Zoho Books
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6584 results found
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Add an emailaddress field in the billing- and shippingaddress
I want to store an emailaddress by addresses.
In the billing address for sending the invoice
In the shipping address for example to send the track & trace data(note, in my opinion you could remove the field 'fax', while who is using a fax these days!!)
3 votes -
Edit client details inside the invoice without opening a new tab
Whenever i want to edit client details i have to open a new tab. i suggest having it with (View customers details) whenever we are creating an invoice, estimate, sales order, etc... we can adjust it directly.
thanks
3 votes -
Books for italians companies
In Italy companies have some needs related to the tax aspects of the country that ERPs meet but are not present in Zoho:
1. The management of multiple payment deadlines is missing (the classic combinations of payment extensions 30-60-90 days from the end of the month or bank transfer, bank receipt, SDD transaction or a combination of these)There is no generation of an XML path that allows sending to the Revenue Agency for electronic invoicing and electronic fees
The management of special VAT treatments such as declarations of intent, split payment, etc ... is missing.
How we could use…
3 votes -
Mark estimates as viewed, without customer needing to login to portal
Mark estimates as viewed, without customer needing to login to portal. This is available as standard for a long time on other online accounts / invoicing applications like Zero, Freshbooks, Quickbooks etc.
3 votes -
We want attachement option In items for attaching pdf document.
While having any kind of transaction we can able to attach attachments of pdf document. We want this feature on Item level. Currently, there is an only option of attaching images. We want the option of attaching documents. By this, we can able to attach any kind of technical details, drawings to the corresponding item.
3 votes -
Zoho Books refund check printed out of the zoho books
We would like to print the refund check out of Zoho Books.
3 votes -
Enter in an opening balance that is not imported. I have no money owed and I owe no money
Show how to enter in an opening balance that is not imported. I have no money owed and I owe no money but have money in checking.
Need to open with current balance without any accounting voodoo.
a Simple input is not needed for most because of the amount of credit taken and given by business. We don't offer or use credit. You pay, you get. I pay, I get. Simple.3 votes -
Allow inventory tracking on purchased items
Presently all items created are listed if the sales check box is selected which provide the inventory and stock level. If the purchased check box is checked the item is not listed in the available items for sale which is useful if the item is not for resale but assemble. But you can not track the stock, which give a false business valuation
If the purchased option is check and the sales in not check there is no inventory option.
If we could have track the purchased items we can produce a simple manual assemble function, using the stock adjustment…
3 votes -
Add Auto-Fill option for Expense Entries (based off previous entry for that vendor).
I'm looking for an "auto-fill" function that will automatically fill in transactions (like for expenses) when any certain vendor is selected to start the transaction entry. In other accounting packages, the auto-fill is based on the last entry made for any particular vendor. The auto-fill should include things like the expense category and description.
3 votes -
Skip an recurring invoice
Let you you need to skip the next recurring invoice, I don't want to have to stop, and then have to remember to start it,
3 votes -
be able to select which vendor (or user and role) has access to which items
I have 2 differents type of vendors :
- Classic
- TechnicoSome items are same for each type of vendors, some else ...not.
It would be nice for each vendors to have only choice of their items display in estimate and invoice.3 votes -
Need to view the specific Avalara integrated records in Zoho Books Estimate, Invoice
Once upon a time I am enable avalara integration and create the one record. then disable it. But, Now I try to view that record. I understand is that not possible now.
3 votes -
Create reports with % change of each line item based on relative periods
If I look at side by side comparisons of a P&L relative dates report for example, I would like to see the percentage % change from report to report to better understand what is happening with the business - simple!!
3 votes -
Please make an option to delete the particular entry after going to the particular ledger
Please make an option to delete the particular entry after going to the particular ledger
3 votes -
Improve search suggest of drop-down lists: i.e. items, customer names, and other lists
Drop-Down lists for items, customer names, etc. would improve entry time and accuracy if the field would use search suggest (type a few letters and match in any part of the results) instead of only searching from the beginning. For example:
I have the following products: Cloud Services, Cloud Applications, Cloud Consulting. It would save time if by typing "cons" I already see "Cloud CONSulting" as the only item, instead of typng "cloud" and pick from three options.
Same for customer names, I often forget the last name of my customers (customers show as LAST, FIRST), so I need to…3 votes -
PARTIAL payment email notification
Currently payment notification emails look identical whether the customer has paid in full or partially which leads to confusion.
Partial payment's should be communicated clearly in the notification and ideally in the subject too e.g. "PARTIAL PAYMENT RECEIVED - INV-5677"
3 votes -
When invoicing a client and adding an unbilled project I would like to be able to moved the unbilled expenses below the project information
When invoicing a client and adding an unbilled project it always displays this a the bottom of the invoice. I would like to be able to move this above the unbilled expenses for the project. Our clients prefer to see this first followed by the list of expenses. Is there a way of being able to selectively merge the expenses so the invoice is not pages long!
3 votes -
to skip the holidays in the report scheduler like sundays. To have the option to skip the reports on Sundays and Holidays
To provide the options in Report scheduled to skip sundays and holidays
3 votes -
Bill/expense grouping to single line on invoice
Currently, when a bill or expense that is associated to a project is added to an invoice all the individual items in the bill or expense are on a separate line. I would like to have a single line with a description and the total amount of the expense or bill.
3 votes -
3 votes
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