Detailed Account Reports - Add Running Balance
When one clicks into an account from a report (say P/L or Balance Sheet), the default reports have the Debit, Credit, and then the Amount. The Amount column (last one) is duplicate information. It would be far better and fit more peoples' use cases ifRestrict Payment Methods
Allow us to restrict certain payment methods specific for each customer.Partner with HDFC And Sbi Bank.
Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.Profit / margins on Sales orders / Invoices / Estimates
When we select an SKU or item name in any of these documents, much info such as invoice.line_items.rate is pulled from the item & filled into the document being worked on. If we had another lineItem DB field (hidden) auto filled at the same time: invoice.line_items.purchase_rateAllow Equity Accounts to be Used for Expenses
Currently, when entering an Expense or Bill, the Expense Account (account to be debited) allows for accounts in any of these categories to be chosen: COGS Expense Other Current Liability Fixed Asset Other Current Asset Noticeably missing are Equity Accounts.Europäische Zeichen: Komma "," anstatt Punkt "." möglich?
In alle Betragsfelder müssen wir mit dem Punkt "." die Beträge erfassen wie 123.34 EUR. Das müssen wir nur in Zoho so machen, weil in anderen Applikationen wird in "Europa" mit dem Komma 123,34 EUR gearbeitet. Das Datumsformat kann kann in Books eingestelltBill quantity received / PO quantity
PO's are raised & often the quantity received is greater than the PO quantity, so when we receive the bill & adjust the quantity on the bill we get.... Quantity recorded cannot be more than quantity ordered. This necessitates the adjustment of the POInclude Project Hours when Creating Estimates from Projects
Hi Currently, in Books, you can create estimates from Projects by inserting tasks that pull both the task and the hourly charge rate. But it doesn't pull the budgeted hours for the task, so you manually have to remember the number of hours for a givenNegative Expense
Hi I would like to propose that Expenses can be entered negatively into Zoho Books and Invoice please. Because we are using Invoice like a customer statement and would like to show expenses negatively. PLEASE can you allow for this option or at leastZoho Books Items: Transactions Tab - Ability to add columns to the layouts... example: adding Sales Person to Sales Orders
When viewing items within books it's great that you can click the Transactions tab and quickly filter by transaction. It would be fantastic if we could add our own columns (see images below). These are just using system defined fields but the abilitySandbox for Z Books
Z Books is an essential piece for companies. We have now the possibility to have: Custom Functions Custom Buttons Webhooks I would think that you would go ahead with Custom Modules. By doing so, I would like a Sandbox for Z Books in order to test theLanded Cost Allocation Per Item
Hello, when allocating landed cost, the system spreads it over qty or value, problem is, we import goods, so we had only a few items where duty was applicable, but the system allocated it to all 30 plus items. I had to manually set each to 0 and updateEmail notification when customer adds new payment type
Here is the problem: I send the email to the customer using Zoho Books from the customer page. Under "More", I select "Request Payment Information" which sends a templated email to the customer with a link to update their payment method. The customerBank Fees - Allow User to Choose Expense Account
Bank fees from Customer Payments can only be debited against the system Bank Fees account due to hard-coding. The user should be able to select which expense account those fees are debited against. The use case is pretty straightforward. A business likeBills - Make "Include Open POs" Option Available for Bills from POs / Item Receives
When a new Bill is made from either the main sidebar menu (Purchases | Bills) or from a Vendor page (New Transaction | Purchases | Bills), the following option is available at the end of the line item breakdown of the Bill: When clicked, this opens upMore Info on Journal Entries when Matching Transaction
Issue: When attempting to match a bank feed to a transaction that was entered as a Manual Journal in Books, there is not enough information given in the dialog box, even when provided on the transaction. Example: The Journal entry has a Contact associatedDigitally Signed Invoices
Due to Digitilisation, Increasingly Customers want Invoices to be Digitally Signed using Digital Signature Certificate. ( Different from Digital Image of Signature - Already available in Zoho ) Please introduce the feature of Digitally signing the InvoicePayables
Hi team I have been requesting for a filter option in the outstanding SOA , we’re by we can just filter only the outstanding bills, this request I have been doing for last 2 years and so far I haven’t a heard a word from the developer team. I only heardWorkflow Rules Upgrade - Allow Custom Functions To Return A Value
If the Filter Triggers allowed a custom function to return a boolean or int number, many more custom filters could be created making it much more versatile.Darker Column for Invoices and Sales order
When I'm doing the transactions, I usually goes by the column list. However, the selected sales order or invoice color is similar with other invoices/so and hard to determine which list I need to go next. Please make selected invoice or SO litter darkerMassenaktualisierung: Kategorie, im Shop sichtbar
Es wäre wünschenswert, wenn weitere Felder für die Massenaktualisierung zur Verfügung stellen!! Welche zum Beispiel? Kategorie in Shop sichtbar Einheit ... Der Workaround mit Ex- und Import ist nicht zu empfehlen!!Zoho Books Reports: Sales Return History - Unable to Filter, Sort, Re-order or Export
Another report from Books / Inventory that could do with some enhancements. Report Name Sales Return History Problems - You can't export the report - You can't sort or re-order by clicking on any column headers Ideal Improvements - Ability to filterZoho Books Reports: Inventory Summary Reports - Add Item Category as a Column & Make Item Name a link to its product page
I run inventory summary reports frequently. All our items are assigned a category however the category does not show as a column. It would be hugely beneficial to have the Item Category as a column rather than lumped in with the Item Name. If you "groupAnalysis of projects costed against bills
Hi there Within the Bills module we can see the analysis of the accounting posting within the Display Journal dropdown. Is there an option to see the project/s the bill has been coded against? A Bill can be allocated to one or more projects but this information"Add Transaction" Dialogue on Reconciliation Screen
I find the "Add Transaction" capability on the Zoho Books reconciliation screen to be very useful. However, it would be nice to be able to add a vendor for an expense or a customer for income from that same dialogue box. Thanks for the consideration!Bank recs
In all of the accounting/bookkeeping software I have used the debits(charges) are on the left and the credits(deposits) are on the right. It would be great if there were a way to switch the view to see it that way in the bank reconciliation window. ItBank Register UI / UX Suggestions
I find that the default register layout for bank accounts in Books is inefficient. Lots of space is dedicated to information that isn't particularly useful, and there's low information density. A couple of specific suggestions: Emphasize Vendor / CustomerSending Checks to Customers Within Books
I would like to be able to send out a check to my customers within Zoho Books. I issued lots of refunds and i have to write out the checks. It would be nice to be able to issue the check within the platform and have it documented on the customers profileFees and payments
Hi I like the new payment system, however: I take payment by Credit Card / Bank Account though a merchant. So I would charge the customer say.. 92.99 a month (so I use recurring invoice). The customer is charged the $92.99, the funds are transferred to
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Function #53: Transaction Level Profitability for Invoices
Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.Function #42: Show the actual rate of items on invoices
Hello everyone, and welcome back to our series! In Zoho Books, you have the ability to create Price Lists, wherein you can mark up and mark down the item rates by a specific percentage or set custom rates. Generally, when you apply a price list to anFeatures, Feedback and Votes
We’re launching the Feedback Forum for our customers. This is 'THE' place where you can add everything you’d like to see in Zoho Books. If you don't find the specific feature you need, simply add it so others can also vote for it. While we cannot promiseFunction #50: Send Mass emails to your customers
Hello everyone, and welcome back to our series! We have reached a milestone of 50 Functions, which means that we have automated 50 different tasks in Zoho Books. Every Friday, we have shared a nifty function aimed at either automating a task or streamliningFunction #1: Convert an accepted Estimate to Sales Order automatically in Zoho Books
As you’re aware, Zoho Books provides a default option to have the estimates automatically converted to invoices once your customer accepts them. Many of you wanted a similar option for sales orders, so here’s a workflow that converts accepted estimates
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Bill automation in Zoho Books
Hi I am looking for 3rd-party options for bill automation in zoho which are economical and preferably have accurate scanning. What options do I have? Zoho's native scanning is a bit priceyCustom Fields Not Showing Up in Invoice PDF Template Document Information
I have added 2 custom fields under Sales > Invoices > Manage Custom Fields. They are set to show in all PDFs. However when I am editing my Invoice PDF template, i do not see the custom fields under Document Information.Weekly Sales Summary
Is it possible to generate a weekly report in Zoho Books to show -$$ amount of estimates generated -# of estimates generated by Salesperson -$$ amount of Sales Orders created -$$ amount of Invoices generatedhow to undoreconciled transaction
how to undo reconciled transactionTime Tracking on Iphone doesn't stop
When I start a time tracking session the timer starts as expected. However when I hit stop, the timer remains on that project. The only buttons available are discard and start. Start runs the timer more and discard says it will throw away the data from
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[WEBINAR] Smooth year-end closure with Zoho Books (KENYA)
Hello there, This webinar is for all Kenyan businesses looking to wrap up their financial year smoothly! Join our free session to learn how Zoho Books can simplify your year-end process. What to expect from this webinar: - All the latest updates in Zoho[WEBINAR][MEA] Learn how to control your inventory and multi-channel sales with the Zoho Inventory & Zoho Books integration
Hello there, We are hosting an exclusive live webinar tailored for businesses across the Middle East and African countries, where you'll learn how to take full control of your inventory and multi-channel sales while keeping your accounting perfectly in[Webinar] Understanding the New Invoice Management Systems
Join industry expert CA Pritam Mahure as he discusses the importance of the new Invoice Management System (IMS) and its impact on taxpayers. Topics Covered: - Concept of IMS and pre-requisites - Applicability and Restrictions on Invoices/Records for IMS[WEBINAR] Effortless migration to the VAT-ready South Africa edition of Zoho Books
Hello there, If you are one of our early users from South Africa using the older edition of Zoho Books, this webinar is for you! We have now launched a new South Africa edition with VAT support, to which you can migrate your existing data. Join this session,[WEBINAR][Feb 2025] Automate your entire financial operations from receipts to reconciliation with Zoho Books & Zoho Expense integration
Hello there, We are hosting a free, live webinar on the importance of travel and expense management solutions for businesses, and how Zoho Expense automatically syncs with Zoho Books to simplify your accounting even further. The webinar is on February
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