Zoho Books
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6167 results found
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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 -
Ability to hide system accounts such as petty cash where not used
At the moment, accounts such as petty cash and undeposited funds show up on the bank page, however they're annoying and cluttering when you don't use them. Please at least give the user the ability to remove these accounts or at least their visibility.
7 votes -
Pending Sales Orders Customer and Item wise
Please add report which can give us details of pending sales orders customer wise and also item wise with available stocks, so that we can make purchases if there are any short of items.
7 votes -
Estimate Revision
Estimate usually have manage changes along he bidding process. I have a proposal team to prepare the estimate, So when the 1st revision sent out. The proposal engineer will change to Sent. But there will be clarification comes from client and we will change the Estimate and this will be Revision 2. Two things here,
1)There is no option to have Revision of Estimate, Currently using custom field with Manual input
2) The estimate always shows sent even after editing, So when i check the estimate list i consider this as sent but actually it was not. SO if there…7 votes -
stripe
Can you please add Stripe as an online payment method for the Indian edition now that Stripe is fully functional in India?
7 votes -
Include Payment gateway from Malaysia
To include Ipay88 or Molpay
7 votes -
Price List
Sharing the customer specific price list in the client portal could further stream line the process of enq-quote-order process
7 votes -
Allow AR and AP in Manual JVs
We have been using Zoho Books for multiple clients and there is one challenge that everyone faces. We cannot use "Accounts Payable" and "Accounts Receivable" while passing a JV.
There can be multiple use cases when effect is required to be given through a JV in Accounts Payable and Accounts Receivable account. I don't know the reason why the same is restricted in zoho books. Quickbooks allows you to do the same and it works well.
Apart from above there are some small suggestions-
1) One should be able to create a ledger while passing a JV. This is possible…7 votes -
Bank reconciliation report that shows outstanding transactions after reconciliation
Please create a bank reconciliation report that shows reconciled transactions and outstanding transactions remaining, after reconciliation.
7 votes -
Introduce Vendor Batch Payments
We make up to 100 weekly payments to vendors per week, during our busy periods. Is there a way of creating a payment batch (via our vendor module, of approved vendor expenses) that we upload onto our online banking platform, for vendors to be paid in bulk?
This could save us numerous hours per week.7 votes -
Opening Balance - Negative Figure
Dear Team,
There is one difficulty I faced while migrating one of my clients was the opening balance upload of parties with -(negative) figures.
you must allow entering negative figure in the opening balance
7 votes -
I can't believe there is no check register
Add a check register & the ability to write a check without a bill. This is a major mistake on my part. I assumed this system would have a feature as fundamental as this.
7 votes -
Ability to disable credit card but allow ACH using Authorize.net
We need the ability to allow for ACH payments while disabling the ability for Credit Card payment. This needs to be allowed on a per customer basis. It would be nice to enable and disable on an invoice basis as well.
We have many wholesale customers we do not allow to pay via CC, but we allow ACH.
7 votes -
Would like to have .xlsx export options under GSTR1 filing details for all invoices
In new GST update made in the Zoho Books, the option of exporting as xlsx under GSTR1 is not available. We are able to only upload and not able to export the transactions in excel format for records and to reconciling purposes.
7 votes -
Need to be able to reconcile account even if no activity.
Need to be able to reconcile account even if no activity.
7 votes -
Set Discount Per Line Item as default
Allow Discount Type to be set as "At line item level" as the default setting.
7 votes -
DELETE scheduled reports
We should be able to Delete scheduled reports instead of only being able to mark them Inactive. Inactive is useful, but eliminating the clutter of unused reports by deleting them would be very helpful and User friendly.
7 votes -
Allow vendor to bill us themselves
Instead of users in ZohoBooks to be able to navigate and access to create a bill for vendors, once every purchased goods or services is fulfilled, vendors may select "bill PO" or "job done" and as an extra security, users may approve or reject the task or PO if it is not complete/fulfilled.
7 votes -
Change the way you handle price list
Sorry to tell you that but the way you handle the price list and prices for items is not good at all...
I am dealing with 3 currencies and exchange rates, Having to export my items to a cvs file then modify ONE FILE per currency is just a pain....
Why dont you let us set the prices per item for all the currency and add a text box saying something like "Overwrite default exchange rate" or "use system currency exchange" to calculate the price.
Working with CSV is really a pain especially when adding new items on a daily…
6 votes
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