Zoho Books
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6171 results found
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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 -
vender with multiple GSTIN
some venders have multiple GSTIN and there warehouses in multiple States.
6 votes -
Remove Quantity details from invoice
Remove Quantity details from invoice for the services i.e. there should be no Qty details for the invoices for the services
6 votes -
create recurring invoices in advance
"Create recurring invoices ____ days in advance". I need to generate recurring invoices up to 90 days on certain clients. This is a feature quickbooks offers... would like Zoho to implement as well.
6 votes -
Reporting tags for expenses
When running expense reports it would be very useful to be able to attach reporting tags to expenses so that a filter can be applied for expenses that only match that tag. Currently there is no way to filter a set of expenses based on a tag (or something similar) attached to certain expenses.
6 votes -
Client Portal Profile Picture or Logo
Need to have this customization after all, it ia the year 2020. We need the ability to add a custom image or logo for the client's profile in the client portal. Possibly we could add their logo,or the customer can add one or change it from the one we chose.It is a bit misleading as you try to click on the profile icon by the company name. This should take you to a place to add a picture of your choice.
6 votes -
Add PR (Puerto Rico) as a State
PR (Puerto Rico), should be on the states list. Right now is considered an independent country and that creates a conflict on the USPS, UPS, DHL and Fedex shipping labels.
6 votes -
Timesheets Cloning or templates
My weeks are around 75% the same from one week to the next. It would therefore be very helpful to be able to create a weekly time log template or clone the prior week and roll it over to the next week, then adjust the entries that are different. The current process of having to re-enter the weekly timesheet over and over is a disincentive for my team to actually fill it out, which is a nuisance.
6 votes -
Customize client portal
Not all organizations using books work in the same type of niche or business, so it would be nice to be able to edit the portal menu names/sections/tittles and even be able to select what sections the client can see. This way you can adapt the portal to better fit your type of business
6 votes -
Please add Date Column in Bank Reconciliation while matching the transaction as tick mark
Please add Date Column in Bank Reconciliation while matching the transaction as tick mark
6 votes -
GST TDS
GST TDS and TCS needs to be implemented in the Zoho when my clients/customers deduct GST TDS. This is extremely important for businesses supplying goods/services to Government entities or through E-Commerce.
6 votes -
inventory items & item bundles
We should be able to bundle items.
So I have a service ("Service A") that we offer our clients that requires items 1, 2, 3.
It would be nice to be able to add them to a "bundled line item"
So The line item to the customer is "Service A" $100 (or whatever) but it takes one each of item 1, 2, 3 out of inventory on the back side.So for instance if its a lawn care company "planting a tree" might be the service but the inventory items might be 1 tree, 2 bags of potting soil, 2…
6 votes -
Insert variables into Invoice Numbers (Date, ID etc.)
Hello
It would be useful to insert variables into invoice numbers, to generate invoice numbers based on the date, the client ID, or anything else.
In our firm, we use to generate invoice numbers like this :
F{YY}{MM}{DD}xxxxF means "Facture"
{YY} is replaced by year on 2 digits
{MM} month with 2 digits
{DD} day with 2 digits
xxxx auto-increment numberFor example an invoice generated on Feb. 18th 2021 could be : F2102180045
It's very useful to quickly find an invoice in our registry.We can also (but we dont use this feature) insert the Client ID, the…
6 votes -
add an option to bulk update a tag for multiple transactions
Please add an option to bulk update a tag for multiple transactions.
6 votes -
Calculate UK corporation tax
A feature to automatically calculate UK corporation tax, reflect this on the P&L report and allocate a retention to a tax control account pending payment.
6 votes -
Monthly Recurring Revenue Report MRR
We need a report that let us know the projected revenue we have in recurring active invoices. MRR is essential in any billing software.
6 votes -
Export Overdue Invoices List in PDF Format
It would be great if you could add an option to export current view of overdue invoices in PDF format.
6 votes -
Create Branch-Based standalone workspaces
It would be very interesting to make possible to create a kind an branch-based "ecosystem", like a "sub-organization" :
- set permissions to user roles based on branches (restrict a user to a specific branch)
- setup document templates for a specific branch and assign automatically the right document template depending on selected branchSo some users would be able to manage an entire Branch without having access to other branches.
6 votes -
Zapier Functions
Please add Create Bill and Create Vendor actions for Zapier
6 votes -
Allow a new billing method "Based on Task Cost", for when each task has a flat fee cost.
Included a new Billing method for when each task has a flat fee cost associated to it: "Based on Task Cost".
I have projects where each task has a fixed flat fee, so I can´t use Staff Hours or Tasks hour and is not a Project Flat Fee neither.
6 votes
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