Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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264 results found
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Assign Customer to multiple users
A great feature would be to add the ability to Assign more than one user to a Customer or allow a user to share a customer with another user. This would help when we have Sales Persons that we only want to see the Customers assigned to them. We see many situation where multiple sales persons deal with a Customer. The only way to give them access now to Customers not owned by them is to set them up as an admin.
6 votes -
Make a way to email top clients
Do you realize there is NO way to email your best clients?
There is not a connection to any part of Zoho that allows you to target them.You can manually tag them as they are spending but there isn't a process to automatically tag or update or filter and then send a campaign or marketing hub journey to them.
We need this integration.
2 votes -
STATEMENT OF ACCOUNT UNDER RECEIVABLE OR PAYABLE
STATEMENT OF ACCOUNT UNDER RECEIVABLE OR PAYABLE: THE BALANCE OUTSTANDING TO REFLECT ONLY OUTSTANDING against the INVOICE AND NOT BE CUMULATIVE.
1 vote -
Auto-assign customer owner based on CRM account owner
Right now we have to manually select an owner for a new Customer in Books, however this owner is identical to the Account Owner in CRM (all data is synced between CRM and Books). Please allow customer owners to be automatically assigned upon Customer creation based on account owner field in CRM.
3 votes -
"issue date" in Customer Statement
The Customer Statement in ZOHO Books should have function to show the "issue date".
1 vote -
Placing a description, not just an invoice number, in the pmt line
When sending a statement to allow the payment line to show the invoice number and description so that customers don't have to try and track down the invoice to see what it was.
1 vote -
Customer screen list stay while looking through the transactions
It is annoying when you click on a customer in the list on the left and it goes away when the screen changes/list goes away. Keep it there so you dont have to keep going back and forth or even opening another tab to keep track of what you were doing.
1 vote -
GST Feild Automatic Captial letter Conversion
I want GST column feild data to be automatically converted into Capital letters . When clicked on validate the GST server is passing invalid value
1 vote -
can we add the customer's po# field as an option on this screen?
Under the customer, Sales tabs. When you are looking at the date, invoice, reference # and amount. It would be so nice to have an option to add a column for their po#
3 votes -
Need to have Negative values to enter into the Accounts Receivable and Accounts Payable Balances
This issue occurs when doing the opening values due into the Accounts Receivable. The entering of the Outstanding Opening Balance for the Accounts Receivable does not allow a negative amount to be entered. This can happen when a client pays us up front for his monthly services or even just over pays for a invoice. Please allow negative values ie. the Account Receivable clients has a credit amount - we own the client not what is due to us by the client to us.
16 votes -
Base Currency adjustment at end of Year(Pending invoices or advance payment)
While doing finalization of books of accounts,for exporters it is requirement of currency adjustment which is available in zoho books but its effect is not going on customer balances and it is on 'accounts receivable' only.So please do arrangement of balances of customer while currency adjustment.
1 vote -
1 vote
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Combined single statement for entities who are both Vendor & Customer
Need single statement covering all the transactions for entities who are both customer & vendor
4 votes -
showing item quantity in a customer statement
i need to show quantity and item detail in a customer statement. currently I can show only invoice amount and date.
1 vote -
Separating Customer ID from Vendor ID
When Adding custom field in contacts for customer ID or Vendor ID .
and when i request it to be auto-generated . there is no way to separate Customer ID from Vendor ID and i have to but the both fields for the customer and the same for the vendor .
Customer ID has different serial No. from Vendor ID .
What is needed is to separate Customers from Vendors in Preferences to get this issue solved .
4 votes -
Negative opening balance for contacts
Please give us an option to enter Negative Opening Balance for Contacts.
i.e. Credit Balance for Customers and Debit Balance for Vendors.15 votes -
Edit client details inside the invoice without opening a new tab
Whenever i want to edit client details i have to open a new tab. i suggest having it with (View customers details) whenever we are creating an invoice, estimate, sales order, etc... we can adjust it directly.
thanks
3 votes -
Add an emailaddress field in the billing- and shippingaddress
I want to store an emailaddress by addresses.
In the billing address for sending the invoice
In the shipping address for example to send the track & trace data(note, in my opinion you could remove the field 'fax', while who is using a fax these days!!)
3 votes -
Store shipping instructions for each shipping address
We would like to store shipping instructions for each shipping address. Some of our customers have several shipping addresses with unique shipping instructions for each address.
3 votes -
REMARKS different colour option
Remarks for internal message is a great idea however as the text colour is only black, it is blent with other contact details. It would be great if we could choose text colour even just with red to begin with.
1 vote
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