Zoho Books
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264 results found
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different according to customer for same product
Add different rates for same product according to customers, wholesale, retail and consumer, also show history of rate according to each cus.
1 vote -
Release restriction on Custom Field Type
I have many custom fields however, I am limited to the number of each custom field. I need to be able to have more then 4 Drop downs for files. It would be nice to increase this number or allow a drop down to attach more than 1 file. I really JUST need that!
1 vote -
Create sub-accounts for clients so that there is a main client from which sub-clients flow
Create sub-accounts for clients so that there is a main client from which sub-clients flow
1 vote -
indicate overdue balance of customers
indicate amount of overdue balance in a different color when we open the customers book
3 votes -
Share Link for clients/costumer
I would recommend a share link, that would give the possibility to customers who do not have an account to enter the seller's catalog and create their "shopping cart", a purchase order ( similar to the purchase order you already have but created by the client not the owner/seller) with the items that are added to "items" and that purchase order would be automaticcaly added to the sellers profile as a "request to approve" so the seller can create the invoice (such as in Brandboom and other digital catalog platforms "), thus improving, smoothening and streamlining the customer-seller / items-purchase…
3 votes -
Grouping of Client in Zoho Books
Generally all the reports are generated in Customer wise. However, sometime we have more than one company we do billing for the same client but different customer account.
In tally we can create Groups so it becomes easier to track the billing group wise.
For eg: if I am supplying goods to Reliance Industries Limited, Reliance Jio Comm Limited etc. I can club all these customers into Reliance Groups to have a direct balances.
3 votes -
When searching for Invoices- to be able to search by month or year
There is no way of searching an invoice using month or year
1 vote -
address
Allow to select a address-to person when selecting the addresses in the documents.
Reason is that in many companies, the mail/document must be addressed to a person.
For example:
Company Name
Adress-to-Person (select)
Street streenumber
Address Stre 2
City, State, Zip
Country1 vote -
invoice subject on statment of accounts
Invoice subject to be mentioned in Customer Statement.
16 votes -
new line to enter GSTIN of customer ship to address
Dear Zoho team, can you please add new line to enter GSTIN of customer ship to address. Normally it takes by default Bill to GSTIN for Ship to address. where for same customer when ship to address is different than place of supply that GSTIN of ship to address should reflect in invoice.
1 vote -
Price List Locking
I would like to lock the price lists for my users and only admin accounts or certain profiles to make changes to a customer's price list which will enable my employees not to give out whichever price list they feel.
6 votes -
customer statement
Customer statement: all historic transactions
When selecting the period for customer statements, there should be a faster default option to select ALL transactions - instead of heaving to go back years in time.
1 vote -
Give abillity for attention to field in Zoho Books Customer Address and must be linked to Kontaktperson of company
On the documents in Zoho Books (Estimate, Sales Order, Invoice, Purchasing, etc). There is currently no way to select a contact person of the selected Company Account as a lookup.
Please make it possible to add a field that relates to selecting a contact person of the company that the document is addressed to.
1 vote -
Address in Zoho Books Document (Need Company Main address)
In many countries in Europe, the address of the customer on the documents have the companies main address, the delivery address and the billing address. Please make it possible to add the additional address the main company address. Thanks.
1 vote -
Please include Sales without Invoices in Customer Report!
Please include Sales without Invoices in Customer Report!
1 vote -
Impossible to change currency for a customer!??
By integrating Books - CRM - Projects, we realized that Customer are imported from the CRM into Books and they have at this stage the expected currency is associated with the customer (say USD). Then when Project is integrated, something strange happens: Projects and timesheets are pushed with their own currency and if different from the original customer one (say EUR), it is changed by the system (then to EUR). When you want to change it back to USD, the system tells you it is impossible because "transactions are existing". After analysis we realised that these "transactions" are not invoices…
7 votes -
ENTRY POSSIBILITY FROM ONE CUSTOMER TO ANOTHER OR ONE PAYABLE TO ANOTHER. ALSO CHOOSING MULTIPLE CUSTOMER ON THE RECIPT OF THE MONEY EITHR
possibility of transfer entry fROM ONE CUSTOMER TO ANOTHER OR ONE SUPPLIER TO ANOTHER
1 vote -
Drop down custom field: Editable, sortable.
I cannot sort the drop down custom field based on my preferences but only sorting by alphabetical order. Also, if I have data recorded in these custom field in transactions, I cannot change the option name.
I have a Customer Ranking that may be changed each year. So I hope I can edit and sort by my preference.
1 vote -
The ability to call customers
I would like to make calls using the browser, like we do in Hubspot.
1 vote -
The ability to call customers
I would like to make calls using the browser, like we do in Hubspot.
1 vote
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