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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6496 results found
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Approval Process in Purchase
We want the approval process for purchase order only and not for all fields in purchase.
1 vote -
Integrate importing payroll entries from Payroll Relief
Payroll Relief, an Accountants World program, has an export feature for QuickBooks and CVS files. Zoho's import journal entry requires a lot of data manipulation to the CVS file to get it to be imported into Zoho.
For Example:
The account number field is numeric in Payroll Relief, but a text field in Zoho or
Payroll Relief doesn't create a Currency field, required by ZohoIf Zoho support would focus on integrating with other payroll programs it would have more time to resolve the over 1000 system enhancements suggested. Put Zoho payroll on the low priority list for now.
1 vote -
sale orders
conert to invoice automatically
1 vote -
there can be a point where your system is so cumbersome that it doesn't pay to change
how do I change the language of the program
1 vote -
1 vote
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How to show TDS deducted on Customer advance received
Suppose A customer paid an advance Rs 90000 bank transfer and 10000 TDS on March 2018, We generate Invoice in April 2019.
Then the closing balance is not showing TDS difference in March, It comes only when we showed the payment against Invoice. We need to show advance tax received in March along with payment recieved1 vote -
ability to format invoices to reduce white space so that an invoice will print on a single page
The format options are much more limited than I expected. We can't get a commercial invoice to print on a single page, even when it only contains 2 items - the invoice goes to 2 pages with a single line on the second page, even when I reduce the margins to 0.1. There is loads of white space not being used!
1 vote -
Allow for the customisation of Zoho Books Notifications such as when a customer accepts a cost estimate
Currently the notifications sent by ZohoBooks when a customer performs an action (e.g. accept estimate) are not customizable. Please can you enhance these notifications by allowing for the customisation of alert templates?
1 vote -
The ability to call customers
I would like to make calls using the browser, like we do in Hubspot.
1 vote -
The ability to call customers
I would like to make calls using the browser, like we do in Hubspot.
1 vote -
Ability to include GL code to banking transactions while importing
Ability to include GL code to banking transactions while importing
1 vote -
Hi i need to Generate and have Report for Project and have Both Cost and revenue in one page and even have few project report in one page
Hi i need to Generate and have Report for Project and have Both Cost and revenue in one page and even have few project report in one page and even have Few project in one page
1 vote -
Recurring invoice - Repeat Every Week, change default (weekly) options
Recurring invoice - Repeat Every option is default set per week
Problem: default is weekly, but we have only yearly invoices.
Solution: allow us to change the default option.1 vote -
1 vote
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identical PAN no. in Vendors
Currently We can create two vendors having same PAN no, which is impossible. kindly fix this issue
1 vote -
I want to GST column and Discount column in retainer invoice
I want to GST column and Discount column in retainer invoice
1 vote -
kindly add item wise discount column while purchasing
kindly add item wise discount column while purchasing
1 vote -
Independent Sales approval process for estimates, sales orders and invoices
the approval process for estimates or sales orders or invoices in the sales process should be independent. currently only one settings which means all the 3 process are activated for approval. customers should be able to set different appovers for each transaction type. Also, multi level approval should be possible based on transaction value.
1 vote -
To be able to print a bank reconciliation summary that shows cash book balance and statement balance
Bank reconciliation summary
1 vote -
Add variables for all Contact Persons. Example: "Dear %FirstNameContact%".
Add variables for all Contact Persons. Example: "Dear %FirstNameContact%". Sometimes I send an invoice to someone else in a company and would like the "Dear xxx" to reflect this.
1 vote
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