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
Adding % to the subtotal
We charge "production fee" which is a percentage of the total cost. Percentage varies depending on the type of the project. Right now, we are manually calculating the % and using the field for "shipping". For the label, we just changed it in the template.
ZOHO BOOKS IS DOWN..And no phone support
ZOHO BOOKS IS DOWN..And no phone support Please help!
Unmatch option not available for multiple transactions applied to single deposit
I made a mistake while grouping retainer invoice payments to a single deposit in banking. The bank transfer payments made by the customer were short, and I reduced one of the retainers to make up for it (which created a different issue when applying to an invoice). I noticed several payments in a row were each short by 50 cents, and then realized it was most likely a electronic transfer charge that was auto deducted from the amount and does not show up on my bank statement (its collected before
Help Zoho Books gets stuck
hello please can tell me whats going on, the zoho not runing its getting stuck any one have the same problem. all stop. helllooooo.....
Zoho Books / Sites Integration
Hi, I'm just starting a trial on Zoho Books. Love it and will subscribe. I am just wondering if there's a plan to integrate inventory in Books into Sites? Kudos to Zoho team for creating accounting and inventory system in Books; I believe you guys would go far. Thank you
Customer balances on a specific date
Hi, I would like to run the customer balances report at 31 Dec 2014, how can I modify the date?
Zoho Books in Canada?
I really like your Zoho Books product, and I ALMOST bought a year subscription, but as I played with the free version I found I couldn't even add my bank accounts because I'm in Canada, and no Canadian Banks can be found in your list. I'm with the BMO.
Feature Request: Invoicing Schedule on Project
It would be really cool if you could add a field to the project level for the invoicing schedule. You could also use it to put reminders on the dashboard to run invoices.
Client Hourly Rate
Just a quick suggestion of a feature I would love to see, sorry if this has already been posted. I would love the option to assign customer their own hourly rate and have that auto populated in projects as a billing method. This would save me having to create custom contact fields to hold the information and then double check on it before creating the project.
View of categorized bank transactions
When reviewing uncategorized transactions in the Banking account feed, we are able to see the details on the list. However, in the transactions list next to it (All, manually added etc.) the details on the list are not in view. We would like to see the
Email status
Can you now, or are there plans, to see the read status of an invoice or estimate? Meaning, If I send an invoice/estimate from the Books system...can I see a flag or envelope open status or receive some other notification is has been opened or read?
User Profile for Accounts Receivable and Payable
Currently Zoho Books allows for "Admin" and "Staff." I would like to have the security restrictions so that users can only create invoices, or create expenses. Its common practice that companies that separate staff members to reduce fraud. I would also
Zoho CRM triggers for Zoho Books not working correctly
I am having some problems with the automation between Zoho CRM and Zoho Books. In my CRM zoho books configuration settings (https://crm.zoho.com/crm/ShowSetup.do?tab=addons&subTab=zohoApps), I have the trigger set to: "Create/Approve/Decline Estimate when a Potential is created/won/lost respectively". The problem is, when a potential is created, an estimated is automatically generated in Zoho Bookds but automatically marked as "denied". I have discovered that when a potential is created by converting
Suppliers pricelist and discount
Hello I ask if it is possible to have the feature to manage the purchasing pricelist with discount from supplier. So every item should have a sale price and a purchising price with associated supplier and discount. This avoid problems with some suppliers when the discount is not showed in the order and it creates an automatic workflow.
View preferences (default): Contacts
Is there any way to create a preference (default) on how to view/list Contacts in Zoho Books? It currently stays with your last view which is not critical but confusing to some users :). Thanks!
Problem updating customer information via API
Hi there, I have a problem using Books API where when trying to update a customer's billing or shipping address, it will fail if I add any spaces in the fields. For example This will fail: "billing_address": { "address": "100 My Street", "city": "Any Town", "state": "", "zip": "", "country": "" }, but this will work: "billing_address": { "address": "100MyStreet", "city": "AnyTown", "state": "", "zip": "", "country":
Exporting Reports from Zoho Books
Would like to be able to export reports in Zoho Books as csv, excel, google docs file format. Why only PDF available?
Question Clients and Invoicing
Hi, Part 1 Invoicing: Please answer in-line I usually create invoices using Office Word because I can fully customize it anyway I want, but it is a waste of time. Please answer these questions in-line to help me decide on your product: 1- Can your Invoice Template be customized further to add different columns + rows? My invoice has the COMPETITORS PRICE column in addition to the YOU PAY column showing different prices and different totals (see attached). 2- Can I display the total of each (COMPETITORS
how to inject more funds in business
in zoho books, how to Inject more Funds in business from owner? where we enter the transaction?
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