Zoho Books
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- 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
-
Custom dates range and sort options when viewing timesheets
I would like to view custom dates in list mode for timesheets. And sort. Also exporting columns that are filtered reports.
1 vote -
Option to enter Journal Entries in a Zoho Sheets format instead of the default interface
Option to enter Journal Entries in a Zoho Sheets format instead of the default interface - this will be very useful for accountants.
3 votes -
show zoho book account and my status of my recent bank account
show all recent transaction in my bank account and zoho book account.
1 vote -
Add a toggle switch on the dashboard to hide sensitive information when necessary.
A nice feature would be to be able to quickly blur the dashboard to hide sensitive information when someone enters the office.
1 vote -
hi!i am new member.
Hi,. We have raised a site request for Punjab National Bank Corporate Login. We will update you once the full site gets developed and when ...
1 vote -
Integrate Zoho Book & Zoho Creator customers portal
Integrate the client portal of Zoho Books & the Customer portal of Zoho Creator. It'd give to the customer ONLY ONE platform to manage everything.
1 vote -
Ability to enter start date and end date by task
We want custom field for each task . It is not possible to define total cost per task. Per task bill is based on time spent. Provision is required for lump sum per task
1 vote -
Work Order
I would like to be able to create a Work Order from the Sales Order without taking items away from the Sales Order.
A Work Order is what I issue to the employees who will perform the work in the field. I need items and quantities to come from the Sales Order and not show the monetary value.
3 votes -
allow payments to be made through crm integration without giving books access
with the CRM integration you can create an estimate, invoice etc...so i have a customer in front of me...I can create there invoice, print it etc...but no way to record a payment to give the customer a paid invoice...would need to go into books to record it...should be a way to also record payment right away
3 votes -
The ability to add time activity to a client and not have to add a project profile.
When logging in time I am forced to create a project, I think it would be easier to just add a client and make it billable to a project.
1 vote -
billable expenses to be listed also with product during invoice creation
When you choose to add the expenses to the invoice you can select and add only the expenses you want to associate with that invoice, but only defined by details, they could be of a number of mixed projects for that client, so impossible to say if you are adding the right ones. There is a project link too, but for me it only works if ALL the expenses within a the project are unbilled. If some expenses are left over from a project, they are listed together. Some more detail would be so useful to have so the selection…
1 vote -
Would like to be able to select MULTIPLE expenses from the expense section and invoice them at the same time
Once you filter the expenses that are outstanding to be billed for a customer or project you can invoice them one at the time (which is no good). There is no option from this few to add outstanding ones. It would be great if one could select them and add them all in an invoice.
1 vote -
Need to link customer and vendor contact transactions
I have a few contacts that we need as both a customer and a vendor and I need to access transactions both to reconcile a transaction in checking account. But because its a debit in checking it will only let me access vendor info, not the info in customer payment as well.
1 vote -
Allow 5 or 6 zero after the decimal point in exchange rate
The exchange rates allows 4 zeros after the decimal point. But I need 5 zeros after the decimal point,
Currently Zoho Books support 0.00005 but not 0.0000050 votes -
1 vote
-
vat report
In zoho books vat tax is not cover as VAT Tax applicable in Petrol/Diesel
1 vote -
Filter unnecessary contacts out of Zoho Books
Need a way to filter contacts that have no sales, no emails, no statements, etc. I have many contacts in my Zoho Books account that have synced over from Zoho CRM but are not actually clients or vendors so they do not need to be in Zoho Books. I'd like to find a simple way to filter-out those contacts that do not need to be in Zoho Books so I can delete them. Can you help me filter those contacts out? Even a list view or report would be helpful but ideally, I'd love to have the ability to list…
1 vote -
Items Per Page in Inventory Summary
Reports > Inventory Summary
Only 50 Items per page is seen.Pls provide dropdown box to choose the no of tiems to be dispalyed per page. Ideally the options should be 100, 200, ALL
0 votes -
1 vote
-
Financial Statements sorted by Account Codes. This is standard financial reporting but is not available online.
Offer a way to customize the online view for basic financials..PNL and Bal Sheet by account code. Basic financial reporting for companies with numbered general ledger accounts..
1 vote
- Don't see your idea?