculous that this feature isn't already in place. It's my one major gripe with Zoho Books, and it's a pretty big…
7 votes -
MRP WISE STOCK STATUS REPORT
IN ITEMS GIVE MRP COLOUMN AND IF I HAVE I SKU WITH 2 MRP IT SHOULD SHOW ME STOCK AVAILABILITY OF STOCKS WITH BOTH THE MRP
7 votes -
to add Bills of Material for Production, and issue to production RM & PM for making FG, so that we can use it for our manufacturing plant
we would like to use this product for our manufacturing plant, the work flow
Materila Inwd in Rm & PM stores---create FG----Create BOM for FG-----Issue RM & PM for Prodn-----Stock effect-----Materail eceipt in FG------increase stk of FG-----sale7 votes -
Advanced Filters for the Aging Details Report and Aging Summary Report
Advanced Filters for the Aging Details Report and Aging Summary Report
so we can view customize reports as per our requirement7 votes -
Reward programmes for the customers
so we can give reward points to our customers when they buy something from us
7 votes -
Invoices in Indian languages.
With India becoming more connected by internet, we need support and softwares in all major indian languages. Atleast we need invoice print in Indian regional languages (for me Tamil).
7 votes -
Add more fields to search on banking transactions
Need the ability to search the Details, Withdrawals and Deposit field values in banking transactions.
7 votes -
Create integration with upwork
Integrate with www.upwork.com to pull in customer name, contacts, invoices, and payables.
7 votes
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