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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reporting as per FCRA compliance
The FCRA needs to be reported in two category, 1) admin cost and 2) program cost.
Can we add this feature in this software ?1 vote -
Please add the invoice number option into filter section
Please add the invoice number option into filter section, that will be really convenient to do the matching for a big transaction includes several invoices. It will be save time
1 vote -
Is there an option to bifurcate the assets into current and non current assets ? this will help making balance sheet as per Schedule III
Is there an option to bifurcate the assets into current and non current assets ? this will help making balance sheet as per Schedule III
1 vote -
users customization
Small organisations/professionals do not like giving access to all the accounts to their data entry bookkeepers
For example I have 6 bank accounts, 2 of which are personal. I only want my office staff to have access to 4 accounts for data entry through manual journals or banking categorisation.
However, once i give access to banking or manual journals, they can view all my other accounts and transactions as well.
Lack of this feature prohibit me from maintaining my books of accounts in office though zoho books and still depend fully on my CA for full bookkeeping.
The simplest solutions…
15 votes -
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 -
3 votes
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There should be an option of import/export to tally for accounts and inventory
Most CAs use tally and force business owners to share their data in tally
If there is an option of exporting and imporitng data as per the columns in tally as it is, it will be very helpful3 votes -
single Sales order for Multiple for Estimate
need a single sales order against multiple Estimates.
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 -
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 -
Gift certificate set up and usage within Zoho books
I can’t figure out how to do this correctly so maybe it’s there but I really need to be able to document my sales of gift certificates.
7 votes -
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 -
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 -
Budgeting Improvements
I see the new budgeting enhancement. It is a bare-bones functionality. It needs the following to really be helpful:
- Assign budgeted amounts to clients for sales that roll up to specific accounts
- Assign budgeted amounts to employees that roll up into payroll account budgets
- Checkbox to hide accounts that area not being used in budgeting, or for a specific budget.
- Alternately, allow for specific budget views, where user selects which accounts they want to use for the budget
- Functionality to send to Excel
- button to compress all sub accounts, then allow for uncompressing individual…7 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 -
I would like interest income to appear as Other Income
Allow interest income to be Other Income
1 vote
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