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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6578 results found
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Adding Zoho Books to the Open Banking List
We would like to link our business bank account with Zoho, however Natwest have said Zoho is not in the open banking approved list. We don't want to link our account if it has not been approved.
Is this something you are looking to do?2 votes -
Selecting un-billed Purchase Orders
Is it possible to have a new "Default filter" which can select all Purchase Orders that are currently not billed in the system.
When this Filter is selected, all the Purchase Orders current in the system with a grey/uncoloured dot come up in the new filter.
This can make it easier/clearer for the user to see what still needs to be billed. This can mean less Purchase Orders being missed.
2 votes -
Pls provide module wise transaction locking system
Pls provide module wise transaction locking system
2 votes -
Custom currency
Please add the ability for adding custom currencies
2 votes -
Printing of time on reports
Every time a report is printed, we need the time of print. With transactions taking place throughout the day, we can validate the report based on the printed time. The printing of time should be optional.
2 votes -
Allow employee reimbursements to be applied to more than one expense reports
When recording an employee reimbursement, all the employee's outstanding reimbursable expense reports are listed, but you can only select one of them!! It should be very helpful to be able to apply the amount paid to an employee across several expense reports...
2 votes -
Inventory Valuation
Valuing inventory to include Overhead and Labor Burden is essential part of period end financial reporting. Inventory calculations, albeit time consuming, are repeatable and could be configured within the system. Allowing the user to select which accounts to apply to overhead and at what percent, as well as burden thus allowing the system to do the valuation for the user at period end.
2 votes -
allow out of the box fields, such as Timesheet Notes, to be required
Often, for a timesheet entry to be complete, a note needs to be entered to indicate what was done during that time. It would be helpful if there were an option to make Notes required when stopping a timer or submitting a timesheet entry.
2 votes -
Flexible sales approval process
While we turn on the "sales approval" process the approval is applied on sale orders, sales invoices, credit notes etc by default,
It must be more flexible as to on which modules we want the approval like in our organization we only want Approval for sales order not on Invoice & credit notes.
2 votes -
Reduce Paragraph spacing between Iteams, Subtotal, Total and Balance due
It's taking too much line space between paragraphs, a simple three items on A5 page take 2 pages, and 2nd page prints blank with just page no.
2 votes -
Autogenerate invoices based on when invoice sent, not created in draft mode.
It would be useful to have the option for the auto-generation of invoices to occur when an invoice is sent out, rather than prepared in draft format. Every time I prepare an invoice it autogenerates, even if I then delete that draft ('cos I make a mistake).
2 votes -
customer wise part numbers
Need to give customer wise part codes / part numbers. ex Item ABC is billed to multiple customers. each customer will have their own part codes. customer 1 calls it as 'aaa' ; customer 2 as 'bbb' and customer 3 as 'xyz'. when the item is billed to a particular customer, the respective part code is picked up and shown in a particular custom field
2 votes -
Expenses by currency
Why is there no ability to filter expenses by currency?
Zoho clearly captures the information so it is just a question of adding Expense Amount (FCY) as a field that can be used in specifying the criteria for any filtering.
Quick change, quick win for me.
2 votes -
Add journal view to inventory adjustments
Allow viewing of the journal behind the inventory adjustment (like is currently available for invoices, payments, etc., and show the journal number that was assigned.
2 votes -
Set default payment terms globally for all vendors
Right now, you have to go into a vendor account in edit mode, select their payment terms, then set a default in the list of payment terms. That's a roundabout way to set global defaults. There should be an area where global defaults are set for vendors without having to first enter the edit mode of a vendor record.
2 votes -
Prevent Custom data of Customer from changing retro actively
I am not sure why the data changes retroactively on older invoices why other data like addresses don't. It should be an option to change them retroactively or not.
Or just don't . An invoice is already released and major data like this in it should not just change retroactively just because the customer changed something in his details. It's neither accurate or legal as the invoice which you already issued , has now changed.
2 votes -
"Print name on check as..." field for vendors
Sometime the Vendor name and the name we make a check payable to are different. Would be a nice feature to be able to have field where you can enter the check name and not have to change the Vendor display name each time you print a check.
2 votes -
Bills or any other lists - 'Total count', 'number of pages and 'Navigation to next page should be TOP of the page
'Total count', 'number of pages and 'Navigation to next page is in bottom of the page on any lists like bills, invoices, credit notes, reports, banking etc. I would like to have these buttons in TOP of the page to avoid scrolling to end every time. It is really time consuming.
2 votes -
To make automatic wage payment entry optional in Zoho Payroll
We have been maintaining Zoho payroll from the last 11 months. We are facing difficulty in matching bank transactions with automated wage payment entries. Entries are appearing without any description like to which employee we paid. We tried to stop automatic entry but it doesn't allow to run the next payroll without passing that entry.
2 votes -
pls add in banking liability side BANK OD A/C as a loan
I suggest u to add BANK OVERDRAFT feature as a LIABILITY under BANKING category
2 votes
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