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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6555 results found
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Please add a document storage facility in order to scan and store all invoices, receipts etc
We scan and store every receipt, invoice etc and require a system whereby we can retain all documents for tax purposes.
1 vote -
invoice template half of A4 FOR FEW ITEMS PAGE IS WASTE FOR FEW ITEMS
invoice template half of A4 Size FOR 5 OR 6 ITEMS IN THE BILL
1 vote -
lock previous months in Zoho Books
Good Afternoon, please testify block the months to prevent unauthorized modifications. It´s possible in Zoho Books?
Regards
Monica1 vote -
Report required that ages by "expected due date"
This report should bucket for each invoice, grouped by customer all invoices in buckets of month and week based on the expected date of payment. Where the expected date of payment is blank, it should default to the due date of the invoice. This will be a very useful tool for collection agents to follow up with customers for payments.
1 vote -
The option to set Miscellaneous reminders in Zoho Books.
Reminders that are not necessarily tied to any transaction entries (for example: "Christmas Party" or "Buy XYZ at the grocery, etc)
1 vote -
Tag transactions for different DBA's under one tax id number. Help in tracking for accounting purposes.
Tag items for different DBA's under one Tax ID number.
1 vote -
Edit Time Entries from Draft Invoices
When editing a time entry from a Draft Invoice (in edit mode), the system should also update the source Time Entry (in Timesheets). This is useful when employees are reviewing/approving Draft Invoices prior to sending to the client.
1 vote -
1 vote
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Territory Management
There should be separate invoicing and reporting system
1 vote -
Import
Import an Reimbursible expense into a vendor bill.
1 vote -
1 vote
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In the item view, allow the selection of multiple items, and then an action to generate a quotation from the items.
In the item view, allow the selection of multiple items, and then an action to generate a quotation from the items. This should be coupled with a better display of the items in the item list (e.g. description should be visible) as we use the name for the product code.
1 vote -
Need for additional Fields
Need the fields customer name and tin number in Tax report
1 vote -
Invoice - "Order Due Date" Field - NOT Custom Field
We send out estimates all the time, the customer places an order for the products from us after recieving that estimate, we then convert the "estimate" into "invoice - Draft", It has to be draft because we have not made and delivered the parts yet. When the customer sends us the order, they have given us a "requested delivery date". We are a components manufacturer, so the customer tells us when they need the order by". If we could have a field on the invoice "Req Delivery Date" and this date is available in the "Main Draft Invoice List", then…
1 vote -
Bug: Tax exempt customer should not be rebilled for taxable expense
When a customer is tax exempt, one should not rebill the customer for recoverable taxes paid on their behalf but instead recover those taxes from the tax agency. Zoho does this incorrectly, in violation of accounting rules (certainly in Canada, probably elsewhere for all recoverable value added taxes).
Example:
-Create a tax exempt customer
-Create a taxable expense associated with this tax-exempt customer
-Create an invoice to re-bill for the expense
-The expense will be entered as a taxable line item, with no option to changeAs a workaround, one can set a tax for the customer, which curiously enables…
1 vote -
Credit Card HTML5 Field Input Field Type
When a customer is paying an invoice on their mobile device the credit card number and the CVC fields should be <input type="number"> or some other method to make the mobile keyboard display numbers only - much easier for customer to input. Not to mention that this would also keep letter and other characters from accidentally being entered.
1 vote -
For us dealing with ships spares it is urgently needed that you allow us to insert three custom fields before the customer name and address.
For us dealing with ships spares it is urgently needed that you allow us to insert three custom fields before the customer name and address.
One fied should be for ''the master & owners of MV'' the next should be ''ships name" abd the third "c/o". This is the standard in the shipping industry and it is very difficult to use the system with out that option1 vote -
When I click edit on a payment in undeposited funds, let me change the account as needed when I deposit it.
When edit in "undeposited Funds" add the ability to change to another account since this necessary when it is deposited into a bank account.
1 vote -
integrate zoho with dochub free digital signatures/pdf edits
work with dochub for digital signatures. it's free!
https://dochub.com/1 vote -
Make the Calendar monthly Hours actually accurate
The hours for the month-- listed at the bottom of the timesheet calendar-- is not accurate. The total includes hours billed in the prior month. Please make it actually accurate.
1 vote
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