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
92 results found
-
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 -
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 -
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 -
Simple calculation within number fields (like quickbooks).
Enter 2+2 in the quantity field, hit enter and the Quantity shows 4. Sometimes bills have line items of the similar things which we just lump together thing. Extend the calculation function it so we can enter the total, the quantity and then per item price is calculated.
12 votes -
1 vote
-
1 vote
-
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 -
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 -
Urgent Requirement for use of Zoho Books in Philippines - BIR Accreditation
BIR Accreditation for use of Zoho Books in the Philippines,, as we would require the POS/Accounting system to be Accredited with BIR. If we do not get this sorted, then we would not be allowed to use the Zoho Books sytem. Request you to please take this as a priority as we would like to use Zoho.
23 votes -
Easier entry of discretionary sales-surtax
In the USA in Florida, each county is allowed to collect a small sales-surtax in addition to the standard state-wide sales-tax. Not all counties choose to collect an additional surtax, but many do. The amount varies from 0.5% to 2.0% if it is collected. When the sales tax is reported, the amount of surtax collected must be specifically stated on the tax return, and any amount with a surtax that differs from my business' county must be likewise specified.
Currently Zoho Books allows me to set up tax groups, and this allows me to set a base tax rate and…
9 votes -
Allow sales-tax brackets for amounts less than $1.00
In the USA, Florida (and I believe Maryland) require us to calulate sales-tax at the appropriate rate (county-specific in Florida) for whole-dollar amounts. Then, we must take the remaining amount that is less than one-dollar and look-up the appropriate tax amount in a table and add it to the whole-dollar tax amount to get a final tax total.
The official documentation states: "Florida uses a bracket system for collecting sales tax on any taxable sale that is less than a whole dollar amount. In calculating the sales tax, multiply the whole dollar amount by the tax rate (6% plus the…
6 votes -
OFFLINE BILLING
please give an option to be able to issue bills/invoices in offline mode also. Preferably by giving an optional syncing mode like in onedrive. This will allow us to issue bills during bad or no connectivity.
13 votes -
Make reporting tags visible on all SOs, POs, Invoices, and Bills
As it is, you have to click on Edit for each transaction, and then on the ellipses next to each item, just to make sure every transaction is being reported correctly. You should be able to see if a reporting tag is assigned to an item just by looking at the item table on the transaction.
44 votes -
sales person commission on sale payment received
sales person commission on sale payment received
1. commission % depends on item
2. it will be payable on sales payment received
3. commission % is different for each sales person depends on performance of sales person50 votes
- Don't see your idea?