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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6409 results found
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loading advice
sir,we are doing distribution of edible oil,after billing to various customers nearly 20 deliveries of various items we need a consolidated loading advice of iteams for vehicle because we cannot calculate manually what are the items to be loaded.
1 vote -
Contact related transactions
In the iOs app, it's currently not possible to search for contacts and see all related transactions (quotes, sales orders, invoices etc.)...! Please make this possible as soon as possible, what's the point of having a mobile app if this kind of checks can't be done?
2 votes -
Please add a feature to add a timestamp when a time sheet was entered.
It would be extremely helpful if there was a way to view when a timesheet was entered into the system. A timestamp exists when an invoice and/or bill is created in Zoho. Please add this feature to timesheets. Thank you.
1 vote -
workflow print
Need the ability to print the workflow on a document approval.
1 vote -
Add the option to include/exclude tax payments on expense and profit/loss reports and dashboards
Add the ability to include Tax Payable as part of any Expense report or dash.
Currently, on the Income and Expense dash and on Your Top Expenses, tax paid is not reflected. As this is one of the biggest expenses, leaving it out skews the figures shown, creating a false impression of profit where there is none. The option should be given to include or exclude these transactions. "Total Expenses" should include tax payments, otherwise, by definition, it is not total expenses.The same is true for Profit/Loss reports. Currently , the profit/loss reports report an artificial profit that does…
3 votes -
Better Support for Retainer Invoices
Retainer invoices seem to be treated as an "orphan". It's not included in sales reports, and it's not supported on your mobile applications. Like many professional service organizations, I do most work on a retainer. But then, it's not included in my sales reports. And there's no separate report for retainer invoices. Even the Cateogry field for creating this Idea doesn't include "Retainer Invoices".
4 votes -
For upload Inventory into different branches
Sir I had created different branches (Reporting Tags) in Zoho but I want to upload (Import) opening stock into different branch plz help.
1 vote -
ability to be able to see and sort on tags in the app
i would like to be able to see and search tags that have been added to an account, through the books app
1 vote -
View all items in a price list without needing to download the list even when you have more than 500items
View all items in a price list without needing to download the list even when you have more than 500 items
1 vote -
Multiple Warehouse Inventory Export Excel
When you have multiple warehouses (or like a van for installations with a stock) be able to export this inventory list into excel instead since you can only export a pdf atm while the "global" inventory is pdf excel and csv
But I want to pull seperate lists I can filter the columns for to hand down for checking/counting1 vote -
Discount Options and auto filled discount rates per line item
- At present the below options are global setting across estimates, Sales Orders, Purchase Orders, etc., instead please provide these options at sales order, invoice , purchase order creation level. In Settings -> Preferences -> General -> Do you give discounts?
- I don't give discounts
- At individual item level
At invoice level
Price lists are helping to provide custom rates to the special category customers but invoice is not showing actual price and discounted price separately, it is very much essential for retail invoices. Please provide this feature as a standard or help us with custom code or field.
OR
Please…
1 vote -
Need a Vendor List View that contains all addresses available for this vendor
Need a Contact List View that contains all addresses available for this vendor on screen so that the appropriate contact can be selected.
1 vote -
Requesting to add "Deals Pipe line" in Zoho Books too
if we get a small version of deals pipeline in Zoho books under sales module then its very grateful for us and it will be very easy to follow up our deals . we know deals pipeline is the part of CRM but if its available here too then that will be very very helpful for us
1 vote -
allow email notifications for the document inbox
if documents are sent to the document inbox, allow emails notifications to selected users so they know there are transactions to be processed
1 vote -
Associate users with Vendors
I would like to be able to define for a user that they can only process purchase transactions for certain vendors. I would like our back-office team to process purchases for office supplies, but not to be able to see orders for external consultants and other large purchases. Currently, it is possible to define this for client and sales in Zoho, but not for vendors.
1 vote -
Add Item Grouping
1) The ability to create sub-items so that I can have item groupings 2) The ability to sort the item page by user created fields such as grouping, etc.
1 vote -
Business Card Scanner to create vendor or customer from Mobile app
if possible please add a feature to scan business cards so we can create vendor or customers very easily by scanning business cards. Already lots of apps available in Play store like SnapBiz-Card so that's concept here we can use to create vendors or customers instantly
1 vote -
add my bank "Floridian Community Bank"
add "Floridian Community Bank" to banks for reconciliation
1 vote -
It would be very helpful if the estimate, sales order and Invoice modules worked in the zoho CRM mobile app thank you
t would be very helpful if the estimate, sales order and Invoice modules worked in the zoho CRM mobile app thank you
1 vote -
Record of Excess payment
It will be easier to be able to record an excess payment from a client at the same time you record the payment itself. (A window should pop-up to record the overpayment or something similar).
1 vote
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