Zoho Books
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6593 results found
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i want to make able to choose automaticly on the last day of the month to send automatickly statment og the month.
i have every day Costumer telling me that I need to send them statment on last day of the month so they all do pay on next 20, at this stage i pay one by one but is taking to much time, seems all other online softwars offr this.
4 votes -
Account type change for accounts ledgers having transactions
Account type change for accounts ledgers having transactions should be enabled as it's not available once any transaction done in it.
If account created in wrong head, it will reflect at wrong places in P&L and balance sheet which is not desirable. And such mistakes can happen from new users of zoho books
4 votes -
heading in estimation
in your software i dont have a option to give heading in estimation
4 votes -
making a word "bold" in estimation
making a word "bold" in estimation even for this they said their is no option
4 votes -
set up reminder with 'certain interval' after due dates of Invocies, it'll help reminders keep repeating with punching them/scheduling them
Please set up reminder with 'certain interval' option after due dates of Invocies, it'll help reminders keep repeating with punching them/scheduling them manually each time unless payment is recorded/ receipted.
4 votes -
Invoice to Delivery Challan
In the manufacturing Industry we need to submit delivery challan against invoices.Currently, we have to create a new challan and copy down the details from the invoice which is a tedious process. The user should be able to convert an invoice into a challan. There is a feature available to convert a challan to invoice but we actually need the reverse.
4 votes -
add a notes section on individual items
to be able to add notes for each individual item that does not show on invoices or purchase orders.
4 votes -
imprest/petty cash
Need a feature for imprest/petty cash management where we can manage 100 of accounts with the help of zoho. For a big organisation it will be a better option and easy access to maintain the accounts.
4 votes -
Group Contacts
It would be nice to group contacts in categories by type of vendor, customer, project, etc.
4 votes -
Add an Item Code
I would like to suggest to please add an Item Code. For now, we are using the Item Name as our Item Code. When we generate the "Inventory Summary" or "Inventory Valuation Summary", it only shows the Item Name as our Item Code and product description are not shown. If you can add the "Item Code" then I will revise all our products to its correct code and Item Name can be the "Product Description". If Item Code cannot be added, please add in the reports a column for the "Product Description". Please help me as this is important for…
4 votes -
UPDATION OF HSN CODES ON EXISTING ITEM WHILE CREATING AN INVOICE
WHILE CREATING A PURCHASE BILL UPDATION OF HSN CODE SHOULD BE AVAILABLE FOR A PARTICULAR ITEM WITH A FEATURE OF DATE ENTRY (FROM THIS DATE TO THAT DATE HSN CODE IS THIS AND AFTER HSN CODE GETS CHANGES)
4 votes -
allow sales return
After an order has been delivered, if a customer returns partial/full quantity, there should be a sales return option and also it should be integrated with Zoho Inventory so that the stock level adjusts accordingly
4 votes -
It would be good to be able to set the fiscal year end in the mobile app in the same way as you can in the desktop app. In fact if all deskt
It would be good to be able to set the fiscal year end in the mobile app in the same way as you can in the desktop app. In fact if all desktop settings carried over to the mobile app that would be the nest solution.
4 votes -
OCR facility
While scanning the documents can we have the facility to scan the items along with the price for that particular purchase invoice. Currently it is only handling the date and total price for the particular vendor
4 votes -
Customer & Vendor Booth and We cant View SOA , in Statement of Account (All In One SOA ) .
kindly we inform that ,if we have one Company as Customer & Vendor Booth and We cant View SOA , in Statement of Account (All In One SOA ) .
If we working with a company as both Vendor and customer type , it could be useful if we can see statement of vendor and customer in one statement if there are linked
4 votes -
Entering Company Details without GSTIN, and Changing Invoice Numbers in Retail Invoices
1) Make it possible to enter companies' details without making it mandatory to enter their GSTIN number, and
2) Make it possible to change invoice number while making retail invoices
4 votes -
Zoho Books Automatic Reminders should have option to omit attachment of auto-generated invoice
Zoho Books Automatic Reminders should have option to omit attachment of auto-generated invoice.
In many countries, the auto-generated invoice is not useful, since a formal invoice must be issued either on paper or by the tax authority's electronic system. Not only is the auto-generated invoice not useful, it also generates confusion for the client, Zoho Books could offer an option to send the Invoice record's attachments (where a copy of the true invoice can be stored).
4 votes -
Proyectar la tesorería a futuro en función de los ingresos y gastos
La ideas es que se pueda proyectar a futuro la tesorería en base a los ingresos y gastos que se puedan preveer y de manera aproximada para saber como estará la empresa en un momento determinado y así poder tomar mejores decisiones.
4 votes -
Email Integration for Contact Persons at a company. Not only for 1 Company email address.
Email integration is available only for "Customer" email address not for people who work at the customer, "contact persons". This renders this feature useless as we deal with multiple email contacts at our customers and vendors. Please cater for the "Contact Persons" email address's instead of only at "Contact Level".
4 votes -
You should be able to see the full amount of deposits which make up multiple payments.
When you bring in the deposits from the bank feed, you should be able to see the full amount of the deposit in your reconcilements instead of individual amounts. Because it is difficult to reconcile for that month without seeing the full amount that the bank shows on your statements. It does not help to match deposits up with what the bank shows on their statements. Which makes it difficult to be able to reconcile.
4 votes
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