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Welcome to our feedback forum!

If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

Feel free to post your ideas, comments, or suggestions in this space.

While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

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10 results found

  1. Feature to Select WHO should Approve for each BILL/PO

    Currently, the multiple approval is set up for the whole Organization. Please have a feature for the user to should who should the authorizer of each bill/PO for the first stage.

    15 votes
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    1 comment  ·  Transaction Approval  ·  Admin →
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  2. transaction nature wise Approval Process

    the current Approval Process is very simple for sale and purchase approval only but if you want to set an Approval process for complex scenario as per below:
    1. Sales Invoice Approval
    2. Sales Order Approval
    3. transaction limit wise Approval
    4. Approval where discount given in Sales
    5. Credit Note Approval

    15 votes
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    0 comments  ·  Transaction Approval  ·  Admin →
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  3. Have Maker - Checker - Auditor workflow for all entries made in Books

    All transaction recorded in the books, are registered by a maker, then it goes to the Checker for approval, and finally whenever the auditor edits the accounts they mark as Audited transactions.
    This approval workflow of entries needs to be there.

    4 votes
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    1 comment  ·  Transaction Approval  ·  Admin →
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  4. Payment receive approval

    How to Make customer Payment Receive transaction with approval stage

    Right now software has no provision to approve this transactiona but we can make some custom field with Drop down option (Draft, Approval,Reject) so that other user can edit and change the status of the transaction and we can track it.

    2 votes
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    0 comments  ·  Transaction Approval  ·  Admin →
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  5. Sales and Purchase Approvals

    Estimate, SO, Invoice is approved at various hierarchical levels based on two factors.

    1) Discount offered against a product
    2) Advance Payment

    For a person at lower level in the hierarchy could approve transactions with lesser discount and advance payment. This freedom to approve changes when it goes to the higher level in the hierarchy. All customers wouldnt have to wait till all approvals are made by the head of department. Please create a more condition based purchase and sales approvals.

    1 vote
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    0 comments  ·  Transaction Approval  ·  Admin →
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  6. Independent Sales approval process for estimates, sales orders and invoices

    the approval process for estimates or sales orders or invoices in the sales process should be independent. currently only one settings which means all the 3 process are activated for approval. customers should be able to set different appovers for each transaction type. Also, multi level approval should be possible based on transaction value.

    1 vote
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    2 comments  ·  Transaction Approval  ·  Admin →
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  7. Transaction Approval levels for New Payment Received

    Transaction Approval levels for New Payment Received

    1 vote
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    0 comments  ·  Transaction Approval  ·  Admin →
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  8. Client Approvals View Allow Sorting on Submitted On column.

    In the TimeTracking > Client Approvals view, please make the "Submitted On" column be sort-able. Currently only Name and Customer are clickable.

    1 vote
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    0 comments  ·  Transaction Approval  ·  Admin →
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  9. Base approval workflow on organization structure and set approval limits

    Enable to set an approval workflow that mirors the organization's structure with approval limits in amount to each level of the organization

    1 vote
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    1 comment  ·  Transaction Approval  ·  Admin →
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  10. Ap

    1 vote
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    0 comments  ·  Transaction Approval  ·  Admin →
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