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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6185 results found
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1 vote
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add tags option to bank/cc import categorization window
It takes twice as long as it should to enter in tags to imported transactions from banks and credit cards. As it stands, you have to categorize the expenses/income and then save it and then go back and find it again and then click edit in order to add a tag. It's a serious PIA. It would be such an easy thing to add the tag field to the initial window when categorizing bank and cc transactions. Right now tags is the only feature that stands out with Zoho over other providers, but it's clunky. I really hope you guys…
6 votes -
Have option to add multiple sales reps to an invoice with different percentage of sales credit
We have invoices where I need to add multiple sales people to the invoice with different percentages of the sale credit to each. Right now I have to create a separate spreadsheet to keep track of sales because I can only add one sales rep for invoice.
6 votes -
Please add the Sales Order field "due date" to packing slip fields. No way to relay this information to the warehouse other than in a note
The due date is critical information for the warehouse to know so they can ship on time. Can this be added to the available fields on the packing slip?
1 vote -
1 vote
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Partial Payment Due Dates
If I make an invoice and choose allow partial payment, I should be able to either choose an amount to be due or specific percentage to be due, by a certain time chosen. This way the invoice is not stuck in "Overdue"
9 votes -
1 vote
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Allow the same choice of custom fields in all Books Templates
Books should allow the same selection for custom fields in all documents. I.e. Allow for a salesperson field in the Credit Note just like the Invoice template
3 votes -
Chart of accounts - we NEED capability to number GL accounts. This seems to be so basic requirement for any accounting system
There is nothing more to describe. Capability to number GL accounts is a basic principle to good chart of accounts. If I have 100+ or more accounts, finding one is becoming a chore and might become a nightmare... I am here on a trial basis now, but it looks like I need to look for something different. Good luck - might come back when account numbering is available. Cheers :)
3 votes -
Account overview screen needs to show link to recurring invoices/subscriptions
From Contact Overview/Summary screen need to see a) recurring invoices/subscriptions in existence and B) link to list of recurring invoice
1 vote -
Snail mail retainer invoice
To be able to send Retainer Invoice via Snail mail - Our client only accepts paper invoices to their accounting department - so I have to mail each invoice. It is very handy to have snail mail - please make it possible to send a Retainer Invoice via Snail Mail. Thanks
0 votes -
banking integration for Yes Bank Retail
Yes Bank Retail Net Banking not integrating, only yes Bank corporate netbanking is working, Kindly add a feature
1 vote -
STOCK TRANSFERS
STOCK TRANSFERS 2 OR MORE GODOWNS
1 vote -
QTY WISE RATE CHANGE
MANY TIMES - RATES OF AN ITEM DEPEND ON QTY SOLD OR PURCHASED.
Like 1 to 1000 leaflets will cost Rs. 5 per pc
1001 to 5000 leaflets will cost Rs. 4 per pc
5000 to 10000 leaflets will cost Rs. 3 per pc.Add this feature to ZOHO. There should be a tab in settings with allows you to switch on QTY WISE RATE FOR ITEMS
3 votes -
Add a Report "Estimates per User"
Reports Estimates per User
1 vote -
Add a payment gateway in books app to take credit card payments on pending invoices
we keep getting duplicate sales when we take credit card payment in store which is attached to an invoice.
1 vote -
retainer payment will be added to the from estimate generated invoice
the nice retainer invoice works nicely - but if you generate the main invoice the retainer payment shows up in the page after you made the invoce instead of before in the editor. Also if you generate a retainer it should remind you that you didn't generate the main invoice..
1 vote -
Format currency sign positions according to locale settings
In many cases currency sign/code goes before the number, like $123, €321 etc. But sometimes, like in Sweden, the currency code goes after the number like 123 SEK.
Can't find any way to change it from SEK123, which looks unprofessional.
1 vote -
'Timesheets' should be changed to 'Projects'
The main area navigation selectors within Zoho Books include an option called "Timesheets" below "Accountant" and above "Reports". This option should be renamed to "Projects" as it is more than just timesheets. Hierarchically (within Books), it is Projects first, then it is timesheets, expenses, etc. Having to click on "Timesheets" to get to the "Projects" area is weird and confusing. Small change, but would make the UI make a lot more sense.
6 votes -
PayUMoney
PayUMoney is a fairly use payment gateway since, there are no setup costs. I would like to request an integration with PayUMoney Payment Gatweay so that my customers would have a way to pay via., the gateway.
1 vote
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