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
231 results found
-
Expenses by currency
Why is there no ability to filter expenses by currency?
Zoho clearly captures the information so it is just a question of adding Expense Amount (FCY) as a field that can be used in specifying the criteria for any filtering.
Quick change, quick win for me.
2 votes -
Set default payment terms globally for all vendors
Right now, you have to go into a vendor account in edit mode, select their payment terms, then set a default in the list of payment terms. That's a roundabout way to set global defaults. There should be an area where global defaults are set for vendors without having to first enter the edit mode of a vendor record.
2 votes -
I Request Zoho Team to Integrate Google pay and Phone pay and UPI id paymets in the payments intergration to receive and send payments.
I Request Zoho Team to Integrate Google pay, Phone pay and UPI id paymets in the payments intergration to receive and send payments.
2 votes -
Show the status of how many items are yet to be paid
Would like to suggest Zoho Books to track down different payments made in one invoice.
Lets say a client purchased 7 items from me, and made payment for 4 of the products >> Zoho books shows the status of the transaction.i.e status will show: 4/7 items paid.1 vote -
will be nice that put a small line of text under: "Proceed to Payment".
once customers get my invoice with the paypal link, if customers click that link, it will open the invoice, then once customers click the "Pay" button, it will only show one option: "Paypal" under the "CHOOSE YOUR MODE OF PAYMENT" section.
some of my customers stop there because they want to pay by credit card. and they don't know once they click the: "PROCEED TO PAYMENT", it will have an option to pay by credit card (without Paypal account).
Suggestion: will be nice that you can put a small line of text under 'PROCEED TO PAYMENT" green button, say: "you…
1 vote -
Credit card field on the invoice
There needs to be a credit card field that gets inserted into an invoice that clients can fill out where we have Name on card, address of card, card #, expiration date, cvs code which also pulls the invoice number and balance due in to the same area. If you do internet or phone sales you have to have a copy of the creidt card info with the clients signature to protect your self from fraudulent charge backs. This items always have to be one the same page. So when the page is broken up into two printed pages the…
1 vote -
Allow an email address other than the primary email address to be the sending address of a payment receipt (on invoices & retainer invoices)
Right now only the primary email address can serve as the sending address for any payment receipts. This is inconvenient and should be easy to change considering invoices and retainer invoices allow for a choice of the sending email address
1 vote -
When I click edit on a payment in undeposited funds, let me change the account as needed when I deposit it.
When edit in "undeposited Funds" add the ability to change to another account since this necessary when it is deposited into a bank account.
1 vote -
Customer can take a picture of their credit card and the card #, expiration, uploads automatically when they are paying for an invoice
Customer can take a picture of their credit card and the card #, expiration, uploads automatically when they are paying for an invoice
1 vote -
Settlement discounts
The feature that would automatically calculate settlement discounts for both customers and vendors when paying vendor bills or receiving customer payments.
1 vote -
Change Order of Payment on the Display Screen
I would like the ability to reorder the payment on the payment screens under "payments made" and "payments received". When I go to this screen I am looking for the last payment made not the first payment made in the system.
1 vote -
to allow me to send my customer, their outstanding statement with net customer balance payable to all my customer in one shot
hello
currently i am not able see any option to send outstanding overdue invoices statement with customer balance receivable to us to my particular customer, manually. ( if i can send the same to each multiple customer in one shot then it would be awesome ).
if it happens then i would be relax and i can send notification of all my outstanding receivables to each of my client in one shot and it can happened in just 2 minutes. my whole day work finished in just 2 minutes.
awaiting for the feedback.
jatin
to allow me to send my…
1 vote -
arhab
merci
1 vote -
make the payment options button better
The button for payment options on a retainer invoice or invoice is not very well designed. I suggest you redesign it to make it more obvious and clearer to a customer that they should click there to pay online. A better CTA.
1 vote -
Allow posting to several accounts when writing checks.
When writing checks that do not go through AP, it would be helpful to allow several accounts to be posted. Example, payroll wires need to be separated between Salary, payroll tax and payroll liability accounts. All other accounting software has this feature. Thanks
1 vote -
Add a payment gateway in books app to take credit card payments on pending invoices
we keep getting duplicate sales when we take credit card payment in store which is attached to an invoice.
1 vote -
1 vote
-
1 vote
-
Hacer recibos en una moneda diferente a la facturada
poder registrar un pago a una factura en una moneda diferente a la que se registro la factura ya sea a un cliente o un proveedor
1 vote -
It would be nice if the final amount column gets automatically populated after TDS deduction is entered in receipt vouchers.
It would be nice if the final amount column gets automatically populated after TDS deduction is entered in receipt vouchers.
1 vote
- Don't see your idea?