Zoho Books
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145 results found
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Tax override option for entire PO/Bill
Create a Tax override for POs and Bills so one tax rate can be applied to an entire batch of lines at once. Currently choosing tax options for each and every line can be very tedious...particularly on multiple bills or pos with over 30 lines.
1 vote -
Not approved button
Thanks to insert the approval! Now please add Reject or Not Approval purchase option too and insert a field for justification.
1 vote -
Amount based approvals
Approval should be based on criteria. For example I will want purchase approval only above a certain amount in my organization
14 votes -
Ability to Create Purchase Order from a Quote and/or invoice!
Hi, when will we have this? I think this is 6th or 7th time I have requested this. And i see ALL kinds of other users requesting it.
And again -- we DO NOT use SO's nor do our customers.
6 votes -
client portal
it would be great if i could add custom items to customer specific portals so they could order directly from there and then i could go in and convert it to an invoice with the click of a button
3 votes -
Customer authorizations
We make a lot of inventory purchases for customers, I would like to isolate PO's for specific customers and send authorizations to each respective customer for approvals.
1 vote -
Selecting un-billed Purchase Orders
Is it possible to have a new "Default filter" which can select all Purchase Orders that are currently not billed in the system.
When this Filter is selected, all the Purchase Orders current in the system with a grey/uncoloured dot come up in the new filter.
This can make it easier/clearer for the user to see what still needs to be billed. This can mean less Purchase Orders being missed.
2 votes -
How do I convert multiple purchase orders into one bill for the same vendor?
How do I convert multiple purchase orders into one bill for the same vendor?
3 votes -
PLEASE ADD DISCOUNT COLUMN FOR EACH ITEM IN PURCHASE ORDER BEFORE SUB TOTAL
ITEM WISE DISCOUNT COLUMN WILL BE HELPFUL BECAUSE ALL THE ITEMS MAY NOT HAVE SAME % OF DISCOUNT.............PLEASE TRY TO INITIATE IT.
3 votes -
Allow customer shipping address to be edited
1) For customers synched from CRM: a) Some of the address data being synched from CRM is wrong, b) sometimes we have to add specific info like P.O.#
2) Some orders are from one-shot customers. We don't want to make contact records for them.1 vote -
Show unbilled amount for partially billed purchase orders not just PO value
At the moment you can only see PO value but not what is left on the PO to bill. You have to go into PO and click Convert to Bill to see how many units remain.
2 votes -
Be able to create multiple purchase order item wise / vendor wise from single sales order
Should a sales order have multiple items that may be sourced from multiple vendors, then the system should generate multiple purchase orders based on item and vendor.
24 votes -
allow us to convert a Purchase Order to a Sales Order
You already have the reverse - creating a Purchase Order from the Sales Order but we start with the purchase order 1st.
4 votes -
1 vote
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change your contact number
sir i called at your provided number in website but someone says this is wrong number always i want to upgrade my plan so kindly reply me .. last date of free trial is expired day after tommorow .
1 vote -
can you short close a purchase order in zoho books?
Suppose I bought 100mt of goods and my supplier only loaded 98MT. The purchase order shows partially billed. Although, my supplier won't we loading any more material. So how can I short close the purchase order?
4 votes -
It will be helpful if when generating a purchase order, the system asks me to update the item cost if it is different from the data base
It will be helpful if when generating a purchase order, the system asks me to update the item cost if it is different from the on in the data base
1 vote -
It will be helpful if when generating a purchase order, the system asks me to update the item cost if it is different from the data base
It will be helpful if when generating a purchase order, the system asks me to update the item cost if it is different from the on in the data base
1 vote -
View list of selected vendors for a particular item while creating an Purchase order.
While creating a purchase order for a low stock items, all vendor are displayed while choosing vendor name. It would be really helpful if while selecting vendor name while creating an purchase order for an particular item, Inventory displays only preferred and list of vendors tagged to that item.
Instead now it displays all vendors who may not even sell that particular item. This leads to error and waste of time to find out the list of vendors from whom we can purchase the item.
Also it will be good if there is an option to view and compare the…4 votes -
Create a purchase status for quote/estimate
Sometimes you need to shop around and get a part price from a few vendors, or a vendor may issue a price list.
It would be great if you could have a Purchase quote status, much like a sales estimate.
4 votes
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