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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Project based on assign the total hours to be billed
In Zoho Books, I need to assign the total hours to be billed for the project.
In my case, I need to assign 20 hours (for example) for a project and bill the customer every monthly when the last day is reached. In addiction it is important to accumulate the hours when the customer will not use the hours either by request or support for instance for the next month.
Like it,
Client, Contoso has 20 hours per monthly in contract with us it costs to him 500$ per month.
They had used only 10 hours in February in my…3 votes -
Customer based P&L
We can see our Bills and Invoices within the Customer in zohobooks which is great. However we would like to easily see if we have a Profit or Loss associated with the Customer. Easy filter of time ie "All Time" , "This FY" would be helpful too
3 votes -
Show account affected in banking transactions
Right now you can see the Date, Reference#, Type, Status, Deposits, Withdrawals, and Running Balance columns for all transactions.
I'd like to see the ability to add an additional column - "Account" or "Account Affected"
3 votes -
Please change the stamp from PAID to WRITE OFF on invoices that are written off
Please change the stamp from PAID to WRITE OFF on invoices that are written off. It is very difficult to look back and see which invoices were written off and which were actually paid.
3 votes -
I need printed date and time at the bottom of invoice
I want to get time and date on invoice printed.
3 votes -
Rate per Hour or Day per Task and/or per Role (Projekt-Member)
Rate per Hour or Day per Task and/or per Role (Projekt-Member)
Two Dimensions for more flexibilityA Task can have a Rate
A Role (Project Member) can have a RateThat would be also great - If the Project Member can linked to defined Roles - like - Projektmanager, System Engeneer, Architect, Working student, Manager, etc......
3 votes -
Importing Customer Invoices
When importing customer invoices:
(1) Allow the invoice "Subject" to be mapped and imported.
(2) If payment terms are not provided, default them from the customer.3 votes -
Allow input of receipts for multiple customers on one voucher
Allow input of multiple customers receipts on one receipt input voucher. For now, you can only input 1 payment per customer on a payment receipt. What if 100 customers paid on a single day and I wanted to input them. Now I would need to input 100 vouchers. I would like to flexibility to input them on one voucher, with 100 ledgers for example. Please add this feature.
3 votes -
Allow override of GST values
Override of automated calculation of GST values should be allowed at least for expenses and bills as many vendors round off the GST amounts which will never be reconciled if the GST values are different in person using Zoho Books and people using other accounting softwares
3 votes -
Auto-assign customer owner based on CRM account owner
Right now we have to manually select an owner for a new Customer in Books, however this owner is identical to the Account Owner in CRM (all data is synced between CRM and Books). Please allow customer owners to be automatically assigned upon Customer creation based on account owner field in CRM.
3 votes -
Modify the expense by category report to include supplier credit notes
The Expense by Category report does not show supplier credit notes, hence expense totals are not real....
3 votes -
Client portal
I would like the "Staff name" field to be included in the Client portal under project timesheets
3 votes -
P&L by class
Need to be able to run reports (especially P&L) by class, with each column a class
3 votes -
Documents Alignment - RTL
Hi,
We are trying to use this great app here in israel and i like the general the idea of a prebuilt templates.
Still, It is crucial to have an option to set the whole document to the RTL direction instead of LTR.
Is it something that is in the plan for the near-feature?
3 votes -
Balance sheet reports require incoming/outgoing colums
A balance sheet must have an incoming and outgoing balance on each account. Maybe as an option or as an detailed report.
3 votes -
Minimum payment or deposit required field on invoice
Hello
I would love to see the next update by adding "minimum payment or deposit required" field directly on the invoice so the clients have the option to make minimum instead of changing the amount themselves on payment. A lot of vendors like me require deposit from clients in order to reserve our service for their wedding date.
Please note that I've tried for days working with Invoice Retainer but it's not the same as to request clients to make deposit.
3 votes -
recurring invoice report by item
Create a "Recurring Invoice Details" report that includes Item detail and amount rather than just total Invoice amount.
3 votes -
Project filter in timesheets
Can you please extend the project filter when logging new time to contain the search query rather than 'begins with..'
3 votes -
Please add payroll option
Please add payroll option it can help us lot..
3 votes -
Add Zoho Books Australian account support to Chrome Extension
I was wondering why the extension would never sign in, therefore being useless. Then I looked in the extension settings, and the list of Zoho domains it supports, and books.zoho.com.au is missing, so the extension can't work for any Australian businesses. Could this be fixed so we can use it with Australian Zoho Books accounts too please?
3 votes
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