Zoho Books
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6585 results found
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Add billable/non-billable hours indicator to timesheet calendar view.
We can see the total number of hours recorded for a given month on the calendar view of the timesheet. It would be very helpful to see a split between billable and non-billable hours on both the overall monthly total as well as the weekly totals. As it stands, we need to run reports any time we want an accurate total of billables for the month. This is cumbersome.
3 votes -
Add a revision system to the estimation system
so that you can issue revised quotes but still be able to "convert to invoice" any of the previous revisions. This way you dont have to recreate the estimate when the customer goes with an earlier version.
3 votes -
Dashboard 'Your Top Expenses' Pie Chart and 'Expenses by Category' report to include manual journal expenses
The 'Your Top Expenses' pie chart and 'Expenses by Category' report are deceptive because they ignore expenses that have been created via manual journals.
Expenses created via manual journals are perfectly legitimate expenses and should be included in this pie chart and report - just as they are included in the P&L report and the other two graphs on the dashboard.
Even if there were a particular reason why this pie charge and report should not include expenses via manual journals, then why would the P&L report and other dashboard graphs include these expenses?
This is not a feature request,…
3 votes -
reconciliation highlight
Reconciliation screen, highlight checked transaction for the whole line, so it's easier to spot which transaction is checked, and which one is not checked.
3 votes -
3 votes
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Addition in Invoices
1.Adding discount at item level in each line even if price list is selected.
2. I should be able to block a user to view my purchase price for all items. Thats ways if a user is assigned for generating invoice only, he should not be able to see my purchase price.
3. When making price list, instead of selecting individual item , i should be able to select Item Group, that ways making a price list will be much faster. (just imagine going through 500 items every-time
when you are making multiple price lists.
4. in Custom rate in…3 votes -
integrate calendar with timesheets
As a consultant/service provider I'd like to auto populate Timesheets with my calendar items. This will save me the weekly grudge of manually inputting the data that is already available in the tool that I use anyway (Calendar) to manage my time and meetings.
3 votes -
Profile Name optional on new Recurring Invoices
It is inconvenient (waste of precious human time) to manually specify a unique value for Profile Name when creating a new recurring invoice. Freshbooks does not require one to specify a unique Profile Name. Zoho Books should either make this field optional or automatically populate this field with a default value which can be optionally altered.
3 votes -
Statement of Account for CUSTOMER
pls add in all outstanding details: invoice no, date, custom field, total amount..... or let us choose what we want to show in our SOA for customer (Hide/Show). Thank you and have a nice day.
3 votes -
3 votes
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Grabar automáticamente estimates o invoice cada vez que se da ENTER, si pierdo el internet lo pierdo todo.
Grabar automáticamente estimates o invoices cada vez que se da ENTER, si pierdo el internet lo pierdo todo.
3 votes -
3 votes
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Payments Made Statement shows the net balance after deductions like TDS etc.,
Payments Made Statement shows the net balance after deductions like TDS etc.,
Please redraft the report to show the original invoice amount, deduction if any, then amount payable and Payment made
3 votes -
3 votes
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Indonesian Language
localization in Indonesian language
3 votes -
Adapt the input format (e.g. for Invoices and Expenses) to the usual local number format.
It would be good if number formats could be adapted in the input masks.
Countries that use a comma as decimal separator (133.15 vs. 133.15) usually have a comma between 0 and Enter/Return at the numeric keypad (e.g. QWERTZ layout).
Currently, the system converts a value of 133.15 to 0.00000. The amount is therefore entered correctly (according to local practice), but is not recognized by the system.Translated with www.DeepL.com/Translator
3 votes -
Make Bidding information for Auditing purpose
Like the Sales Order which starts with estimate, I would like to see a sub-module for bidding! Simply, prior to create a PO, we must create PR (Purchasing Request). Create PR, get it approved by a user role, then the PR would be converted to RFQ/RFP (Request for Quotation or Request for Proposal). When the vendors send their quotes, we enter their prices in the comparison sheet which creates one or several POs based on my choice following the lowest price and the best specs (best offer per quoted item).
This will make my life (and other ZoHo clients as…
3 votes -
Allow decimal time entry in Android app
In the web based interface, I am able to enter for example 1.25 hours of time on the timesheet. However, in the android app, I must enter this as 1:15. It's not a huge deal, but accepting 1.25 would make this more consistent and is a fair bit easier to type on phone keyboard as well.
3 votes -
Need New Module "Debt collecting"
Need New Module "Debt collecting". I am a finance manager and use Zoho Books for the invoicing process. But i found a big pain for us is absence of such module "debt collecting".
Currently it is very uncomfortable to monitor the customers debts. Now we use Zoho Books "Reminders" to remind the debt. But we also need to call the customer and notify somewhere the results of the negotiation:
- to enter expected payment date for the invoice. Now its possible only in one place in invoice where i can enter expected payment date (Invoice/more/expected payment date). But we need…3 votes -
Restrict Banking Transactions not banking module (Editing,creating,deleating)
This way sub accounting won't be able to change previous transactions and only main accountants will be able to that. Or simply lock transaction editing for previous months.
3 votes
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