Zoho Books
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6164 results found
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Under GSTR1 Return, the Documents issued details should be fetched from Zoho Books Itself.
There should be a separate category GST RETURN.
Under GSTR1 Return, the Documents issued details should be fetched from Zoho Books Itself. This shall avoid manual intervention of fetching document details manually.4 votes -
Subsidiary Management
It would be very fine if you introduce the subsidiary Management feature. We can create multiple organizations in zohobooks, what you need to do is to make enable to integrate the organizations to be registered as subsidiary, so that we may have consolidated statements for both organizations as well as standalone statement for each organization.
4 votes -
round
There should be an option of round off in expenses because most of the vendor or supplier issue us the round off total bill. Due to this we are unable to match the transaction with bank record in Zoho books.
4 votes -
gst total should be there in invoice
the total amount of GST should be there in Invoice
4 votes -
Please provide a popup warning before cancelling a Invoice, Purchase order, Bills and Sales Order
Please provide a popup warning before cancelling a Invoice, Purchase order, Bills and Sales Order.
4 votes -
convert retainer invoices to invoices
Often times my bookkeeping customers perform services for customers even though their customers haven't yet paid their open retainer invoices. It would be nice to convert those retainer invoices to invoices instead of voiding retainer invoices and then creating an invoice.
4 votes -
Zoho books should notify us if our daily cash transactions exceed 20000.
Zoho books should notify us if our daily cash transactions exceed 20000.
4 votes -
Integrate Zoho Book & Zoho Creator customers portal
Integrate the client portal of Zoho Books & the Customer portal of Zoho Creator. It'd give to the customer ONLY ONE platform to manage everything.
4 votes -
Allow Clients to view Sales Orders in their Client Portal
Currently when a customer logs in through their client portal, they can see Estimates and Invoices. In my business, many clients keep asking about their orders and when they will complete, in my sales orders, we always update the "Expected Shipment Date" as the estimated completion date, but they cannot see their sales orders. Why not allow them to see their open sales orders as well as the other stuff?
4 votes -
Add feature of cancelling service related sales order items which are not to be billed, rather than amending the order.
The feature of cancelling service order item can help in closing the order. Currently we have to maintain excel sheets to check which orders are completely billed and which are partially billed or not billed.
4 votes -
Grouping Line Items in consolidated Invoice from multiple Sales Order
lets say we have monthly billing for the daily service rendered to a client. we provide similiar services every day to the client by creating Sales Order. At the end of the month, we create consolidated invoice (single Invoice for a month) aganst daily sales order created. Currently all the lines from sales order are append to the Invoice Lines. It would be fantastic if we can group the sales order line items at the Invoice lines so that we can reduce service line repetition.
4 votes -
I could not see Rack and Row concept in Inventory
Rack and Row concept in Inventory
4 votes -
provide the option for bulk upload of Bill of Supply
We have both Taxable invoices and Bill of Supply but you currently allow bulk upload of Taxable invoices and not Bill of Supply. This will greatly reduce our effort on a monthly basis.
4 votes -
Banck of Maharashtra (Corporate Account)
i am unable to integrate Banck of Maharashtra (Corporate Account) please find link of https://www.mahaconnect.in/jsp/startnewcorporate.jsp kindly help regarding.
4 votes -
Logo placement in templates
Though is set the category to email templates. This is actually for PDF templates and templates in general.
WHe i was styling the template i noticed that when you add a logo without any white margin all the text below get cramped to the bottom of the logo.
Im a graphic designer so i know some tricks to solve this. I also adjusted the email templates so it loads a logo cross domain.
BUt the gross of the users of ZOho probably dont know how to adjust there own logo so it looks nice on the template. Though we can…
4 votes -
Filter Feature
Having a filter option in Account Transaction report that will be able to view and update the Transaction per contacts.
4 votes -
sales person assign customer
why do we have to select the sales person every time when we create the invoices. it should take default sales person. and also customers balance due in sales person report is not total balance.
can you guys update this feature as early possible.
thank you
4 votes -
Hide columns while creating transactions
Would be great to hide some of our columns (esp. customs fields) while creating transactions. This will be very useful on smaller screens as well as split screen, when you don't need all that extra info!
Custom fields are not always required and it's annoying that you're stuck with them once you use them and only eventually realise you no longer need them!4 votes -
4 votes
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duplicate item in invoice
Is there anyway that we get an error when an item with same sku is entered again in an invoice? This was instead of making two enteries of the same sku only the quantity of the item can be increased.
4 votes
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