Zoho Books
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322 results found
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Please add bulk add expenses feature in zoho books.
please add the bulk add expenses in zoho book.
7 votes -
Specific Industry Related Tools and Template
Hi Folks, I would like to have specific industry based tools and templates (accounting and project assignment tools also) such as CA Dashboard or CA Automation specific to CA Community.
1 vote -
Option for handling charges/carting charges in bills...
Vendor charge carting and include it in bill which he payed while transferring material from his warehouse to transporters go-down. Please provide this option below subtotal in bill.
4 votes -
retroactive recurring payments or expenses
I setup a recurring monthly/daily/whatever expense or payment and it is only effective for dates in the future. Even if I specify a start date of the beginning of the year I still have to manually go back and create expenses for every previous expense period. One would think that the start date would actually start the expense at that date instead of only dates in the future of the date it was entered. This means it only makes sense to setup your service at the beginning of the year and not any other time without having to do a…
1 vote -
When Creating a Purchase bill , We want to calculate SGST and CGST both on a item rate.
We want to calculate more than one tax category on a item . such as SGST and CGST but it does not opt to select more than one tax category.
3 votes -
FREIGHT LETTER
In our business we have to give a freight letter to the vehicle driver in which driver name, owner name, description of goods, quantitative details of goods , rate of freight, advance freight & to pay freight is mentioned. On the basis of this freight letter he gets his balance freight after reaching destination.
1 vote -
Pouvoir gérer les pourcentages positifs (Ex. +5%)
En suisse les avocats doivent envoyer des notes de frais au Tribunal avec les honoraires du Timesheet +5%.
Actuellement dans Zoho, on peut gérer (+) 100 , (-) 100, (-) 5% mais pas (+) 5%.
Il est indispensable de pouvoir créer des (+) x% dans les sous-totaux avant ou après la TAX.
Merci d'avance.
3 votes -
For recurring expenses include a new category under Repeats - "Weekdays"
For recurring expenses include a new category under Repeats - "Weekdays"
1 vote -
Add the ability to import state tax tables from CSV.
I can download an Excel spreadsheet from my state Department of Revenue with the tax rates for every jurisdiction (358 in total, paid per the point of delivery, not the point of sale, Washington State). Anyway, I would like to be able to simply import the rate sheet as a CSV to avoid manually entering 358 tax rates every quarter.
I see that you have already integrated Avalara, and I would use them if they weren't asking for $695 per year for their bottom end package.
Perhaps you could make their hooks available for other cost conscious users to import…
1 vote -
Change a categorized expense without having to un-categorize the expense and lose attachment.
Be able to change the tax rate on categorized expense without having to un-categorize the expense and lose the attachment.
3 votes -
Bill entry could be easier.
When entering bills you shouldn't have to go into each item to make it billable and link it to a contact. It should be simpler. Maybe add a check box at the end of each item or a check all box. At the top you should give the option to pick the contact to link the bill to. This would streamline the entry.
2 votes -
Ability for the document reader to process credit notes.
Would really like to see the ability for the document reader to process credit notes.
3 votes -
Would like to see Expenses and Bills posting
Would like to see Expenses and Bills posted/attached to a specific invoice and not the Client in general.Then view a report with the Income Statement for that specific invoice.
3 votes -
Bulk Add Expenses Add a project and Customer field. Or make it custom so I can add any field I want to.
When adding Bulk Expenses, could you add a feature where you can select any field you would like to add or remove from this view. For example I require the entry of Customers and Projects which isn't currently available.
4 votes -
Enable sort by "Age" and "Due Date" in Aging Details Report.
The use of the report is to know when to pay bills and needs to be sortable.
3 votes -
seperate bills & Expenses in reports sections. like it is separated in Users & Roles. a no access user to expenses still can see it inreport
in Roles, it is great to allow us to separate the access between the bills & the expenses. but surprisingly still the user can see the expenses registered in the bills reports!!
2 votes -
allow
We need to be able to use different types of checks. Our company has middle checks but Zoho only allows for top checks. This has created a need for our company to purchase more checks even though we just bought 6 boxes that are compatible with our old program. Most other programs allow the use of many different check formats
3 votes -
Save and New Option for Bills
It would be more efficient when bulk entering bills to have a "Save & New" option. Instead of having to save each bill and then click on create a new bill you could simply click "save and new" and a new bill screen would automatically load.
1 vote -
Upload from All Files and not just from Inbox in Bills/Expenses
Please Offer the option to upload from All Files and not just from Inbox within the Documents section when attaching receipts to a bill
1 vote -
Share Invoices and Bills with other Zoho Books trading partners
We love using Books. We also have customers and suppliers who also use Books. It would be great if we can all send each other Invoices and Bills and have the automatically entered, uploaded or shared in Books.
1 vote
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