Zoho Books
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6165 results found
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Having selection of contact person for different invoices with a same company
When there are multi contacts with a company, the function of selecting contact person is not available.
4 votes -
Tax Exclusive or Tax Inclusive
Created invoice where the Line Item Item "Wood Pellet" is Tax Exclusive
Created another invoice where the Line Item "Round Plate" is Tax InclusiveNow when creating new invoice and chosing one of the above line items, the software based on the previous setting should populate either tax inclusive or tax exclusive.
So when Wood Pellet line item by default the tax exclusive setting should populate
4 votes -
Add feature to select customer in managing ruled field
In managing rules, add another option to select the customer to be able to rule expenses directly to the customer who will pay us the amount of the expense.
4 votes -
SPLIT BANK CHARGE OPTION I N TRANSFER TO ANOTHER ACCOUNT
in Zoho Books • Tips & Tricks • 2 days ago
Problem 1
Where i Split Bank Charges in TRANSFER TO ANOTHER ACCOUNT..
Suppose i transfer Rs.10,000 to Other Account. Bank Deducted from our Account is Rs. 10,003.07.
Where i Create 3.07 as expense or Bank Charges. There is not option there for create BC.Problem 2
How Auto Bank Charges will Deduct from Transactions.
I attached also screen shot .
and i drag there.4 votes -
4 votes
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Default Quantity figure
Once we create a new invoice and select a customer, the default value quantity for the given customer should already be set.
For example, we should set the default quantity for that customer, so we dont have to enter again & again.
4 votes -
CUSTOMER > Overview > sales > TOTAL ????
CUSTOMER > Overview > sales > TOTAL ????
4 votes -
Test features mode
I created 2 fake contacts to test features before sending to actual clients. Now I can't delete them because of the "transactions"
4 votes -
There needs to be a link to create a project from an accepted Estimate. There is no reason to create a project when the estimate may not be
Create a Link in the Estimate area to create a project when an estimate is accepted.
4 votes -
vat entry before gst
before gst, vat invoice is not generating
4 votes -
Skip to Page
Please add a skip to page at the bottom of pages, so it is easier to sort through 100 pages to get to the one I need. Also, I don't like how when I change something in chart of accounts and it sends me to the top. Why can't the page just stay where it was so I don't have to go all the way back down the page.
4 votes -
Administrators connection to Client Portal's to validate data displays corrently
As an administrator with several clients it is ridiculous for me to have to create separate email accounts for myself to attach to my client contact list in order to see what displays in their portal.
I have had (2) situations where data didn't display correctly in my client's portal and THEY had to inform me. After adding my personal email accounts to their profiles using different passwords i STILL WAS UNABLE to see each client's portal. Zoho support instructed me to create separate email accounts and link them to my client contact profile.
Sounds simple with 1 or 2…
4 votes -
Balance Sheet
When we take Balance sheet in reports, Even Zero accounts are appearing. If the account balance is Zero no need to display. Please check.
4 votes -
Sub Total Between Lines of Invoices
Possibility to add Sub Total between Lines of invoice like it is with QuickBooks / so we can split the invoice in two sections or more... ex.: Professional Fees Section + Official Fees Section.... This is a special need for Legal Matter Invoices
4 votes -
kotak bank integration needed
The same way ICICI bank integration is done can kotak also be done as we are planning to open a kotak account
4 votes -
create retainer invoice from sales order
There needs to be a way to show the trail Estimate (Retainer Invoice) to Sales Order (showing retainer payment) to Invoice.
Currently, you can set auto accept to invoice, but not sales order and there needs to be a way to show the retainer payment on the sales order.
4 votes -
Operating Profit
Is it possible to include operating profit / loss before the net profit in Zoho income statement
4 votes -
Inventory report client wise
Please create inventory report customer wise, so that we can trace the inventory as what we sold to which customer Qty and price.
4 votes -
American Express
Zoho Books should include more details when syncing a CC / Bank Account. For example, All of the different credit cards and their transactions should come up separately in books to more accurately report data. Rather than just putting all of the transactions from my multiple amex cards into one general account.
4 votes -
Petty Cash
Required running balance in Petty cash report for checking day to day balance.
4 votes
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