Zoho Books
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6629 results found
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Expense and approval options
Zoho books allow us to create user roles and users. However there should be 2 important updates when it comes to adding expenses.
- The admin should be able to create a role which allows only entering expenses and not to view. 1.1 As another option the admin should be able to restrict the user only to view certain expense accounts if the viewing option is given to the user. It should not be possible for the new user to see all the expenses in the company.
- As of now there is no approval option available for expenses. I believe that…
6 votes -
Customize invoice or estimate templates
I wish I could customize my templates. For example for an estimate, I have a template for a proposal in monthly or annual. The sales conditions change. I would also like to add columns on the quote for a monthly subtotal and then an annual subtotal on the same line.
6 votes -
Show tags on main page rather than 'behind the scenes'
Being a frequent user of Tags, I find it unnecessary to have to go into a sub-screen to allocate the bill/invoice to a reporting tag. I would like to see the reporting tag option in the main input screen for visibility and input efficiency
6 votes -
Discount Account
I would like to suggested that you have to make separate ledger for Purchase Discount as Indirect Income and Sales Discount in Indirect Expenses
I have can not add discount on the purchase of goods individually.6 votes -
BAS reporting to provide capital and non-capital purchase amounts
It would be very helpful if Zoho Books BAS report could provide capital (G10) and non-capital (G11) purchase amounts not just the sum of these (G12). The numbers in brackets are the item identifiers used in the BAS that business need to complete. Currently the BAS report does not produce G10 and G11 and so the user needs to calculate them out of system.
6 votes -
Fix Chart of Accounts Sort by Type so it sorts in Balance Sheet / P&L order
Right now when you sort the Chart of Accounts by type, it sorts in some random order. The types should sort balance sheet and P&L order, grouped by type. When I sort by type now, I have "Other Current Assets" on the top, followed by Cash and Bank account types. If I reverse the order, it makes no more sense. Quickbooks sorts by type with balance sheet accounts first, in the order they would show on a balance sheet, followed by COGS and then Income/Expense accounts in order we'd see them on a P&L. Very logical, very usable. This seems…
6 votes -
Provide Customizable Tax Summary Reports
In Zoho Books, Reports, Tax Reports, we can only use the provided Tax Summary Reports. Can we get the cpacity to customize or create our own types of Tax Summary ? There are fields that we need to have in our reports (Customers / Vendors etc )
6 votes -
Enable expenses to be split by Project.
I do bulk shopping for multiple projects at once. I'd like to enter the expense one time only and be able to allocate the expense (from one receipt) to multiple projects.
6 votes -
Esign estimate/invoice without customer portal
I love the idea of being able to send estimates/invoices for eSigning. However, I feel the usefulness of this is limited because customers must first sign up for the client portal and navigate through the portal to find the estimate and eSign it. The portal lacks customizability and using it could be confusing for customers who just need to sign a document. I would suggest keeping this functionality intact for those who use the portal, but adding document eSigning for customers who don't have access to the portal. It would function much like the native Zoho Sign process. The customer…
6 votes -
Forte Bank / Credit selection option at customer or invoice level.
Add the Credit Card & Bank Account selection option to the invoice level for Forte. Similar to how Paypal has a Business and Personal selector. Add check marks to allow payment via either credit card, bank account or both.
6 votes -
bank charges to be automatically categorized for vendor payments or NEFT transactions and also include tax component.
Example: when i make a payment of 10,000 using bank account bank charges a fee of 5 and tax of 18% which shows the transaction as 10,005.9. So almost every transaction has this 5.9 added. If there is a way we can define the bank charges rules for both vendor payments and customer payments, along with the relevant tax separately, it will be of great help as this effects all transactions done through the bank.
6 votes -
Custom Fields on Purchase Orders
It would be nice is we could add custom fields to purchase orders. There is a field for Shipment Preference however there is no field for us to input a tracking number. It would also be beneficial if there was a Purcahse Order date, Ship Date & Received Date.
6 votes -
Adding Bank Fees as expense when we make a transfer to a vendor through payments made
Adding Bank Fees as expense when we make a transfer to a vendor through payments made . in many times there is a bank fees for the transfer done by the bank . we should process these fees in the same transaction as it is in the same transfer document .
6 votes -
Editable Item Groups/Assemblies
We would love to be able to create groups of items (or assemblies) that we can actually view and edit while creating an estimate or invoice. Ideally this would include the ability to change the quantity and price for each line item in the group AND be able to hide the line item breakdown from the client.
For example, the client would see "Total Travel Expenses" and a price. While creating the estimate/invoice, we would see and be able to edit the mileage, meals, and lodging line items that comprise the total travel expense assembly/group.
Pretty please?!
6 votes -
Integrate with Intuit Online Payroll.
It would be very helpful if you could integrate the various Intuit payroll products into Zoho Books.
6 votes -
Make it possible to move a transaction from one organization to another.
We have one set of bank accounts and credit cards. We run our personal finances through these accounts, but also a therapy practice as well as a rental property.
We need to be be able to import one set of financial records and allocate to these three different "businesses" which I have set up as Organizations in Zoho or should they be sub-categorized in the chart of accounts instead?
6 votes -
show cost and profit margin percentage per each sales order
A report show sales order total cost , selling price & profit margin
6 votes -
include non-billable time on invoices
Please include an option to include non-billable time entries on invoices. We track all time spend via projects but can't necessarily bill for every 2 minute phone call or task - we would however still like to show our customers that we are spending time on their account, even if it's not billable.
6 votes -
E-way Bill Print option directly from Zoho book should be there.
E-way Bill Print option directly from Zoho book should be there.
6 votes -
Select 2 or more modules when creating a workflow
I would like to be able to select 2 or more modules when creating a workflow. If implemented, this would enable me to select a greater range of triggers under the same workflow.
6 votes
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