Zoho Books
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6551 results found
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SNAP SHOT option for last bill made
When we prepare a bill for particular customer .We can be able to see his last transaction invoice, which helps us to make same invoice
1 vote -
1 vote
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Provide an improved workflow for CRM -> Project -> Finance
It would be great if I could adopt a workflow which would allow the following:
- In CRM: Create Estimate & Manage Workflow. Estimate costs by creating a draft project, and include this as part of WBS / SOW. Books gets a copy of both the sales & project documents.
- Create Sales Order: Negotiate / Fine tune parameters, update project, attach to sales order for WBS purposes. Workflow managed in CRM, Books gets the updated project plan and sales order details.
- Invoice: Send invoice from either CRM or Books. Project moves to approved status, portal is provisioned for…1 vote -
Vat to shipping charge
shipping in the UK must have 20% added to it but when quotes the vat to shipping is 0%
I need this altered asap please1 vote -
insert estimate contents into an existing draft invoice
we recently switched from Quickbooks and miss the feature were we could create estimate for a client (we add all the services we perform for them in the estimate) we then copied their last invoice and insert the finished estimate into the draft invoice. Here is how it works in Quickbooks - https://cl.ly/372y3v2g2y44
1 vote -
Label for Retainer Payment
Is there a way to add the word "Retainer" in front of "Payment" when you pay an invoice from retainer funds? It would be helpful to show my clients that the payment was made via retainer. It would also be helpful to have an accounting of the retainer balance on the invoice somewhere so that clients know how much money is left in their retainer account.
1 vote -
Need to add MRP (Sales Price) Column in the PO, please add the feature of adding MRP (Sales Price)
Need to add MRP (Sales Price) Column in the PO, please add the feature of adding MRP (Sales Price)
1 vote -
1 vote
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Regarding Statutory Transactions
For easy Statutory compliances, Reporting and Reconciliation. I suggest that, separate fields like custom labels or custom buttons should be made available at the time of recording and saving any business transactions. These new custom field names may be GST Return Acknowledgement Number, TDS Provisional Receipt Number, Tax Challan Details such as BSR Code, Challan Number, Challan Date. Based on these custom fields excel report may be generated to know which GST out put is accounted and reported in which Challan Number or Return Number. In simple words, Government Authorities will ask "When and How did you remit this Output…
1 vote -
should allow to download gst valid state code in excel format
should allow to download gst valid state code in excel format
1 vote -
Reclass
Auto create projects based on products in accepted estimates,invoices, and sales receipts. Templates for projects will already be created in ZP, in invoices and estimates, give option to create projects when invoice is paid or when it is created and estimates when it is accepted or when invoice is issued or when invoice is paid
1 vote -
memorized transactions
The memorized transaction feature is handy when the item has a single expense account. It is less so in cases where transactions are split among several categories, such as payroll tax withdrawals. Currently the form only allows a single expense category. It would be great if the memorized transaction allowed the splits to be memorized as well.
1 vote -
WHILE ENTERING ITEM...ONLY KEYWORD SHOULD WORK
IF A KEYWORD OF ITEM IS ENTERED DURING BILL MAKING IT SHOULD SHOWN IN DOWN LIST TO CHOOSE.
CURRENTLY ONE HAS TO ENTER EXACT WORDING TO FIND PRODUCT FOR BILLING. VERY IMPORTAN. IT IS VERY HARD TO FIND SPECIFIC ITEM FROM NUMEROUS PRODUCTS.
1 vote -
Expense detail
You should be able to run an expense detail report - by category and showing the total of each category.
Right now you can only see a category totals report and you cannot expand it by detail or you can run a detail report that has not total for each cateogry. This is a standard accounting report and needed for anyone who is self-employed in paticular. Thank you.
1 vote -
Userwise Report Report
user wise report is a must as in the office 3 to 4 Staff who are operating one Id will have confusion if any entry get misplaced then its become very complicated so it will be very important to have user wise report and i want to know till when i can get such report ?1 vote -
1 vote
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Invoice Number and Date should be Bold.
You should give the option to BOLD the INVOICE Number and INVOICE date.
1 vote -
Qty. Ordered should also be visible in Inventory Item.
You should also display "Quantity Ordered" below Stock on Hand or below Committed Stock in Item page.
This will give better visibility for material Purchase planning.
1 vote -
Unedit an already edited Bill or Invoice
To unedited the file so as to get the original file again.
1 vote -
Custom dates range and sort options when viewing timesheets
I would like to view custom dates in list mode for timesheets. And sort. Also exporting columns that are filtered reports.
1 vote
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