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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price list tax
They should add that in the price list it is possible to select which type of tax to apply automatically and thus it is possible to assign the type of tax to a specific customer, according to a given product, the same tax does not always apply to the same product or the same customer
1 vote -
New column for notes/discussion when reconciling accounts
There are currently 4 columns available when you are reconciling an account. Date, Details, Deposits, Withdrawals.
Please add a 4th for notes/discussion. I need to be able to go through all the transactions and make notes on each one for my accountant to review and perform the required work.
Thanks1 vote -
export dashboard view
Make it customisable. Also dowanloading graphs as visuals are good and one dont need to make reports again for monthly reports
1 vote -
Different invoice data formats for "client" country
I have both US and UK clients. As my business is in the UK I have that date format selected for my organisation, but it does confuse clients I have in the US, where they have the day-month-year rather than month-day-year. Would be great to be able to set a date format based on the clients country, not my organisation.
1 vote -
Retainer in New Transaction (Mobile)
Would appreciate if retainer invoice can be added to the New transaction menu of the customer list in the mobile app. This would help my sales teams to quickly create these transactions and avoid navigating the clunky menus and searching for customers in the dropdown field!
1 vote -
would like you to add seperate tax split up in the sales by Itmes(In Report Section)
when running a sales by Item report its difficult to find out the tax details.(tax % and tax amount)
so it will be very benificaial if you add a tax column1 vote -
Custom Fields for Itemised Expenses and Bills
We purchase a lot of fabric and need to see cost per unit and fabric reason when we capture our expenses. Currently we are having to add each line item from our vendor invoice as a separate bill/expense in order to see this in our reporting which seems unneccessary and time consuming.
1 vote -
Agency Model Vendor Commission Reconciliation
I run a wholesale rep agency that receives commissions from our vendors based on sales within our territory. However we also act as customer service and manage order intake through our own system, ZOHO, for recording the sales. Our Selling price is the same as our Purchasing price and we do not actually take money from our customer nor pay the vendor. We act as a pass through in this regard and use ZOHO to manage sales activity for our clients.
Being able to calculate commissions owed from the vendor by each invoice and then reconcile those commissions once paid,…
1 vote -
Purchae order/inventory
1 When Purchase order is sent the Inveventory shall indicaled item status "ON Order"
2 there shall be a receive function to receive each line item on Purchase order. when received the status of item to be changed to "On Hand" irrespective of bill ststus.
3 when all items in Purchse order is received it shall prompt to close or still keep open. by defalt it shall be close "yes" if the user wants it can be left open with by selecting "No"
5 Purchase order shall be closed when all items are recieved or items that has not been…1 vote -
unsettled payment details
unsettled payment further details should be avialable.
1 vote -
Insightly with Zoho Mail Extension
Curious to know what needs to be improved on this extension.
https://marketplace.zoho.com/mail/insightly-crm-for-zoho-mail
1 vote -
allow date format in the ISO 8601 format (YYYY-MM-DD).
ISO 8601 gives a YYYY-MM-DD format, which is very helpful as it ensure s valid chronological sorting of items that use the data as a sortable field. It is also visually better (in my opinion), than the current option of YYYY MM DD, as it clearly ties all the digits together into a single entity.
1 vote -
Increase Characters HTML Template to 100k
I would strongly suggest to increase the character limited in Invoice Notifications from 30k to 100k. I have simple temples which I would like to use which already have 70k HTML characters.
1 vote -
I Need to change my invoice format
because of am introduced new schemes to buyers. i have to mentioned invoice also. In that we are giving a free items that will shown in beside of Qty Coloumn.
1 vote -
PLEASE, PLEASE, PLEASE Add Profit margin as a percentage in Zoho Books Projects
This needs to be a standard feature
1 vote -
single Sales order for Multiple for Estimate
need a single sales order against multiple Estimates.
1 vote -
Rental Business
Rental Business - is a standard business where in some items are given on rent by taking a advance and deposit . Party is charged monthly rent and Gst . And all this are used for tracking inventory at each client sites and total Qty received from each party and balance in our Godown .
This is applicable for Decoration Party / Computer Printer / Projector leasing Firm / Table sharing Etc
1 vote -
1 vote
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1 vote
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Please make it possible to tag tax exemptions and rates as inactive when there are transactions associated that make it impossible to delete
Due to initial import issues, the drop down menu for sales tax exemptions and rates is lengthy and hard to navigate. I can't remove exemptions or rates with prior associated transactions. It would be helpful to hide them.
1 vote
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