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
-
Categorize customers by color tag in contacts section
In order to assign customers to different salesman for calculating commission purposes after invoice has been paid.
3 votes -
P&L by month and account matrix report
Account J F M A M J J A S O N D
Account 2015 2016 2017 2017 ....
1 vote -
Items - Estimates History
In every item page there are tabs of Overview, Purchases and History. It is very important to include Estimates to know how much items where quoted in the past and to whom. It will help for Price Reports.Thanks.
1 vote -
JOB workers inventory
i receive raw materials, machine it to finish component and send it back to the parent company. what i want is to enter the data of the received components.
1 vote -
Document List, for examples Expense, to be displayed with serial number, which can be an automated number field for all documents.
Document List, for examples Expense, to be displayed with serial number, which can be an automated number field for all documents.
1 vote -
I would like a simple way of logging my incoming assignments in Zoho Books so I know what work I have on and what I need to invoice.
I am a translator and need a way of simply keeping track of the work projects I have on. The project function is too complicated. It does not allow me to order the projects by date for a start. It also doesn't allow me to delete the projects if there are connected invoices. I just want a simple way of entering project information in a list form.
Date
Client
PO number
Word count (for me)
Deadline2 votes -
Expenses import should trigger to automatically update the exchange rate during import
When you import expenses, the system should trigger to automatically update the exchange rate for that expense claim date (like it does when you manually capture it directly on Zoho).
3 votes -
Make an export format for Sage would be great. In europe Sage is well used by accountants.
Make an export format for Sage would be great. In europe Sage is well used by accountants.
1 vote -
Add PaymentWall as an online payment gateway. PaymentWall offers amazing alternatives to normal credit cards
Add PaymentWall as an online payment gateway. PaymentWall is a leader in this field and offers amazing alternatives to standard credit cards. For example it has a unique network of prepaid cards, allowing clients to uniquely protect privacy and make payments. This is a must for Zoho to become a leader in this space, to empower it's clients to be at the forefront, not lagging in payment methods. This also covers many, if not all, of the payment methods other users have recommended below. Thanks! See Paymentwall's list of payment methods here: https://www.paymentwall.com/payment-methods.
3 votes -
Retail Invoice
Please add Retail Invoice as main Module under Sales and need to give separate template option
1 vote -
thamu
periyasiruvattur
1 vote -
BUG: Use discounted total to generate sales tax line on invoices and estimates
Somebody fix this, please! The current calculation process makes absolutely no sense. Although it doesn't affect the final total owed by the customer, It is misleading, potentially problemsome, and definitely annoying. I'm constantly explaining the issue to observant customers. Plus, it forces me to manually calculate the sales tax paid on every taxable sale--a tedious task that my invoice program should be doing for me.
BAD (current method):
Sub Total: $100.00
Sales Tax (5%): $5.00
Discount (50%): -$50.00
Total: $52.50
Revenue: $52.50 - $5.00 = $47.50GOOD (proper method):
Sub Total: $100.00
Discount (50%): -$50.00
Sales Tax (5%): $2.50
Total:…3 votes -
Integration of Mobile numbers
Wanted it to work well with Mobile Text like it is integrated to Email. It will make it more beautiful & handy for SME's.
3 votes -
1 vote
-
PRO FORMA
Pro Forma invoices allow you to ship stock without a taxable invoice, but still treating it as a transaction with an agreed value of items - usually to be billed when the receiver sells it onward. This allows effective asset and stock tracking. Please add pro forma under Invoices options
1 vote -
Sales by item report should show Tax amount.
The current item wise report does not show tax amount separately. The problem here is item wise report is not matching with daily deposits(which are inclusive of tax).
1 vote -
all data or say site data must be in bold character for easy viewing
all data or say site data must be in bold character for easy viewing
all fonts are very thin to view pls make it large and bold1 vote -
Please put an option to add Project to the invoice
Please put an option to add Project name to the invoice currently there is no option but on the estimate there is the option, we need something on the invoice too.
1 vote -
hide invoices
Allow to flag an invoice that has to be hidden from other users
3 votes -
1 vote
- Don't see your idea?