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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6590 results found
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In Invoice print,Invoice Amount in words needs to be included.
Invoice Amount in words needs to be included. Line spacing also need to be reduced.Blank Lines may be deleted from Invoice Figures - total taxes etc.
3 votes -
for banking transactions
Banking transactions option to view/search from/within date range
3 votes -
Automation- Workflows: Trigger workflow based on specified field being blank
Need ability to trigger a workflow based on specified field being blank.
3 votes -
When Creating a Purchase bill , We want to calculate SGST and CGST both on a item rate.
We want to calculate more than one tax category on a item . such as SGST and CGST but it does not opt to select more than one tax category.
3 votes -
3 votes
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When I have already mentioned default tax rate for an item, why doesn't it selects that tax rate when entering purchase bills.
When I have already mentioned default tax rate for an item, why doesn't it selects that tax rate when entering purchase bills.
Also I don't see an option to round of total in purchase bills or maybe just enter qty & total value to auto calculate item rate!! Really important to ensure exact match of value in purchase bill.
3 votes -
Report showing items on bills not invoiced
There is not a report to show items on bills associated with a client/project that have not yet been billed. This means each month going through and checking all the bills from the prior month to make sure everything has been re-billed to customers. Having a report showing purchases, via bills I've entered, that are not yet billed to a customer, if there is data there for it would be helpful.
3 votes -
Statement of Account sent to customer to show in reverse sign
Can we have option for Statement of Accounts to show figures on the reverse sign? Since Statement of Account is meant to for the customer to know what he/she owes and what is creditable to them, it makes sense to reflect the figures in reverse sign. The currenct Customer Statement is in the context of the sending company rather then on the context of the reading customer.
3 votes -
Pass Stripe Transaction ID into Payment record in Zoho Books
In the system I'm migrating from, every transaction has the transaction ID attached to the record, whether it's via Stripe, PayPal, etc. This is absolutely necessary! Just last month I had to go in (to my current system) and sort out some incorrect charges/payment, and the only way to find the correct records was by comparing the transaction ID. I have several monthly recurring invoices at the exact same price. As a workaround, what I'm going to do is make sure they are all recurring on different dates (as some currently are on the same day, same amount, and only…
3 votes -
All purchases bills automatically reflect in GSTIN login
All purchases bills automatically reflect in GSTIN login or ZOHO Login, based on their GSTIN no. So only sales will enter according to purchased items. Records will match easily.
3 votes -
For a petty cash account, make "cash" the default for "Received Via".
title says it all.
3 votes -
Fixed Price Project Snapshot Current Billing Period Summary
The project summary Snapshot shows a graph with a toggle to switch between this week, this month, last month, last week.
Below the snapshot graph is a section with Logged hours. This shows all previous hours logged and billed in a simple column.
Please add a column (next to the column that shows total logged hours for the project) that shows the logged hours the project that corresponds to the toggle in the project snapshot.
the above be added as it significantly improves the administration of a fixed price contract for us the user.
I want to provide consulting services…
3 votes -
Sale - Purchase summery
We need Sale and Purchase summery, which we can get in tally.
Which contains
1.Bill Number
2. Date
3. Party name
4. State
5. Amount without tax
6. Tax ammount
7. Total ammount with tax
Same for Purchace too ..
Please help as soon as possible , we dont know how to get these report.
3 votes -
Shopify Include tax pricing
Shopify rejects prices inclusive of tax. This is a deterrent for shoppers and they move on as they want an all in price.
3 votes -
Error should be removed in case export services Invoices:
We are getting the Error: You have transactions which do not have the required information to upload to GSTN
As we have charged the IGST in our Export services it should be correct
3 votes -
In the order now screen (for vendors) i need to see the re order number and the SKU
When i have low stock items and i need to replenish my stock, i need to be able to create a purchase order & at them moment to do this i need to know the re order level of hundreds of items (this is impossible)
In the Order now screen i need to see the reorder amount of each item, and possibly the SKU would help too.3 votes -
Be able to pull total project cost data from the project list pull from the API
Right now the only way to pull the total project cost data is to pull from each individual project. Which would mean I would have to write each individual API calls for each project. This solution is not sustainable/automatic. It would be so great if I could get the total project cost along with the list of all projects in one API call so I can do things such as budget analysis and a multitude of different things.
3 votes -
allow to print expenses.
In India, we need to maintain expenses and attach physical receipts to expenses that we make.
Digital formats are widely not accepted and this is one major problem for me since the feature isn't available. I cannot switch to Zoho from my existing system for the same reason.
3 votes -
Fix the design of the unpaid invoice list template
You have to increase the width of date, status, amount and balance column of the unpaid invoice list template to make it presentable.
3 votes -
Estimate > Approve Estimate > Create Invoice AND Purchase Order
Customer approves estimate > We need an order list for our employees to order from.
3 votes
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