Zoho Books

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  1. Adding reporting tags to projects

    I know you can associate reporting tags to contact and items, but when you use projects, you may have multiple projects for a client, it would be helpfull to be able to add tags in the project so all transactions related to the project can be posted to the selected tags

    15 votes
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      0 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
    • 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…

      6 votes
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        1 comment  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
      • Add budgeting to Zoho Books

        a mirror of the COA, with a periodic budget (preferably against a budget model - i.e. you can make different budget models such as best case, worst case, most likely case, and a Monte-Carlo) - budgets can be set manually, or via a formula (i.e. times x% of previous period, based on actuals of that period, or based on previous budget). Budgets can be assigned monthly, quarterly, or yearly. Reports on budget performance - budget versus actual.

        19 votes
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • - Search Bank Transactions Description / Filter possible duplicate transactions in Bank Feed

          This option will fix quite few issues related to banking feeds sync

          1- sometimes bank doesn't display full description until transaction is fully approved, upon resync it appears as new transaction

          2- if we Sync bank transactions when travelling in different country timezone, it display same transaction twice with 2 different dates

          3- we should have an option to use search / filters using dates, description to find a transaction if we need to

          4 votes
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            0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
          • 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

            4 votes
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              1 comment  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
            • Sales Order shared by multiple salespersons

              Many of our clients are served by multiple people on our sales team, and we would like the capability to share the sale credit/commission for some of these clients. Is there a way that multiple salespeople can be listed as the "Salesperson" on a single sales order and/or invoice?

              9 votes
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                0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
              • Provide option to view unbilled hours in terms of total $ in the project summary on the dashboard

                In the Projects section of the Dashboard, I can view how many hours are currently unbilled, but as different projects (and tasks) often have different hourly rates, it would be helpful to me to be able to see the total unbilled $ associated with these projects (and not just the # unbilled hours). This would help me have a sense of what to expect cash flow wise with my next set up of invoices and not have to click into each project and then tally them up to do so!

                6 votes
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                  1 comment  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
                • Allow sorting of all columns in all views throughout the product. As per CRM you are allowed to click on top of any column to sort.

                  Allow sorting of all columns in all views throughout the product. As per CRM you are allowed to click on top of any column to sort.

                  2 votes
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Allow Share\Send the Invoice\SOA\Payment using whatsapp application service . it will required and will help a lot for customers

                    Allow Share\Send the Invoice\SOA\Payment using whatsapp application service . it is required and will help a lot for customers who dont have emails , or people who dont want to share their personal email in case customers type are Homes.

                    4 votes
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                      0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                    • My la.dgjp58

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                      3 votes
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                        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                      • Integrate Zoho Books with Magento 2 Natively, NOT Via 3rd Party Paid Solution

                        Magento is one of the most, if not the most, widely used e-commerce platforms in the world. Magento 2 is now gaining a lot of market share and will be the way forward. Zoho has an opportunity to capture a huge market share from the competition with a Native Magento 2 integration since none of the other Accounting platforms provide this without either expensive third-party cloud solutions or clumsy, poorly functioning, bridges that range in price from moderate to high cost. Building that integration would be "free marketing" for Zoho to tens of thousands, if not hundreds of thousands of…

                        7 votes
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                          0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                        • Allow contacts to access client portal for multiple customers

                          Often times one person is responsible for managing and making payments for more than one of our clients. We need a person, single email address, to be able to log into the client portal for multiple clients.

                          1 vote
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • 1 vote
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Quickbooks Online Migration

                              Please provide Quickbooks Online migration tool to Zoho Books

                              3 votes
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                                0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                              • Add text formatting (bold, underline, italics) to Add Attention Content", "Organization Address Format", "Customer Address Format"

                                Add text formatting (bold, underline, italics) to templates where custom code is available like these sections "Add Attention Content", "Organization Address Format", "Customer Address Format". I have done this in programs where you have to add double asterisks before and after the text that you want to be bold, or // before and after you want to underline

                                3 votes
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • bank permission

                                  Access permission to a specific bank
                                  I see it's an important feature, specially if you are using "staff - assigned customers only", because in this case, these users have limited access to customers but they can see all bank details and transactions (for all customers).
                                  You have only one option to remove access to all "Banking" module and that's not logic because it's important sometimes to give them access to banking module for currency exchange or transfer between accounts.

                                  3 votes
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                                    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Delivery Note Date and Custom Field Generation

                                    1. Delivery Note can generate delivery date or other custom field from invoice.
                                    2. Delivery Note can add/ modify packing information. ex: unit is piece however it can be shown box/ pallet as well in the paper.

                                    3 votes
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                                      0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                    • job progress invoice

                                      its must needed feature for all construction companies.

                                      5 votes
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                                        0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 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
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                                          0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Any tally integration software or developer to export daily, monthly, quarterly and yearly data transfer to tally ERP.9 silver edition.

                                          any tally integration software or developer to export daily, monthly, quarterly and yearly data transfer to tally ERP.9 silver edition. already using ROPS7 of Gofrugal technologies with tally integration adapter want to switch on zoho books.

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