Zoho Books
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6555 results found
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It would be great to have the slide bar on the right hand side of the program wider, it is so narrow and hard to navigate.
It would be great to have the slide bar on the right hand side of the program wider, it is so narrow and hard to navigate.
1 vote -
Hi please make a solution so that it is possible to to use the pc's camera to take a photo of receipts so one does not have to scan first.
Hi please make a solution so that it is possible to use the PC's camera to take a photo of receipts so one does not have to scan first. This is already working in the mobile version so it should be a piece of cake
1 vote -
Add Totals to Banking
There is no Totals row when you click to view transactions made from a particular bank account. Similarly, when you want to limit date criteria for a month and view all transactions in that month from a particular bank account, there is no total amount at the bottom of the screen! There is only a "Total count" off rows which is not as important as the Total amount of all the transactions for a particular period linked to a particular bank account. Please add this asap, otherwise i have to export manually into excel then add rows which should not…
1 vote -
More than one dropdown custom field in estimate
We have more than one field where we want to give sales person options to choose. At the moment having just one dropdown field and inserting data for other field is consuming us a lot of time and problems of human error. This feature alone will save nearly 1200 hours within our company and help our reporting massively, we have been request this feature for nearly 6 months now. And we have not heard back. So urgency into this matter would be appreciated with a lot of chocolates and referrals.
1 vote -
Group transactions showing the total of grouped documents within
In Contacts section, in the "Go to transactions" you grouped transactions in nice drill-down groups. Very Nice!
Can you put nearby each header group a count of how many transactions are grouped?
This way, we can avoid to open the Group just to chek if it is empty or not. Also to easier the tracking of documents.
1 vote -
associate expenses to invoices
all i want is, to associate every expense that may belong to a particular sale that i made. for example, lets say i sold you a shirt for $100. you paid me $100 and now you received your shirt and you are happy......
now i have to calculate the cost of everything that had to do with that sale, for example... the shirt cost me $50. the shipping of the shirt to you cost me $10. the sewing material that i needed to buy in order to fix the shirt (before i could have sold it to you) cost me…1 vote -
Last updated date in estimation export
When we export an estimate, we would like a last updated date as one of the field. It not being there has major issue in integration with our CRM and other system that we are using. And having to manually enter date in custom field is casuing a lot of hours being wasted.
1 vote -
Industrial Automation, PLC Programming, scada Pid Control System
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1 vote -
Categorise sales
Assign sales items to accounting codes so that a report / dashboard can show the cost of sales vs sales
1 vote -
move to shipping
allow invoices or sales orders to be moved to a category called 'ready for shipment'. as soon as an order is paid or simply ready for shipment, we 'move it into this new category and than our logistics manager can do into that window as he sees all these orders are now ready for shipment, and he go ahead and schedule those shipments to go to our client. after that he can mark as shipped/delivered or partially shipped/delivered. that way we can always keep track of our orders status from beginning to end without having to dig into old printed…
1 vote -
support 1'000.00 value field in csv statement import
a small coma for the thousand value format makes the difference between being able to upload a bank statement or not. down the line can make the difference between subscribing to Zoho or not as this is a major draw back to time saving.
1 vote -
Add sales rep and account number fields to the "Sales by Sales Rep" report. Also, a Summary Report of all transactions by rep, all reps
Add a Summary option so all sales rep info can be used by clients to calculate commissions. Also, please add the sales rep field and an Account number field, or option to use Custom Fields from Subscriptions and Invoices.
1 vote -
More details on customer drop down for Purchase Orders
We deal with quite a few customers that reside in different states, cities, or even countries that all have the EXACT same company name.
"ABC Store"
Imagine if you have 50 of those and you are creating a purchase order to be shipped to one of them. Because the drop down only shows the company name, we must go through all 50 one at a time until we find the correct store.
I'd rather not have to name each store uniquely. It would make more sense if the dropdown would include city & state next to the company name for…
1 vote -
Add a field for customer's PO #
You need a Purchase Order # field that follows the order through every stage - once entered in a sales order, it should appear on an invoice, package ( Zoho Inventory) etc.
1 vote -
Have a Default GST field (Australian Goods & Services Tax - same as VAT etc) attached to each General Ledger Account.
Having a Default GST field (Australian Goods & Services Tax - same as VAT etc) attached to each General Ledger Account, would:
** Reduce errors during entry in picking the wrong Tax Category
** Save time as entering the GST Category each time a transaction is entered is laboriousIt would work like the current Default GST Categories applied to Items.
When entering a transaction there will be a need to change the GST where applicable.1 vote -
Canadian taxes (BC) based on SKU not customer
In Canada (BC), our taxes need to be based on the item not the customer. For example, if we sell a laptop then we need to charge both PST and GST, but labour has only GST applied.
1 vote -
Payment gateway via API
Hi it will be interesting to add a way to add any paiement gateway via API.
1 vote -
Multiple Tax in Item. In India We have 3 taxs, 1 Services tax, 2 Swachh Bharat Cess and 3 Krishi Kalyan Cess
Krishi Kalyan Cess, which was announced during the 2016–17 Budget, has become applicable from 1 June. A tax of 0.5% would be levied over and above the Service Tax and Swachh Bharat Cess. Till 31 May 2016, the Service Tax rate was 14.5%. With Krishi Kalyan cess, the service tax would increase to 15%.
1 vote -
Editing Options For Salesperson Name Under Invoices
It would be nice to if I could edit or change a sales person name for invoices without having to delete them and loose all data.
1 vote -
nas tags de relatorios devem associar tambem nos relatorios de despesas e dos pagamentos recebidos, porque eu tenho varias filias eu quero s
nas tags de relatorios devem associar tambem nos relatorios de despesas e dos pagamentos recebidos, porque eu tenho varias filias eu quero saber quanto tenho de despesas em outras filias. Será um bom recurso para nós.
1 vote
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