Zoho Books
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6152 results found
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Associate same invoice number for different financial years
For sellers on ecommerce platforms such as Amazon and Flipkart the invoice numbers for orders processed through each online marketplace is autogenerated by the marketplace itself. Sellers do not have control over it. Invoice numbers are reset without changing the prefix for every new financial year. For example, Invoice number SCJA-1 will exist in FY 18-19 as well as FY 19-20.
Zoho books does not allow us to repeat invoice numbers ever. Therefore an option to associate same invoice number to different financial years would be great.
Integration with Shopify, Amazon, Flipkart etc with auto invoicing would be added bonus.
7 votes -
Detailed Sales by Customer
A detailed Sales By Customer where the items they have purchased are listed and can be grouped by Reporting Tags. This would allow faster review instead of having to look up each invoice as it is now.
7 votes -
Add ability to interact with Retainer Invoices in Deluge natively
Currently there is no way to use Deluge to create a Retainer Invoice automatically (zoho.books.createRecord) in a function and this seems an oversight since it is just simply another module of the same program as the other records that can be created.
7 votes -
Option to take digital signature on Delivery Challan using mobile phone using Zoho books Android App.
It will save alot of paper. Thanks to Zoho Book we now send most of the invoices thorugh email, its quick and easy and Eco Friendly. However, some clients place multple order and require challan along with the invoice, for which we need to handle it manually using conventional methods (hand made delivey challan). If we can take their signature direclty on the delivery challan in mobile, it will make the work very eco friendly and again time saving.
7 votes -
Log start/end time on tasks when logged through timer in Chrome extension or desktop apps (mac/pc)
When logging time by using the timer in extensions/apps, the start/end time does not log to time tracking reports. It would be helpful to be able to see what time of day things are worked on without having to enter the start/end time manually in the browser.
7 votes -
Custom Web Page in Client portal similar to Web Tabs
Allow a custom window in the client portal so that other additional info which is not present in zoho books like orderinfo,etc can be shown
7 votes -
Set Credit limits for Vendors
It would be very helpful to know when we are close to our Vendors credit limit. We should be able to set a Vendor credit limit for each vendor, this should also tie in with their trading terms
7 votes -
Ability to change the view of negative numbers on say a Balance Sheet to this format (246.00) instead of -246.00. Most systems have this opt
Ability to change the display of negative numbers in settings on say a Balance Sheet to this format (246.00) instead of -246.00. Most systems have this option as it is more commonly seen on financials. Sage & QB both have it.
7 votes -
Statement Date
When select this year in report, It should be 1st April 2019 to Today(11th Oct 2019) Not 31 Mar 2020
7 votes -
File attachment limitations
Hello, please increase the file size attachment limit. 5 MG is not enough for our bank recs and other items. Also it would be helpful to us if you could also increase the number of file attachments per transaction - ofter we have more than 5 attachments. Thank you.
7 votes -
Better handling of multiple logos in templates. Background logo is clumsy as it auto sizes.
I have different brands under one company. I need document templates showing different company logos. The 'organisation' logo is therefore useless. A 'quick' fix would be to allow uploaded images to be placed in header table cells to allow more predictable placement.
7 votes -
Please include more email addresses into invoice reminder for individual customer
I have encountered that customers required me to send reminder to a few email addresses. However, I can only have one email address for invoice reminder. Please include more option to include more email addresses to remind individual customer.
7 votes -
Budgeting Improvements
I see the new budgeting enhancement. It is a bare-bones functionality. It needs the following to really be helpful:
- Assign budgeted amounts to clients for sales that roll up to specific accounts
- Assign budgeted amounts to employees that roll up into payroll account budgets
- Checkbox to hide accounts that area not being used in budgeting, or for a specific budget.
- Alternately, allow for specific budget views, where user selects which accounts they want to use for the budget
- Functionality to send to Excel
- button to compress all sub accounts, then allow for uncompressing individual…7 votes -
Gift certificate set up and usage within Zoho books
I can’t figure out how to do this correctly so maybe it’s there but I really need to be able to document my sales of gift certificates.
7 votes -
Rental Inventory
Manage Rental Inventory
We need a Zoho solution to manage rental stock. We have customers wanting to rent products & return7 votes -
Allow customization of the dashboard.
I would like to be able to select to hide/view modules and/or reposition them on the dashboard. This would allow more relevant information to appear higher on the page. Ideally, I would like to have the Account Watchlist appear next to Bank and Credit Cards
7 votes -
Would like the ability to create invoices that go to deferred revenue.
Ability to create invoices that posts to the balance sheet deferred revenue account. We bill annually a year in advance for our managed services. Our old accounting system allowed us to directly post invoices to deferred revenue, however, zoho books only allows invoices to be booked to revenue accounts, which means due to revenue recognition, I have to manually move the revenue to the balance sheet. It was suggested to use Retainer invoices, however, this does not allow us the ability to calculate taxes or include shipping addresses (i.e. when we are supporting a location, that is paid for by…
7 votes -
Composite Item or Bundle Item, Kitting
Item buy/sell individually as usual but when multiple item will form a bundle or combinations of multiple items then how do we manage in Zoho Books ? for example I am a shop owner, selling Tea, Biscuits & Snacks. If i want to form a Bundle item namely Tea Combo which will consist of Tea, Biscuit 2 types, sugar & Milk. and that too in a different price as a offer not as in all item price, also that should be refelect in inventory individually.
7 votes -
It would be great to set extra rules for Best Matches in uncategorized bankstatement lines
Hi,
We import bankstatements and match them line by line. We handle a lot of invoices with the same amount and it would be great if we could add Payee and/or Invoice# (as description) to the rule of Best Matches.7 votes -
Impossible to change currency for a customer!??
By integrating Books - CRM - Projects, we realized that Customer are imported from the CRM into Books and they have at this stage the expected currency is associated with the customer (say USD). Then when Project is integrated, something strange happens: Projects and timesheets are pushed with their own currency and if different from the original customer one (say EUR), it is changed by the system (then to EUR). When you want to change it back to USD, the system tells you it is impossible because "transactions are existing". After analysis we realised that these "transactions" are not invoices…
7 votes
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