Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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6977 results found
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3 votes
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Estoque
Boa tarde,
Não consigo localizar o estoque das compras feitas e lançadas no sistema.
Meu ramo é venda de cinemas e para isso, nós damos entradas no pedido de compra, após fechar com fornecedor, fazemos o contas a pagar, para que no final quando formos vender o produto CINEMA, incluir todas as peças ou objetos que demos entrada no sistema, isso que dizer, o estoque precisa ser baixado.
Obrigado.
3 votes -
Allow multi deletion of zero value transactions
We have many zero value transactions when importing bank feeds. These are all set in uncategorised transactions and have to be manually deleted one by one. Would love a way to select multiple items and delete.
3 votes -
CRM Closed won potential trigger auto create zoho invoice ONLY for selected accounts
Right now the trigger applies to all accounts with a new closed won potential, I only need invoices to be auto triggered for a few selected accounts, is there a way to do it?
3 votes -
Sales by item report should have some changes
In reports, sales by item seggregating the details of invoices generated in the specified month but actually it should show the item detail whichever payment has been done in the mentioned month. For eg while am generating payments received report am geeting the total collected amount as Rs.500000/- but while generating sales by item report it showing only Rs.430000/-. Here I guess that it is displaying only the receipts generated in sepcified month. The receipts which hold previous month date has the specified month payment date will not display here. kindly provide us that feature
3 votes -
We want to integrate the estimate form
We want to integrate the estimate form into our website so that our customers can select their products and buy them online.
They do not have accounts in zoho books and the payment must be done in our platform, not in zoho.
Is their a way to embedd the estimate form in an iframe and access it anonymously (not logged into zoho books).3 votes -
3 votes
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more than one tax on an expense item
In my country CC companies and governement tax the international orders different than any other things, i need to enter taxes like in the provided dropbox file:
https://www.dropbox.com/s/7kuumz367rzr0cd/Screenshot%202015-09-28%2012.26.44.png?dl=0
3% over the purchased item + 22% over the 3%
I can´t make this workaround(thankfully provided via zoho support :)) on Expenses, it wil be great if we can add more taxes, or items to be taxed to make a workaround like this one in Expenses
3 votes -
When matching uncategorized deposits from bank, ability to match remainder to account
Currently when I have a deposit at my bank, the deposit usually is made up of several "payments" or other monies that have come in over a time period. Most of the time I already have the bills/payments entered, so I can easily match the items to the list on the right (in banking). Occasionally, there might be a payback, or personal check for work done, or something that I haven't make an invoice, payments, or bill for.
It would be nice to be able to take any remainder from the match process, and apply it to a new transaction,…
3 votes -
Show reorder point on Contacts: Vendors - Reorder Items.
It is good to know what we need to order and from whom, but we still need to know how many! Otherwise, we must look up every item individually to check the ROP. It would also be good to have the ROP on the inventory summary report.
3 votes -
Remember the parameters settings for the last search
I wish that when I went back to a search page, such as Timesheet, it would remember my last search. In my case, I have to repeatedly be telling it Unbilled and This Month.
3 votes -
3 votes
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add ability to Mass update contacts
I would like to mass update my custom fields on contacts
3 votes -
Make an automatically adjusting description placeholder for recurring invoice year
When you bill clients in advance and you include the year in the description, the year becomes innaccurate when you get to December.
For instance:
the placeholder: %m+, y% will make this:
April, 2015but when you bill in December 2015 for the next month (January), you'll get:
January, 2015
Is there a way to make the placeholder adjust automatically so that you don't have to manually go in adjust all your recurring invoices?
3 votes -
I want to have a private notes section on each invoice so for example I can put my profit on each invoice
Private notes on estimate and invoice keep track of the profit on each
3 votes -
3 votes
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when receiving payments, can there be a shipping expense field, along with the existing bank fees field, that reduces the total deposit?
When I receive a payment via PayPal from my customers, not only am I charged "bank fees", I am also charged for the shipping expense. The net of payment, the bank fees and shipping expense is what's deposited into my bank account in one lump sum. Example: invoice $20.00, bank fees $1.00, shipping $3.00, net deposit is $16.00. The existing "receive payment" only takes into consideration the bank fees to reduce the actual deposit (as above example would only be $20.00 invoice less $1.00 bank fee, Zoho would show the deposit as $19.00, making it impossible to "match" transactions for…
3 votes -
Refund multiple transactions in one payment
This feature would let a user refund multiple transactions in one payment. The same would be reflected in the bank statement as one payment.
3 votes -
Please make allowance for posting personal use of company credit cards
When a business owner uses a company credit card for a purchase that is for personal use, there is currently no way to post the transaction to an owner's draw account (or any equity account).
For example, if a business owner is claiming the standard mileage deduction for business use of their personal vehicle, but then uses the company credit card to purchase gas for the vehicle, the transaction needs to be classified as an owner's draw rather than an expense.
If instead the business owner was accruing actual expenses for the use of their personal vehicle, and not claiming…
3 votes -
update invoice date when sending invoice
We will often create an invoice while work is being done, but not send it until the job is completed. This may be several weeks later.
It has occurred a number of times now that we sent an invoice, and just a couple of days later, the late payment notice was triggered because we did not update the invoice date when changing from draft to live invoice.
Of course, this is not very good . . .
At the very least, a warning message to update the invoice date would be very useful.
Or it may make sense to change…
3 votes
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