Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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6725 results found
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Be able to save Terms & Conditions in different templates
So you can select a diferent template in each invoice, depending of the products you are billing, including a diffent "Terms & Conditions"
11 votes -
Allow the assignment of tax rates to different expense and payable accounts
When setting up tax rates, these are accounted for in the Sales Tax Expense Account and Tax Payable Account. We need to be able to account tax rates in different accounts in order to track the correct tax payable for each type of tax. For jurisdictions with different tax types, this is essential.
7 votes -
status
Archive Estimates or create custom status that can be applied. Also custom views. I need to be able to archive estimates that have been converted to sales orders and then invoiced.
3 votes -
GST Tax feature for Malaysia
The feature i requested is GST Tax feature for Malaysia.
- Easily manage GST payable/receivable, and produce our GST Form 3 in one-click.58 votes -
discount on purchase order
Hello,
We negociate discount for our order on a daily basis. The base price for the item is always the same, it is just the discount that we get that changes.
Please add a discount box on purchase order, would make life so much easier..
thank you
63 votes -
text customer payment link
I want to be able to text my customer a message with a payment link so they can use their cell phone and make their credit card payment. and view their invoice
5 votes -
We need Zoho Point of Sales
We need Zoho Point of Sales
29 votes -
Allow to enter notes in weekly time log
It only allows project, task, and hours. If I could enter notes right there, too, it would be great.
26 votes -
Should be able to enter a refund receipt in Expenses
Already discussed this on the phone, but just in case.
When a portion of a receipt, which had been entered in Expenses, and linked to a customer as a billable expense, is refunded, the new refund receipt should be entered in Expenses with a negative amount, again linked to the customer. That way, a pool of expense receipts are billed to a customer as an invoice/part of an invoice at a later date, the difference is accounted for, and there is no room for error.
20 votes -
Report customization
I can customize a search screen, but cannot print or export it. Adding all the filters now available for a search to the report dialog will enable searching and printing or exporting crucial reports.
10 votes -
Split out the Amount
In all your views you show the Amount - this is the Amount incl VAT/Tax. Please allow us to either a) adjust the views to split the amount in its component parts without Tac and the tax amount or b) just fix it as it should be like a)
By the way, this shouldn't even be a feature request - this is standard operating procedure for most business
7 votes -
Configured SMTP server for outbound emails
Allow user-defined SMTP server for outbound emails.
25 votes -
Bank Statement Field Mapping
When creating rules for transaction matching the reference number did not pull through when selecting "Use Value from Bank Statement".
Thus the option to MAP the fileds of the statement as in ZOHO would be awesome.
and/or (this was my case)
instead of ONLY use value from bank statement reference and enter manually. Give the option to choose the value.
3 votes -
Print deposit slips
Gather individual checks in undeposited funds account and print deposit slips directly from entered information. Lessens chance of transposition errors.
64 votes -
Bank Deposits
You need a way to group all of the day's deposits into one number in the account, so you can reconcile the deposits against the Bank monthly statement.
80 votes -
Need to distinguish between payment dates and when funds actually cleared.
The date when clients pay and when payments are actually cleared are often a few days apart and sometimes more. Please allow us to input those 2 dates separately. Currently, we cannot, and it is forcing us to go back and change the payment dates to the dates the bank cleared the funds. We don't want that. We would like to keep records of both of those dates for more accurate bookkeeping.
2 votes -
Printing of Vouchers
Generally in accounting packages you can print vouchers. Payment Voucher / Receipt Voucher etc. This also has the signature of the person approving the payment and any second signature for checking, and receiving (if payment). This is then filed physically in the files for audit along with supporting documents. Normally auditors look at physical vouchers.
Right now we will need to print vouchers manually from Excel or use preprinted vouchers. This is an old accounting this but still needed for audit and tax purposes.
72 votes -
set the default ship to as the customer on purchase orders
set the default ship to/deliver to as the customer on purchase orders.
6 votes -
Create users without inviting them
I don't need you to confirm that my company email addresses work.
I do want to confirm that Zoho works before everyone gets an email inviting them to join a system that is not ready for them. I want to set up all of my users and their projects and make sure everything works before I bother them with emails. But for no good reason, you're forcing me to send email invites to their actual email address.
13 votes -
Enable Role where the user can't see transaction done by other users
I want to enable a user to encode expenses, but without them viewing other transactions done by other users.
The same limitations is needed in Invoices and other function.
9 votes
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