Zoho Books
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237 results found
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yes
good day
3 votes -
ADD "Reference Field" column on Record Payment Page Between Invoice Number and Invoice Amount
We have customers who use various purchase order numbers, and we would like to be able to quickly identify which invoice is associated to their PO. While we record this information on the invoices, they use their reference numbers (Purchase Order / Sales Order / Reference #) when sending in payments, and it SHOULD be easily found next to the invoice number on the "record payment" page versus having to go back and look for their invoice to find the associated PO to record the payment. Anybody else have this issue?
1 vote -
Show email icon in front of payments received if we have informed through email
Show email icon in front of payments received(after payment #) if we have informed the client through email like in invoice.
1 vote -
Bulk Update
Bulk update should contain expected payment field in the dropdown.
3 votes -
REGISTER UNPAID OR CHARGEBACK DIRECT DEBIT
SEPA direct debit is very usual in Europe, and it's normal to get up to 10% of unpaid or chargeback. In Zoho that means that the client invoice is paid, and then some days or weeks later it has to be unpaid. Ant this operation which should be very easy (and it is in any accounting program) is incredibly complicated in Zoho Books. Let's suppose you send a group of 20 direct debit. First, you match and categorize all them with the bank account and the corresponding invoice, then when one direct debit is unpaid, you've got to unmatch all…
7 votes -
Make it possible to pay an expense (as in a reimbursement) via cheque (check if you're a yankee)
I'm quite surprised you cannot print a cheque to pay a reimbursement. Kind of fundamental.
3 votes -
Add the ability to make cash on account payments. Which do not require an invoice first.
These payments would negate the requirement that a retainer invoice be used.
1 vote -
Show Open Vendor Credits in new Payment Made Screen
We regularly order garments from distributors. We create Purchase Orders for the garments and Bill each PO individually. When we receive the goods, sometimes tshirts are damaged and we ask the Vendors for credits and we enter Vendor Credits and apply them to the bill. We have 30 day terms with the Vendors and pay multiple bills at once, when the garments have been received and accounted for.
When we want to pay the Vendors, we go to Payments Made + and search for that Vendor to see and pay all the Bills at once. The problem is when the…
12 votes -
增加扣款单的功能
- 当货物有后期发现的零星不良时间,需要扣款处理(此时间款项已付,需要从其他的款项中扣回)
- 当来料导致其他额外的损失时间,需要扣款处理!
目前的系统无法实现此功能!需要增加!
1 vote -
desktop notification
There should be desktop notification system for payment recorded with post dated cheque. There should be a desktop notification system to remind the date of cheque deposition in bank.
3 votes -
A way to deduct rebate % from the payments
Most of the hypermarkets have rebate system. Is there any way to deduct the rebate automatically when the payment is received.
1 vote -
Check template
We need more check template. We don't have possibility to customize the template we already have. We have different template in others accounting program for more flexibility we need the same in zoho
15 votes -
Payment Bill or Invoice with different cash or bank currency
For example you create invoice or bill with your base currency (USD) but vendors or customers pay in EUR or other currency in your bank acc or cash, and you choose payment and exchange rate currency for payment those bills or invoices
1 vote -
VAT listing in Payment Receipts
Please add the option to list VAT on payment receipts. This is a legal requirement for me...and I need to stop using Zoho (after 5 years of use) because of the lack of this feature.
Many thanks
1 vote -
ICIC BANK Vendor payment remark
payment made through ICICI BANK, have no remark in bank statement
Transaction detail in bank statement
INF/020681776531/uwZ4NAGZCVKmEYAbA06please add custom remark option or auto remark same as vendor name
8 votes -
apply credit
Please allow credits to be applied to next recurring invoice automatically.
With auto pay there is not a time slot to apply credits to next invoice.6 votes -
Payzapp option
We wanted a Payzapp option in the Payments tab along with the additional charges (of the Bank).
1 vote -
allow payments to be made through crm integration without giving books access
with the CRM integration you can create an estimate, invoice etc...so i have a customer in front of me...I can create there invoice, print it etc...but no way to record a payment to give the customer a paid invoice...would need to go into books to record it...should be a way to also record payment right away
3 votes -
3 votes
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Label for Retainer Payment
Is there a way to add the word "Retainer" in front of "Payment" when you pay an invoice from retainer funds? It would be helpful to show my clients that the payment was made via retainer. It would also be helpful to have an accounting of the retainer balance on the invoice somewhere so that clients know how much money is left in their retainer account.
1 vote
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