Zoho Books
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6543 results found
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Allow renaming files in documents section: https://www.screencast.com/t/rVCVgANm8
Without this, we can't know what file is from which provider. Please fix this. With the current implementation, the documents section is almost useless.
1 vote -
WE NEED MANUFACTURING GROUP
WE NEED MANUFACTURING GROUP
1 vote -
Improve the reconciliation process
Please show the transaction as the sum of the deposit or the withdrawal and not all the individual invoices or bills that make up the total. It is almost impossible to reconcile with the volume we do.
1 vote -
Integrate Credit Card information with Stripe
Integrate payment information of a customer in Stripe
1 vote -
Add a Role Permission for Import
Please if you could add a role permission so that only specific users can import.
Our users have made errors with importing data and we would like to only give some users access to making imports into ZohoBooks. Thank you!
1 vote -
I create invoice number as my client number followed by project number.
I create invoice number as my client number followed by project number. Suppose my client number is 10 and project number of that specific client is 5 the my Invoice will be K010P005
1 vote -
'Account type' for invoices
While creating an invoice, the line items automatically get accounted under the default 'Sales' ledger. But we would like to bifurcate our sales as 'local sales' ; 'inter-state sales' ; 'exports' ; 'job work', etc. To achieve this, we are presently having to click on the three dots for each line item and then select the respective account head under 'additional information' tab. This is proving to be very tedious for our team to do this for each line item. Our invoices generally have more than 10 line items. It would be so good to have an 'accounts' tab near…
1 vote -
Comprehensive Tax [GST] summary
I would like to see a simple report that shows all purchases and sales made in a particular month/quarter with the tax details. The reporting structure available right now does not serve any purpose. This is an important feature missing in Zoho and is making the application inefficient.
1 vote -
Allow invoice links to be valid for more than 90 days
Currently it's not possible to turn off the setting that causes an invoice link to expire automatically after 90 days. It would be great if this could be a customisable length of time, with the option for the link to never expire.
From our company's perspective, most of our invoices are sent out more than 90 days in advance which means we have to constantly resend the expired links to our customers, which is not time efficient for our business and also negatively impacts the customer's impression of our service when they are unable to make a payment with their…
1 vote -
1 vote
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Allow customer shipping address to be edited
1) For customers synched from CRM: a) Some of the address data being synched from CRM is wrong, b) sometimes we have to add specific info like P.O.#
2) Some orders are from one-shot customers. We don't want to make contact records for them.1 vote -
In Zoho Books, I'd like to add stock items to a project as I go
So, here's the scenario: I'm doing a large job that I'm keeping track of via the projects module in Zoho Books. In the course of this job over several days, I use a total of 1.5 tubes of gutter silicone, of which I have 4 tubes in stock (via inventory module). However as I can't enter this into the project as I go, like I do with timer entries, I currently have to wirtie down or remember the usage and add it manually to the final invoice. If this was a function that could be added, I'm sure it would…
1 vote -
Button for CRM Sync
I find myself going to the Zoho CRM Sync page a lot and it takes several clicks to get there. Why not put a button in a convenient place to get to that page or it could even do an instant sync when clicked.
1 vote -
1 vote
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incorporate a price control feature in the SO module
When a user creates a row in the item table, after selecting the item, the table will automatically populate the Rate column, depending on the Item selected, and other fields selected, and the user cannot change the Rate to a lower number than the predefined number
1 vote -
adjust field order
I would like to be able to adjust the order of fields, or more importantly the order entry, most importantly in the receive payment screen.
1 vote -
Cloning a line item in iPad app for Zoho Books
Can you enable cloning a line item in iPad app for Zoho Books?
1 vote -
Currently credit balances are shown as negative.
Under statement for each client. The credit balances are shown as (-) negative. And debit balances are shown without the (-) sign which means it is shown as a credit. For example, if a client has a credit balance of $1,234.00 current view shows as -$1,234.00 which is incorrect. and if the client has as outstanding it is showing as $1,234.00 whereas it should show as $-,1234.00. is there a workaround to this, or can this be fixed?
1 vote -
Change filters back!!!!for reports
We use reporting tags on our Sales. We have a location in the UK all of the costs/expenses are on a different system and not in our Zoho account. All of our US accounting is in Zoho. When we need to run reports we had been able to filter using the reporting tags, all of the cost and expenses were there as well as the US sales. Now that the "Advanced Filter" option has been added to reports when we try to filter we now ONLY get the sales, we don't use reporting tags on everything so now when we…
1 vote -
Down payment
There should be a much simpler way to take down payments on projects than a retainer invoice. This just complicates and confuses clients. A simple field directly on an invoice for a percent or $ amount down is all that is needed. This is already there but is shown as an adjustment or discount. Just change this field to Down Payment and account for it as such.
This way the client can easily see the total and the required "retainer" instead of sending them 2 forms and confusing the matter.
1 vote
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