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
6409 results found
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Multi selcetion of Reporting tags in single entry or expenses head
There should be a facility of selection of reporting tags more than one in single expneses head while booking expneses or bill.
1 vote -
1 vote
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PLEASE PROVIDE , OPTIONS IN RECIVABLE , REPORT OUT STANDING BY EACH SALES MAN
Kindly provide Reports based on recivable by sales person
for this add fiels in Contacts for fixing sales person fiex and so their is no need to select the sales person at every time of billing .Thanks
3 votes -
Job Sheet for computer repair/ service works
Job Sheet for computer repair/ service works which includes at least the following details in a standard format.
Job Card no:
Date:
Customer Details:
Product Details:
Fault Description:
Accessories:
Comments:
Estimated Delivery :
Estimate amount:
Work assigned to:
etc.1 vote -
Renaming sidebar tab headings to user's requirements
Hello Zoho support, I am currently using Zoho Books, Zoho People and Zoho calendar for a client which belongs to Dental Health Care, and names of the finances such as estimates are named as Treatment Plans, while contacts are named as patients, and Items are named as Services.
It is my uttermost and sincerest request that please allow a feature to rename the sidebar tab headings according to my wish so that customers are satisfied. If not the feature, please rename these three things for me, that would be the bigger honor from your side.
1 vote -
Quantity as 1 without decimals when creating an bill
When i have to create a bill in my phone or in the PC, I make errors because i have to delete all the four digits and then write the real quantity that my customers want. (im not talking about price, i talk about the amount of items my customers want)
4 votes -
In tally curret year earnings is automatically distributed to partners at the year end
In tally profit is automatically distributed at the year end , however that is not the case in zoho so we have to pass manual journal. In this case if we take out PNL the earnings shows as zero in both pnl and balance sheet as on 31st march.
1 vote -
search unmatched bills and expenses
in the bills and expenses sections i would love to be able to filter by what has been "matched" in the banking section. we were using rules in the banking section and then we were also entering receipts so we have double ups, 1 entered, 1 auto created by rules
maybe as a "status" option
1 vote -
1 vote
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Invoice Exports/Imports need to include contacts
When Exporting & Importing Invoices, the contacts associated with the invoice are not exported.
If we export Draft invoices and import them back in, ALL contacts get ticked. Which is not what we want. We only want the ones that were ticked on the original Draft.
So currently it has to be done manually one by one. This doesn't scale for large businesses where we are sending 200 plus invoices off in one day.
For this reason we will need to switch to a different invoicing system.1 vote -
Automated Payment to Vendors via ACH based on due date for both regular and recurring bills
Hello, I have several vendors that I pay via ACH/Forte integration. I would like the ability to have Zoho trigger the ACH payment automatically on the due date - saving me the step of having to push through the ACH payment manually each time. This option should work for recurring bills as well - once the bill is generated it should automatically send payment to the vendor via ACH.
3 votes -
Combine Paypal Payment & GST Credit Card entries to one transaction
With Australia now demanding that all online services collect GST Paypal have decided to add an additional transaction to collect GST
i.e. Credit Card statement shows Charge from Vendor ex GST = $20.00
Paypal charges an additional amount in a separate transaction = $2.00How to best enter this so that the GST charged is attributed to the correct BAS account & the Card Statement can be reconciled?
4 votes -
Auto filter possible matches
Automatically filter possible matches that occur before the transaction date you are currently viewing. For instance, if I am trying to match a transaction from 9/28/2018 all transactions prior to that date should be filtered out and not visible.
There is already a filter that limits based on transaction amount. Seems like an easy addition.
3 votes -
1 vote
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have item description in inventory summary along with item name(number)
have item description in inventory summary along with item name(number)
1 vote -
Paid Invoices GREEN Indicator
I would like to see the INVOICED Blue circle in the Sales Order module turn GREEN when it is PAID. Right now when you combine Zoho Books and Zoho inventory, you have a VERY handy workflow indicator "invoiced" "packed" "shipped"
When an order goes from shipped to delivered, the blue circle goes from Blue to Green.
BUT when an order goes from Invoiced to Paid the circle is still BLUE.
ALSO then the order goes from Packed to Shipped, the circle is still BLUEI have over 200 sales orders, and I have to click on every one to see…
1 vote -
State Field
When changing addresses in Zoho US the state field has moved. The standard format for addresses should be followed. Also for US addresses there is no comma between state and zip code. We do not have a comma in our format and yet because of Zoho coding a comma appears. It makes us look unprofessional.
Contact Name
Street Address
Street Address optional line
City, State Zip CodeZoho
123 Main St
New York, NY 000001 vote -
Payzapp option
We wanted a Payzapp option in the Payments tab along with the additional charges (of the Bank).
1 vote -
Imporve the Project Section on the Mobile App
The import task feature seems to be the only thing missing from the project section on the mobile version.
4 votes -
search functionality should be able to search a string from the name of the product while adding in either "estimates" or "Invoices"
I have a large number of products which i generally tend to forget the exact name that i have given into the system but remember part of it, when i am trying to add such item by typing the string that i remember the product/item does not populate in the drop-down. would greatly appreciate if you can fix this issue at the earliest
1 vote
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