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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6498 results found
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1 vote
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Create bill on behalf of vendor and email to them
Hi,
I would like to have the feature where you are creating the bill on behalf of the vendor and can send them a copy of it, just like how an invoice is mailed to the customer.
The reason is, we at Homely (https://homelynow.com) are into services of providing curated Home made meals through our website. Now the customer selects and places the order. We deliver by picking up from that home chef and delivering to that customer directly.
Now since this is real-time and since Homely does not store the meal anywhere during this process, technically I'm…
1 vote -
Forecast when and Item will reach the re-order level
Based on historical sales data, It will be good to know how much time remaining for an item to reach the re-order level. This will help a lot in putting plans for ordering new material.
1 vote -
Option to add expense from books to a ticket in Zoho Desk, like Project.
Provide an option to associate an expense created in Zoho Books to a Zoho Desk support ticket.
Right now we can associate spending only with projects.1 vote -
I have a printing company. We print on different papers and it could be single side or doubleside. There rates for single side and dou
We are a printing company. We print on paper, it can be single side or double side. The item is the same paper but price varies from single side or doubleside. Currently we can't track stock, as we have to give 2different items but actually its the same item. We can't also use priceless as in one bill there could be 2 single side and 4 double side items. If we give price list all of it gets changed. We want a solution where we can club multiple items into a single inventory source.
1 vote -
UI
Black-Green
1 vote -
Show proper decimal places with currency amounts
As a user, anywhere in Zoho Books where I am looking at a bill amount, currency amount, or other monetary amount, the amount should display with the correct number of decimal places.
Zoho Books currently trims tailing zeroes from an amount. For instance, $420.30 becomes 420.3. This is extremely awkward to read since .3 is supposed to be 30 cents.
The number of decimal places should be maintained so that $420.30 always reads as 420.30.
1 vote -
Error find in to assign contact owner in zoho book, owner can show customer balance summary with all customers balance data, it's not right
user can not show data of all customers after assign contact owner already function on.
1 vote -
Error find in to assign contact owner in zoho book, owner can show customer balance summary with all customers balance data, it's not right
user can not show data of all customers after assign contact owner already function on.
1 vote -
ey both provided you all my feedback
Hi, I have addressed a lot of issues to Sara and Sai. Unfortunately, I do not know if they provided you ALL my feedback.
Please email the proof that you are doing something.
Your system does not fits according to your customer's need.1 vote -
GL account cannot default
When you created a new customer and vendor's , you cannot assign a defaulted GL account number. Hence, each time you enter the invoice and/ or post a vendor's invoice, you need to pick up the corresponding GL account number. NOT SO GOOD.
1 vote -
add attachement estimates from api
Hello,
How it is possible to add an attchament to an estimate from the api zoho book.
It s possible from ZohoBook, but no from the api.cdt
1 vote -
printing rights by user
i propose we have printing rights by users in zoho books whereby the system admin can restrict the number of time a user can print sale order or invoice in certain times
1 vote -
Exception Approval for SO, Invoice or delivery without advance or full payment
We have retail customer, our order to delivery would generally take from 1 week to 3 months or more, depending on the products our customers select. We deliver the products in different batches. Our policy is to have a minimum 50% advance payment to confirm the order. We collect payment in advance, please have an option to restrict creating or approving an SO for which the certain defined amount(50% in my case) is not available as advance. Upon invoice or delivery the remaining amount against the product delivered value would be collected. Top level exception approval has to be taken…
1 vote -
Sales and Purchase Approvals
Estimate, SO, Invoice is approved at various hierarchical levels based on two factors.
1) Discount offered against a product
2) Advance PaymentFor a person at lower level in the hierarchy could approve transactions with lesser discount and advance payment. This freedom to approve changes when it goes to the higher level in the hierarchy. All customers wouldnt have to wait till all approvals are made by the head of department. Please create a more condition based purchase and sales approvals.
1 vote -
Stopping Overspend
I'll explain with a typical scenario.
We had issued a post-dated cheque to one of our vendor before corona lockdown. The amount was more than a lakh. And we recorded the payment against the bill. But due to corona lockdown, the vendor did not present the cheque for clearing. So what happened here was in Zoho Books the payment was entered but the amount was not debited from the bank.
Now when you look at our bank statement and Zoho books, they do not match as well.
As a startup services company we have more expenses to be met. Since…
1 vote -
1 vote
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1 vote
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I would like to see more connectivity Between books (or upgread Project in books) and Projects and have the ability to connect contacts
- I would like to be able to add vendors or just persons to the project because they are connected to the transaction. The system only allows for client users. I need other people that are associated with the transaction to be connected just to keep everyone together without having to use another software.
1 vote -
Comments & History View/ Edit Restriction on different users/roles
Hi,
Some of the comments & history should not be viewed/edited by certain roles.
Important comments once deleted cannot be reverted.
1 vote
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