Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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6171 results found
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showing item quantity in a customer statement
i need to show quantity and item detail in a customer statement. currently I can show only invoice amount and date.
1 vote -
1 check for multiple vendor invoices
When printing vendor checks, if you have multiple invoices to pay to the same vendor only 1 check should print listing all the invoices being paid. The check should be for the total of all the invoices. The way checks print now wastes checks and is costly.
1 vote -
Split one expense into multiple payment methods.
Sometimes I purchase items using multiple payment methods. For example, I buy something for $100 and pay $30 in cash and $70 in CC. Would be nice to be able to create 1 expense entry (for the same account) and be able to provide multiple payment methods. This happens a lot when I buy from a store where I have store credit and/or gift cards.
9 votes -
Ability to add multiple Stripe accounts for payments
We have 2 lines of business, each with its own Stripe account, so the ability to add multiple Stripe accounts in payment options would be helpful.
16 votes -
add option to export invoice by xml format
Please add the option to export invoices by xml format or to be able to create xml format from invoices.
6 votes -
Create reports with % change of each line item based on relative periods
If I look at side by side comparisons of a P&L relative dates report for example, I would like to see the percentage % change from report to report to better understand what is happening with the business - simple!!
3 votes -
Ability to create sub folders in documents
Ability to create sub folders in documents to manage bills from vendors and also store company information
1 vote -
Need to view the specific Avalara integrated records in Zoho Books Estimate, Invoice
Once upon a time I am enable avalara integration and create the one record. then disable it. But, Now I try to view that record. I understand is that not possible now.
3 votes -
adding new items In zoho books and see in inventory
When I add a new item or purchase order with a new item it doesn't appear in inventory. In order to see the new item in inventory we need to add the item through inventory. So it is a long way to make it
1 vote -
bulk categorize
while in the banking module, please allow for items in uncategorized to be bulk categorized without the use of rules. For example, if I have 4 different transaction from 4 different restaurants, I would like to be able to select those 4 transactions, and click on button called 'bulk categorize' so that each one of them goes in Meal and Entertainment. I don't want to have to create rules first because that is 4 rules that I have to create, making my workload even greater. I realize I can then bulk categorize them, but that is defeating the purpose because…
13 votes -
be able to select which vendor (or user and role) has access to which items
I have 2 differents type of vendors :
- Classic
- TechnicoSome items are same for each type of vendors, some else ...not.
It would be nice for each vendors to have only choice of their items display in estimate and invoice.3 votes -
Export reports to Google Sheets in Drive
There is no option to integrate reports with Google Drive or export to Google Sheets. It would be greatly beneficial to be able to schedule reports to export to drive to share with others in the organization.
1 vote -
Modify View on Customer Record relating to Sales Data (Invoice, Payments, etc)
We add custom fields to invoices, sales orders and other transactions that help us identify what the transaction is for. A simple example is a field named "Memo". When we view all of the transaction on the Customer Screen we are not allowed to add any additional fields to this screen. So I can see all of the invoices, but I can't really tell what they are for. Having the ability to add fields to these views would help us with our efficiency
1 vote -
More information on Ship Notices to prevent confusion.
When our shipping department packs and ships an order, they send the ship notice to the customer saying the package has shipped. Problem is it only shows a Shipment number and this confuses the customer. They expect to see their Order # and their PO #. Customers call back thinking it is not their order, confused and wanting explanation about the notice and the new document number ZOHO generates for the shipment. That notice should include the Order # and the PO #.
1 vote -
2 votes
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1 vote
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Generate copy invoices
When we have sent an invoice already and the customer has lost it or not received it. Then when sending the invoice for a second time a copy invoice should be generated (the invoice with the words copy invoice watermaketed on the PDF)
3 votes -
Run Recurring invoices early
Can you make it possible to run recurring invoice early, let say I have it set to run on the 15 but this time only I want it to run today, the 13th.
1 vote -
We need Freeform for Drop shipping that does not include our Customers address above the ship to address line.
When doing a drop ship. The Customers Business name appears above the address line. Causing Confusion.
I am drop shipping for my Customer to their customer, Only their Customer's name should appear in the Ship Address.
This also happens when I drop ship for my customer through my vendor to end user. I have to print the PO. Mark out the double name and then scan it , then send. Real hassle.
Ship to Address field should only contain exactly what I key in that field. Do not add in the account name above the ship to address.
1 vote -
Add Auto-Fill option for Expense Entries (based off previous entry for that vendor).
I'm looking for an "auto-fill" function that will automatically fill in transactions (like for expenses) when any certain vendor is selected to start the transaction entry. In other accounting packages, the auto-fill is based on the last entry made for any particular vendor. The auto-fill should include things like the expense category and description.
3 votes
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