Zoho Books
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92 results found
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report page numbers
Please add a page number on transaction reports.
1 vote -
incorporate a price control feature in the SO module
When a user creates a row in the item table, after selecting the item, the table will automatically populate the Rate column, depending on the Item selected, and other fields selected, and the user cannot change the Rate to a lower number than the predefined number
1 vote -
Show Count and Sum of selected transactions and export selections
This should be applicable to any transaction in any module. I want the ability to multi-select transactions and have a summary at the top or bottom tell me how many are currently selected and the sum of all transactions. I also want the ability to export the selections as a CSV. This is very useful for finding certain expenses that need to be reimbursed and quickly totaling the amount that I need to write a check for. Or perhaps I want to see the net of some non-sequential transactions in a given account. Or maybe you want to quickly sum…
3 votes -
Hello, I would like to have the option in the CF fields drop down, to change the ranking of the options
I'm using dropdown to indicate the VAT period, and would like to slide the past periods to the bottom of the drop down, so the current comes first at data entry time
1 vote -
Option to view other attached documents in document preview
Currently when viewing attached documents on any transaction we have to select the document we want to see, the preview opens and displays the document, at the top of the preview it tells us which document number of multiple documents we are previewing (i.e. 2 of 4), to view next document we have to get out of the preview and select the next document.
Can we have an option to view next or previous document at the top of the preview so we don't have to get out each time to view other documents?
1 vote -
Add a Buttom or Console for Cash Ledger Record Keep
Add a Buttom or Console for Cash Ledger Record Keep.
By This feature . users can easily add cash ledger . without using of Mouse.0 votes -
candian GST .....
we can claim GST back on expences but need the system to net PST off before i.e. we pay 11% tax 5% is reclaimable and need to hit it own account
1 vote -
allow the default date to be either today's date, OR the last date used
When entering historic data, it can be quite annoying to have to change the date, with multiple clicks. for every transaction. Most desktop accounting packages have this option. It would be a welcome change here.
1 vote -
by date
Allow Filtering of Transactions by Date by entering start and end date
It is hard to search for each transaction otherwise.
1 vote -
1 vote
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1 vote
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accounts balance showing window on transactions
while selecting an account the balance of that account should showcased under. those features are available in tally erp 9 . it would be very helpful while making transactions.
0 votes -
Allow for Bulk Tax imports or other Tax integrations
The ability to import in bulk different taxes. Avalara does not allow for line item discounts. Allow for other tax software integrations that do not have this limitation.
1 vote -
Currency adjustment for a date range say full month of October for all the transactions in October in foreign currency
To be able to convert to base currency of all General Ledger (GL) Accounts in foreign currency at month-end or quarter-end. The existing now is for a day. This will be tedious if you want to close your month or quarter and enter each conversion daily. By having this option, all foreign currency GL accounts will be converted to the base currency.
2 votes -
1 vote
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export and import function to change specific items in PO, SO, INV, Bills, etc.
I would like to be able to export to an excel file, make changes to specific items and import back again without affecting existing entries. Or if not Excel, maybe to a list within Zoho that when saved would reflect a new entry. For example; changing or adding to an invoice number. Or in sales a change of sales assignment. It would be so much quicker than opening each individual PO, SO, INV, Bill etc.
9 votes -
Transactions posting
Please create a batch transactions processing for bank and cash , customer invoices supplier and other module transactions, such that we can enter transactions rapidly or import large volume of say 10,000 on lines basis like you will see in sage one and sage evolution (SA).
There should also be a feature for importing on this module3 votes -
Shortcut key for "Clone"
Shortcut keys for "clone". We use clone a LOT. Preferably will clone whatever is active at the time-Est, SO,Inv, Pmt. And clone an item while entering line items into a SO-Invoice? Save soo much time. Thank you!
6 votes -
Regarding Statutory Transactions
For easy Statutory compliances, Reporting and Reconciliation. I suggest that, separate fields like custom labels or custom buttons should be made available at the time of recording and saving any business transactions. These new custom field names may be GST Return Acknowledgement Number, TDS Provisional Receipt Number, Tax Challan Details such as BSR Code, Challan Number, Challan Date. Based on these custom fields excel report may be generated to know which GST out put is accounted and reported in which Challan Number or Return Number. In simple words, Government Authorities will ask "When and How did you remit this Output…
1 vote -
Sales Order
We have three requests that, in our opinion, would make ZOHO nearly perfect!
1- ZOHO recently added the ability to add 100 ship to addresses to a contact. We used them up within a month! And now, as we replace "old" ship to addresses with "new" ship to addresses, we are right back where we were when ZOHO only allowed 10 ship to addresses. Why not allow an unlimited amount of ship to addresses? Or, if ZOHO is afraid of some sort of memory overload, please give us a limit of 5000 ship to addresses. We easily will have at…0 votes
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