Custom Field for Expenses
Since you guys seem to be unable or unwilling to create Sub-Accounts even though the request for that feature is among the highest in this forum! I think it would be awesome if you could create custom fields for expenses and enable that as a filter on the Reports. This would help clients like myself to view accurate expenses by location or project. Thank you
Matching Bank Transactions
It would be great if you guys could enable Reference number as a searchable field in the matching transaction window. Right now we can only filter the transaction by date and amount.
Blanket orders that are released over a period of time
I receive blanket order from customers who want a weekly shipment billed to that order. Do I put this order as an estimate and release from it of as a sales order and invoice partial delivery?
Create a line item without adding a product
Some of the services/items I offer my clients are a one time only occurrence. Is it possible to enter a line item without having to create that item as a product?
Browser for Books
What's the most recommended browser for Zoho Books? (PC) Thank you, Robert
Best browser for Books
What is the most recommended browser for using Zoho Books on a Windows 8.1 PC? Thank you. RS
Categories
Having categories and/or sub categories with be pratical to have to separate the items
Statements - aging breakout
Maybe I am missing but I cannot see the aging breakout in customer statements, i.e. days past due (Zoho Books). Could you please help. If not available when can we expect to have this? It is present in most if not all other online accounting software.
Account reconciliations
I have a credit card set up in Zoho Books with Auto Feed. It used to reflect my Zoho Books Balance, and my bank balance. The recent change to this: $-1,280.01 Amount in ZohoBooks $431.32 Amount Due this does not make sense to me as I'd like to see my
how to print a cash operations list?
Hello, i need to print a list of "cash" operations: payments, withdrawals from bank account, goods sold per cash and so on. i need to have a list of these payments/incomes with a description of the operation and the person/firm involved in the operation because it s a document requested from tax authorities. thanks in advance best regards
New Bank Account - Existing Balance?
Okay, I'm new to books, and I'm trying to figure out how to create a bank account with a starting balance. Do I just record it as a deposit, or is there some other way of setting it up?
when will Zoho Books support image upload for copies of reciepts ESPECIALLY for BILLABLE items
Well over a year now we've been asking for support for upload of digital copies of receipts... and no joy. I have an expense. It is billable to a customer. The customer will obviously demand copies of the receipts YET ZohoBooks ignores this basic accounting fact of business. Every step of invoicing a client with billable expenses requires us to do dozens of click click clicks to get the invoice prepped with the necessary attached soft copies of receipts and contracts. I am a business owner. I want
Advanced Search
It would be great if the system can search for multiple words rather than just the exact text entered by the user in the "Notes" field within the "Advanced Search" feature. Since the Notes field is a text field, the search shouldn't be limited to one word or the exact text entered. For Example, I would love to be able to search for expenses that have the words "John" and "Car" to see every expense that has the words "John" and "Car" entered in the notes field. If this isn't possible another alternative
Deleting Sales Taxe account
To whom this may concern, We are planning on deleting some sales taxes account that are no longer needed. Will this impact past transactions that are linked to the sales tax account that will be deleted. Thank you Charles Boudreau tbpk.ca
Opening balance tax payable
I have my account opening date as 01/01/15. I have sales tax payable due 01/31/15 for the last quarter of 2014 and I entered that amount in the sales tax payable field (credit side) of the opening balances. However, when I try to make a tax payment, Zoho Books is telling me I have no sales tax payable. How do I fix this?
Setup: How does the setup choice of "Tax Basis" inflict on reports and accounting?
Could someone give more details how the choice Tax Basis (under Organization settings) result in different results in: - Reports, how and which ones - Accounting postings. The choice is between Accrual or Cash. In our case we have VAT based on payment - but very interested in details related to reports related to this. Can not find any details regarding this in the manuals. Thank you,
ZohoBooks Showing Estimates As Invoices in Zoho Subscriptions
Hi. We are implementing zoho subscription into our custom software. We see that "estimates" are actually showing up in zoho subscriptions as a invoice. When you click on that invoice inside of subscription is says "this invoice does not exist". The problem is a estimate shouldn't show up as a invoice ANYWHERE. Please resolve; Thanks!
Better Transaction details for customer
Some of my customers want the ability to track which of their clients an invoice and payment is in reference to. For invoices I have a custom field I use to fill in their clients name so that is shows on the invoice and when they pay via paypal I record the client name in the reference field so that is shows up in the transaction history. Is their a way to send more invoice details to paypal to be recorded in the transaction history, specifically what shows up in the subject field of a paypal payment.
Register payments for Recurring Bills / Invoices
Hi there. I'm having an issue with recurring bills. I've set up a recurring bill for a service, but the payment is manual, so I need to manually load the payment. However, when I go to create a new payment after paying the bill, I can only see the regular bills on the UNPAID BILLS list (not the recurring) How can I solve this? Thanks a lot.
Add Location code to Timesheets
We need a location code to be added to Timesheets. Our employees may work in multiple states for a single client and/or project and for tax reporting we need to be able to capture the location where the work is performed. We would also need the field
User Role-Permissions
The new User Roles feature is great to be finally released after a long time of waiting for it. But, it would be excellent if you guys separate the Banking section from the Cash section. For example, I want my secretary to be able to view and control the cash accounts we have (i.e. Petty cash) but not to be able to see and edit the Bank accounts we have. As of now, Users either have full access to both Bank and Cash account or no access at all. Thank you
Feature Enhancement - Import / Export
Hi guys, I'm still in my trial period of Zoho Books but I'm very impressed with it and will likely be taking out the subscription. There are some things I discovered when I was setting it up for my business, mostly to do with item import / export but
Modify items via csv down/upload
When will it be possible to download items in csv, make modifications, and then upload? I have a lot of price adjustments, it sure would be nice to be able to modify item information on a large scale, rather than modify one item at at time.
Payment provider vs Cost of product sold
Hi First of all, thank you for making such an amazing product. We use books for my business and so far it s been great. I have a question, on the item account type: What is the difference between "payment provider" and "cost of product sold" ? Basically when i buy a product from my supplier how to i integrate it on the item? Logically it should be a "cost of product sold" It s not very clear for us. Can you help? Thank you
Commissions Calc.
Looking to have a provisions system created, that takes the information of paid invoices from books and parses it into an application, that counts on a commission formula and stores the invoices that have been processed. Respond if interested in creating this app for me, payment for the service will be provided.
Report listing all active recurring invoices?
I can not find a report listing all active recurring invoices. Need this to keep track of this. How can I find this information?
Importing projects and tasks? Possible?
Hi there, Unfortunately, it seems a lot of companies are integrating with the X and Q accounting packages, not "Z"oho... I am wondering if there is a way to import projects and tasks? I am using AffinityLive as our PSA and it would be very helpful if I could import all the projects every week and then the timesheet import could work for us. Thanks for the help, still loving Zoho books... Cheers, -m
Implementing Zoho Books for Commission based Company
Hi, I want to implement Zoho Books for an organization that is charging commission from sellers that are selling products through our organization. Every seller is a seperate entity and is selling products through this organization. This organization is acting as an intermediary between the sellers and buyers, and charges a specific commission from its seller based on every sale made, and pays the remaining amount, after deducting shipment charges and commission, back to the seller. Can you please
Auto Charge with Stripe/Authorized: Detailed accounting of payment
Could someone give a detailed example of the accounting that goes on when using a auto-charge with Stripe (or Authorized). In Zoho Books Example: If the invoice is for 100 euros The fee for Stripe is 2 % Will the customer still owe 2 euros after he has paid 100 euros? (100-2%) Will the AR account for the customer say fully paid? If so, how does the accounting go in detail when using auto.charge with Stripe/Authorized). Please give details of movement on AR / Fee / Stripe accounts. Thank you,
Zoho Books Contacts: Need an 'other'
Hi, We have several contacts that we issue or receive payments to who are not a Customer or Vendor. While we can categorize as such, tax authorities-banks-misc. would need an 'other' category to be tracked correctly. We would like to see this implemented.
Inventory "virtual items" (combination of multiple)
To explain with a simple example: I prepare and sell sandwiches. I have inventory for: Bread, cheese and ham. I buy ingredients on large quantities and feed each inventory. So I purchase (this is already possible to register as inventory) 10 bags of bread
7 Features Missing for Professional Services Industry
We're company within the professional services industry in North America, and we have recently signed-up for the Zoho Books trial. I have to admit that the product's features and user experience is the best we've seen during our evaluation so far. Very impressive, so congrats on a job well done. We're ready to sign-up for the paid version, but there are a few key features missing. We're hoping the folks at Zoho could provide feedback on the possibility of implementing these features (along with
There is no export to excel or CSV option for Trail Balance.
There is no export to excel or CSV option for Trail Balance.
Thanks For Adding The Timer
I know you your usually getting pummeled with requests so i would just like to say thanks for adding the timer to the sidebar. You are probable already working on it but it would be nice if it was a permanent feature, with the ability to start and stop
Sales Person Integration
I'm enjoying Zoho Books, especially after having limped along with Invoice2go for a long time. My company doesn't even use most of the bookkeeping features - but room to grow right? I would like to request some bolstering of the "Sales Person" feature. I understand Zoho plans to add Sales Person to the invoice and estimate documents, which is great. Here are some improvements I think can be made to the Sales Person field: Integrate it with the "staff" role of the Users preference pane. If I invite
partial tax
Hi, Is there a way to apply tax to a portion of an item? I am trying to combine several items into one item for ease of invoice creation but only one of the items is taxable. For example course fee $150.43 15% tax student material $38 no tax certification $22 no tax instructor fee $60 no tax local fee $6 no tax invoice total $298.99 I'd like to add 'course' item but only calculate add tax to 150.43 is this possible? Cheers rich
Zoho Accounting
We would like to tie Zoho into our accounting system (primarily accounts receivable and open accounts). Current accounting system is primarily manual with some quick books journal entries. Please let me know if Zoho has a book keeping component. TY
Expense's by Vendor report
When I go through my expense's by vendor reports to see what receipts I am missing I find a lot of receipts that I have that are not on my report. I then search my expenses to see if they are actually in the system and they are. I double check the vendor and it is correct. Why would this be happening?
Net Terms needed for VENDORS
I spoke with a representative a couple of months ago in regards to Vendors payment option does not allow net terms. I was told that this is definitely an issue and that it would be turned over to the programmers (can't remember the term that was used). Is there any movement on this as any accounting program should have this option. Thanks, Bobby
Recording Expense That is partially business related
This might be more of a general accounting question as i'm not really sure how to handle recording a certain business expense and reconciling it against my bank feed. I have an itemized cell phone bill each month that I pay. I know what percentage I can claim as a business expense. I recently separated out my personal and business account and when my cell phone bill came up this month I paid it from my business account ( I realize that I could have split the payment between my business and personal
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