Zoho Books
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6155 results found
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To add discount percentage and round off tab in Purchase Bill. And product search by author
To add discount percentage and round off tab in Purchase Bill. And product search by author
4 votes -
more than one custom template
Hello. We are using a custom template for our invoices. Sometimes we have to deal with the case that the contact doesn't pay the bill but the company does. So the header needs to be different. the invoice needs to be different in some aspects too. now i wanted to create another custom template, wich could be choosen if necessary. the customer servcie told me, you only allow one custom template per account. why? we have a corporate design, i cant use other templates. can you please enable at least two custom templates per account. would be awesome! thank you…
4 votes -
Integration with Paysafe
Integration with Paysafe. Their rates are very low. Would love the option to use them as my credit card processing merchant
4 votes -
Apply Available Retainer Fee to Invoice From Mobile App
When you have collected a retainer for an estimate, then convert the estimate to an invoice, you apply the retainer to the converted invoice. You cannot currently do this from the mobile app. Its a core functionality for those using retainer invoices (which is currently automatically created when the customer accepts the estimate).
4 votes -
Taxable Amount label in Sub total section
As per the GST TAX INVOICE format released by the Govt of India, the invoice must have a TAXABLE AMOUNT label in the sub total section. This section is missing in the GST invoice format which is there in ZOHO books. Request you to please make it available for all the invoice formats.
4 votes -
Adding "Notes" Column at Banking Transaction List
Generally I used to write the Serial number of account (From the Printed copy of Predefined list of accounts with the serial numbers ) or a small notes to each row of printed Bank Statement, Then our accountant will enter the transaction to Particular account according to the given number or narration or Instruction. With this I need not put much time to categorise and entering the transactions. It will save the time of Business Owner. Could you please add a "notes" Column with live update facility(Azax) by which we can give instructions/Suggestion to our accountant.
4 votes -
Increase information in the Automatic bank feeds
Allow the automatic bank feeds to include the same level of detail that is available when a user imports the .CSV file. It would save a lot of time matching transactions or manually describing them if we could have the Payee name, transaction detail (such as check number) and the memo field that the bank provides. Our bank is U.S. Bank and this info is available, but the Zoho bank feeds only show Credit and Debit.
4 votes -
edit item
Should be able to link a downloadable document from the documents folder to items. For example - we have items that when selected always require the same PDF to go out with the estimate. Would be helpful to be able to attach these to the item to save keep reattaching every time!
4 votes -
Enable importing of categories/ accounts when importing transactions.
A separate column containing categories and transaction types, which exactly matches those created in Zoho Books would save a lot of time, particularly when importing archives of older transactions in bulk. Sure, rules can be created, but if this information is available and formatted in the import file, that would be much better.
4 votes -
In Manitoba Canada we expense the PST portion to the same account as the original expense not to a separate tax expense account.
I would like the MB PST to go to the original expense account as opposed to a separate tax expense account as it is now at year end I have to go back to that account and move everything to the appropriate expense for year end purposes. very time consuming
4 votes -
pl make easy to understand indian coustomer for gst
in India there is lotof confusion for GST no one can understand easly for gst
4 votes -
Add a field to show "trade discount" in bills
Add a field to show "trade discount" in bills
4 votes -
Allow for estimated ship date per line item or per PO (with associated items) from Sales Order
There is a software I used in the past (Duoplane) which has an amazing function for keeping track of sales order shipping dates.
It allows you to set a promise date (Estimated shipping date) per PO that is associated with an order, so that if you are not shipping from currently on hand inventory you can note an ETA before the order ships out. In the event you have items arriving from two separate locations, you can track them individually allowing you a more thorough overview of the order status.
I think this would be extremely helpful in Zoho Books/Inventory.…
4 votes -
There needs to be the feature to add bank charges when adding expense receipts. The bank show charges as a separate transaction.
There needs to be the feature to add bank charges when adding expense receipts. The bank show charges as a separate transaction.
For example. If i have a EUR bank account and i purchase food in GBP, the bank will charge me a foreign currency fee.
I should be able to enter the expense receipt and add the bank charge at the same time.
4 votes -
Signature Positioning Option
in invoices, some times text and signature get split into 2 pages, if we get an option of adjusting the signature position. it will help a lot of people
4 votes -
Please add Travel Expense features with the user login portal
Please add Travel Expense features with the user login portal
4 votes -
Direct print to printer without preview
We received an order for zoho books to a medical college canteen, entire products fits fine unfortunately we're not able to provide the provision to print invoice (Epson Thermal printer -Receipt Printer) directly to the printer, please help. customer requires to print invoice after saving the document automatically
4 votes -
ZOHO Books for Transport Company !!!!
Hi Team,
I have one transport company, that billing and management of trailer are different from normal sale and purchase billing. we also need to track trailer expense. keep track of tolls, traffic challan etc.That will help for all transport company's are still using excel for manage business entry.
If u make this type of model in ZOHO books or make another model for transport companies that will open new business model for you.
Let me know if u consider this request.
Thanks and Regards,
Arun Kumar
kumar.arun@outlook.com4 votes -
Sales forecast
Add a module that considers historic sales data and using a seasonal algorythm calculates a forecast for future sales. Excel has this as an example ofnthe logic.
thanks
4 votes -
Notification Bell Icon for the who is tagged during comments , Similar to the one in Zoho Projects
Tagging of the user which we similary do in Face book to notify them incase we would like to highlight and it will be reflected on the notification bell.
This feature is available in Zoho Projects am afraid why not provided in the Zoho books.
Appreciate if you could develop this and inform us.
4 votes
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