Zoho Books
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7029 results found
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estimate default time under date for every estimate
need a default estimate time for every estimate date
1 vote -
Link expenses to invoice without my client seeing the price I have paid. Keep link between expenses/client - to not forget to bill back exp
Be able to Link expenses to invoice without my client seeing the price I have paid. So i Don't want a line about the expenses. Want to change the name of item of invoice to choose from my income account. Keep link between expenses/client - so be able to not forget to bill back expenses to that client. So bill won't show as unbilled after invoice are done.
1 vote -
Allow defaults for projects notes that are imported to invoice - for all customers
allow default template of information for projects when converting to invoice - apply defaults from project notes imported to invoice for all customers
1 vote -
Packing List
Packing needs more custom fields like
Net Weight
Gross Weight
Box Dimensions
all in item level and in total1 vote -
Document specific custom attention field
Lets have option to select the customer information on the attention field on document basis...because a contact can have multiple persons info and for every order document the concerned person will vary and at times we have to have attention of multiple person from an organization. So, provide an option to have the person/persons to be selected whose attention is required.
1 vote -
How do I record Pre Incorpopration/startup/prelimininary expense
How do I record expense before company incorporation such as company formation expense, R&D expense and Market Research.
Company act:
1) To records the preliminary expense incurred prior to incorporation of the legal entity following entry should be passed on the first day of the incorporation : Debit the preliminary expenses A/c and Credit the Profit & Loss A/c for the amount determined as preliminary expenses.
- As stated above the preliminary expenses can be written off in five years, to record that following entry should be passed : Debit the Preliminary expenses written off the credit the preliminary expenses A/c…
1 vote -
LInking of Bills with Invoices for easy reconciliation and margin
LInking of Bills with Invoices for easy reconciliation and check on margin
1 vote -
Create a Report for Advance Tax Payment on Invoices
While recording the payment, We also record TDS (or) Advance Tax for each of the payment, that we received from our customer. This is amount, that we have an option of getting refund from govt, based on our P&L Account. I prefer we should have report to show how much is TDS (or) Advance Tax with held. This will give an Indicative refund summary
1 vote -
Add Purchase Approval And Purchase Approval Return
PLease add Purchase Approval Option And Purchase Approval Return Option. We receive Stock on Approval Basis Also i.e under Challan and we can return them as well but this doesnot effect vendor statement of accounts. After return the net quantity is billed which effect statement of vendor. But stock increase and decrease on purchase approval and return
1 vote -
Ability to send out more than 50 invoices at once
Please have the option where we can email more than 50 invoices at one time.
Also, an option to select "Send Later" on an invoice.
1 vote -
add to the cost of the product some more expenses like some process done after we buy it like painting a product.
to have in the item format to create and edit an option of additional expenses to be considered as the total cost of the item, even though you dont pay to the supplier the total cost of the finished item.
1 vote -
In banking feed
Banking feed payment withdrawal with bank charges (eg. 5000 +29) could not match 5000 to cash and 29 to bank charges
1 vote -
DBS Bank India - Integration
Please even tie up with DBS Bank India. They are the No. 1 bank for SME's in South-East Asia and no doubt the largest bank in this region
1 vote -
1 vote
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Add additional payment type options to print checks besides just to a vendor
All businesses are not cut and dry to where a payment is directly tied to a vendor per se. For example, in applied research, there are times when you compensate individuals for their participation in a study or focus group, etc. In this case, an organization would like to easily print checks without recording every person as a vendor. Let's say I have 50 people who participate in a study. They are not vendors. I don't care to have to add all 50 persons as a vendor and create a bill just to print a check. In other words, there…
1 vote -
Enable payment of an AED invoice through foreign currency accounts
Currently if the supplier invoice is in AED, while making the payment one cannot select a USD or Euro or GBP bank account. It must be paid through AED account or petty cash. This is not the correct treatment and also exchange rate difference cannot be accounted for automatically.
1 vote -
return items
would like to see a return item not credit note which will be posted on the customer invoice and removed from inventory so the custome
1 vote -
Xero's search is better
Zoho Books' search is cumbersome. Xero's search is better. See my video where I explain it in better detail:
https://www.dropbox.com/s/rwoodf3xi1yfhhf/Feedback%20for%20Zoho%20Books.mp4?dl=0
1 vote -
New Expense Acct should be included in BAS by default
New Expense Acct should be included in BAS by default (in Australia) and I think you should be able to see from the Chart of Accounts list which ones are included and which aren't as this is a critical factor
1 vote -
1 vote
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