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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negative number in expense details for zoho books
Currently, negative numbers cannot be saved.
1 vote -
Android 10 - Gesture Navigation and Receipt Cropping
Recently, Google has added "Gesture Navigation" to Android. This allows you to go back to a previous screen by swiping left or right on the phone screen.
To crop a receipt in the Android app. the cropping frame is very close to the edge of the screen. On several occasions, I have accidentally navigated backwards from the cropping screen.
Could you make the cropping frame in the mobile app a little smaller so that it is not so close to the edge of the screen?
1 vote -
Add an option to select predefined texts for an estimate (or even an invoice) below the price and item list.
Please add an option to select predefined texts for the Customer Notice field in an estimate (or even an invoice). This way I can add different Customer Notes from which I can choose each time I write an estimate (or invoice).
1 vote -
allow description of line items on the budget
On the budget you can put in a dollar amount but it doesnt let you write in what the dollar amount is for. For example, if i have a budget of $300 for Dues and Subscriptions per Month, i would love to have a note or separate line items for what that entails (say $50 for Zoho, $150 for canva, $50 for shakr, etc) so you could see what the budget includes.
5 votes -
add Multiply currency under one customer name that is very important option
add Multiply currency under one customer name that is very important option can't open few account for one customer if need to work with different currencis same time then in Create Bill or Create Invoice if Choose customer name by one Currency like USD can't add any Bill by other currency pls solve this matter
4 votes -
Give access to PriceLists in Deluge (custom fucntions)
Give me access to "PriceLists" via custom fucntions with deluge
Please add the one line of code that allows zoho.books.getrecords("Pricelist"...... and zoho.books.getRecordsByID("Pricelist"......Its concerning that I can access Invoices, bank records, sales orders, purchase orders etc this way but I can not access a simple list of data for pricelists
3 votes -
Enter in an opening balance that is not imported. I have no money owed and I owe no money
Show how to enter in an opening balance that is not imported. I have no money owed and I owe no money but have money in checking.
Need to open with current balance without any accounting voodoo.
a Simple input is not needed for most because of the amount of credit taken and given by business. We don't offer or use credit. You pay, you get. I pay, I get. Simple.3 votes -
2 votes
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Give option of printing Ewaybill directly from Zoho Books
Integrate GST portal with Zoho books so that the ewaybill can printed directly from zoho books. Currently the ewaybill number should be copied from zoho books and the paste in print ewaybill option on ewaybill portal.
27 votes -
there should be Trading Account
there should be Trading Account is it available in this Zoho books
4 votes -
We need OCBC velocity (Business)banking interface to import the transactions from bank.
There is only OCBC Singapore interface which connects to personal banking, But OCBC velocity is the business banking portal. Most of the businesses have accounts with OCBC Business banking, not the personal banks. So please provide interface with OCBC Velocity business banking.
Thank you4 votes -
Write Checks Feature
There needs to be an option to write and print checks without a bill or invoice. I need to write checks from my checking account frequently that don't have bills associated with them.
42 votes -
one windows for booking
Dears,
I need your help to guide me to which of your solutions will help me in my business:
How we work: we are commission agent “OTA – Online Travel Agency" usually, we purchase from the supplier once customers pay for us.
Our business nature:
As an online travel agency (such as Expedia.com), we integrated with several online suppliers. Customers book from our portal or by a call center, here we sell supplier products with our commission/Service fee/margin. So no need to enter two times for purchases and selling. So we need one window to enter the booking details.VAT…
1 vote -
Editable & Customizable Terms & Conditions and Customer Notes for each Template Designs
I have one suggestion related to Template Designs in general....Terms & Conditions and Customer Notes should be editable and added to each templates separately, because as per the current situation, we are forced to edit these two information in every different product we bill/quote, as some Terms and Notes will be different in some products, instead we can design and save template for each product/ service category so that, it will be easier to create invoices/estimates in seconds. This feature is missing from the present Template Design. Please contact me incase you need more clarification.
2 votes -
pls add in banking liability side BANK OD A/C as a loan
I suggest u to add BANK OVERDRAFT feature as a LIABILITY under BANKING category
2 votes -
Enable expenses to be split by Project.
I do bulk shopping for multiple projects at once. I'd like to enter the expense one time only and be able to allocate the expense (from one receipt) to multiple projects.
6 votes -
Add reminders for retainer invoices
I'm honestly pretty shocked that reminders aren't already in place for retainer invoices. They should operate the same way invoice reminders do.
4 votes -
Statement Date
When select this year in report, It should be 1st April 2019 to Today(11th Oct 2019) Not 31 Mar 2020
7 votes -
i would like a re-arrangement of the fields on Bills
I would like the entry fields on the Bills to appearas:
Bill #
Date
Order #
etc
In all of my years of accounting that is the order of bills biill number then date or date and then bill #1 vote -
I would like a shipping date field on the AR customer invoice
I believe the AR customer invoice needs a shipping date on it so that the customer and he Finance Dept have that information on our invoices to them
1 vote
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