Zoho Books
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6167 results found
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1 vote
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Please allow the CRM to autopopulate the estimate and invoice signature for the sales person just like it is done in Zoho Books
Please allow the CRM to autopopulate the estimate and invoice signature for the sales person just like it is done in Zoho Books
1 vote -
comparison for custom dates on profit loss
we want to be able to define custom dates, then compare those dates to previous year. as the system is now, you can only compare to previous years or periods when using the last month, last year, last quarter, year to date options.
6 votes -
integrate multiple payment methods through Braintree
Braintree processes payments via Paypal, Venmo, Apple Pay, Google Pay, and more. It would be convenient to be able to accept all those payment methods using just the Braintree gateway.
1 vote -
Show company name in Tooptip while select custome as i have same customer name
Show company name in Tooptip while select custome as i have same customer name, as you have not use this field in Invoice Display. This will help the customer to select proper customer with different location with different GST.
Advance search is good but every time customer not select that option as you provide auto suggest on customer name, please understand my concern.
I raise my concern many time.
1 vote -
Cheque Print Need
I need cheque print, Zoho made feature for USA then why not not India.
Please reply1 vote -
Merge estimates and Create PO from multiple Sales Orders.
It would be nice to be able to merge multiple estimates so we can convert into ONE Sales Order.
Also, it would be nice to be able to select multiple Sales Order and convert into one PO.
22 votes -
Integrate WorkDrive with Email/Books/etc.
Most Zoho Apps allow easy file attachment from Zoho Docs and other cloud services but currently does not support WorkDrive.
1 vote -
PDF format to customers automatically
We should have the option to send recurring invoices to customers as a link or PDF automatically. We can only manually do that right now.
4 votes -
Foreign currency Adjustment IMPORTANT
Foreign currency adjustment matching routine sets up the adjustment transaction for the current dat, i.e today. This is not correct. The adjustment date should be same date as the actual underlying transaction. Or the system offer the opportunity to the accountant to set the adjustment date.
0 votes -
Xero
Full ZohoBooks and Xero integration. I have to use Zapier at the moment. This is silly as the Discounts don't pull through, so we overstate revenue in Xero
6 votes -
allow out of the box fields, such as Timesheet Notes, to be required
Often, for a timesheet entry to be complete, a note needs to be entered to indicate what was done during that time. It would be helpful if there were an option to make Notes required when stopping a timer or submitting a timesheet entry.
2 votes -
Invoice report with cost of sale for every invoice individually,
Every item has a cost price recorded, I need an invoice report per sales person that include a column indicating to cost of sale on every invoice
3 votes -
Inventory Valuation
Valuing inventory to include Overhead and Labor Burden is essential part of period end financial reporting. Inventory calculations, albeit time consuming, are repeatable and could be configured within the system. Allowing the user to select which accounts to apply to overhead and at what percent, as well as burden thus allowing the system to do the valuation for the user at period end.
2 votes -
Clubbing of Bank Accounts & Cash Accounts in Banking Overview page
We Have 15 Petty cash accounts & 15 bank accounts.
Can you provide an option of grouping and sub-grouping to consolidate all relevant accounts under one head.0 votes -
Migrate from Xero to Books AU
Has anyone done this? Seems a fair bit of work re chart of accounts..
0 votes -
Add employee column in bulk add expenses
There isn't an option to customize & add employee column on the bulk add expenses screen.
3 votes -
BULK UPDATE Sales Order Status
Allow us to update the status of Sales Order by multi-selecting the Sales Order and then use Bulk Update feature
6 votes -
Percentage of income
Please include the feature to show percentage of income for each line on the P&L
4 votes -
Give the option to round off the sales tax liability
When we report sales tax with our state, the state has us round off all of our numbers. Such as Gross Sales = $45,650.13 would become $45,650.00. Our Exempt Sales = $9,235.55 would become $9,236.00.
When we apply a tax payment in ZOHO, we always have to apply an adjustment for the rounding difference.
Having the option to run the liability report rounded or not would be appreciated.
6 votes
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