Zoho Books
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6546 results found
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1 vote
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Please add a 'pending order acknowledgement' status for purchase orders so we know they have been received
Please add a 'pending order acknowledgement' status for purchase orders. You generate a purchase order and request acknowledgement from the supplier. When you receive the acknowledgement you change the status to acknowledged. A report to show generated orders without acknowledgements could then be made highlighting any orders that need chasing up.
1 vote -
Predefined Invoice Notes per Contact
Ability to set predefined notes per contact would be a great help.
1 vote -
Back Button
There are so many exapmles of this but I am currently trying to pay bills. So I go to the contacts find vendor and see all bills that need paid by them. But if I click on one bill and look at it and hit the back button it takes you to the bills page when I am not done with the vendor contact page. So I have to start all over again.
Or if I am editing my contacts and am in the M's but I hit the save button after edit, it takes you all the way back…
1 vote -
Bill Pay
It would also be nice to pay multiple vendors at once instead of having to pay each one separately. It was so quick and easy in QB.
1 vote -
bulk delete
I found some issue after imported banking transaction by Import feature but there is no such feature to delete it.
Delete feature should be there except Sync transaction.
1 vote -
1 vote
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Add the number of items within each group (Recurring Invoices 2) next to drop down so you don't have to open each unit to see
Under Sales in Contact Dashboard, each Item has a drop down (Invoice, Recurring Invoice, Payments, Credit Notes, etc) Add the number of said items next to the name so you do not have to open each item to see if there is anything in that item.
1 vote -
It would be great to have a feature in Contacts/ Customers to include "Sales Without Invoices" because it is income generated by each Custom
It would be great to have a feature in the Contacts/ Customers to include "Sales Without Invoices" because it is still income generated by each Customer. Currently the only screen to see this is in Reports/ Sales.
1 vote -
Credits Notes to Appear on the Invoice they are applied to
Currently, when applying a credit note to an invoice, it simply shows as Payment Made. It would help with transparency to have the credit note appear as a line item in the invoice so that clients know what the credit is for (without having to send an separate email). Or at the very least have the section where it says Payment Made to say Credit Applied.
1 vote -
i suggest
total sales and receivable showing with GST if its showing excluding tax we can know exact receivable or pending payment
1 vote -
Customs codes and calculated fields in PO's
It would be very helpful to be able to have calculated fields in the PO module. It would also be very helpful to be able to associate customs codes ( HTS codes) to a purchase order. For instance, we would like to see item 1, description, # items, customs code. This helps our vendor simply take the PO and add it to the shipment so that customs see the code for the items purchased.
1 vote -
Customs codes and calculated fields in PO's
It would be very helpful to be able to have calculated fields in the PO module. It would also be very helpful to be able to associate customs codes ( HTS codes) to a purchase order. For instance, we would like to see item 1, description, # items, customs code. This helps our vendor simply take the PO and add it to the shipment so that customs see the code for the items purchased.
1 vote -
Show email icon in front of payments received if we have informed through email
Show email icon in front of payments received(after payment #) if we have informed the client through email like in invoice.
1 vote -
Blueprint in Zoho books is urgent!
Blueprint should be implemented in Zoho books!
1 vote -
There are some expenses which are not strictly operational exp like Advt and sales promotion whereas Zoho group them under operation Exp
There should be some flexibility built in to structure the report so that anomoly like Advertisement is not shown as operational Exp in the P&L Account
1 vote -
How do I bring the sales and purchase accounts codes through from the item to the sales invoice?
All the items have a different sales and purchase accounts on their record. However these codes are not reflected in the sales order/invoice or purchase order/invoice. As a consequence they have to be manually coded at time of invoicing which leaves huge room for error.
1 vote -
Near quantity add new column box, ctn, weight etc and it should count quantity automatically...
Please add one more column near item for unit for box, ctn, weight etc and it should count quantity automatically. Eg if I have 24 quantity in 1 ctn, then when i write 1 ctn quantity 24 should come automatically...
1 vote -
ADD "Reference Field" column on Record Payment Page Between Invoice Number and Invoice Amount
We have customers who use various purchase order numbers, and we would like to be able to quickly identify which invoice is associated to their PO. While we record this information on the invoices, they use their reference numbers (Purchase Order / Sales Order / Reference #) when sending in payments, and it SHOULD be easily found next to the invoice number on the "record payment" page versus having to go back and look for their invoice to find the associated PO to record the payment. Anybody else have this issue?
1 vote -
Recurring Invoice Profile
Have the option to assign multiple customers to one Profile Name on a recurring invoice.
1 vote
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