Zoho Books
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6584 results found
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Provide option to limit sales persons to only using composite items
Provide an option in user roles to only allow the sales team to view/use composite items.
This way you can use normal items as inventory assets and composite items as finished goods. Zoho inventory will be able to effectively keep track of all types of inventory without having to burden the sales team with a long list of items
3 votes -
GoCardless US
Ass support for GoCardless in the US as they are now offering their services in the US.
3 votes -
rounding off on sales
round off feature on the sales invoice shall be open for edits. Some of my clients do not accept invoices with rounded off total and they finally pay us based on the un-rounded totals. It is very painful to match the payment in such cases.
Either:-
1. keep the round off values open for edits
OR
2. create a setup option against each customer to select "Rounding Off" or "No rounding off".This will save a lot of our time.
Thanks,
3 votes -
Add employee column in bulk add expenses
There isn't an option to customize & add employee column on the bulk add expenses screen.
3 votes -
Invoice report with cost of sale for every invoice individually,
Every item has a cost price recorded, I need an invoice report per sales person that include a column indicating to cost of sale on every invoice
3 votes -
3 votes
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reports user filed
On the 'Purchase Order Details' report. Create a reporting field that shows the "User" that created the Purchase Order
3 votes -
Categorize Transactions in iOS and Mac Apps
I mostly use Zoho Books for keeping books, and as such, the vast majority of the time I spend with the service involves categorizing transactions. It would be extremely nice if I could do this on my iPhone, my iPad, or in the new Mac app, given that it's 99% of what I want to actually do with Zoho Books.
I understand that the new Mac app is based on the iPad app, and that the lack of categorization carries over from there. However, it does feel a bit odd to have to leave a Mac application and go to…
3 votes -
Add dynamic statement descriptor in Stripe API for payments through ZOHO.
Stripe supports dynamic statement descriptors with their API. This will enable customers (with applicable banks) to see a dynamic reference on their credit card statements. This can be incredibly useful for corporate or government card holders in their reconciliation processes. Highly suggest using the Invoice# as the number to report in dynamic reference.
The relevant API data field is: "statement_descriptor". Currently in Stripe API, this is being reported as null.3 votes -
Zoho doesn't have progress claim options so far.
Progressive claim for every item. we are waiting for your roadmap/pipeline to be included in this Zoho Books.
3 votes -
mileage
I have requested this many times and I don't think it would be hard to do. But when I add my mileage into the odometer reading on the app it does not keep the entry for when I am finished. So, I have to write the number on a piece of paper to add at the end of the trip . It would also be nice to have an easy way to take a photo of the odometer before and after.
3 votes -
in Zoho Books Inbox, the amounts of the scanned document and matching transaction do not match
From the Inbox in Zoho Books, if the amount of the amount of scanned document and the existing transaction do not match, we should be able to compare both, to see what doesn't match and modify the existing bill.
3 votes -
Zoho Books Inbox, have multiple email adresses that redirect to the scanned documents
If we have multiple email adresses that can redirect to the Inbox of Zoho Books, we should also be able to automatically redirect each emails received to a specific folder to already filter if it is a sales order, purchase order, bill, ... So that the designated person can take care of the transaction.
3 votes -
Enable click on income graph in customer overview to show the related transactions of that income
In customer Module -> customer View there is no way to see any sales without invoice.
In the overview tab, the Icome Graph show the income by month, and the amount if over with the mouse.
However you can't know to which transaction are related this income unless you go to search for this transaction in the banking module, or you generate a report that include the sales without invoice in the report.It will be much easier and faster just to click on the month income bar of the graph, to show all the related transaction of that customer…
3 votes -
Give access to PriceLists in Deluge (custom fucntions)
Give me access to "PriceLists" via custom fucntions with deluge
Please add the one line of code that allows zoho.books.getrecords("Pricelist"...... and zoho.books.getRecordsByID("Pricelist"......Its concerning that I can access Invoices, bank records, sales orders, purchase orders etc this way but I can not access a simple list of data for pricelists
3 votes -
MAKE A DESKTOP APPLICATION FOR ZOHO BOOKS
MAKE A DESKTOP APPLICATION FOR ZOHO BOOKS
3 votes -
Expense - Manage Categories
In Zoho Expense, Manage Categories, there are only two options. Neither of which I want the expenses that people enter to go to. Not really a helpful setup area if you can't apply the accounts you want to use.
3 votes -
Timesheet approval by clients
Typical Workflow:
Engineer works on a project for a customer.
Engineer completes timesheet for hours spent on that project.
Timesheet is approved by customer's project manager / user
Approved timesheet is sent with invoice to customer finance.So far the Zoho process assumes hours and costs are managed internally, and not approved by the customer. This is not normal. At the moment zoho books does not allow:
Approval of timesheets by customer (hardcopy is fine)
Reporting of project time per project / customer (so that other customers cannot see hours spent on other projects)Think of the timesheet as the…
3 votes -
Hypertext link between report lines and Zoho Books
When creating a report, it would be interesting if a hyperlink takes us back to the desired place on Zoho Books. Example: I generate an expense report in Excel and for each line a link is created to the Zoho Books expense. So, I can easily recover the attached file.
3 votes -
CRM Expenditures and Orders
When you assign a Zoho Books expense to a customer, the Potential drop-down menu appears. It would be interesting if the order numbers of these customers could also be chosen from a drop-down menu.
3 votes
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