Zoho Books
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6584 results found
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Add new URL to the online banking System
There Is a new online product from Kasikornbank PCL (Thailand) available with the seem features as K-cyber banking.
It has however a different portal adress :
https://online.kasikornbankgroup.com/K-Online/login.jsp?lang=en&type=sme
Please add this url to your system in order to use it.
1 vote -
Allow me to convert my estimate to an invoice for any client, not just the one who received the estimate.
Sometimes customers request estimates and find foundations to pay for the work, etc.
1 vote -
in
When we invoice somebody, after completion of the invoice it should prompt that it should be billed to some vendor too. And if somebody skips the entry it should flash a message "are you sure you dont want this product to be billed to the vendor" The prompt will reduce the chance of missing the entry. and the books could be maintained diligently. This will be helpful for the service industry where many a products are being bought and sold the same day.
1 vote -
I suggest to make a filter icon ( by item name ) in the inventory valuation summary report
valuation summary report filer icon
1 vote -
allow for auto created invoices to be marked sent (not just as draft) so they show up on receivables
1 vote -
Add "semi-monthly" as a schedule for recurring expenses.
Recurring expenses may be set weekly, monthly, every x months, on particular days, or on a custom schedule, but there is no means to make a single expense recur twice in one month on fixed days.
This functionality is useful for expenses associated with payroll (e.g. recurring reimbursements) for organizations that have semi-monthly payroll cycles (e.g. 5th and 20th).
Presently, accomplishing this result requires the creation of two distinct expenses, one for each of the two recurring days, each of which recurs on a monthly basis. This works, but it is burdensome to manage.
1 vote -
1 vote
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Disable decimal in "rate"
Option to disable decimal in "rate" number format.
1 vote -
Allow sorting by name in managing rules
Would be easier to find and edit a rule if sorted by rule name
1 vote -
Some strong suggstions which i think would benefit almost everyone using Zoho Books:
Allow many different versions of invoices i.e. not just one "terms and conditions" generic to all invoices. Allow unlimited versions with no restrictions.
Improve reports so that the user can decide on detailed criteria to export by (and create dashboards based on that. calculate/export total "automotive expenses" for this calendar year, or total revenue from client ABC from last month etc.
Allow REVENUES and EXPENSES to be logged/categorised in more detail such as per product/project. i.e. 1000eur sale was for Product A and $2000 sale was for product B, and 200euro expense was for product B. Then you can look…
1 vote -
Show the status of how many items are yet to be paid
Would like to suggest Zoho Books to track down different payments made in one invoice.
Lets say a client purchased 7 items from me, and made payment for 4 of the products >> Zoho books shows the status of the transaction.i.e status will show: 4/7 items paid.1 vote -
Customised Number Formatting as per South Africa Regional - R # ##0.00
There is 1 234,56 but not 1 234.56 (dot vs comma)
1 vote -
Gostaria de Poder Colocar as Fotos dos Productos para poder identificar melhor os mesmo...
Gostaria de Poder Colocar as Fotos dos Productos para poder identificar melhor os mesmo...
1 vote -
In mobile app create multiple line of item in invoice
to create invoice in mobile apps to add an items is difficult. need multiple line of items in mobile app
1 vote -
grid view zoho books timesheet
It would be nice if you could add the grid view (as in zoho projects) in zoho books timesheet.
Thx!
1 vote -
Exporting records matching a criteria
Exporting records matching a criteria
Pls add a feature to export only records that match a certain selected criteria. Right now have to export all records and then filter wanted records , remove unwanted record which is quite cumbersome and also leave a possibility of error
1 vote -
1 vote
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1 vote
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Customizing Estimate # when quoting through CRM
If we send an estimate through Zoho CRM, the estimate # has our own #, but also includes a system generated 14 digit number. We want only our own number to appear here and not the system generated one.
1 vote -
print associated documents
of particular importance/relevance in spain where all expenses submitted in tax returns have to be supported by the original invoice issued by the supplier.
this could be as simple as print all uploaded documents between abc and xyz date, or ideally when running the relevant expenses report you have the option to select to attach documents uploaded for the items included in the report.1 vote
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