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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6584 results found
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STATEWISE OPTION IN SALES OPTION OF REPORT SECTION IS REQUIRED
I WANT STATEWISE OPTION.IN THAT NAME OF CUSTOMER,STATE OF CUSTOMER,TAXABLE AMOUNT,DATE,TAXABLE VALUE SHOULD BE PROVIDED IMMEDIATELY.THIS IS MY KIND REQUEST.
3 votes -
3 votes
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Can you give customized options for us to add Company specific documents to be created?
Can you give option to create additional documents apart from the listed one like invoice, challans etc?
I may need to create a commisioning certificate for some of the products3 votes -
Lock the Item Table
would like the option of locking the transaction like sales orders, invoices in such a way that a user wont be able to change things like quantity, add items, etc in the Item table even if he/she is given the power of editing Invoice.
maybe create a new permission field under edit role (User & Roles) such that we can restrict which user can edit the contents of Item Table so that he/she wont be able to change the amount of the Invoice etc but can enter the data in other fields of the invoice
3 votes -
Sorting Vendors By Currency Type
Zoho currently only allows us to write Canadian cheques, we have to write American cheques through a different program and because of this we can't see if a cheque was already written as it is not captured in zoho. Being able to tell if a customer is Canadian or American in an overview would be much easier and prevent double payments being issued when paying by credit card or physical cheque.
3 votes -
Task
I would like it if we could rearrange the task by date, A-Z and other features. When I make it inactive, I want it to disappear!! Also, when I tell it to show 200 to a page, make it stay that way. It's all annoying because I have to repeat every single time.
3 votes -
delivery challan
We should be able to link a delivery challan to an invoice - unable to do so right now even if customer, eway bill number, items, total etc is the same
3 votes -
Not allow employees to log billable time on non-billable tasks
Currently timesheet users can add billable time to a task that is designated as non-billable. If a task is set to non-billable the "billable" checkbox on time entry should be disabled or not be shown at all. The current workaround is to have a separate fixed cost project which is not ideal.
3 votes -
Option to sort vouchers by numbers
If we select the option to sort vouchers by numbers, it currently shows 100 after 1. 2-99 is not shown.
3 votes -
I see that it is necessary to modify / delete an expense account.
I see that it is necessary to modify / delete an expense account. To be able to change the situation: for example from "fixed asset" to "expense".
There are many expense accounts that do not interest me, and there are others that I created as proof and now hinder and bundle me. Greetings and thank you3 votes -
DASHBOARD ZOHO BOOKS TO SHOW ESTIMATE TRENDS AND VALUES
Kindly provide Dashboard editable.
Include Estimates in the Dashboard as option as today estimates or tomorrow sales3 votes -
Zoho Books Credit Notes Zap integration to Xero
Zapier integration between Zoho Books and Xero does not have the option to post Zoho Books Credit notes through to Xero. This makes life hard as we have to manually add credit notes into Xero..
3 votes -
3 votes
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Mandatory use of Items for Estimates and PO's etc
My client has sales reps that load estimates but with manual line items. This means that PO's are then created manually with duplication of info being typed. If there was a preference that could be set, making it mandatory for the Items to be loaded while making the estimate (or adding if already existing), then the loading time for the confirmed order thereafter would be MUCH less with less chance of error.
3 votes -
Drupal8 Integration
Drupal8 Integration as a module.
3 votes -
Assign tax rate based on Place of Supply or Shipping address
In Canada, we must charge sales tax - HST or GST - based on where we are supplying goods. Provinces in Canada have different tax rates. Currently, the tax rate assigned to a customer is used when an invoice is created. However, the ship to address should be used in order to determine which tax applies. Currently, we have to keep a chart handy and manually override the tax rates on each line item in order to make sure the correct tax is charged based on where the order is shipped. It would assist with compliance greatly if tax rates…
3 votes -
Set the account in a recurring invoice!!!
Right now you can't set the account for a line item in a recurring invoice.
3 votes -
Volume based price list for products
We need urgently a way to integrate volume based pricing for our hardware sales. All products we sell have different prices depending on the volume purchased (very standard in the B2B world), i.e.:
Product A:
1-10 units - $10
11-50 units - $9
51-100 units - $8
etc.At this moment we have to handle all pricing manually with price list created in Excel which is obviously extremely bad as it inherits offline work and room for a lot of errors.
We hope that this can be accomplished soon as it’s very standard in varies industries which selling products.
BR
…
3 votes -
Sync Credit Terms and Credit Limit to Zoho CRM
Right now there is no way even doing custom fields in Zoho CRM to sync the Credit Terms from Zoho books to Zoho CRM. We need in our CRM to be able to see Credit Terms and Limits.
3 votes -
Listing Sales Record under each contact
Under each contact, there is a tab of Sales, where it shows the invoice/ sales order/ expense record of each customer. However, if you want to know what is inside the invoice, you have to click into it individually. Is there an option to reveal all items purchased in one list in chronological order?
3 votes
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