Zoho Books
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com
263 results found
-
provide flexibility to add new contacts like "donors" or "patrons" for the conveience of charitable Trusts
Please provide flexibility to add new contacts like "donors" or "patrons" for the convenience of charitable Trusts
2 votes -
Import addresses
Currently, we can export customers additional addresses.
But we cannot import.
This is very much needed, especially when migrating from other software and some customers can have 100's of addresses.3 votes -
client portal mail button
Currently, when a customer clicks the "Mail" button at the bottom of the Client Portal, it sends the message to the master user (in our case, the owner of the company). We need to redirect this to our Sales address, so the boss is not overwhelmed with emails from customers.
1 vote -
Sales & Purchases - Should be Customers & Suppliers
I am not sure why on ZoHo books - Customers are called Sales and Supplieres are called Puchases??? This root is adding 2 extra clicks 100's of times each and every day we use books. We have to click on sales then on customers and the same thing for the suppliers.
You should replace Sales with Customers - when clicking on customers tab then the tab will open with Estimates, Sales Orders, Packages Invoices etc.
Can zoho team make this change asap as it will save zoho users hours of work for every user each year????
0 votes -
Can you please add
tave.com
3 votes -
Enable click on income graph in customer overview to show the related transactions of that income
In customer Module -> customer View there is no way to see any sales without invoice.
In the overview tab, the Icome Graph show the income by month, and the amount if over with the mouse.
However you can't know to which transaction are related this income unless you go to search for this transaction in the banking module, or you generate a report that include the sales without invoice in the report.It will be much easier and faster just to click on the month income bar of the graph, to show all the related transaction of that customer…
3 votes -
3 votes
-
Listing Sales Record under each contact
Under each contact, there is a tab of Sales, where it shows the invoice/ sales order/ expense record of each customer. However, if you want to know what is inside the invoice, you have to click into it individually. Is there an option to reveal all items purchased in one list in chronological order?
3 votes -
Disponibilizar a opção de cadastrar e atualizar
Fazer com que possamos cadastrar ou atualizar um contato sendo do tipo CLIENTE e FORNECEDOR ao mesmo tempo.
1 vote -
assign sales person to customer account
I would request that sales persons be selected/assigned per customer and not at the time of creating an invoice.
Some of the reasons would include:
- credit sales to one customer done by several sales reps
- companies structure usually assign sales reps to customers
- difficult to compute commission and analyze outstanding amounts if sales reps are captured per invoice
- reporting becomes difficult to analyze, for example, aging report should show balances per sales person (this helps it calculating commissions).9 votes -
Move customer data format (address, custom fields, etc) in the customer section.
Customer data format should be done in the customer section PER customer, not in the global preferences where it applies to ALL customers.
We have different customers in different countries, each with specific customer data.
Zoho assumes all customers are the same, worse it even renders empty custom fields in the invoice (where one assumes if they are empty at least the label will be hidden too).
1 vote -
Setup contact
Currently a contact must be either a Vendor or Supplier. No other choice. There should be "free"contacts that are not tied to particluar currency or sale or purchase. For example, shareholder, employees, counterparties. This will allow much more flexibility when associating transactions.
0 votes -
Import Customers and Vendors from Zoho CRM
With the recent change to how we view contacts all imported contacts from Zoho CRM are entered in as a customer. We used to be able to tell Books which accounts are customers and which are vendors. We need this ability back not all accounts are customers or we need to be able to tell the sync how to map CRM accounts into customers and vendors.
5 votes -
1 vote
-
All Customer and Vendor Statement print from single button only
Our CA asks all the transactions (Statements)Customer wise and Vendor Wise. It is not possible to open each contact and print or download the statement. there should be a single button from where we can print or download statement of all the contact of a specified period.
6 votes -
Custom Field Types - Include Image, File Attachment, Text Area
Sure this would have many uses, though for me one of the biggest would be to enable these additional options within the client portal.
They could be used for client specific terms and conditions, contracts, designs, allowing much more to be obtained by the client in the portal.
4 votes -
Multiple clients under one company
We have multiple clients from the same company
1) We Require separate link
i ) to check for company wise details
ii ) to check for customer wise details.just like "Display Name"
With the facility we have now, we get duplicate contacts.
2) Payments are also made for multiple clients from same company in one transaction.
i ) Finding difficulty in matching payments to multiple clients from single payment.
ii ) Could not generate Outstanding receivables report by company wise.
2 votes -
Allow download and upload of Bank information for Contacts from one Organization to another
Currently upon integration of Banking with ICICI the bank information is entered in the vendor contacts. The same is not being downloaded or there is no option to export the same into a file.
3 votes -
Zoho Books send email by SMTP external to backup comunication
Zoho Books send email by SMTP external to backup comunication
2 votes -
Custom options in the dropdowns
That allows to load values from a json file, xml or csv among others.
Allow dropdown groups to be made to filter content according to the selected value.
A graphic representation of the idea.Dropdown1
Dropdown1.1
Dropdown1.1.1
Dropdown1.1.2
Dropdown1.1.3
Dropdown1.2
Dropdown1.2.1
Dropdown1.2.2
Dropdown1.2.3
Dropdown1.3
Dropdown1.3.1
Dropdown1.3.2
Dropdown1.3.3
Dropdown2
Dropdown2.1
Dropdown2.1.1
Dropdown2.1.2
Dropdown2.1.3
Dropdown2.2
Dropdown2.2.1
Dropdown2.2.2
Dropdown2.2.3
Dropdown2.3
Dropdown2.3.1
Dropdown2.3.2
Dropdown2.3.3
That allows to add a key associated to the text, type data dictionary.3 votes
- Don't see your idea?