Zoho Books
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6599 results found
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SalesPerson
Sales by Salesperson (Item Summary)
This is an absolute essential for any retail trade that has varying profit margins on different products. Commission/Incentives are designed based on items sold and not turnover achieved ONLY.
It becomes imperative to have a report that provides ALL items (summarised if it may, and drillable to invoice all the better) sold by a SELECTED Salesperson or ALL of them, grouped by SALESMAN NAME (taken from Invoice).
I've moved from Tally.ERP9 and facing such an issue working our Sales Incentive, it's become a nightmare to handle the same without such a simple report now.
Hope…
4 votes -
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 -
grouping the customers based on a particular area/route and able to take item based sales summary based on this customer group
In New Contact, please provide a provision in customer list to group the customers based on a particular area/route and also provide an option to take that customer group (area/route wise) sales summary (products) ie products names and its total numbers for the particular route/area.
4 votes -
Add Customer GST details in invoice
Please Add Client's GST number section under client address in Invoice
4 votes -
ORDER STATUS BY ITEM
An order view based on status by item would be great. When you view the transaction section of an item it'll show open/closed for each order, but the order could be open due to a different item. The same problem applies when doing an advanced search by product and status.
4 votes -
Add Customer Name in Bulk Expenses
Theres is no option to select Customer Name when adding Bulk Expenses, only Vendors. We want to associate that particular expense to a customer in an efficient way
4 votes -
Sales Report
Grouping/sub grouping of Items, so that we can get reports of totals per group. Visible in a graph as expenses are shown in dashboard
4 votes -
We need to account cheque returns in contanct ledgers, if contact ledger allow to account for manual journals will be great
Contact accounts needs to give access for manual journal entries.
4 votes -
Skip to Page
Please add a skip to page at the bottom of pages, so it is easier to sort through 100 pages to get to the one I need. Also, I don't like how when I change something in chart of accounts and it sends me to the top. Why can't the page just stay where it was so I don't have to go all the way back down the page.
4 votes -
"Tax Inclusive" by default
In the settings there is an option, which we can choose (1) tax exclusive or (2) inclusive or exclusive. Now the GST has implemented and we are all supposed to raise tax inclusive invoices. So along with these two options, there should be an option which is always tax inclusive.
4 votes -
Connect Invoice<>Bill w/o Tags for Reports
Would be great to be able to have a "Project based P&L" where we can easily find out +/- on a project based on Invoice/Bill w/o using tags. Tags are great but it takes way too much time.
4 votes -
Provides us as customer with backup and restore option, even with an extra fees to pay when needed.
Provides us as customers with the backup and restore functions, even with an extra fees to pay when needed.
4 votes -
Add unbilled bills to project area of dashboard
I would like to see unbilled bills assigned to projects, in the project area of the dashboard, just like unbilled expenses. This will give me a better idea of what will be invoiced at the end of the month.
4 votes -
Vendor Accounts Receivables + Commissions Receivable
My Business model is complex, but we are incorporating a lot of what other businesess are doing, which is having referral partners. It would be great to have a feature where we could bill our vendors for commission owed to the business or have a feature that allows vendors access to make payments to us instead of vice versa.
A vendor portal would be beneficial for this.
4 votes -
Would like to have the option in financial reports to sort accounts according to account code, but not sort by account type only.
Sorting by account code in financial reports
4 votes -
Sales by Sales Account in Reports section.
Some of us use Product Lines as Separate sales account. This will help with generating reports just based on that.
4 votes -
Recurring Invoice
I would like to be able to display retainer invoices on a customer statement. Currently only payments are on displayed on the statement. Since we issue retainer invoices in advance and accept payments in advance, it would be helpful to see both on customer statements.
4 votes -
SPLIT BANK CHARGE OPTION I N TRANSFER TO ANOTHER ACCOUNT
in Zoho Books • Tips & Tricks • 2 days ago
Problem 1
Where i Split Bank Charges in TRANSFER TO ANOTHER ACCOUNT..
Suppose i transfer Rs.10,000 to Other Account. Bank Deducted from our Account is Rs. 10,003.07.
Where i Create 3.07 as expense or Bank Charges. There is not option there for create BC.Problem 2
How Auto Bank Charges will Deduct from Transactions.
I attached also screen shot .
and i drag there.4 votes -
Approval of Invoices from Senior
Please have approvals of invoices made by Junior. The Reporting authority should have approve the invoice before it is sent to the accounts dept.
4 votes -
Default Quantity figure
Once we create a new invoice and select a customer, the default value quantity for the given customer should already be set.
For example, we should set the default quantity for that customer, so we dont have to enter again & again.
4 votes
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