Zoho Books

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  1. Switzerland QR-Invoicing

    You might know that Switzerland is moving towards ISO 20022. Recently, some local Swiss Banks provided CAMT.053 which is working perfectly fine in ZBooks. Now, as a next step, old Swiss pay slip (Einzahlungsschein) is moving towards QR-Invoice.

    20 votes
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      3 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
    • We need the account code in the journal upload file when importing journals through the manual journals section

      We need the account code in the journal upload file when importing journals through the manual journals section.
      This is very important for mapping from different accounting systems.

      3 votes
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        1 comment  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
      • VAT Exempt Customers

        It should not be possible to charge VAT to a VAT exempt customer

        2 votes
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • There should be an option to generate invoice from delivery note or generate delivery note from invoice. fully / partially

          There should be an option to generate invoice from delivery note or generate delivery note from invoice. fully / partially
          when we select any specific customer it should show the tag for pending delivery notes and invoices requires action

          3 votes
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            1 comment  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
          • Allow acceptance of estimates without client portal login

            We came to Zoho from Freshbooks. It had the Accept button on estimates so the client gets an email for the quote (which they are expecting), it opens the page, the customer makes sure the price and qty etc is correct and clicks on accept button right there.

            Currently, the customer needs to logon to client portal to accept the quote in Zoho and that's just too long. Most customers are not going to bother with it, infect Zoho team should have the telemtery data on it. How many times do you think a customer logs in to client portal…

            19 votes
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              1 comment  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
            • Payment Thank You Note template - include link to the paid invoice

              When I log a payment for a client, I'd like to send them an email thanking them for their payment with a link to the paid invoice. Right now you can send a thank you note, but including a reference to the invoice paid is not possible right now. This seems like a basic feature most would want to see when sending/receiving payment confirmation. Can this be added as a placeholder option in the email template?

              1 vote
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                1 comment  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
              • Improve the search-bar in the timesheet Weekly Time Log view.

                Only possible to search with the project name prefix. Complicated to find a project among hundreds

                24 votes
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                  0 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
                • Have option of reversing manual JE's

                  An option to have your JE's reversing on the date you tell it to.

                  3 votes
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                    0 comments  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
                  • create a function for tracking secondary sales for multi tier/tradtional distribution businesses

                    create a function for tracking secondary sales for multi tier/tradtional distribution businesses

                    1 vote
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                      0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                    • Petty cash accounts in foreign currencies

                      Please make it so we can handle petty cash accounts in forgiven currency, we are a global company and this is critical for us

                      3 votes
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                        1 comment  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                      • I am a small pharmacy retailer.I find it very useful.But For medical business,expiry date and batch numbers are mandatory for billing.

                        In your invoice templates,ther is no template useful for pharmacy.Because it is not possible to mention batch number and expiry date.

                        1 vote
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                          0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                        • 1 vote
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                            0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                          • 1 vote
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                              0 comments  ·  Zoho CRM Integration  ·  Flag idea as inappropriate…  ·  Admin →
                            • Report Settings - Only Display Non-Zero Amounts

                              It would be nice if you could only show non-zero amounts when running financial statements in Zoho like you can in QBO.

                              1 vote
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Add HSN Column in Item List

                                Add HSN or Customized Column in Item List in Invoice

                                1 vote
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                                  0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                • Print Option for multi copy Invoice

                                  Request for print option of multiple copy of Invoice with single click
                                  Like Customer Copy, Transportation Copy, Suppler Copy

                                  1 vote
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Batch edit customers into different language groups (English, German etc.) when sending out email templates

                                    We pretty much have no returning customers as we offer sort of once-in a life time experiences. Our customers, however, come from various different countries.

                                    It would be good if we would not have to associate every single customer with the email template of his language via the contact module. but moreover have our customers assigned to language groups where each German customer receives all templates in German, English customers receive all templates and notifications in English etc..

                                    1 vote
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                                      0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Have budgets for financial performance in Zoho to enable us to compare the same the acutals and also have grouping facility in the p&l

                                      We would like to have budgeting facility in Zoho which enables us to compare the actual financial performance against the budgets which enables us to arrive at the variances and take business actions on it accordingly. Also, we would like to have a grouping facility on the on the Profit and loss account which would enable us to group the expenses into 1.marketting 2.HR 3. IT & R&D 4. G&A etc. Please take action on this asap as these facilities are already available with your competitors like Xero and quickbooks. Its high time yall catch up with them.

                                      3 votes
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                                        0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 3 votes
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                                          0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • all transactions

                                          In Banking ALL TRANSACTIONS, you should have a divider line between past transactions and future transactions or color the background of future transactions in a light gray to distinguish between them. Also, since the “Amount In ZohoBooks” only displays the total for past transactions, it would be helpful to also include a total with the future transactions.

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