Zoho Books
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6632 results found
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Make Bill Numbers Optional
It is a requirement for a bill to have a bill number entered - and this is a nuisance because I have to then take the time to enter data that I generally don't need to capture.
If want to see full details of the bill, I can open the PDF attachment of the original bill that I will have uploaded to Books when creating the bill.
I know that it is mandatory currently, and I understand the reason/benefit of having a bill number field, what I'm asking is that this field simply be made optional.
In the interest of…
6 votes -
I would like to add profit and loss monthly and yearly comparison basis as percentage (%).
I would like to have percentage right side of profit and loss statement (%) of comparing between periods.
6 votes -
add a page break in estimates and invoices
I suggest you add the possibility to insert a page break between 2 articles so that we can spread over several pages and avoid having only signature and footer on the last page...
6 votes -
When Saving Invoices/Estimates: Please add option to "Save and Mark as Sent".
Several of my Customers use their own platforms for invoices and proposals. I always need to create my own invoice/estimate in Zoho. It would be great to skip the extra steps to Mark as Sent.
6 votes -
make condition negative for making personalized view in invoices. you can only choose is, contains, starts, but I need, is empty or does not
make condition negative for making personalized view in invoices. you can only choose is, contains, starts, but I need, is empty or does not contain so I can work the listing that is not jet done.
rob
6 votes -
1. The alias and description options, like in Tally, are not available 2. Binary search or part of Item name search is not available. For eg
- The alias and description options, like in Tally, are not available
- Binary search or part of Item name search is not available. For eg, if the SKU or Item name is ' D.C. motor plug' then if I write motor, plug or dc in search/bill creation then it doesn't show/populate in the field
- If I create composite items then it has to be bundled each time, so the option of auto-bundle should be available. More importantly, if I create a bundle or if it will get auto-bundled in the future release then the items used in this bundle should at…
6 votes -
Shortcut key for "Clone"
Shortcut keys for "clone". We use clone a LOT. Preferably will clone whatever is active at the time-Est, SO,Inv, Pmt. And clone an item while entering line items into a SO-Invoice? Save soo much time. Thank you!
6 votes -
schedule report by salesperson
Hi,
1. Automatic scheduling of report should be available at individual level, this will allow us to send payment collection details at fixed time to salesperson.
2. also invoice of customers who have already paid and balance is zero should not reflect inside report generation.Kindly add these features.
6 votes -
Integrate with Zenefits Payroll
Zenefits is an amazing platform that we currently use for hiring/terminations/payroll and vacation. If Zoho Books integrated with Zenefits Payroll we could avoid manual entry of pay runs processed using Zenefits Payroll. Existing integrations are present for Quickbooks Online and Xero.
6 votes -
Allow option for Cash or Accrual Basis when Generating Sales Tax Due
Our business operates in Cash Basis overall but for Sales Tax several US states require Accrual Basis to be used as it relates to submitting their individual periodic sales tax payments. Zoho Books assumes that because the company is Cash Basis, no other functions can be Accrual Basis and as such does not seem to have an option to remit sales tax on a different basis as the overall company.
6 votes -
please kindly make provide us the use of arrow keys in invoice/estimate
i suggest zoho books to make zoho invoice as well as estimate more responsive and handy, whlie giving us some more extra features and shorcuts in it .
6 votes -
We are into construction business and we give estimate we are unable to mention the unit of measurements.
We are into construction business and we give estimate we are unable to mention the unit of measurements.
6 votes -
Option to create custom Account Type in Zoho Books
There should be an option to add custom Account Type in Zoho Books. There is no way that anyone would shift from Tally if there is no option to create custom Account Types.
6 votes -
In Blueprints & Workflows make recurring an option for a task or action
Tasks can be "turned" to recurring once they have been created and are in the different modules. There is no place to make tasks or actions that are added to workflows and blueprints recurring. This hinders automation.
6 votes -
apply credit
Please allow credits to be applied to next recurring invoice automatically.
With auto pay there is not a time slot to apply credits to next invoice.6 votes -
Purchase Bill entry
I've an issue with Purchase Bill entry.
While adding an Item under the Purchase Bill, Item details tab shows no item (I've already entered the items and created Sales Invoices with them). And then I clicked "Add New Item" and entered the details, while saving that Item details its showing "Item already exist". I cant add item details to the Purchase Bill.
Stuck with this issue. Please help me to fix this.
6 votes -
Timesheet Filter
It would be helpful when using the All Timesheet screen to filter out inactive contacts from the customer drop down menu.
6 votes -
While converting estimate to invoice, I want invoice number to be auto-generated to same as estimate number.
While converting an estimate to invoice, I want invoice number to be auto-generated and it should be same as estimate number.
Reason - once I have sign off from buyer and procurement team, I convert estimate to invoice. Now, procurement team has dealt with estimate number, while dispatching we need to put invoice.
Estimate number and invoice number being different creates misunderstanding.6 votes -
Bank transfer to another account should include all accounts
When recociling the bank account I would like the option to be able to pick any ledger account, or at least any balance sheet account. If I have liabilities accrued and a standing order paying them monthly I want to be able to post directly to it.
6 votes -
6 votes
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