Zoho Books
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6160 results found
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'Timesheets' should be changed to 'Projects'
The main area navigation selectors within Zoho Books include an option called "Timesheets" below "Accountant" and above "Reports". This option should be renamed to "Projects" as it is more than just timesheets. Hierarchically (within Books), it is Projects first, then it is timesheets, expenses, etc. Having to click on "Timesheets" to get to the "Projects" area is weird and confusing. Small change, but would make the UI make a lot more sense.
6 votes -
Have option to add multiple sales reps to an invoice with different percentage of sales credit
We have invoices where I need to add multiple sales people to the invoice with different percentages of the sale credit to each. Right now I have to create a separate spreadsheet to keep track of sales because I can only add one sales rep for invoice.
6 votes -
add tags option to bank/cc import categorization window
It takes twice as long as it should to enter in tags to imported transactions from banks and credit cards. As it stands, you have to categorize the expenses/income and then save it and then go back and find it again and then click edit in order to add a tag. It's a serious PIA. It would be such an easy thing to add the tag field to the initial window when categorizing bank and cc transactions. Right now tags is the only feature that stands out with Zoho over other providers, but it's clunky. I really hope you guys…
6 votes -
Big Flaw Importing Customers via CSV: only one address field
Guys, there's a big flaw when importing Customers via CSV. There's only one address field for customer address. Almost everywhere: PayPal, eBay etc etc. there's two lines for the address: i.e.
Billing address first line
Billing address second linePlease add one more map field so that the address could be imported properly as now we have to use "billing attention" as the first line of the address.
6 votes -
Zoho TimeSheet Rollover of Hours for uneven hourly Rates
Hi,
I was working with Sudheer S on the Zoho Timesheet uneven hours (task rates of $125hr and $165hr) for a total project cost of $1250 as displayed below. Please let me know what is the Develop Team progress and or timeline for fixing this very bad issue. This really affects my billing because I always overcharge or undercharge the client for time spent as displayed below in the two attached pictures.
https://i1.wp.com/officeantics.net/wp-content/uploads/2017/07/Screenshot_5.png6 votes -
Invoice format suitable for India GST which includes columns for CGST, SGST & IGST.
Under India GST, each invoice has three likely components-SGST, CGST & IGST. We need option to apply any two applicable and put third one as zero. This is urgently needed.
6 votes -
6 votes
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Timesheet by Third Party Pro Tools into Zoho Books (and/or Projects/CRM)
Please add third party pro tool(s) into your product(s) Zoho Books (Projects/CRM):
- toggl.com
- timelyapp.com
timecamp.com
etc.
Thank you!
6 votes -
There should be an option to enter transport details for goods sold out of state an dispatched through transport.
we should be able to enter transport details while generating invoices. your invoice format should also include the consignors complete contact details (not just address) and consignor name should be highlighted a little better.
6 votes -
Edition of Amount of Each Unit
Like in the Tally, while entering the Bill, the total amount will be after the discount, so it will be helpful if we enter the total amount of the unit, it can divide the amount for the nos of unit present.
6 votes -
Granular control over auto send or auto draft invoices
I have a few invoices recurring that I prefer to draft first rather than send automatically. I have a separate payment system that is not currently integrated properly, and so I'd like to mark these that are being paid by cc as paid before they get sent to the customer. I have some that are bills and the customer needs to receive them immediately. Ideally I can set the default to send, but then set these few invoices to draft for my review prior to sending.
6 votes -
to add DDT on
how i can add DDT to my module?
6 votes -
6 votes
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6 votes
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Reconcile accounts that are not bank or credit card
Having a reconciliation feature for accounts that are not bank or credit card accounts (petty cash or un-deposited fund/holding accounts for example)
6 votes -
Plural form for item units
It would be very helpful to save an item unit with its singular and plural form.
For example:
Item unit is "piece":If we quote for 1 piece, invoice/estimate shows "1 piece".
If we quote for 2 and more pieces, invoice/estimate shows "2 piece".It should change automatically to the saved plural form and mention " 2 pieces". Looks more professionell to clients.
6 votes -
Add Labels to invoices to enable us to clone & Track easily
Add Labels to invoices / Sales Order to enable us to clone & Track easily
if some form of label can be added to an invoice / Sales Order type it would be easier to clone the same and also search for same when you have 1 customer ordering too many items.
6 votes -
in zoho kindly please add the PDC CHQ entry option
in zoho kindly please add the PDC CHQ entry option
6 votes -
include bold italics highlights subdivisions for numbers etc
include bold italics highlights subdivisions for numbers etc
6 votes -
6 votes
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