Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com
6194 results found
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Set language by user
The language of the interface and customer portal should be possible to set as per each user. I have staff who speak multiple different languages and it will be necessary for them to be able to log in and interact with the data in the language they are comfortable in.
41 votes -
Single customer payment reminder for all the unpaid invoices and not a reminder for each single one.
If a customer have 10 unpaid invoices receive 10 single reminders, 1 for each invoice.
It's much better to send a single reminder including the list of unpaid invoices and the statement or at least to attach the list of unpaid invoices and the statement to each single reminder.7 votes -
Post Dated Cheque entry for Rents , Advance payments
How Can I enter the post dated cheques for Advance Rent payment for One year?
12 votes -
add a notes section on individual items
to be able to add notes for each individual item that does not show on invoices or purchase orders.
4 votes -
Estimates status
Would be nice to have the option for custom status on quotes so we can set automate emails based on the status of the quote.
At least have one more option then just Expected or Declined.
What we are looking for is the option for indecision making so we can send customer automated email reminders based on the status of the quote/estimate.
18 votes -
Please allow turning packages into invoices.
Currently, if i am shipping 500 items out of a sales order of 600 items, i need to go to the sales order --> create invoice --> edit the amount to invoice to match the amount of item in the package.
That is a waste of time and source of errors.
6 votes -
Allow more than 3 people to be either cc or bc on email
At the moment only a maximum of 3 people can either be cc or bc on an email template
5 votes -
Dashboard Customisation flexibility
Hi!
It would be nice if you could provide the user to have some flexibility in designing / customizing their own dashboard. For example, if I have 2 Bank Accounts, I would like to create a separate label (eg. Overall Position) which would give me the summation of the two accounts (using basic mathematical functions).1 vote -
Proyectar la tesorería a futuro en función de los ingresos y gastos
La ideas es que se pueda proyectar a futuro la tesorería en base a los ingresos y gastos que se puedan preveer y de manera aproximada para saber como estará la empresa en un momento determinado y así poder tomar mejores decisiones.
4 votes -
Packing List
Packing needs more custom fields like
Net Weight
Gross Weight
Box Dimensions
all in item level and in total1 vote -
Allow Cancellation of Non received items from partially received purchase order
Some times we need to cancel some of the items from purchase order but zoho do not allow it for partially received purchase order.
Please allow to cancel the items from purchase order which are not yet been received from a partially received purchase order
3 votes -
line item
Allow line item specification for partially paid invoices. For example if my customer pays for 1 of 10 items on my invoice, I should be able to specify what specific item they've paid for so I know what to remind them about during collections.
10 votes -
please develop a software for a pos, retail sales as the features would be great for the same.
if you would add a retailer's sales it would be realistic to use all the besides feature packed software like reports and accountants features
7 votes -
set up reminder with 'certain interval' after due dates of Invocies, it'll help reminders keep repeating with punching them/scheduling them
Please set up reminder with 'certain interval' option after due dates of Invocies, it'll help reminders keep repeating with punching them/scheduling them manually each time unless payment is recorded/ receipted.
4 votes -
making a word "bold" in estimation
making a word "bold" in estimation even for this they said their is no option
4 votes -
Allow for multiple currencies with Authorize.net integration
Currently Authorize.net integration only allows for 1 currency, however we accept two with our account. Both USD and CAD.
We cant attach both to Zoho Books, as it only allows us to select one. Please allow for either Multiple Currencies or Multiple Integrations with Authorize.net.
7 votes -
MAKE A PAYMENT VIA ZOHO DIRECT PLEASE !!!
Why cant ZOHO make the Payment directly via the System ?
2 votes -
pie chart on dashboard
I would like the ability to see an itemized breakdown of 'others' in the dashboard pie chart when I click that category.
2 votes -
Customer & Vendor Booth and We cant View SOA , in Statement of Account (All In One SOA ) .
kindly we inform that ,if we have one Company as Customer & Vendor Booth and We cant View SOA , in Statement of Account (All In One SOA ) .
If we working with a company as both Vendor and customer type , it could be useful if we can see statement of vendor and customer in one statement if there are linked
4 votes -
'Issue Debit Note' option
When purchased goods is damaged/not as per sample we should return the goods to vendor. In this time we should issue them a Debit Note for getting us a credit note & for their transportation of returned goods.
6 votes
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