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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6591 results found
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Allow customer to order
Pls add the option to allow customer to see the products catalogue and order items in a selfservice way.
3 votes -
Custom Status for Zoho Inventory/Books Purchase Orders
We are an E-Commerce business, and Supply chain management has become very critical to us. Right now, in the Sales Order module, we can customize Statuses such as "Draft," "Initiated," etc. It would be super helpful if similar Status customization is also made available in the Purchase Orders module.
For example, a typical Purchase Order could go through following stages in our Organization.
Draft
Issued
Approved
Pending Inspection
Billed
Paid
Shipped
ReceivedI hope it is not a very difficult feature to implement, and I look forward to discussing further if needed.
3 votes -
credit note for post sale discount should not effect inventory
I am issuing Credit note with reason Post Sale Discount, discount need to be given on item sold not returned for a certain percentage.
1- Discount percentage should be considered on rate of item
2- Quantity sold which was reduced earlier should not be increased due to discount3 votes -
Allow the creation of checks that aren't connected to bills or vendors. We need to create standalone checks without any transactions.
Allow the creation of checks that aren't connected to bills or vendors or any other transactions. This would allow me to print a check for standalone payments or even to be able to print a check to refund a customer. This may ruin our transition to Zoho Books completely.
3 votes -
Want opening screen of task for users instead of dashboard.
Want opening screen of task for users instead of dashboard.
3 votes -
Add a flag/check box/book mark to transactions so that one can come back at a later stage to examine them
At times I will find a transaction that needs me to follow up on at a later stage. In order to be able to find this specific transaction quickly it would be great to be able to flag this. At the moment I cant seem to find a way to do this.
3 votes -
Pay via Bank Account
Add the Pay Via Bank Account checkbox to customer reports. Also add an option to have it default to on.
3 votes -
i need two new currencies please - ZAR (south african rand) + Mauritius Rupee (MUR)
perhaps this just needs to be added by the administrators
anyhow i have a USD based company and require the currencies ZAR & MUR for invoicing etc3 votes -
Travelling
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3 votes -
Allow multiple customers or projects to be selected for generating a customized report.
Allow the selection of multiple customers or projects to selected when generating a customized report. When selecting the customer or project enable the selection of multiple customers or projects by holding down the control key while clicking on the desired names.
3 votes -
importing estimates
Perhaps this already exists and I've not found it... A CSV template that allows for importing a CSV of an estimate from another software application into Zoho Books.
We use a proposal-generating application that offers seamless integration with Quickbooks Online and the ability to export the proposal as a CSV file, which can be imported into Quickbooks desktop & Peachtree.
It will make the decision to move away from QB easier if such as template exists (as I know there is not an integration).
3 votes -
Add time to recurring invoice
I would like to be able to add timer hours to any recurring invoice before it is sent OR I would like the Draft of a recurring invoice sent to ME and not to the client, so I could manually add my hours to any recurring invoice.
3 votes -
3 votes
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Bank Fee Linked to Transaction
I want to be able to specify a bank fee on an expense rather than having 2 separate expense lines.
I can do this with custom fields but that wont be contributed to the overall expense ammount
3 votes -
Allow a bank deposit transaction to be converted in to a Sales Receipt directly, with associated purchased items and GST payment.
Quick books allowed a Bank deposit transaction to be converted to Sales Receipt with just a drop down field, and allowed it to be itemized with line items and GST and category etc.. I am not able to do this in Zoho Books. This is critical because most customers for me are walk-in and pay using UPI/GPAY etc.. which becomes a bank deposit transaction in Zoho books
3 votes -
Add the doc for API "documents"
In the API documentation, there is no section for "documents" but it's working. I just have to guess each query string parameters name, value, usage etc.
Please, can you doc it ?3 votes -
invoice multiple address
Can you add the ability to assign items to different addresses on an invoice? We sell services to customers who have multiple locations and need to see the invoices separated by location.
3 votes -
Non-rate based Tax / Custom Tax Amount
In our industry there are taxes that are not based on a percent of amount. Sometimes it is a flat fee, sometimes it is a fee based on quantity. To accommodate this, could we have a tax that is just editable on the invoice? This way we can do the calculations and add it if it doesn't fit in the standard % of amount tax model
3 votes -
Print Simplified BAS report
It should be possible to print a Simplified BAS report. At present, the detailed BAS report prints even when the Simplified BAS is displayed onscreen.
3 votes -
Items custom fileds in packing slips
Items' custom fields created under item preferences can be printed in invoices but do not print on the packing slips.
Invoice Templates on the Item table has the option to show Custom Fields. That option does not exist for packing slip.
3 votes
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