Zoho Books
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6165 results found
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Bulk email
Please create a bulk greetings mail option. which help us to send an email to multi clients at once to convey a certain message. Like Festival Greetings, Offers, Discounts and many more things.
4 votes -
Aging report (Bills due) show "Bill Due Date" column
From Dashboard- click on Recievables and in the "Aging Details By Bill Due Date" adding the Bill Due Date column. This is a bookeeper request for their workflow. A quick way to get into wehat is coming due, not just what is already due.
4 votes -
STATE BANK OF INDIA Integration
It would be great to see SBI Integrate with Zoho in a manner similar to how ICICI is currently integrated - for payments and auto reconciliation.
4 votes -
4 votes
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Add a billing method of "Per Item" in the Project and a number of items. You could do 10 items within the project at $100 ea.
Add a billing method of "Per Item" in the Project and a number of items. You could do 10 items within the project at $100 ea
4 votes -
Have the option to share items between different organizations under the same account
Have the option to share items between different organizations under the same account. This avoid the need to do duplicate work if both organizations provide the same items.
4 votes -
Account type change for accounts ledgers having transactions
Account type change for accounts ledgers having transactions should be enabled as it's not available once any transaction done in it.
If account created in wrong head, it will reflect at wrong places in P&L and balance sheet which is not desirable. And such mistakes can happen from new users of zoho books
4 votes -
heading in estimation
in your software i dont have a option to give heading in estimation
4 votes -
Invoice to Delivery Challan
In the manufacturing Industry we need to submit delivery challan against invoices.Currently, we have to create a new challan and copy down the details from the invoice which is a tedious process. The user should be able to convert an invoice into a challan. There is a feature available to convert a challan to invoice but we actually need the reverse.
4 votes -
Edit the next invoice in a recurring invoice
We need the ability to update the NEXT recurring invoice in a series.
We only bill clients once a month, but sometimes we need to update the next month's recurring invoice to reflect a different charge than normal due to extra work being done that month that didn't reflect in the retainer.
How can we handle this? It looks like trying to edit a recurring invoice (even when clicking on the "Next Invoice" tab doesn't allow us to actually update the next invoice - only the entire series.
4 votes -
Employee Loan Payment Received and Bank Loan Payment transaction in Bank Menu
When I received a payment for employee loan payment or I do Payment for Bank Loan payment , there isnt any option in Bank Transaction Menu , if it will there , its gonna be great
4 votes -
imprest/petty cash
Need a feature for imprest/petty cash management where we can manage 100 of accounts with the help of zoho. For a big organisation it will be a better option and easy access to maintain the accounts.
4 votes -
Add an Item Code
I would like to suggest to please add an Item Code. For now, we are using the Item Name as our Item Code. When we generate the "Inventory Summary" or "Inventory Valuation Summary", it only shows the Item Name as our Item Code and product description are not shown. If you can add the "Item Code" then I will revise all our products to its correct code and Item Name can be the "Product Description". If Item Code cannot be added, please add in the reports a column for the "Product Description". Please help me as this is important for…
4 votes -
UPDATION OF HSN CODES ON EXISTING ITEM WHILE CREATING AN INVOICE
WHILE CREATING A PURCHASE BILL UPDATION OF HSN CODE SHOULD BE AVAILABLE FOR A PARTICULAR ITEM WITH A FEATURE OF DATE ENTRY (FROM THIS DATE TO THAT DATE HSN CODE IS THIS AND AFTER HSN CODE GETS CHANGES)
4 votes -
allow sales return
After an order has been delivered, if a customer returns partial/full quantity, there should be a sales return option and also it should be integrated with Zoho Inventory so that the stock level adjusts accordingly
4 votes -
It would be good to be able to set the fiscal year end in the mobile app in the same way as you can in the desktop app. In fact if all deskt
It would be good to be able to set the fiscal year end in the mobile app in the same way as you can in the desktop app. In fact if all desktop settings carried over to the mobile app that would be the nest solution.
4 votes -
History of price list for specific customer and items
I want to check the price of a specific item when i'm making a invoice for a specific customer, so i can give him the same price all times
4 votes -
Customer & Vendor Booth and We cant View SOA , in Statement of Account (All In One SOA ) .
kindly we inform that ,if we have one Company as Customer & Vendor Booth and We cant View SOA , in Statement of Account (All In One SOA ) .
If we working with a company as both Vendor and customer type , it could be useful if we can see statement of vendor and customer in one statement if there are linked
4 votes -
making a word "bold" in estimation
making a word "bold" in estimation even for this they said their is no option
4 votes -
set up reminder with 'certain interval' after due dates of Invocies, it'll help reminders keep repeating with punching them/scheduling them
Please set up reminder with 'certain interval' option after due dates of Invocies, it'll help reminders keep repeating with punching them/scheduling them manually each time unless payment is recorded/ receipted.
4 votes
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