Zoho Books
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6599 results found
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Delivery Status In the invoice
adding an delivery status in invoice will be more helpful because, i take payment first and process the order, when the order is completed the status should be either paid & undelivered or paid and delivered, in status it is showing only paid option how could we know that the order is delivered or not , so kindly update this feature as soon as possible
4 votes -
Aging report (Bills due) show "Bill Due Date" column
From Dashboard- click on Recievables and in the "Aging Details By Bill Due Date" adding the Bill Due Date column. This is a bookeeper request for their workflow. A quick way to get into wehat is coming due, not just what is already due.
4 votes -
Have the option to share items between different organizations under the same account
Have the option to share items between different organizations under the same account. This avoid the need to do duplicate work if both organizations provide the same items.
4 votes -
Operating Profit
Is it possible to include operating profit / loss before the net profit in Zoho income statement
4 votes -
Edit the next invoice in a recurring invoice
We need the ability to update the NEXT recurring invoice in a series.
We only bill clients once a month, but sometimes we need to update the next month's recurring invoice to reflect a different charge than normal due to extra work being done that month that didn't reflect in the retainer.
How can we handle this? It looks like trying to edit a recurring invoice (even when clicking on the "Next Invoice" tab doesn't allow us to actually update the next invoice - only the entire series.
4 votes -
Employee Loan Payment Received and Bank Loan Payment transaction in Bank Menu
When I received a payment for employee loan payment or I do Payment for Bank Loan payment , there isnt any option in Bank Transaction Menu , if it will there , its gonna be great
4 votes -
CSV file format - sales order confirmation and invoice
Can we please have the option to send sales order confirmation and invoices in CSV file format?
4 votes -
Inventory report client wise
Please create inventory report customer wise, so that we can trace the inventory as what we sold to which customer Qty and price.
4 votes -
American Express
Zoho Books should include more details when syncing a CC / Bank Account. For example, All of the different credit cards and their transactions should come up separately in books to more accurately report data. Rather than just putting all of the transactions from my multiple amex cards into one general account.
4 votes -
Petty Cash
Required running balance in Petty cash report for checking day to day balance.
4 votes -
Bulk email
Please create a bulk greetings mail option. which help us to send an email to multi clients at once to convey a certain message. Like Festival Greetings, Offers, Discounts and many more things.
4 votes -
Develop payment gateway for Tsys Bank.
It’s just another payment gateway but when Authorize.net wants to be a pain it’s always good to have a backup that is direct to the bank.
4 votes -
change the dashboard to reflect the reporting basis of the organization
i'm a cash based company. i'm set up that way in my org profile. but the dashboard always displays in accrual mode. for most of things, it's not a big deal, but when i get down to the accounts watch list, things like sales don't accurately reflect what is on my books.
yes, i know that i can get the information from the reports module, but isn't the purpose of a dashboard to display information in the way i need to see it?
4 votes -
add a Refresh Banking Feed button on the top of the main Banking page
I should be able to click on the Banking category and see a link or a gear with a link to refresh all feeds. Instead, I have to go to Banking, then scroll down to an account and then click the gear, then click refresh.
4 votes -
Easy link to item overview page on creating invoices by click on item name.
to view the item details
4 votes -
Option to remove decimals from discount column
Option to remove decimals from discount column (It Shows 10.00%, Consume more width in invoice)
4 votes -
History of price list for specific customer and items
I want to check the price of a specific item when i'm making a invoice for a specific customer, so i can give him the same price all times
4 votes -
Print Option
Would like to have direct print option to a handheld printer instead of saving as PDF and then print.
4 votes -
4 votes
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Add a billing method of "Per Item" in the Project and a number of items. You could do 10 items within the project at $100 ea.
Add a billing method of "Per Item" in the Project and a number of items. You could do 10 items within the project at $100 ea
4 votes
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