Zoho Books
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6194 results found
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1 vote
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change the way that you can edit expenses in foreign currencies when you get the matching bank transactions. Rather than having to calculate
You should change the way that you can edit expenses in foreign currencies when you get the matching bank transactions. Rather than having to calculate the new exchange rate to get matching figures you should be able to add the home country amount directly and let Zoho calculate the exchange rate
1 vote -
Allow expenses to reconcile with multiple banking transactions. When I have overseas expenses for a client my bank posts two transactions, o
Allow expenses to reconcile with multiple banking transactions. When I have overseas expenses for a client my bank posts two transactions, one for the transaction and one for the bank charge. When I bill the expense to the client both sums combined make the expense so to be able to apply both transactions to the expense would make it clearer for the client.
5 votes -
Remove the Vendor Category from the Payment Portal
Since I am sending my Customers to the payment portal, I do not want them to mess with the Vendor Category drop down when they edit their contact information.
1 vote -
products
zohocrm products selected in a Deal should auto populate an Estimate Sales Order or Invoice created using the zoho finance integration. Otherwise i cannot see any purpose for adding items to the Products module in a Deal in CRM.
1 vote -
Would like to see one ledger if you are purchasing and Selling to Same Customer.
Would like to see one ledger if you are purchasing and Selling to Same Customer. Like its in Tally or Busy. in zoho this feature is not available. We have to manually add payment receive or payment made in both ledgers.
1 vote -
Import Customers and Vendors from Zoho CRM
With the recent change to how we view contacts all imported contacts from Zoho CRM are entered in as a customer. We used to be able to tell Books which accounts are customers and which are vendors. We need this ability back not all accounts are customers or we need to be able to tell the sync how to map CRM accounts into customers and vendors.
5 votes -
Timesheet Invoices variables
Hi
We use various ways to create invoices through the timesheets and it would be great if I could click on a customers past invoice to view the "Project Invoice Information" used on a particular invoice - there are many variables and this would definately save me time. Thanks1 vote -
1 vote
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Add additional explanation about adding an accountant.
I assume this is an invite with Admin permissions. It is referenced in the help section, but there's no explanation
1 vote -
Separate out "Bank Charges" to different banks, rather than have them all lumped together
The "Bank Charges" field is very useful for income transactions, especially PayPal.
However, it would be even more useful if they were separate for each bank.
That is to have the option of a seperate "Bank fees and charges" expense account or subaccount for each bank.
Then we would be able to easily see what the PayPal charges are, instead of having them combined with all the other bank's charges.
I hope that this make sense.4 votes -
Partial Shipments
If a customer order 100 pieces.
I create a sales order.
I create an invoice.
He Pays.
I then create a package (packing list)
I need the ability to indicate that he is now getting 80 and then I need the system to remind me that I owe him 20.
So the packing list should have the ability for me to enter how many I am actually packing, against how many was ordered. Then the delta should show as still open and needed to ship.
Otherwise, how am I supposed to know what I still owe a customer.
Also, a…9 votes -
Unearned Revenue
My issue here is reporting—my Balance Sheet would not show Accounts Receivables balance correctly, and My Ageing Summary Report balances are also wrong since it will omit any unmatched Customer Payments which are shown under Unearned Revenue account in Current Liabilities.
For Ageing Summary it becomes difficult. For example, an instant where I have so many customers and a number of them have unmatched credits means I will be showing unreal outstanding balances for customers.
Suggestion:
1. If the Ageing Report would have an option to include the unmatched payments, or;
2. If there was a configuration option to choose,…19 votes -
Overwriting when syncing needs to check which is latest info
Created customer in Books, data got pushed to CRM, customer updated record in Books using their portal, then CRM updated Books essentially deleting what the customer had corrected.
Your syncing needs to check what has the latest data, not just willy nilly shove all info from one system to the other without regard for which has the latest info.
3 votes -
1 vote
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Please add a "Customer has viewed the estimate" like you have for Invoices.
Please add a "Customer has viewed the estimate" like you have for Invoices.
1 vote -
we want to record payment recvd. for whole month's invoices AT ONE TIME. should allow to tick select all those we need and record pymt
we want to record payment recvd. for whole month's invoices AT ONE TIME. should allow to tick select all those we need and record pymt
1 vote -
Option to download banking transactions for a financial year
It would be great to have an option to download the categorised banking transaction for a financial year to an excel. I don't see that feature anywhere and it is very relevant for yearly accounting.
1 vote -
Add an other type of account in tax payment fields other than a bank account
Adding other type of account in tax payment fields. I have to produce a remittance to reverse the taxes in the built-in tax payable then make an other entry to have the right balance of taxes accrued at the end of the month.
1 vote -
In the Payment Made Template to change the font color of Reference Number - Paid To - Payment Mode - Paid Through to black color.
can I edit the payment made template?
1 vote
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