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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108 results found
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1 vote
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single Sales order for Multiple for Estimate
need a single sales order against multiple Estimates.
1 vote -
Hi i need to Generate and have Report for Project and have Both Cost and revenue in one page and even have few project report in one page
Hi i need to Generate and have Report for Project and have Both Cost and revenue in one page and even have few project report in one page and even have Few project in one page
1 vote -
Comments & History View/ Edit Restriction on different users/roles
Hi,
Some of the comments & history should not be viewed/edited by certain roles.
Important comments once deleted cannot be reverted.
1 vote -
1 vote
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GL account cannot default
When you created a new customer and vendor's , you cannot assign a defaulted GL account number. Hence, each time you enter the invoice and/ or post a vendor's invoice, you need to pick up the corresponding GL account number. NOT SO GOOD.
1 vote -
ey both provided you all my feedback
Hi, I have addressed a lot of issues to Sara and Sai. Unfortunately, I do not know if they provided you ALL my feedback.
Please email the proof that you are doing something.
Your system does not fits according to your customer's need.1 vote -
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 -
Funds Received on Behalf of Customers for Paying Taxes
In case of Chartered Accountants Firm Funds are received from Clients to make payment for Income Tax, GST etc. In Zoho Books a feature is requested to park this figure under customer ledger and later on use the same to make payment to Government. As of now we need to park this amount in individual GL accounts in name of client. Since the customers are increasing day by day it is now becoming difficult to create those many ledgers. Kindly develop a feature that will handle this scenario.
1 vote -
Ability to not show show some Journal entries on Cash Basis reports
Zoho has a toggle of whether of not to show a JE on a cash basis report but we need a toggle for ACCRUAL ONLY. There are many entries that are accrual basis only. For example - amortizations of prepaid expenses. This will show up on both cash and accrual basis reports which is incorrect. Zoho makes it impossible to have a true cash basis and a true accrual basis set of reports.
0 votes -
Ability to budget for ALL Types of Accounts
We would like the flexibility to enter budgets for any type of account (not only P&L).
Considering we have significant capital expenditures, it is important that we:
- have robust budget to actual reporting capabilities for a variety of reports (BS, CF and P&L)
- can track timing of expenditures by specific account (i.e. cash flow purposes)
- project timing of capitalization (asset balance & depreciation)
This will help determine performance but allow us to make important business decisions.
9 votes -
I would like interest income to appear as Other Income
Allow interest income to be Other Income
1 vote -
Inventory Adjustment Bulk Update
In zoho books accountant section, Bulk update is not covered inventory adjustment.It must be inclueded in bulk update.
2 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 -
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 -
Prior year sales tax liability transition
You need to allow the entry of an opening balance in the Sales Tax Payable account. This will allow the user to enter the payment in the current period for the prior period. Entering the history to build up to that number is a tedious/inefficient task.
2 votes -
Display amounts in Zoho Books without VAT added.
In Zoho Books there is no option to display amounts excluding VAT. SO on my dashboard (and in the total amount of invoices) all amounts are including VAT. So if I want to know my turnover or profit I first need to manually distract the VAT percentage. THis is not normal for accounting because VAT is no part of the turnover or expenses.
10 votes -
Book provisions for uncertain payments
A feature to book provisions for uncertain payments is missing. This is legally required in most countries, and quite basic in accounting systems
1 vote -
Payroll for USA
Anybody working on payroll. W2, W3, 1099's. YOu have done no changes that we have asked for.
1 vote -
ONE VENDOR WITH DIFFRENT GST ACROSS STATES IS MY SUPPLIER
I HAVE ONE VENDOR OPERATING FROM VARIOUS STATES , I AM PLACING ONE SINGLE PURCHASE ORDER , HE IS SUPPLYING FROM 4 DIFFERENT LOCATIONS ,NOW I HAVE TO RECORD MY PARTIAL PAYMENTS TO THE BILLS FROM 4 DIFFRENT LOCATIONS. PLEASE HELP ME TO MANAGE WITH THAT
1 vote
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