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
6198 results found
-
1 vote
-
The New Bill entry interface is very easily accessible in all monitors and there is no scroll feature for left to right for accessing fields
The New Bill entry interface is very easily accessible in all monitors and there is no scroll feature for left to right for accessing fields
1 vote -
We need to be a able to backup
Need to be able to do daily backup of Everything Everything all Invoices, Estimates, etc. I see more people have asked for this. And given the problem you are having today with attacks you had better give us this option because if something happens to you and you lose our data and we cannot restore then the lawsuits will be flying. Not to mention many businesses going out of business. This is critical.
1 vote -
Project based on assign the total hours to be billed
In Zoho Books, I need to assign the total hours to be billed for the project.
In my case, I need to assign 20 hours (for example) for a project and bill the customer every monthly when the last day is reached. In addiction it is important to accumulate the hours when the customer will not use the hours either by request or support for instance for the next month.
Like it,
Client, Contoso has 20 hours per monthly in contract with us it costs to him 500$ per month.
They had used only 10 hours in February in my…3 votes -
Expense Category splits mobile app
Hotel bills often contain multiple expense categories. Please provide for this in the mobile app.
1 vote -
it would be nice to have the " Display attachment(s) in client portal and emails" defaulted to yes.
When attaching files to invoices, the option to " Display attachment(s) in client portal and emails" is defaulted to "Not too send" and you have to manually (and every time) check it.
My business requires to add attachments regularly and its easy to miss the check box. My employees have been complaining and my clients sometimes miss those attachments. This may not be the most pressing thing to fix, but i imagine it would be very simple.
Bonus points to this idea:
1) somewhere in the settings to toggle this to a default yes or no2) be able to…
3 votes -
Payment Mode in Bank Reconcilliation
Would be extremely helpful to have payment mode viewable when doing the bank rec. Not sure why you can not customize what you want to see in this procedure.
1 vote -
When creating inventory items, would be great if the system only allowed account choices to be COG accounts.
Having junior level staff creating inventory items, and having access to full chart of accounts to select from is very dangerous. You should be able to customize what accounts show up here to minimize major errors on both the income and expense side.
1 vote -
Secured view by Sales person
when a sales person logs in they only see invoices they write and none for other sales persons an similarly when invoices are paid they do not see those or the alerts that they are paid.
1 vote -
1 vote
-
Separating Customer ID from Vendor ID
When Adding custom field in contacts for customer ID or Vendor ID .
and when i request it to be auto-generated . there is no way to separate Customer ID from Vendor ID and i have to but the both fields for the customer and the same for the vendor .
Customer ID has different serial No. from Vendor ID .
What is needed is to separate Customers from Vendors in Preferences to get this issue solved .
4 votes -
Adding Bank Fees as expense when we make a transfer to a vendor through payments made
Adding Bank Fees as expense when we make a transfer to a vendor through payments made . in many times there is a bank fees for the transfer done by the bank . we should process these fees in the same transaction as it is in the same transfer document .
6 votes -
purchase order date
purchase order DATE
1 vote -
Options to define taxes for products
In Canada, we have several product categories that are wholly or partially tax-exempt from federal taxes, as well as separate product exemptions from provincial taxes in some provinces.
There is also the possibility of exemptions or different taxes required to be collected based on the customer's location or other characteristics (eg, some B2B transactions are PST exempt) and a business's operations (if a business advertises in some provinces, they are liable for collecting provincial taxes on sales to that province)
I don't think Canada could possibly be unique in this regard.
The current implementation has no allowance for products to…
1 vote -
1 vote
-
special rate and special scheme
while create invoice , when we put special rate for an item, to a party eg ABC , there should be an option to ask special rate , and same as we r giving special scheme like buy 10 get 1 free, then it ll be saved automatically that rate and scheme in backhand for that party..
IS IT POSSIBLE in ZOHO1 vote -
delivery challan to a supplier and convert the delivery challan to bills
we used delivery challan for job work. after receiving the job work. we need to convert the delivery challan to bills
4 votes -
Desktop app
Create a desktop app of zoho books to access zoho books faster and more conveniently.
1 vote -
Discount per item from vendors
Allowing each stock item to be discounted on the bill - currently you get to discount the whole bill but then you only get the option to put it to an expense so you Profit and Loss it completely out when it needs to go against the stock item as the discount applies to each item or at least goes against the inventory asset account.
3 votes -
Ability to clone transaction from list view (instead of only when viewing the trans form)
When looking at an expense, bill , or invoice (heck, make it sales order and estimate also) and the select boxes are available, make an option to clone. Immense savings on workflow, eliminate going to a more detailed view of a transaction to clone it.
0 votes
- Don't see your idea?