Zoho Books
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6817 results found
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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 -
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 -
TAX management in Books
The possibility to track taxes in 2 separate accounts for inbound / outbound is a nice feature, but it needs to be improved to make it more usable (at least for EU)
1 - be able to have sub-accounts in the inbound / outbound tax accounts. All EU accountancy uses different VAT accounts for different TAX % + intra EU tax + outside EU TAX which have to be declared differently.
2 - for the items, it is highly possible that the inbound and outbound tax are different. So a separate field for Purchase tax would be a great addition.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 -
Create project with recurring invoice and recurring bills
For our marketing sales, most projects are fixed monthly rate with fixed monthly expenses. I would like to make a project that can send recurring invoice for fixed amount and create recurring bills for fixed amounts
4 votes -
would like to be able to wire money (to pay vendors) domestic and foreign by linking bank account
would like to be able to wire money (to pay vendors) domestic and foreign by linking bank account
4 votes -
Zoho Showtime : watch videos on-demand on mobile device !!
Zoho Showtime (mobile app=showtime viewer) does not allow on-demand content (pre-recorded videos) to be viewed on mobile phones, which is very annoying for users who take online courses on this device, for example. At the time of "mobile first", it seems urgent to allow this functionality.
4 votes -
I need team access in Zoho One in order to give my employee access to work on all of my clients
I need team access in Zoho One in order to give my employee access to work on all of my clients
4 votes -
Please create a deleting button for invoices in Zoho CRM
Please create a deleting button for invoices in Zoho CRM. I only can delete invoice in zoho books.
4 votes -
GST on Stripe's merchant fees
At the moment the merchant fees from Stripe are just going straight to the fees expense account including the GST, it's not separating out the GST component of the fee. I'm having to manually journalise the GST portion of the transactions each quarter so that I can claim it.
4 votes -
TEMPLATE CHANGE ON APP
Allow to change the template of quotations, invoices, etc on iPad app. I can’t do it now.
4 votes -
4 votes
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