Zoho Books
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6638 results found
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Add Labels to invoices to enable us to clone & Track easily
Add Labels to invoices / Sales Order to enable us to clone & Track easily
if some form of label can be added to an invoice / Sales Order type it would be easier to clone the same and also search for same when you have 1 customer ordering too many items.
6 votes -
Allow sales-tax brackets for amounts less than $1.00
In the USA, Florida (and I believe Maryland) require us to calulate sales-tax at the appropriate rate (county-specific in Florida) for whole-dollar amounts. Then, we must take the remaining amount that is less than one-dollar and look-up the appropriate tax amount in a table and add it to the whole-dollar tax amount to get a final tax total.
The official documentation states: "Florida uses a bracket system for collecting sales tax on any taxable sale that is less than a whole dollar amount. In calculating the sales tax, multiply the whole dollar amount by the tax rate (6% plus the…
6 votes -
UPS UK link to work
UPS Link to work in the UK
6 votes -
Invoice item name can be timesheet date
Invoice item name can be timesheet date. When invoicing right now it allows you to select the task name, project name, etc to use as the item name, however we would like to also see timesheet date as an option to select. This way when we are showing all timesheet details and notes from the timesheet entry we can show our customers the date of the timesheet entry instead of just the task name.
6 votes -
Retainers to be automatically applied on Recurring Invoices
Retainers to be automatically applied on Recurring Invoices. At the moment, true feature of recurring invoices cannot be availed due to the fact that retainers cannot be applied automatically. They have to be done manually.
6 votes -
in zoho kindly please add the PDC CHQ entry option
in zoho kindly please add the PDC CHQ entry option
6 votes -
'Issue Debit Note' option
When purchased goods is damaged/not as per sample we should return the goods to vendor. In this time we should issue them a Debit Note for getting us a credit note & for their transportation of returned goods.
6 votes -
Ability to Auto Import
Look at a feature of allowing auto import into zoho books through other conventional accounting softwares. Most companies are on ERPs or other traditional softwares but which supplement their core manufacturing or service activities. It is not practically easy to change those softwares. Allow an option wherein data from those softwares can be imported through FTP or even an auto email with attachment. An API cannot be used or integration method will also fail as in most cases these software companies do not want users to shift from their softwares to Zoho. Zoho Books is a good product but unless…
6 votes -
6 votes
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include bold italics highlights subdivisions for numbers etc
include bold italics highlights subdivisions for numbers etc
6 votes -
6 votes
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Allow to email be marked as received and opened by customer
I know that is possible to do make a hook when an email when is opened and seen by their recipients, so when we send an email, mainly invoices, check if customer received and read the email.
6 votes -
Add PaymentSpring as online payment gateway
Add PaymentSpring as an online payment gateway https://paymentspring.com.
6 votes -
Make changing addresses easier in purchase orders....
Make changing addresses easier in purchase orders.... badly needed. Quickly needed. Make it so that it works, like in estimates, sales orders, and invoices.
6 votes -
6 votes
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Attachments via phone camera using Zoho Books App while working on Browser
When I want to attach a document to any transaction in Zoho Books on the Browser, an option should be available "Attach from Phone Camera".
This will trigger a pop-up on the smartphone where Zoho Books is signed in with the same user, and a photo or multiple photos can be taken of the attachment(s), up to the size limit.
Scanning becomes so much easier.
6 votes -
Credit Note Refund
The means to refund a credit note associated to a Customer directly to his/her bank account via ACH Payments.
6 votes -
Please allow turning packages into invoices.
Currently, if i am shipping 500 items out of a sales order of 600 items, i need to go to the sales order --> create invoice --> edit the amount to invoice to match the amount of item in the package.
That is a waste of time and source of errors.
6 votes -
Project or Timesheet Fixed Fee option
We only have Fixed Fee Projects.
Need a way to create a projects with tasks that can be set to completed with the option to put the date started and ended.
Then have proper reporting to view the completion of or the timeline completion.
Seems this option has been ignored in the past posts and never looked into in either Timesheets or Projects.
6 votes -
6 votes
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