Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com
6174 results found
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Alipay through Stripe Zoho Integration
Accepting Online Payments from Chinese Customers is often a pain or impossible without a foot in China because credit cards aren't very popular in China and e-payments are centered around cash and debit: http://www.buybuychina.com/plastic-surge-why-chinese-consumers-dont-use-their-credit-cards/
Stripe announced its integration with Alipay (Chinese Paypal kind of) to help getting paid by Chinese customers online. https://stripe.com/alipay
Since Zoho already integrates so well with stripe payment gateway, it would be a dream to get Alipay as a payment option directly on the sent invoice through Stripe-Zoho integration.
Regards,
Simon L33 votes -
Unit of measurement
after Quantity there should be UOM (Unit Of Measurement) Column to mention the quantity is nos or meter or Square meter or Lot. Presently nothing is there
33 votes -
Projects - Bulk Actions
Ability to bulk add/edit/delete tasks and users within projects. For example, when a new employee joins our company, we have to manually add this user to each existing project - one by one - which is time-consuming when you have 500+ projects. There should be a way to add the new employee to projects without having to edit each project individually.
33 votes -
Info should sync completely between "Items" in Books and "Products" in CRM.
Information such as Manufacturer and Product category should sync between Items(in Books) and Products(CRM)
it should also display the info when you are trying to create an Invoice and selecting the items for the invoice.
for example if I sell Potato chips but I have three different brands I should be able to tell which is which when I am selecting them in the "Item Details search box"
currently it would display "Potato Chips" three times but I would have no way of knowing which is which because it doesn't display info such as manufacturer33 votes -
The ability to swipe credit cards
The ability to use a card reader to swipe credit cards. That way I can process my customers quickly and I won't have to use a third party app
33 votes -
Post dated cheque due reminder
When we make payment to vendors and if there is partial payment by post dated cheques, it will be good to have a PDC due reminder as the moment u make the payment the date of payment will be the date of creating only
33 votes -
Improve the search-bar in the timesheet Weekly Time Log view.
Only possible to search with the project name prefix. Complicated to find a project among hundreds
33 votes -
Customer Account statement with Item name, item Description & each Item Total
Customer Account statement with Item name, item Description & each Item Total
It is very useful for all business
Kindly find PDF Sample
https://forums.zoho.com/topic/customer-account-statement-with-item-name-item-description-each-item-total33 votes -
CONSIGNMENT STOCK
A large number of producers supply on consignment to their distribution partners. This is not a taxable sale, and if it is treated as warehouse inventory then you will not know where it is or must treat hundreds of distributors as warehouses. You need a consignment feature with Sales that allows you to park and track stock at your resellers
33 votes -
ENABLE DELIVERY CHALLAN FOR JOB WORK
ENABLE DELIVERY CHALLAN FOR JOB WORK
33 votes -
Print Adjustment Details
Printing Adjustment Details is not possible in Zoho Books.
33 votes -
include an option for interest and fee charges where payments are late (over 60 days past due)
Add the facility to add interest on any bill over 60 days past due, and at the appropriate interest rate.
32 votes -
Add a tax component to a purchase item.
Please add a tax component to a purchase item to enable the item to be allocated a tax rate so when it flows through to a purchase order then onto a bill it has the tax rate allocated.
32 votes -
Tally Migration
Please provide one click migration process for Tally customers in India. Have their data automatically imported in Zoho Books by handling the Tally data files. It is really hectic to create and upload CSV files for all the things that we want to migrate.
32 votesHi everyone!
We have come up with a video on Tally migration. This video is a step by step guide for migrating your data from Tally to Zoho Books. You’ll be seeing how you can bring in your Tally data into Zoho Books effortlessly. If you have any queries, you can right to us at support.india@zohobooks.com
https://www.youtube.com/watch?v=Vz4I4rvwFWI&feature=youtu.be
Thank you.
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Payables Check Template - More Flexibility, Please!!!
We need more flexibility with editing the Payables check template. The two adjustments of the entire block of information printing on the payables check is just not enough. At least give us the ability to position the payee address block independently. It's much too close to the spelled out dollar amount as set up currently.
32 votes -
UBL support
Hi, I would be very happy if you supported UBL for bills/invoices. Is that in the planning?
32 votes -
Could you please add "Rabobank Netherlands" to the list? Thanks!
I know our bank can connect to a long list of programmes, including e.g. Eksakt, but I use Zoho. Could you add Rabobank Netherlands to Zoho as well?
32 votes -
Allow staff hours be billed as days
Currently i have to calculate an hourly rate and ensure my staff put in correct billable/nonbillable hours. I would like to charge a client based on a daily rate rather than hourly. We should be allowed configure what a "working day" is e.g. = 7.5hours. And then if staff put in this in their timesheets we invoice a day, if they put in 3.75hours, a half day etc.
31 votes -
flexible search option in the field 'customer name'
while generating invoice, it should search customer name extensively. We are in a business of N number of customer dealing. for e.g. if the customer name is Dr Ajay wakhloo, it accepts the search only if we type Dr aj..... but if we search straight by wakhloo it will not show the name. Kindly advise what to do with it, since we have many a customer and searching a customer name by the way its been fed is very tough. Kindly advise.
31 votes -
Calculation of multiple Commissions per Sales Line Item or per Invoice Total
Allow the possibility of allocation of a Salesman code per Sales Line Item , whole Order, Subscription and per customer/subscriber.
- Calculation number one would be done for an individual Order or Line item according to the line item or order code. The Line Item Salesman would override any Order based Salesman.
- A second calculation would be based on the Customer/Subscriber allowing for a second commission to be calculated for one order line.Calculations would be accrued at invoicing time with payments being generated on receipt of payment.
A matrix would define the calculation based on either Product Code…31 votes
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