Zoho Books

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  1. offer post code search

    I would like to be able to search transactions using a UK post code.
    Customers do not always know what name the invoice was generated under, personal name or business name. A post code is a very easy search to ask for.

    12 votes
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • 4 votes
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        0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
      • Tax Invoice with Transaction Statement Useful for Travel Agency

        Dear Zoho Team,

        Tax Invoice with Transaction Statement Useful for Travel Agency

        Because Commission Agent and he can not Create Air Ticket Tax Invoice..He can Create Tax Invoice only his Service charge....

        So accounting Propose....He can Create Tax Invoice Service Charge & other Service like Air Fare + Railway Fare he can create only Debit Memo or Transaction Statement

        Please add this function

        12 votes
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          1 comment  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
        • Simple Linked Calendar Function for Zoho Books

          Zoho - please this is a simple function that many small, medium & even large businesses would use.
          Linking from Zoho Books is a simple Calendar function that would allow users to link important due or delivery dates from a sales or purchase into an easy to see simple Calendar screen.
          This simple function could then also prompt reminders that certain dates & delivery commitments are coming up too.
          This would be very easy to program and implement.
          Thank you and well done on a good Books program and lets hope the Zoho community gets behind this simple linked Calendar…

          3 votes
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            1 comment  ·  Flag idea as inappropriate…  ·  Admin →
          • Allow One Time Shipping Addresses

            Allow the user to manually enter a shipping address that does not commit to the account but only appears on that one invoice one time. You could still have the shipping address limit but allow users to add one time addresses to the invoice manually.

            6 votes
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              0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
            • Better PayPal feeds reconciliation

              Please make a better PayPal feeds reconciliation:
              1. Where paypal fee (as well as date) does not need to be manually added as an adjustment expense every time you want to match a transaction.
              2. Use a PayPal transaction ID to reconciliate a transaction: we get 400-600 invoices per month form eBay and amazon. All invoices have an unique PayPal transaction ID (the same one you get from PayPal API) which can be used to recognise and automatically match transactions.

              3 votes
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                1 comment  ·  Flag idea as inappropriate…  ·  Admin →
              • Multiple GSTN Numbers of One Customer as per Location-Its very important as of now scenario

                One customer with Different Locations and different GSTIn Number as per ocation should be added in one contact , so that it gets tracked under one ledger only.
                All Other Accounting Softwares provide this option after GST

                4 votes
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                  1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                • Payment by instalments

                  Currently we sell products for say $3000. The customer will pay a $1000 deposit/initial payment then be required to make regular monthly payments of say $400 for the next 5 months to pay the remaining balance. We have used 2 methods to do this.
                  A) This is mostly automated however the customer (and us) has to work out the balance owing manually (ie the balance remaining is not indicated on any invoice etc). What we do here is create an invoice for the initial deposit/instalment then create a separate recurring invoice for each of the monthly instalments that is emailed…

                  3 votes
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                    1 comment  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                  • Historic of sales and purchase prices of an item

                    When changing item price eiteir sale or purchase , it will be helpful to have the list of prices applied since it creation to evaluate the price trend for the item .

                    3 votes
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                      0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                    • Create online signature for customers on invoices.

                      Signatures perfomed by customer on computer and smart phone for invoice (like Docusign)

                      4 votes
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                        0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                      • Provides us as customer with backup and restore option, even with an extra fees to pay when needed.

                        Provides us as customers with the backup and restore functions, even with an extra fees to pay when needed.

                        1 vote
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • to add DDT on

                          how i can add DDT to my module?

                          3 votes
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                            0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                          • Bank of Baroda - Corporate banking link

                            Can be please add Corporate banking link for my bankers Bank of Baroda. At present i could find link for Retail Banking link only. Being the company we can open corporate account only. I have provided the link as below. Pls revert at the earliest

                            https://www.bobibanking.com/BankAwayCorporate/(S(i10daz55r54b45eqc05zvfus))/web/L001/retail/jsp/arcot/pages/CorporateLogin.aspx?

                            Thanks in Advance

                            Regards
                            C Sreenivasan

                            1 vote
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Connect Invoice<>Bill w/o Tags for Reports

                              Would be great to be able to have a "Project based P&L" where we can easily find out +/- on a project based on Invoice/Bill w/o using tags. Tags are great but it takes way too much time.

                              3 votes
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                                0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                              • Customer Portal and control the amount of viewable invoices

                                Customer Portal is great. I am hoping for a way to control the amount of viewable invoices to the customer. Either my month, quarter, year or even a valued amount.

                                6 votes
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                                  0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                • items sales history

                                  Ability to view Item history for SALES as well as PURCHASES when viewing any individual item. It's great to see the purchases history but SERIOUSLY lacking that you can't see a SALES history of various items.

                                  0 votes
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                                    0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                                  • have a stand alone mileage recording

                                    Mileage Recording. I am from Australia and using set rate method and claiming GST based on that. Calculation is not straightforward towards deductions and GST and there is limit per kilometres ran per year. It will be great if you are able to create something like that for Australian business or at least have a stand alone mileage recording.

                                    3 votes
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Option to hide invoice from customer portal

                                      There should be a selection button on each invoice, that you can check the box if you want the invoice to be shown in customer portal. If not checked, it means the invoice will stay hidden until you select to check it.

                                      3 votes
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                                        0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                      • sales tax to Sales Invoice template on Zapier

                                        Your integration with Zapier allows creation of most fields for a Sales Invoice, but not the sales tax. Can you add this?

                                        1 vote
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                                          0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                                        • I would like to get file attachment container for customer credit notes also becuase we have to attached airlines credit note to the note

                                          Since our business has requirement where we need to share actual credit notes with our client thus we want a feature were we can attach actual airlines credit note to the client credit note. Thus please provide us a container in the client credit notes where we can attach the file. This will also be helpful for auditing purpose. We know that we can email separately any files, but we want to keep it in our ERP software also for auditing purpose.

                                          3 votes
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                                            0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
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