Zoho Books
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6584 results found
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How do I convert multiple purchase orders into one bill for the same vendor?
How do I convert multiple purchase orders into one bill for the same vendor?
3 votes -
customisation of delivery notes
Produce delivery notes from sales orders that can be customised to show
item weights
items delivered/items out of stock/remaining to be delivered
driver and customer signature lines3 votes -
All accounting heads like tally should be created
All accounting heads same as in tally should be present by default
3 votes -
Banking User privileges
we sometimes not want the cashier to be aware of what is at the Bank account, I am Suggesting you to find a way that we can choose if a cashier can dealing with both bank and petty cash or can dealing with one of them
3 votes -
Create Purchase Order from Invoice
Hi, is the Zoho team ever going to implement this? The bigger and bigger my business grows, the more and more PO's I have to do. This is like the 5th time I am asking.
We DON NOT use Sales Orders nor do any of my clients. I love Zoho Books but this is absolutely killing us! I have to seriously start looking at alternatives because of the lack of this ability. It's a shame as we love everything else about it.
3 votes -
Make Default PDF View an Option on Templates
Being able to select "PDF View" as a default view for Invoices, Sales Orders instead of Standard View.
Useful to quickly differentiate between templates used.3 votes -
Import to Zoho Books option in Zoho invoice weblink/email
In the invoices weblink included in the mail sent to customer, add an option to import in to Zoho Books as bills. So if the customer is also using Zoho books, they can easily import that invoice as Bills in to their Zoho book. With increasing user base for Zoho books, this becomes a basis necessity.
3 votes -
Can you please add more granular access to reporting?
It would be really helpful to be able to grant access to specific reports inside of a role.
3 votes -
Simply Timer with ONLY customer and notes section
I need a simply timer option that would allow my field techs to choose/enter a customer and then add notes as to what work they did. Current Zoho Timer option requires me to setup projects for every customer and every type of troubleshooting efforts we do. The current Zoho Timer is useful for certain customers but not the majority of the work we do.
3 votes -
Order fulfillment
I would like to suggest to show on the sales orders summary page, which sales orders have all items in stock or partially in stock and can be fulfilled.
This would be very helpful for e-commerce companies to fulfill orders.3 votes -
Post invoices net of discount
Currently the discount on a sales invoice is posted to single discount account separate to the sales income. We would like to be able to post invoices NET of the discount.
3 votes -
Overwriting when syncing needs to check which is latest info
Created customer in Books, data got pushed to CRM, customer updated record in Books using their portal, then CRM updated Books essentially deleting what the customer had corrected.
Your syncing needs to check what has the latest data, not just willy nilly shove all info from one system to the other without regard for which has the latest info.
3 votes -
client portal
it would be great if i could add custom items to customer specific portals so they could order directly from there and then i could go in and convert it to an invoice with the click of a button
3 votes -
Delivery note for suppliers
I would like to have the option to create a delivery note for suppliers. I need this because we have to send semi-finished products to suppliers for finalization.
3 votes -
Make it impossible to change/edit already invoiced items on a Sales Order
Currently when an invoice has been raised from a Sales Order, those previously invoiced items turn grey on the Sales Order, but it is still possible to accidentally edit something on those items. Once one of those items is altered in any way, you then cannot save the Sales Order. This has caused us to have to scrap a lot of work on adding or changing other un-invoiced items, only to be told that the Sales Order cannot be saved. I understand it's our mistake in making changes to those previously invoiced items, but please please make it totally impossible…
3 votes -
Timesheet Detail Report Add Group by Task
Add the option to group by task when customising the Timesheet detail report.
3 votes -
add item code
Please add item code in items and it shoul be viewed and printed in invoice and delivery challan
3 votes -
Font Customisation, allow the use of our corporate fonts in all documents on zoho
The ability to use our own font on documents and emails allows us to look more professional, the fonts used by zoho are so dated and old fashioned
3 votes -
Set Sales Person to Mandatory or Optional
add an option to set " Sales Person" to Mandatory or Optional.
currently Seles Person field is optional only !
In my case, salesman missing to choose their name on invoice.
I try to using custom field to do but IT CAN NOT EDIT OR REMOVE anymore. It means I will see a lot of non-use custom field in that list !3 votes -
I need a way to track hours recorded against a state where they were worked for tax reporting.
Need a field in recording hours to capture U.S. State jurisdication.
3 votes
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