Zoho Books
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6159 results found
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show cost and profit margin percentage per each sales order
A report show sales order total cost , selling price & profit margin
6 votes -
Online Indicator for Users
As an admin sometimes i need an online indicator for users and login history and idle time, it's something like facebook chat indicator on the right to know who's online and when is the last time they logged in... it's needed.
6 votes -
Custom Fields on Purchase Orders
It would be nice is we could add custom fields to purchase orders. There is a field for Shipment Preference however there is no field for us to input a tracking number. It would also be beneficial if there was a Purcahse Order date, Ship Date & Received Date.
6 votes -
Select 2 or more modules when creating a workflow
I would like to be able to select 2 or more modules when creating a workflow. If implemented, this would enable me to select a greater range of triggers under the same workflow.
6 votes -
sub total
When creating an Estimate, it would be really helpful to add sections with sub totals.
Our Estimates are often presented based on rooms/areas. Each area has a number of items contained within it. Our clients want to be able to see their estimates presented in 'sections'.1) Perhaps introduce 'section header rows'. Which are simply text labels to better present/group items on an estimate.
2) Add sub totals for every section, with the option to display a cost summary at the bottom, listing each section total and a grand total.6 votes -
MTD VAT Groups - Uploading Adjustments so not manual
In the UK we can have VAT groups where several companies share the same VAT number and one company is nominated to collect the VAT figures and submit a combined return.
When MTD was implemented in Oct 2019 there was an allowance for VAT groups that meant although all the companies had to keep electronic records and the return had to be electronically submitted the calculation for combining the returns could still be manual.
From April 2020 this calculation to combine the return must be automated i.e. no manual typing and no copy and pasting.
Could Zoho allow uploading of…
6 votes -
Integrate with Intuit Online Payroll.
It would be very helpful if you could integrate the various Intuit payroll products into Zoho Books.
6 votes -
E-way Bill Print option directly from Zoho book should be there.
E-way Bill Print option directly from Zoho book should be there.
6 votes -
Assign Customer to multiple users
A great feature would be to add the ability to Assign more than one user to a Customer or allow a user to share a customer with another user. This would help when we have Sales Persons that we only want to see the Customers assigned to them. We see many situation where multiple sales persons deal with a Customer. The only way to give them access now to Customers not owned by them is to set them up as an admin.
6 votes -
please add fix asset register or asset list include purchase date- purchase value- %monthly depreciation- Asset book value after depreciatio
please add fix asset register or asset list include purchase date- purchase value- %monthly depreciation- Asset book value after depreciation as of date.
6 votes -
include non-billable time on invoices
Please include an option to include non-billable time entries on invoices. We track all time spend via projects but can't necessarily bill for every 2 minute phone call or task - we would however still like to show our customers that we are spending time on their account, even if it's not billable.
6 votes -
Add Unbilled Expenses to Recurring Invoices
I almost fell over when I realized this is not in the options. We can set all sorts of ways to have recurring invoices configured but the expenses cannot be added to them. You cannot even manually add them until the invoice is generated and by then the invoice was sent to the client. How did the development team not add this to the options. How has this not been suggested already?
6 votes -
Generate business letter
My organisation and any business organisation for that matter has to write letters/applications to various stakeholders regarding different subjects. Just like we can raise a purchase/sale order having unique autogenerated ref no. with in Zoho books it is imperative that in the same way option for writing letters is also provided. It would be easy to send it to various stakeholders from the same platform.
6 votes -
Additional permissions for estimates
Add additional permissions for estimates which would restrict an estimator to only be able to see estimates they created/their department creates or that they are given access to. This is currently not possible and different parts of our business are segregated, we do not want all estimators seeing every single job in the business.
6 votes -
Price list markup column per line item
Add a column in estimates and invoices that will allow for markup to be added for each line item individually.
The markup column is not to show in printed form.6 votes -
applying discount while recording customer payment
I want to apply a discount while recording the customer payment, you already have a discount at invoice level, but that is not enough, for me, many times, customers request a discount when recording their payment.
6 votes -
and shipment tracking info to customer portal
if invoice and/or portal simply would show the tracking information for each order or invoice then customer can view and track themselves anytime they have question about "where is my order" - which is like ALL THE TIME
6 votes -
Price List Locking
I would like to lock the price lists for my users and only admin accounts or certain profiles to make changes to a customer's price list which will enable my employees not to give out whichever price list they feel.
6 votes -
Have a section on the Dashboard for Bill Approvals Pending
We depend on Books to streamline the approval process for outstanding bills. It would be nice to have the Dashboard show how many bills are waiting for approval and then link to that section.
6 votes -
Allow Zoho Books Estimates to be merged fields in Zoho writer
We would like to use Writer to generate visually stunning proposals, please allow for Zoho Books to be an option in the Merged Fields so that we can merge an estimate into a writer doc
6 votes
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