Zoho Books
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263 results found
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Add User & Roles custom field placeholders for webhooks
Under the current available placeholders for new webhooks, can we add custom fields under "User & roles" category for inclusion too?
Thank you.
2 votes -
re-grouping heads of account
Zoho does not allow editing of 'Account Type' - which is the grouping for reports - right after a GL account has been created. This is very restrictive and should go. I want to have the freedom to re-group the COA at will as this has no effect on transactions in the system.
2 votes -
Salesperson set customer level
Wholesale businesses use a specific salesperson for each customer. Each customer's salesperson is used every order and every re-order that the customer places whether the order is placed with the salesperson themselves, by fax, placed customer service or even if it is placed with a different salesperson.
Because of this, when creating a new customer record, we need to be able to set the salesperson in that customer record and then each time a new order or invoice for that customer is created the new order will set to the default Salesperson which was setup in the Customer record.
This…
0 votes -
group of contacts
Create group of contacts in order to list them by that group. For example i have 7 forwarding companies. and i would like to list them by that group.
5 votes -
1 vote
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2 votes
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Page Numbers for Customer's statement of Account
Please add page numbers to Customer's Statement of Accounts so that it would be more intuitive. Also please add {page no} and {total pages} tag in the templates customisation section. So that the page numbers can be customised.
6 votes -
Customer ID auto generate
It would be great if you can add Customer ID / Vendor ID in contacts field which diaplays in Invoices / Estimates / Orders & Payment Vouches.
This is a real helpful features to track a customer / vendor data easily.
6 votes -
old balance of clients, while switching the software
Enter old balance of the customer while entering new client or switching from another software.
1 vote -
Vendor Code in Customer contact field with mapping with Retainer Invoice, Estimate, Sales Order & Invoice
Most of customer gives Vendor Code to their suppliers which is Mandatory to be written on all commercial documents related to them.
I would advise to create a field in Contact with Auto mapping with Retainer Invoice, Estimate, Sales Order, Invoice, Delivery Note, Packing Note and Account Statements.
4 votes -
Reporting Tags in More Reports
Right now I can only run a report using the tags only under the Business Overview - it would be nice to have it under the various Reports, such as Sales by Customer, Sales by Item etc.
26 votes -
Big Flaw Importing Customers via CSV: only one address field
Guys, there's a big flaw when importing Customers via CSV. There's only one address field for customer address. Almost everywhere: PayPal, eBay etc etc. there's two lines for the address: i.e.
Billing address first line
Billing address second linePlease add one more map field so that the address could be imported properly as now we have to use "billing attention" as the first line of the address.
6 votes -
Account overview screen needs to show link to recurring invoices/subscriptions
From Contact Overview/Summary screen need to see a) recurring invoices/subscriptions in existence and B) link to list of recurring invoice
1 vote -
Unlimited Ship to Addresses or a 1 Account -> Unlimited Contacts Relationship
Unlimited Ship to Addresses or a 1 Account -> Unlimited Contacts Relationship
6 votes -
Please can you create a way to separate customers into SUPPLIERS and CLIENTS?
Some we sell to and some we buy from....obviously this should be split in Customers list. Right?
8 votes -
multiple customer addresses appear in PDF
Additional customer addresses don't appear in invoice or quotation previews or PDFs. Regardless of the customer address you choose while editing, only the default address appears. For those customers that have multiple offices, it's important to display the proper "Ship To" address.
1 vote -
Vinculador el calendario para citas con los contactos
La idea es que al momento de agendar una cita solo con anotar las primeras letras del paciente, en automático nos de los datos del Paciente, como nombre completo y teléfono
1 vote -
Accountant Quick Notes/Tasks
As an Accountant
A note or task that can be set for staff handling a partcular client or a note to the client.
for EG
Staff Note
Please review the Income statement for accruals not accounted for.Client Note
Please process the credit note to ABC as discussed.1 vote -
ajouter icloud pour ajouter des photos plus facilement.
ajouter icloud pour ajouter des photos plus facilement.
aussi dans devis ajouter photos via icloud.1 vote -
21 votes
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