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6974 results found

  1. 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
    1 comment  ·  Mobile App  ·  Admin →
    How important is this to you?

  2. 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
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  3. 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
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?

  4. 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
    0 comments  ·  Items  ·  Admin →
    How important is this to you?

  5. 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
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?

  6. 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
    1 comment  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  7. 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
    0 comments  ·  Admin →
    How important is this to you?

  8. Add a field to show "trade discount" in bills

    Add a field to show "trade discount" in bills

    4 votes
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  9. 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
    0 comments  ·  Admin →
    How important is this to you?

  10. 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
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?

  11. 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
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  12. Please add Travel Expense features with the user login portal

    Please add Travel Expense features with the user login portal

    4 votes
    0 comments  ·  Third Party Integrations  ·  Admin →
    How important is this to you?

  13. 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.com

    4 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  14. 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
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

  15. 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
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  16. On-screen bill shows blank description

    We often don't enter any description for the line items on bills received - just the account codes and amounts are all we need. Once a bill has been entered, the "on screen" view of the entered bill shows the amounts of line items, but with blank descriptions. This is not very informative. Under the Customize options for the Item table of the Bill template, it would be really helpful if you could include Account as a possible option to select for the bill. That way, even if the user doesn't manually type a description for each item, they can…

    4 votes
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  17. TO ADD UNIT

    WHEN WE ADD UNIT VALUE OF A PARTICULAR ITEM SAY DOZEN OR KG BUT WANT TO SELL IN INDIVIDUAL PIECES OR IN MILI LITRES IN TERMS OF A LIQUID ITEM WHICH IS NOT POSSIBLE IN ZOHO BOOKS,I REQUEST YOU TO PLEASE MAKE UNIT COLUMN EITHER AUTOMATIC,FOR EXAMPLE IT SHOULD KNOW HOW MUCH PIECES A DOZ CONTAINS ETC.,OR PROGRAM IT IN A WAY WHERE USER CAN DO IT.
    THANKING YOU
    VISHAL JAIN

    4 votes
    0 comments  ·  Items  ·  Admin →
    How important is this to you?

  18. Display quantity sold and received in return against and item

    Items section should have fields showing QTY of an Item bought, sold and received back in return (not only show the final stock).

    Same should be available in sale by item report(customisable).

    It will also help analysing the best selling/low selling/satisfactory/Nonsatisfactory Item etc.

    4 votes
    0 comments  ·  Items  ·  Admin →
    How important is this to you?

  19. I'm a distributor for multiple companies, but here i'm unable to generate the reports of stock movement company wise

    I'm a distributor for multiple companies, but here i'm unable to generate the report of stock movement company wise. when we check report all items are coming, we should have grouping of items.

    4 votes
    0 comments  ·  Items  ·  Admin →
    How important is this to you?

  20. Batch Number is require for inventory.

    4 votes
    1 comment  ·  Inventory  ·  Admin →
    How important is this to you?
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