Zoho Books
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6198 results found
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Add a report showing how "Cost of Goods sold" journals are calculated.
So you have journals hitting "Cost of Goods Sold" account but users do not have access to see the make up of that journal.
And there is currently no report for this.
The system is doing the calculation in the background, but users just do not have access to it.
4 votes -
Clone invoice statement
It would be helpfull to be able to clone a Invoice statement (as you can do for invoice template) to be able to have a model in a different language and associate the model to a contact.
0 votes -
How do I bring the sales and purchase accounts codes through from the item to the sales invoice?
All the items have a different sales and purchase accounts on their record. However these codes are not reflected in the sales order/invoice or purchase order/invoice. As a consequence they have to be manually coded at time of invoicing which leaves huge room for error.
1 vote -
There are some expenses which are not strictly operational exp like Advt and sales promotion whereas Zoho group them under operation Exp
There should be some flexibility built in to structure the report so that anomoly like Advertisement is not shown as operational Exp in the P&L Account
1 vote -
Blueprint in Zoho books is urgent!
Blueprint should be implemented in Zoho books!
1 vote -
Create Integromat module for Zoho Books
Integromat is quickly gaining market share on the integration platforms market and is now second largest after Zapier. However they claim Zoho Books isn't adhering to oAuth standards which is why they can't create a module for your platform.
I want to ask the Zoho Books team to give all the support Integromat needs to create the module, so we can integrate Books with our other systems through their platform
6 votes -
Internal projects
Ability to create and budget for a project that is not attached to a specific customer, i.e redesigning our own website.
We would still like to track expenses and hours spent even though it will never be billed to a customer.
3 votes -
Item on sale - price override option
Would it be possible to have a check box in the items sales information section, that would allow you to set a sale price which would then override any discounts or price lists set for an account.
More detail: I have multiple price lists setup for different size customers. My inventory will be over 2000 sku’s, but if I set the sell price at a discount, then when I add the item to a customers sales order, it will automatically apply another discount. This would cause me to sell the item for less then cost. My sales orders could have…
3 votes -
change mileage rate on mobile
Be able to change the mileage rate when adding a mileage expense to mobile
3 votes -
To Assign Customer more then One User
Dear ZOHO Team I want to Assign Specific Customer more then One User (Operator). for example We have two User One Enter Invoice and One Received Payments from Invoiced Customer so i want to assign that customer to Both User but it is not working mean Specific customer can be assign to one user only...
so Pleas Update the following option . thanks2 votes -
Show email icon in front of payments received if we have informed through email
Show email icon in front of payments received(after payment #) if we have informed the client through email like in invoice.
1 vote -
apply credit
Please allow credits to be applied to next recurring invoice automatically.
With auto pay there is not a time slot to apply credits to next invoice.6 votes -
Customs codes and calculated fields in PO's
It would be very helpful to be able to have calculated fields in the PO module. It would also be very helpful to be able to associate customs codes ( HTS codes) to a purchase order. For instance, we would like to see item 1, description, # items, customs code. This helps our vendor simply take the PO and add it to the shipment so that customs see the code for the items purchased.
1 vote -
Customs codes and calculated fields in PO's
It would be very helpful to be able to have calculated fields in the PO module. It would also be very helpful to be able to associate customs codes ( HTS codes) to a purchase order. For instance, we would like to see item 1, description, # items, customs code. This helps our vendor simply take the PO and add it to the shipment so that customs see the code for the items purchased.
1 vote -
Remarks Section
Add the remarks section to the new "View Customer Details" section when creating invoices.
0 votes -
i suggest
total sales and receivable showing with GST if its showing excluding tax we can know exact receivable or pending payment
1 vote -
Credits Notes to Appear on the Invoice they are applied to
Currently, when applying a credit note to an invoice, it simply shows as Payment Made. It would help with transparency to have the credit note appear as a line item in the invoice so that clients know what the credit is for (without having to send an separate email). Or at the very least have the section where it says Payment Made to say Credit Applied.
1 vote -
Create Custom View for Portal/Create Summary Template for custom View
I would like to recommend a feature that will enable to Create a Custom for Portal(If portal is not accepted) and also to have a export option that will only export the a template for Custom View that is Selected or Created. This will feature will be used for compiling purposes and will help track the customer.
Hope this feature will be implemented.
Thank you
0 votes -
It would be great to have a feature in Contacts/ Customers to include "Sales Without Invoices" because it is income generated by each Custom
It would be great to have a feature in the Contacts/ Customers to include "Sales Without Invoices" because it is still income generated by each Customer. Currently the only screen to see this is in Reports/ Sales.
1 vote -
Bulk Update
Bulk update should contain expected payment field in the dropdown.
3 votes
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