Zoho Books
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6555 results found
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Sub- Accounts
Grouping Accounts Step by Step for Zoho Books !
1-You already have created the first level of accounts (Assets, Liabilities, Equities, Revenue & Expenses) Job is done
2-Next Step you should create the second level of in the chart of accounts. You are almost there ! The Type of Modules you have (Cash, Banks , AC Rec ...etc) Could be the best way for the second level. (With the exception of Expenses which you already developing)
3. If the above is done then all other grouping should be done by a report writer and not in the structure of accounts.1 vote -
Transaction Updates Details
It will be fine to get the details when a transactions are updated in SO,INVOICE by getting :
- Items Added and or Deleted
- Price Item Change
Actually when SO,Invoices are updated by adding or deleting items we only get a comment as updated and it's not possible to know which updates made .
1 vote -
1 vote
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To add Saudi Banks to be able to sync online
Suggest to add Saudi Banks to connect with it.
1 vote -
Zoho CRM and Slack
The notifications that are triggered based on your sales team actions in crm gets simultaneously pushed into your preferred Slack channel (#general, #random, etc.)
1 vote -
Autofill Reason for updating invoice
Hi guys
After updating an invoice, we are prompted to give a reason for the change - which is a very good idea.
In my case, there are several reasons that come up regularly.
1. remove the credit card fees because paid by direct deposit to bank
2. change due date for a payment plan
and I’m sure there are many others in other companies.It’s a pain to have to type that every time. And you could end up with inconsistent notations.
So it would be really cool to have a selection of preset radio buttons to click as…
1 vote -
Need built-in calculator with Cost, Sell, and Margin
A Cost, Sell, and Margin calculator in ZB would be amazing. We use this all the time, but I am not always at my desk. This calculator needs to be accessible on any page through ZB.
1 vote -
Sub Accounts - Sales Purchases and journal entry
I can see how to set up sub accounts and they look great and also how the roll up and reporting works which is great.
But when you raise entries in sales or purchases or journals the sub account functionality is limited as you are unable to clearly select or navigate to a sub account
You have to view the whole list which is not practical
the entry screens need to be modified to split the coding structure into two columns one will be parent account and the second sub accountYou then select the parent account and if it…
1 vote -
1 vote
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Enable viewing folders in Google drive attachments
When "Attaching receipts" to a transaction from google drive you cannot view via folders, you can only search via file name, makes it impossible to find the files and clunky. Its such a great feature but its not worth using without this simple addition to its functionality. Thanks!!
1 vote -
1 vote
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Use a "Word Cloud" with user-specified rules to match customer payments
I receive customer payments from multiple sources. Experience shows that each customer will use a reference that comprises:
their name or variants thereof
the invoice number, part thereof or an old invoice number
the full amount or non-matching amounts
none of the above!A simple matching method I once designed for a MS Access application was to do the following:
Example deposit text: Payment Received: Abalone Gh xx0292 Payment xxxxxx4697
Remove all phrases defined as junk in the description using customized rules created by the user. E.g. ="Payment Received:", starts with "payment xxxxxx". Operators like AND, OR, etc can also…
1 vote -
for invoice module
user shud be able to search item by keying in any word from item Name, SKU, Description.
1 vote -
Workflow based on customer activity
The workflow automation is making life easier – so thank you for that!
It would be nice to have the option of automating emails based on the customer activity. What I mean by this is that if the customer has not bought anything for i.e. 6 moths than the system can send an automated email.
This would make keeping in touch with customers so much easier!
Hope you can help!1 vote -
HIDE CONTACT PERSONS THAT NO LONGER WORK AT A COMPANY
When sending invoices, you are presented with contacts that are defined for that company. Some of these might have left the company of the customer. It would be great if they can be hidden.
1 vote -
Billable expenses to be billed using another item name rather than ledger name
When I raise an invoice for an expense paid on behalf of customer I need to show on the invoice I am raising a different item name than the expense ledger. Can there be an option to keep these expenses in zoho books as expenses and record the invoiced amount as part of my revenue?
Currently billed expenses on clients are reversed from expenses, and in certain cases we need t his not to be the case.1 vote -
Require more formats for Importing bank statements
require more formats for importing bank statements to zoho books like pdf, excel
1 vote -
expense details report : customize/filter by customer
go to the Expense details report, click Customize - want the ability to choose the customer and show only the expenses categorized under that customer
1 vote -
Allow invoice builtin and customs fields available in Payment receipt templates
Is there a way to Allow invoice builtin and customs fields available in Payment receipt templates?
1 vote -
Quantity Conversion for Item
The customer wanted the ability to Track Inventory by Quantity and the corresponding measurement for it as well.. for example, if you're buying seeds at 1kg, but, selling it as 1 seed .. the system should be able to identify the difference and the reports should flow through accordingly as well... !!
1 vote
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