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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6601 results found
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Integrate Expense with Books.
How can i view the expense with the books. It will give a holistic view.
4 votes -
Invoices
I am new to zoho invoice. I have noticed that company and tax id even if checked. It is still not appearing on the Invoices. Also, It would be nice if the Total amount in the invoice could be mentioned in words too. Just my opinion.
4 votes -
Include "Positive Stock on Hand" as a drop down option for "View By" items.
Having this as an option, you would be able to see what items you actually have on hand, not an entire list of all items ever added. This option would be extremely useful and should be easy to implement.
4 votes -
Be able to enter purchase price in currency
Would be GREAT if i could enter purchase prices in currency. The price in € is my fixed cost, the floating £ price is my landed cost, which changes on a daily basis. Entering only sterling means every PO needs correcting.
4 votes -
We would like to have profit report on sales invoice as well as profit report on customer base. Please let us know if you have such report.
We would like to have profit report based on sales invoice as well as based on each customers. This is very important for us to decide which product and customers are profitable for us.
4 votes -
It would be nice to be able to create PO, add expenses and invoice by additing item for construction and maintenance projects
As a construction and maintenance company we need to track our expenses, create purchase orders and invoices(by adding items) under a project. Any transaction that is created under the project should automatically reference the project.
4 votes -
Invoice from Timesheet - Date and Time as Entry Label Options
When you generate an invoice from the timesheet area of the app... it gives you some options on how you want your log to be imported into the invoice...When using the include every time log entry... The options for the Task Label are very limited... I would like the following options to be added: Date of the Log, Start time, and End time
4 votes -
Better column filtering
It would be very helpful to have actual column filtering instead of creating new views.
For example, if you could click on "customer name' and then a dialogue box pops up and you can then click on which customer you would like to filter on. It would make it much quicker to find the estimate/ sales order/ invoice that we are looking for.
Thanks!
4 votes -
Auto Show Books Contacts in Zoho Support Desk.
By This Feature No Need to Create Contact Details 2ndTimes. and also assgin task for customers and easily billing after completeion of projects or task.
4 votes -
Unique ID for Clients and Vendors
How about we add a new feature so that we can differentiate between different customers and vendors using there unique ID. We are able to do this somehow using the custom fields but is really not helpful for existing customers.
So if we add an additional feature that would help us find the customers/vendors using unique ID that would show up in customer portal as well as the contacts to identify that particular user or vendor with different prefixes i.e. a different prefix for a vendor and a different prefix for a customer should add a great value.
Best Regards,…
4 votes -
Double taxation
There are cases where two taxes needed to be added to the invoice. On the sale amount, first excise duty needs to be added and then sales tax on the total amount after excise duty. There should be a system that allows that to happen.
4 votes -
add freetext for emails not present in contacts
in email templates should be good to be able to put a freetext address (not a contact) in the cc or bcc field
4 votes -
marking customer as inactive automatically
Option for marking customer 'Inactive' automatically if there is no transaction in the account or invoice goes unpaid after custom specified no of days.
4 votes -
Increase dropdown custom fields limit for Invoice Estimate and Purchase Order
Hi,
It would be great if you could increase the limit of dropdown custom fields for Invoice ,Estimate and Purchase orders ..right now it is not enough to meet requirement where Purchase order can have only one dropdown fields.4 votes -
Unit cost should appear in FIFO report
Unit cost should appear in FIFO report
4 votes -
Automatic quantity totals
I bill on a daily rate on a monthly basis. it would be helpful to be able set up in reoccurring invoices the option to have a field to total the amount of days in the previous,current or following month that gives a total bill for that month
4 votes -
alert x days in advance of the next invoice date
recurring invoice: I would like an e-mail to alert x days in advance of the next invoice date
4 votes -
enable us to see account registers
In Quickbooks I can see an account register for any balance sheet account (asset, liability or even equity), including postdated transactions. That's pretty essential for us.
4 votes -
Stripe - Canadian Address
When you click on "PAY NOW" then click on "Credit Card", under address you are asked to provide State and Zip Code.Customers in Canada should get Province and Postal Code. This is with Stripe integration.
4 votes -
Have items auto-populate under Retainer Invoices
I'd love for our items/products to be auto-populated similar to the normal invoices. I'd simply love for the retainer invoices to be structured exactly like a regular invoice.
4 votes
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