Zoho Books
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6163 results found
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Create a simpler refund system
The current system is ridiculous and doesn't really make sense. Having to create credit notes, apply them to invoices and then refund them to show it or delete payments, and so on. Half the time it seems like the Zoho tech support can't even figure it out and they end up doing something different like deleting payments then making a credit note to balance the account. There should be a simple way to process partial and full refunds. For example just a button that you click refund, choose the amount being refunded, where the money is being refunded from and…
4 votes -
Provide an option such that non-admin users/roles can receive scheduled reports.
Provide an option such that non-admin users/roles can receive scheduled reports. We want the option to send reports to the 'C' level without enabling all of the admin capabilities.
4 votes -
Enable restrictions on printing Invoices/Delivery Notes/Packing Slips.
I have given access to several users on creating Invoices.
However, I would like to restrict users from printing Invoices/Delivery Notes/Packing Slips in both Zoho Books and Zoho Inventory so I can control the printouts.
Can anyone help with this? Customer support has informed me that this is currently not possible.
Thanks!
4 votes -
can you short close a purchase order in zoho books?
Suppose I bought 100mt of goods and my supplier only loaded 98MT. The purchase order shows partially billed. Although, my supplier won't we loading any more material. So how can I short close the purchase order?
4 votes -
Group receipts/expenses into a single page for zoho invoice (same as zoho expense can do)
For ZOHO books -> invoice: Group up to 9 expense receipts in the client invoice (same feature as in ZOHO expense); currently the invoice inserts one receipt to single page generating too many pages.
4 votes -
set a mileage rate per customer or project
I get paid different mileage rates by different customers. It would be good to be able to set a mileage rate per customer or project. This would cut administration down significantly.
4 votes -
Need "Select User" view in Timesheet / Zoho Books please.
In Books - TimeSheets, we have "Select Customer", Select Project", etc. We really need "Select User", please. (Or have to export to spreadsheet?)
4 votes -
allow us to convert a Purchase Order to a Sales Order
You already have the reverse - creating a Purchase Order from the Sales Order but we start with the purchase order 1st.
4 votes -
bulk update due date
In zoho Books 'Bills' there is an option to bulk update, but I want to bulk update the 'Due date' but this is not an option.
4 votes -
default items for Estimates
There are some items needed for almost every Estimate, so it would be great if we can default them, instead of adding them into an estimate each time.
4 votes -
Allow customization of the Bank Reconciliation Details report.
Both of my businesses have multiple bank accounts. It would be helpful for my CPA to identify the business and its corresponding bank account in the main title section of the Reconciliation Details report. Without this customization it becomes a tedious task to manually write or stamp on each page which business and account this particular report belongs to.
4 votes -
4 votes
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autocharge
Currently, Zoho Books autocharges with GoCardless on the day the invoice is created. This then charges the customer approximately 5 to 8 days later.
We provide 30 days for some of our customers and it would be helpful if we could set the autocharge date (or number of days after the invoice date)
Can this be added as a feature please. Thanks
4 votes -
Customize statement table
I need to show custom information in the customer's statement table, It's information that i customized in the invoice area but want to display there.
4 votes -
4 votes
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disable inventory trackingfor items with transactions
Be able to disable inventory tracking for items with transactions like it is available to enable it in bulk through specific link.
4 votes -
available for sale
in Custom View we can add "Stock on Hand"..
it would be great to add
- "Commited Stock"
- "Stock Available for Sale"We have many confirmed sales orders daily, and its difficult to know the Stock we have available for each item. The only way is to open each item one by one, and it is time consuming.
In an Spread Sheet, i'm able to visualize what is really available for sell, will boost productivity to make best decisions.4 votes -
Custom Field Types - Include Image, File Attachment, Text Area
Sure this would have many uses, though for me one of the biggest would be to enable these additional options within the client portal.
They could be used for client specific terms and conditions, contracts, designs, allowing much more to be obtained by the client in the portal.
4 votes -
Project Statement
We will like to generate statement of accounts for Projects rather than Clients . We have clients who we run mulitple projects with and they sometime want to see statements related to that project rather than all payments. It helps with clarity
4 votes -
Can you have one line item and severeal different quantities on the customer estimate?
I may have 2 different parts to quote with different quantity levels. For example: P/N "ABC may need a quote for price levels of 500 - 1000 - 2500 pieces.
P/N "DEF" qty levels at 25 - 50 - 100
Can each part number be only one item # and multiple quantities below it?4 votes
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