Zoho Books
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6555 results found
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Sheet fed deposit slips like Quickbooks uses.
Make sheet fed deposit slips available.
1 vote -
Hi I was wondering if user can match the credit note in the banking module while matching the invoice and once the credit note is matched it
Hi I was wondering if user can match the credit note in the banking module while matching the invoice and once the credit note is matched it get close automatically. Right now user have to go to customer account to apply the credit note while that can be matched while matching the transaction in the banking. this feature would ease out everything in banking module.
1 vote -
get rid of this stupid error. Account Receivables and Payables cannot be selected with Bank, Card, Cash and Clearing accounts.
This error comes up when trying to save a transaction where something is paid that needs to show up on a vendor account. Account Receivables and Payables cannot be selected with Bank, Card, Cash and Clearing accounts.
This is silly that you cannot post a receipt to Accounts Receivable or Accounts Payable. Isn't the whole points of those accounts to show bills you haven't paid or haven't been paid for.
1 vote -
setting to allow calendar view of timesheets screen as default
The system always defaults to "List" view of Timesheets and we use "Calendar" view. Always have to go to the list view and then click the calendar icon.
I know it's minor but it would be great.
Thank you1 vote -
Knowing number of employees worked on a project and make time sheet for each employee
Tracking each employees by the project and hours spend for each project. Calculate the cost of each project based on the hours worked. Also find timesheet of each employee
1 vote -
calander
need calander or reminder of job option details
1 vote -
Client Portal Addition
Acknowledged scanned Delivery Notes in Client Portal along with the Invoices will be a proof and it will be more handy for the Buyers to verify the actual delivery.
1 vote -
Need to be able to memorize basic reports with customizations without changing the basic report.
Need to be able to memorize basic reports with customizations without changing the basic report. Analytics is too complicated, not a good option.
1 vote -
Categorize bank transactions before mark an invoice as sent
You only can categorize bank transactions if previously you mark the related invoice as sent.It would be very useful to be able to categorize independently of the state of the invoice.
We sent invoice to some customers after receiver the payment (i.e bank draft) and to categorize transactions, we need to mark first as sent, then categorize and remember what invoices we categorized to send the invoice to the customers...
1 vote -
In customer contacts, allow designation of an account (not bank account) for all receipts
If a company sells services to a number of different clients, it would be useful, on the customer contact set-up, to be able to designate an account code to which all receipts from this customer automatically go. Thus, once an invoice is generated and the payment matched from the imported bank statement, it will automatically go to the right place.
1 vote -
1 vote
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1 vote
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wages
i am a director of our company and there is not an easy way that i have found to keep track or our wages along with the tax components/work cover etc that the business has to pay with wages
1 vote -
allow for multiple codes per one expense
I would like to be able to break down one expense into multiple codes. This way when I have one receipt I can code it to several expense accounts. I am currently using another program to control my expenses and I would like to be able to have everything combined.
1 vote -
Individual Client Outstanding Invoice Report
I would like to send my client this list of invoices in a report format that are outstanding which have not been paid.
Please make it easy for us to send it to our clients.. .
Thanks!
1 vote -
Hold monthly webinars to help us understand the full potential of your tools.
I am using zoho books and zoho projects and I am finding this one of the most helpful tools for my business. I feel like I do not know all of its full potential. I would love to attend webinars that give me helpful advice how to navigate and save time tracking projects,times, expenses and getting paid.
1 vote -
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
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