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
-
Reoccurring Invoices
When I'm in a reoccurring invoice and I choose to create an invoice, why won't it keep the shipping address I used in the reoccurring invoice? Instead it will revert back to the address that is at the top of the list of shipping addresses. If I don't pay attention and switch it, I may bill for the wrong property. The address chosen on the reoccurring invoice should automatically stay the same when you chose to create an invoice.
0 votes -
Restraining predated transactions entry on users
It is important to restrain user from entering predated transactions based on their roles. (Similar to ability to restrain them on modules like create, edit and delete, ability for restraining predated transaction must also be included). Tally has this and it an important feature while accessed by multiple users.
1 vote -
how to prepare statement to each and every customer
please reply
1 vote -
Marginal VAT
Marginal VAT invoice is required for those business who are in used car business and Government of UAE have option to do marginal Vat by law, so therefore your ZOHO books is not dealing in this type of invoice
1 vote -
VAT - allow to current liability accounts
When processing bills to a current liability account you cannot process VAT on the entry. Please enable us to do this!
1 vote -
chart of accounts
Can we have an option to make a sub account of a sub account please?
1 vote -
Inventory adjustment - allow to adjust quantity with no value change
Can we please have the option to adjust a quantity in inventory - without a value change?
1 vote -
Inventory adjustment - option to adjust multiple items at the same time
When using item adjustment in inventory - can we please have the option to adjust multiple items at the same time? Per item is the only option available
1 vote -
Auto generate Purchase Order after creating Sales Order for made-to-order products
For made-to-order products, there is no options to create workflow that allows automatic generation of PO from Sales Order
1 vote -
Would like have option to omit details of paid invoices and payment received in client statement
Would like have option to omit details of paid invoices and payment received while generating client statement .... In fact this is very comman feature and i have seen many other clients has already raised this request ... your quick action will be appreciated
3 votes -
1 vote
-
Retail-standard template- payment modes
Can you please add Payment mode options in Retail-standard template like - balance due & partially payment details on invoice like Zoho's any another template.
1 vote -
It would be great if reporting tags could be associated with any transaction in the subledger
The reporting tags are very powerful in itself, but the implementation is still quite restricted. It would be great if we could associate reporting tags with entities (i.e. customers, vendors, employees, products, purchase orders, sales orders, estimates, and projects). All transactions will get stamped with the reporting tag. A hierarchy of defaults and overrides is followed: if there is a customer reporting tag for location, but this is not present in the product, the sales order line transaction of the product gets tagged with the customer location. But if the customer has a tag x, and the product tag y,…
8 votes -
Have an option to turn off Email alerts for auto-creating of draft recurring invoices.
We have several recurring invoices that we send out, most need adjusting prior to sending. We have them setup to create a draft when the recurrence is triggered and that works fine. However, Zoho sends an email alert to our accounting email for each of these invoices. It would be great to opt out of that alert so we don't get hundreds of notices emailed to us.
1 vote -
custom field
Please dont make custom field data type compulsion, as many things are there which contains both number alphabets and percentage.
1 vote -
I need the add tax to amount feature that is present in 'lite' template in other templates too
need the add tax to amount feature that is present in 'lite' template in other templates too... It is not available in all templates.
2 votes -
Custom View Criteria - "IS NOT"
When setting up custom view I would like there to be an option for is not in the criteria.
EX: When Status IS NOT Shipped
3 votes -
make seperate tabs for different financial years so that it will become easy to get the information handy
make seperate tabs for different financial years so that it will become easy to get the information handy
3 votes -
Print expenses in bulk, by selecting expenses need to be print.
Easily print all expenses required by just selecting and all are printed without opening one by one.
1 vote -
Add a Button for Text Amount Due
I would see a text option for sending amount due besides the email option. Maybe this could develop into even more in-app texting records and capabilities Mass texting, Community environment and so on.
1 vote
- Don't see your idea?