Zoho Books
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6638 results found
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Add date filters to the expense list view
Go to the Purchases menu and click "Expenses", you will see all your expenses listed. However, what if I want to see all the expenses of June? Or from August 15th to August 31st?
There's no way to do that as far as I know. It would be nice to add a date picker for filtering the list by date. Shouldn't be a difficult improvement and adds a lot of value.
Thanks
6 votes -
Some feature missing
- ADD SUB total to invoices
- Able to add a new items any where in invoice not at the end and move
- Search in name and description when adding item in invoice (actually just in name )
- add serial number ,family to items for classification -able for profile ( vendor) to see the items price but not the purchase rate
6 votes -
adding shipping labels - Create a label linked to UPS Etc..
adding shipping labels -see printavo.com great for silk screening business and for those who have to ship products
Auto input a shipping label to the client
6 votes -
Managing Procurement of same product from different vendors
Please suggest if there's an existing feature which helps us to add different purchase price for same product by different vendors
analyse procurement of same product from different vendors..
6 votes -
6 votes
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Add dynamic fields in recurring invoices
Adding dynamic fields to recurring invoices. Example : this invoice covers November - December, just like cell phone invoices.
6 votes -
shipping company
hello,
pleas, allow users to have a shipping company different of the billing adress.
6 votes -
add 'Group By Task' in project reporting
please, add the GroupBy Task in project activities reporting, to group data by task
6 votes -
set the default ship to as the customer on purchase orders
set the default ship to/deliver to as the customer on purchase orders.
6 votes -
customer deferred payment invoices
customer deferred payment invoices
Payment notices to invoices remotely 30 days 60 days 90 days based on payment method
the customer must receive notice of payment amount divided
eg . bill 01.01.2016 amount € 1,200 payment in 3 installments in 30-60-90 days
first notice 01/02/2016 amount € 400
second notice 01/03/2016 amount € 400
third warning 01.04.2016 amount € 400
6 votes -
Add Sales Channel in addition to Sales Person
It would be helpful to have a default report to get all sales per Sales Person and also per Sales Channel (where neither person or channel are exclusive). This would make it easier to view sales across various channels without forcing it to be tied to a specific Sales Person. (Today my workaround is just to use "Channel - Person" in the Sales Person field, but this method won't work for more complex sales operations)
6 votes -
Open Links in Tabs
Right now, it is very cumbersome and difficult to use Zoho Books in any in-depth manner.
For example, I need to do lots of inspections of items in the general ledger. Once I get to the ledger, I have to click an account. Then, to see the items in that account, I click them. After examining one item, I have to click the back button to go back to the ledger entries for an account. Each time I do this, I lose the scroll position I was previously at. So, I have to scroll down again, hope I find where…
6 votes -
Negative amount on Invoices
To make cancellations, corrections, and others.
6 votes -
6 votes
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HTML template customiser - allow Google Fonts
We had the HTML template customiser activated so we could integrate Google Fonts. It turns out that is not possible and the customiser removes all <link> tags that imports the Google Fonts.
Allowing for this would let us truly customise the templates to fit with our corporate branding.
6 votes -
Option to add a web link to an item
It would be great feature to have the option of adding a web link when creating any item. Since most invoicing has now become web based with very little printing, it would be useful to allow the customer to click on the item name and then be directed to any web page. This web page could be anything, you tube video of how to use the product, google drive folder with all brochures, MSD Sheets, warranties etc or even just single pdf brochures.
I am sure customers will love such interactive invoices in a world where everyone just hates the…
6 votes -
Credit notes automatically added to automatically generated invoices
When I create a credit note now, I have to stop all of the invoices in the system from being automatic.
Now I get a ton of emails so I have to go in, apply the credits and send off and/or charge the customer.
When creating a credit note, I'd like the option to tick off a box that says "apply to next invoice?" Then let you choose an amount or percentage etc.
Right now I have to temporarily change my system from being fully automatic to having manual steps. It's annoying and definitely decreases productivity.
6 votes -
allow clients to enter their fiscal details, not just address but VAT number too
allow clients to enter their fiscal details, not just address but VAT number too
6 votes -
email or print unlimited invoices
We should be able to email or print unlimited invoices. I have over 300 clients on reoccurring invoices and its very inconvenience to only email/print so many at a time, especially when we have to adjust the invoice so those need to be drafted first then emailed.
6 votes -
Recurring Payments which are not expenses such loan principal repayments.
I need the capability to record recurring payments which are not expenses. Ideally it would come under banking and would be able to record a number of entries for non-expense, expense and tax categories as a single loan/lease/hire purchase repayment often contains a number of different elements, It could thae the form of a Recurring Journal entry facility
6 votes
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