Zoho Books
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6185 results found
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Reports in Portal: total amout paid and balance for each vendor not for each invoice
We need this reports in Portal: total amount paid and balance for each vendor not for each invoice
1 vote -
GST RCM
Enable an option to creating separate ledgers for RCMGST it will helpful for bifurcation of normal output and RCM output during ledger reconciliations
1 vote -
client portal
it would be great if i could add custom items to customer specific portals so they could order directly from there and then i could go in and convert it to an invoice with the click of a button
3 votes -
We need FULL customization (HTML) of the quote/invoices
no full customization (HTML) of the quote/invoices is a deal breaker. please enable for us!
6 votes -
Can you have one line item and severeal different quantities on the customer estimate?
I may have 2 different parts to quote with different quantity levels. For example: P/N "ABC may need a quote for price levels of 500 - 1000 - 2500 pieces.
P/N "DEF" qty levels at 25 - 50 - 100
Can each part number be only one item # and multiple quantities below it?4 votes -
1 vote
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Project Task List Management
Due to the nature of my work I have a lot of projects that are essentially always live with multiple tasks that are marked inactive when complete and billed. The task lists are getting very very long, if there is no way to hide inactive tasks (which would be ideal), then a way to sort the list would be very useful. Sort by active/inactive, hours logged etc.
2 votes -
Comments
Feature to include comments in the bank reconciliation process.
It would be helpful to flag and comment on items that have not been reconciled so the reason for failure to reconcile can be explored and rectified.
1 vote -
Fixed Fee Project Profitability Summary
Most of our projects are fixed fee. Unfortunately, the Profitability Summary in Books does not calculate fixed fee projects profits correctly.
It is a simple equation: PROJECT PROFIT = INVOICED AMOUNT PAID - (minus) (PROJECT EXPENSES + LABOR COST).
For Example we invoice a customer $3,000; expenses total $800; labor costs total $700; total cost is $1,500; gross project profits are $1,500 or 50% margin.
Currently Profitability Summary only accounts for expenses.
7 votes -
Post invoices net of discount
Currently the discount on a sales invoice is posted to single discount account separate to the sales income. We would like to be able to post invoices NET of the discount.
3 votes -
Order fulfillment
I would like to suggest to show on the sales orders summary page, which sales orders have all items in stock or partially in stock and can be fulfilled.
This would be very helpful for e-commerce companies to fulfill orders.3 votes -
Notes on Bill lines - using GL Account code
When entering a Bill with a GL Account code, I want to be able to put a note to the line so that it is clear what the transaction was for.
1 vote -
Integration with Veem for $1 Bank Payments
I realize there's 100's of other requests for transaction integrations. But in my opinion, Veem is a pretty good one for customer payments.
It's only $1 US or International to transfer money between banks. It'd be nice if Zoho could have Veem generate a custom payment URL that gets placed on each invoice.
We don't like to take CC payment because of extra fees, and customers don't like to pay with checks because of hassle. This seems to take care of both of those issues so everyone is happy.
6 votes -
To send the invoices to pay in bulk
Hello we need to send invoices to GoCardless and Stripe in bulk. For example select necessary unpaid invoices and send in 1 click to GoCardless. No it took us more than 2 hours to send all the invoices one by one to GoCardelss or Stripe
5 votes -
Assign sales sub account to all time sheet entries
Would like to be able to assign all time sheet entries to a Sales > Sub Account rather than having to do it manually one by one using the Add Additional Info button on invoices.
7 votes -
Seikyusho report for Japan regions
In japan it is must to provide customer monthly statement details including each and every invoice and balance. It is called as seikyusho.
Please add this feature otherwise we can not use this in japan.
1 vote -
allow option to switch books transaction templates in CRM
when creating a zoho finance sales order in CRM we can't change the transaction template. Some times we require a signature and some times we don't but there isn't a way to switch like we can do with email templates.
1 vote -
in report iRR
Option to calculate IRR in report page. Company valuation
1 vote -
print check in another currency
Currently Zoho only allows you to print checks in your home currency. I have several clients that only accept USD so would like to have ability to print them check from our US dollar bank account.
1 vote -
Attach a document to tax payment
Within Taxes (Reports section), should have the ability to attach a pdf document with confirmation that the payment has been made. Most other section of Zoho Books has functionality to attach document. Unsure why this functionality is not in the taxes section.
1 vote
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