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
6729 results found
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Start the financial year on 6 April
The UK tax year is 6 April to the following 5 April, it'd be nice to be able to sync the company financial year to a date that isn't the 1st of the month.
7 votes -
Different tax accounts per tax code
It would nice to define variable tax G/L account per tax code.
43 votes -
Allow the ability to link specific payments to default for accounts
When adding a payment for an invoice allow a payment by cheque to default to undeposited funds instead of petty cash - give the option to select any cash/banking account to be defaulted based on payment type. Same for visa, mc etc.
10 votes -
Please make ability to set common defaults
Would like ability to set common defaults such as
1) Ability to set default country when entering contacts, payment information in credit card fields, etc. We only deal with US customers, for example, and need to keep selecting the country each time.2) Ability to set default account when receiving payments. It appears it defaults to PETTY CASH... which is probably the least used account by everyone in general (unless you're running a cash register or something)
10 votes -
Sales by month report
Report that shows a snapshot of all of the sales per month.
List broken up by fiscal year to show a total for the year.
11 votes -
Allow users to view item prices across all price lists.
Need to see end user pricing, distributor pricing and our cost in the same view. We have over 200 items so have to use the csv export to make simple updates to a price list. This is ripe for errors and is a severe hinderance in Books. CRM does it right, please implement in Books.
19 votes -
allow text boxes on templates
it would be great to be able to input text boxes so that we can customize the appearance of invoice templates to our exact specifications. Right now customization is rather limited.
9 votes -
Batch Invoice a Group of Customers
I'd like to be able to group customers and then be able to batch invoice a group. We have several customers that receive identical invoices and it would be nice to be able to group customers and create an invoice and apply it to all applicable groups of customers.
14 votes -
Allow VAT value in bills to be set as a figure and not just a percentage value
We need to be able to define a value for VAT in bills, or override a value, or even create a VAT item that will be 100% VAT and not just set VAT as a percentage of an item as is the only option currently in books. We import products into the EU and therefore receive VAT duty invoices from our shippers where the majority of the value of the invoice is VAT and the figure varies from invoice to invoice and is not associated with the cost of an item.
26 votes -
Increase the number of decimals for FX conversion rates
We work on an organisation dealing with two currencies: USD and LAK (Lao kip), the base currency being USD.
The USDLAK exchange rate is in the 10,000 order of magnitude, meaning that the LAKUSD rate needs a lot of decimals for all conversions to remain accurate.Example: Current USDLAK = 8,160
A LAK 1,000,000 amount should be booked as USD 122.55
Right now it is being booked at USD 123 because Zoho caps the number of decimals in the exchange rate to 6.
To be safe with LAKUSD we would need at least 8 decimals.My question is: would it…
13 votes -
Zoho Support Integration for Time & Portal
It would be great if the Books customer portal could allow Zoho Support integration to allow customers a one-stop-shop experience. For example when they sign into the portal now they can see invoices, estimates, projects, but how about open support tickets, or the ability to send a new ticket right from the portal. Also would be great if there was an option to capture time in Zoho Support and have that sync over to Books to be invoiced. I'm coming from a competitor's product that had one customer portal and everything was integrated. I love the Zoho suite but sometimes…
7 votes -
item description
When looking at items, it only shows description/ SKU, but not both. Ideally I should have a field chooser, where I can choose which fields I need displayed to make my work easier. Right now I work with SKU, but am unable to see the description together. Please help.
Gagan
18 votes -
Customer can choose which items on estimate they want done.
Make a Check box next to each line item name or near the dollar amount so clients can "choose" which services they want done. especially for construction there can be alot of separate items that are quoted. Then make the total reflect the items they selected. easy. thanks.
34 votes -
change the account type of an account in the account charts
change the account type of an account in the account charts
8 votes -
Multiple delivery address options for customers accounts
Can we have multiple delivery addresses to hold additional delivery address information for our customers. Our bussiness deals with alot of customers with multiple sites and it is frustrating to continusly change the data befre submiting invoices.
10 votesHi Everyone,
We are happy to announce that, “Now you can add multiple addresses to contacts”
With this feature, you can quickly and easily deliver items to multiple addresses.
Kindly have a look at our help document in the link mentioned below.
https://www.zoho.com/books/help/contacts/contact-actions.html#addresses-contacts
Do give a hands on try and if you have further queries feel free to get back to us at support[at]zohobooks[dot]com.
Regards,
Reshma -
Add photo to contracts
It's nice to add photo features to each contract, so contract can be easily maintain
10 votes -
Items - Multi Currency Purchase Rates ?
Hi,
We do International Trading and buy products in multi currencies. However the Items purchase rate is fixed as per company's base currencies and this does not suit us. This results in a false value to our stock and affects all our reporting.
Even if we convert the purchase rate into the base currency, this rate will never be accurate unless it's updated on a daily rate basis. This is not even an option.
Rates in Exchange
Where can we input the rates or exchanges on a daily basis on Zoho?53 votes -
Expense Category in main Bills View
I think it would be a great idea to be able to see the expense category in the main "Bills" view. Same as it is with the main "Expenses" view.
Thanks4 votes -
4 votes
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Tax Summary report needs to be split between Sales and Purchases
The way that the "Tax Summary" report works is that is combines the sales and purchases on each tax code.
This is wrong.
Each Tax code needs to show its sales and purchases (Net & Tax) separately.Shay Rohan
Ireland9 votes
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