Zoho Books
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6529 results found
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Send Estimates to parties without adding their contact details in address book
Many estimates or quotation we send are not converted to invoice and as per current format zoho requires to add contact before sending estimates resulting in lot of irrelevant contacts which we do not need in address book. i suggest an option to send estimate without adding their contact details in address book
1 vote -
1 vote
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change the way that you can edit expenses in foreign currencies when you get the matching bank transactions. Rather than having to calculate
You should change the way that you can edit expenses in foreign currencies when you get the matching bank transactions. Rather than having to calculate the new exchange rate to get matching figures you should be able to add the home country amount directly and let Zoho calculate the exchange rate
1 vote -
1 vote
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Ability to customize reports to show monthly amounts
Need ability to show monthly amounts on the canned reports - ie Sales by Customer for year to date --- need ability to show monthly amounts on this report.
1 vote -
Project Detail Report Add Scheduling and Date
Project detail reports, needs the option to schedule reports and also set the date range similar to other reports.
1 vote -
item wise discount in purchase invoice
please provide an option like sales invoice to add discount item wise in purchase invoice .currently we dont have that option
1 vote -
Please allow reconciliation even if their is no activity for the month.
Please allow reconciliation even if their is no activity for the month.
1 vote -
Please option of adding Freight in PO, BILLs & Invoices separately below the line items
Please option of adding Freight in PO, BILLs & Invoices separately below the line items
1 vote -
EBITDA Report
The typical measure of value for a private company a multiple of the EBITDA value (typical sale price in UK is 4.75x EBITDA and valuations should be in the region of 5x). Would be really nice to have this as a report.
1 vote -
Custom field change
In Preferences/Account/Chart of Accounts Custom Fields - make the options editable. A typo is otherwise hard to fix. Also would be good to have a way of recategorizing all or some accounts at the same time.
1 vote -
Add a location tracking option for time sheet entries.
Add preference option to turn location tracking on for timesheet entries. Allow reporting on staff, location, client and hours. Helps manage dispersed, unsupervised service employees, helps balance workloads and assists with tracking client's served and business geographical growth opportunities.
1 vote -
Can you setup Zoho Books to allow for the Parent Account / Child Account arrangement.
We sell to end clients via dealers. We often sell directly to the end client also. Therefore we need the child account to allow order and payment processing and also need the parent account to be able to summarize the account totals and outstanding balance of the child accounts since in some cases the parent account will handle the payments, etc.
1 vote -
Estimates-- Feature that flagged a possible "error" if a lower price is offered that purchase amount
Create a feature that flags a possible "error" if a lower price is offered as "Sales Information" vs. "Purchase Information". The trigger would be a lower price offered than your purchase price. The trigger will be a pop-up and will NOT let you proceed without checking the box. It will ask if this is "...something you really wish to do." This trigger may help catch mistakes made in pricing your customer incorrectly and giving them your cost, which I almost just did :-)
1 vote -
Integrate WorkDrive with Email/Books/etc.
Most Zoho Apps allow easy file attachment from Zoho Docs and other cloud services but currently does not support WorkDrive.
1 vote -
ADD A TOOLTIP THAT READS OUT THE AMOUNT
Next to each "Amount" field please spell out the amount.I have accountants who enter one or two zeroes in accurately leading to huge issues.
Ex - 2500,000.00 should be called out on a little text next to the entry as "Twenty five lakhs rupees"
1 vote -
1 vote
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follow up marker for invoices/estimates
it would be great to have a simple tick box or selection to highlight an estimate/invoice for follow up which does not require editing the invoice.
so you tick the box and mark it for follow up
on the list of invoices/estimated it appears with a star (or similar), andthey can be searched by this marker also1 vote -
Remove 'auto-hide' for options icons feature on pages
Remove auto-hide icons for the edit and trash-can options when viewing invoice payments applied. I had no idea these options existed. I only found out via a screen share session with Support. Most people when landing on a page don't wave their cursor all over the screen to see hidden icons! I wasted a weekend in total frustration trying to remove payments applied to an invoice. The delete feature was NOT visible!
1 vote -
1 vote
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