Zoho Books
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6165 results found
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Edit the next invoice in a recurring invoice
We need the ability to update the NEXT recurring invoice in a series.
We only bill clients once a month, but sometimes we need to update the next month's recurring invoice to reflect a different charge than normal due to extra work being done that month that didn't reflect in the retainer.
How can we handle this? It looks like trying to edit a recurring invoice (even when clicking on the "Next Invoice" tab doesn't allow us to actually update the next invoice - only the entire series.
4 votes -
mark cancelled items in the Sales Order PDF
Items that are cancelled from a Sales Order are still visible in the PDF. I would like to see some text alongside the item in the PDF that says 'cancelled'.
This could be implemented by have a toggle switch in the template to indicated whether the user wants to see this or not.2 votes -
Invoice to Delivery Challan
In the manufacturing Industry we need to submit delivery challan against invoices.Currently, we have to create a new challan and copy down the details from the invoice which is a tedious process. The user should be able to convert an invoice into a challan. There is a feature available to convert a challan to invoice but we actually need the reverse.
4 votes -
heading in estimation
in your software i dont have a option to give heading in estimation
4 votes -
Fix sorting by Journal number.
It's not digit sensitive, so 9 is treated as greater than 26 for example. Makes it difficult to see the most recent journals .
7 votes -
Better Search Bar Required
Search Bar, only searches contacts (except on items page). Search Bar should search everything entered in our books, i.e. contacts, emails, items, expenses, incomes, etc.
21 votes -
Make changing addresses easier in purchase orders....
Make changing addresses easier in purchase orders.... badly needed. Quickly needed. Make it so that it works, like in estimates, sales orders, and invoices.
6 votes -
Account type change for accounts ledgers having transactions
Account type change for accounts ledgers having transactions should be enabled as it's not available once any transaction done in it.
If account created in wrong head, it will reflect at wrong places in P&L and balance sheet which is not desirable. And such mistakes can happen from new users of zoho books
4 votes -
Can't enter quantities in fraction for batch tracked stock item
Can't enter quantities in fraction for batch tracked stock item
3 votes -
Reset Auto Invoice Numbering
At the beginning of FY invoice numbering counter needs to be reset
eg. FY 17-18 the last invoice generated is 325.
Now from 1-APR-18 the counter needs to be reset to 001.3 votes -
we want some changes in billing format
bills should display basic amount with subtraction of gst amount and then it should display the final amount.
ex . if 200000 is the cost for a product with a 12 % gst include.
then billing format will be like
sr product quan unit rate cgst sgst total
1 mc 740 1 178571.43 10714.285 10714.285 2000003 votes -
Bulk uploading of item images
be able to upload and assign images in bulk, specially if uploading items through the Excel sheet provided by Zoho.
5 votes -
Have the option to share items between different organizations under the same account
Have the option to share items between different organizations under the same account. This avoid the need to do duplicate work if both organizations provide the same items.
4 votes -
We do not have an option of having the item custom field on the invoice while importing. We have taken a note of your requirement.
While importing the invoice we do not have the option of mapping custom fields created by the user on the invoice.
Even though the custom filed is created under preference>items , its not available while mapping the fields for an invoice.
This is a must have.
7 votes -
Reports should be displayed in table / columns with total.
Currently, if one selects multiple months / tags for a report say P&L, the report data is displayed as just one column i.e. total.
All such reports should be displayed as a table i.e. a period report for Apr-Mar should be presented as a table of Total-Apr-May-......-Feb-Mar.
Similarly for tags, the report for multiple tags should be Total-Tag1-Tag2-Tag-3.....
The work around is very inefficient and time consuming, to generate separate report for each month/tag and export it to excel.
A simple modification to report module would be highly appreciated.
31 votes -
Add a billing method of "Per Item" in the Project and a number of items. You could do 10 items within the project at $100 ea.
Add a billing method of "Per Item" in the Project and a number of items. You could do 10 items within the project at $100 ea
4 votes -
Add SEPA and SOFORT payment gateway to Stripe
Hello,
right now only the credit card is possible via the Zoho Books Stripe gateway. It will be very helpful to offer also SEPA and SOFORT in the future.
So i hope a lot of people like the idea to vote this forward.
Thank you very much.
Best Regards, Markus39 votes -
Add a feature to show an actual bank register balance and the ability to make entries directly into that register.
I need to see an actual check register for each bank account we have to keep track of what has been actually entered so I can compare it with the statement I get from the bank.
8 votes -
4 votes
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Automatically match transfers between bank accounts
If the amounts and the dates match, and there's no other candidates that match that closely, then automatically identify transfers between bank accounts (and Stripe clearing). It's ridiculous the amount of manual work is required to match up transfers that should be detected automatically. And any where there's multiple possible matches, just give us a list of "Possible matches" and let us quickly identify which ones are correct. Other accounting software does this. Zoho Books should too.
9 votes
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