Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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6163 results found
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add Multiply currency under one customer name that is very important option
add Multiply currency under one customer name that is very important option can't open few account for one customer if need to work with different currencis same time then in Create Bill or Create Invoice if Choose customer name by one Currency like USD can't add any Bill by other currency pls solve this matter
4 votes -
Export Attachments when exporting the Journals, Invoices.. in PDF
When we make a manual Journal, or invoice, we already have the option to attach files. We want to have an option to download the Journal/Invoice with the attachments we uploaded in one single PDF.
4 votes -
books customer portal can show items
from CRM customer portal , it can show products to customer
Do I need to provide 2 portals to the same customer
CRM portal from products, BOOKS portal from the transaction
In this case, the user experience is poor
4 votes -
assosciate a tax or tax exemption to a customer for organizations outside of the US
I AM LOCATED IN SPAIN. I WANT TO BE ABLE TO ASSOCIATE TAXES TO SPECIFIC CUSTOMERS AS THERE ARE A FEW DIFFERENT SCENARIOS. IT SEEMS THIS FEATURE IS ONLY AVAILABLE IN THE US. HOPEFULLY I AM WRONG
4 votes -
eBay integration for Australia Edition - It really is time this was done is there a schedule for this?
With eBay a major retail gateway in Australia it really is necessary to have a connection between the store and the inventory.
4 votes -
Invoice number is considered as text, if we save invoice number as integer number it would not be possible as of now to sort
Invoice number is considered as text, if we save invoice number as integer number it would not be possible as of now to sort .Suppose we save invoice number in order 1 ,2,3,-----100--100---1000 etc,it is not possible to sort the invoice number in order 1,2,3 etc , it sort in 1,10,100 etc order
4 votes -
LOYALTY POINTS FOR CUSTOMERS
when customer buy anything they will get points which can be reedem as future payments or discounts or gift.......
4 votes -
delivery challan to a supplier and convert the delivery challan to bills
we used delivery challan for job work. after receiving the job work. we need to convert the delivery challan to bills
4 votes -
Separating Customer ID from Vendor ID
When Adding custom field in contacts for customer ID or Vendor ID .
and when i request it to be auto-generated . there is no way to separate Customer ID from Vendor ID and i have to but the both fields for the customer and the same for the vendor .
Customer ID has different serial No. from Vendor ID .
What is needed is to separate Customers from Vendors in Preferences to get this issue solved .
4 votes -
Add Discounted Unit Price
We need much more customization options for estimates and all templates. Example: I want to show discounted unit price, but I'm unable to create the field, create a formula or show a custom field on the template. I also need the option to show or hide when not populated. Showing discounted unit price is common in the US. Not showing this is awkward. Needs to be on estimate, order, invoice and PO.
4 votes -
packing list with value of goods
Please add value column in the packing list while printing invoice available in zoho books. Value is also mandatory in packing list. AS of now only quantity is shown, which wont help the purpose of packing list.
Thanks in Advance4 votes -
Show Physical stock available for sale on order entry screen
When keying an order in BOOKS, the stock status is shown below the Qty field.
This number is often totally useless and causes false assumptions as it is showing accounting stock instead of Physical and the Available for Sale count, which is what matters. Unless you click on the link and drop down the field, then click on physical stock, you are looking at information that will lead you to tell your customer false information on inventory.4 votes -
Combined single statement for entities who are both Vendor & Customer
Need single statement covering all the transactions for entities who are both customer & vendor
4 votes -
Tracking of Import Purchases (from outside country)
Hi Zoho team,
It would be useful if we have different purchase order format for tracking import (purchase from outside country) as the same would involve tracking of shipment from shipping liners, bill of lading number, ETA and Date of departure. Below are the pecularities of the import transactions.
a. One purchase order covering multiple shipments
b. Capturing of information such as bill of lading number, ETA, container type (20 ft, 40ft) , no of cartons per container. Tracking online the ETA from shipper portal (maersk, safmarine)
c. Capturing the partial shipments against one purchase order
d. MIS report on…4 votes -
Sequential headers in Estimate
I put two headers next to each other in several places in an Estimate. When I save the estimate, it deletes the first header without warning. Seriously annoying. I need these headers for formatting the Estimate in order to break the estimate up into sections with subtotals since Estimates do not support subtotaling for optional sections.
4 votes -
To be able to delete Zoho notifications after receiving them.
I would like to have the ability to delete notices from Zoho after I have read them. They stack up and tack up room.
4 votes -
In Zoho Books - When I update the Reporting tag for an existing transaction - the profit and loss statement continues to reflect old tag
In Zoho Books - When I update the Reporting tag for an existing transaction - the profit and loss report continues to reflect old tag.
The reports should get updated when the tags are updated
4 votes -
ITR automation
It will be good if you can automate calculation of income taxes as per ITR requirements, even if it comes at a slightly higher cost. You can define categories for various income tax heads etc. and define rules for each. I had developed an automated taxation system (used to populate ITR from payslips) when I used to work with KPMG taxation. I thought this feature would have been readily available in Zoho books, but couldn't find it.
4 votes -
Multi-level workflow approval BY GROUPS
I would like to create groups of approvers. Though it is possible to set up a multi level workflow approval, the system does not allow to do it by creating groups. i.e.
1) Sales representatives create purchase order which should be approved by sales manager (1st approver) and then to finance manager (2nd approver).
2) Marketing representative create purchase order which should be approved by marketing manager (1st approver) and then to finance manager (2nd approver).
4 votes -
Allow a Logo on P&L Statements
Why Zoho does not allow this is beyond me. This is the single most important report in the suite and I can't put a logo on it.
4 votes
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