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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6968 results found
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Add Outstanding Receivable from Customer automatically to Estimate or Sales Order Value
Many businesses run on credit offered for regular customers. However, if user is unaware of outstanding receivable from a customer, then he would miss adding this amount to his estimate/sales order. An automatic workflow would be most helpful if the amount and details of O/s receivables is added to the Estimate amount automatically.
If automation is not possible, then atleast manual process should be possible !!
When creating an estimate or Sales Order for an existing customer, the outstanding receivable should be seen on screen so the user can add the amount in the "Adjustment" column.
The details of the…
1 vote -
When entering an itemized expense, when clicking on "Add Another Line", the cursor should be in the box where the second category is to go
When I enter an itemized expense, I would like to be able to enter the second expense account without having to click on the box with my mouse. The cursor always jumps down to the next field. It should be right in the box where I need to enter the next expense category.
1 vote -
compress sales invoice format
please compress and make it short sales invoice format and page layout, and while entering the items details please search items as 1st to end character not searching proper
1 vote -
1 vote
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Keyboard shortcut for Invoices & Bills
There must be a Keyboard shortcut to save the bills as open once all the information gets entered. following the same for Invoices should have two shortcuts to save as open and draft
1 vote -
View Transfer between accounts in Budget Reports
I would like to be able to view Transfers I make from one account to another on my Budget Reports.
1 vote -
Allow to feed multiple Purchase items while adding new sale item
There could be multiple materials required to be purchased in order to make a Sale item. While adding a new Sale item, there should be a provision to add multiple purchase materials & purchase cost along with item description which will correspond to that particular sale item. Same purchase material should also be able to be applied to another sale item.
1 vote -
Allow the Owner Draw account to be used when entering a bill.
Allow the Owner Draw account to be used when entering a bill. Need to pay owner by check and can't code to the Owner Draw account.
1 vote -
SALES ORDER
Allow customer to create sales order using the access we have given to them, so far they can only see there invoices and make payment and it is one way relationship only
1 vote -
Add new 'Cost' field to timesheet, project and accounting reports.
Add new 'Cost' field to timesheet reports. We are spending time creating labor costing data, but we cannot get the data out of Zoho. This is a poor implementation to add a field and not add it to ANY reports. Priority fix should be made to this.
1 vote -
Serial Number Selection on Sales Orders
So serial number tracking was carried over from Zoho inventory which is awesome to not have to go back and forth between the 2 in order to add and manage serial numbers on products.
Would it be possible to add the ability to select serial numbers of an item on sales orders like you can when an item gets added to an invoice?
1 vote -
Online payment
We should have an option to pay online against purchase order as in lot of cases we have to pay either part as advance or full amount as advance in zoho we can pay only against invoice.
1 vote -
GST Reports
Wish to have elaborate reporting on GST. I can share the detail of screenshot of kinds.
Not sure how to share them with you in case you wish to see.
Thanks,
Haja
India1 vote -
Establish control over the actual spent against budget
Please add a feature to control the actual cost for not exceeding the budget. This is very important for any organization to avoid surprises at the end of the reporting period. It should not allow at first instance for an accountant to book cost if it exceeds the budget.
1 vote -
Show the "Account Name" in the list of expenses ("All Expenses")
Hello, this is about the list shown under "All expenses". I cannot identify what the expenses are when I look at the list, because I only fill in the Account Name for all of my expenses. For me the account name is the same as the customer or the vendor; I don't need these fields. But in the list of All Expenses, Customer and Vendor are empty and Account Name is not even shown at all. So all I can see is, for instance, "Web & data services" and the amount, but not what the expense was specifically for. It…
1 vote -
Line Item wise Discount
There is no option to create line item wise discount while creating a bill. This is available in an invoice but not in the bill.
1 vote -
Can we have a recurring Purchas Order with a fixed schedule
Can we have a recurring Purchas Order with a fixed schedule
1 vote -
1 vote
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Improve Navigating Orientation Video
The video under "Navigating Zoho Books" is almost useless. First, he talks so fast that you cannot think about, grasp, what he has told you. Second, he has a strong enough accent that I have to figure out what he's saying. I cannot do that and and Understand Zoho at the same time.
If he was to record it again and take 10 minutes instead of 5 minutes, and make sure to speak clearly on all words, not just most words, then it would be a useful video.
1 vote -
Line Item wise Discount
There is no option to create line item wise discount while creating a bill. This is available in an invoice but not in the bill.
1 vote
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