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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6170 results found
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Save and New Option for Bills
It would be more efficient when bulk entering bills to have a "Save & New" option. Instead of having to save each bill and then click on create a new bill you could simply click "save and new" and a new bill screen would automatically load.
1 vote -
Add "search by" or "group by" customer to the Sales by Item report customisation
It seems many people, understandably, would like to see item/inventory sales by customer by date in reporting. Reporting via number of invoices is definitely the long way around and I would say largely pointless. It's not standard in CRM or inventory, but it seems a simple thing as the data is there! The "group by" addition to the account transactions did a similar thing with the data and made us all happy!
3 votes -
Set up the nominal account in the Customers/Vendors settings
Default Nominal Account in Vendors/Customer
3 votes -
1 vote
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VAT on task items on invoice
Currently on Zoho if you invoice for a project with itemised items you have to go through every item and change the dropdown to include VAT, this can be annoying when you have 20+ itemised items on the invoice, if you're VAT registered in the UK you charge VAT on eveything, there are only a few items that are VAT exempt, so it would make more sense for the default to be VAT charged and the drop down to be VAT exempt.
4 votes -
Manual Entry Upload documents to support the entry as a refferance
It would help to reduce printing to have a supporting document along with the entry.
If u can upload documents to my entry i will no longer need to print that entry.
3 votes -
Add third party payment collection agency option
in INDIA there is one category who collect payment from your customer and gives you weekly or monthly payout
please add "payment collection agency" in Banking Tab
1 vote -
CRM/Books Integration -
We lose a ton of options because we choose to use Books. Here is a list of what we lose by using books. It doesn't seem smart to penalize your customers when they choose to add more of your services.
1 - No Docusign in Books
2 - The HTML options are limited when creating a custom estimate template.
3 - Terms & Conditions has a word count max.
4 - Not able to manually approve an estimate in CRM1 vote -
Vendor payment notification
Why can't we have an email option after making a vendor payment to notify their accounts dept ?
At present it's necessary to print or download pdf & then go to your email app & send from there!
This doesn't make sense as we can email all other documents ??
OR - am I missing something?17 votes -
Give options for fonts on cheques (checks)
I would like to change the font on a cheque PDF. Right now it is using a serif font and our cheques are sans serif. It would be nice to be able to modify this and some other formatting for cheques.
6 votes -
Block entry in ledger for user
I want to block user to entry in a sub account. Like Under Cash in hand I will create 3 sub account. Like Cash 1, Cash 2, Cash 3. I want a way to block user 1 to entry in Cash 2 and Cash 3 so that he can only use cash 1.
1 vote -
Ability to set default view for my reports to THIS YEAR instead of THIS MONTH
It's frustrating to have to toggle up to report view and change to THIS YEAR instead of THIS MONTH all the time
1 vote -
Please provide the ability to sync the new Attention field from Books to CRM
Love the newly added ATTENTION field for Contacts in Zoho Books, but even though I've created a custom field called ATTENTION in Zoho CRM so that I can associate the fields for my sync, Zoho will not provide me the option in the integration interface to associate the ATTENTION field at all.
1 vote -
sub contacts
PLEASE, PLEASE add sub contacts!!! This is the one thing that really sets you apart from Quickbooks. It is a necessity when your work is in the service industry and you have multiple locations through one company. Even unlimited shipping addresses would help. We work with management companies that can have a hundred locations. This would put your software ahead of Quickbooks!
1 vote -
1 vote
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Hi, when mapping invoices or expensive with bank, you need to add start date and start amount when filtering. Can you add (or ignore) start
Hi,
chapter mapping invoices or expensive with bank. To find or filter, you need to add a start date and start amount. Can you add (or ignore) start date (first not jet mapped date of invoice or expensive) and start amount (1).
This is a very simple function to add (probably), but save 2 clics at every filter needed
Rob3 votes -
Data Entry and Onboarding Zoho Books
Would be great to have services from registered Data Entry specialists who can ease the onboarding process of Zoho Books for Small Businesses.
3 votes -
make a provision of importing three different price list for each product - cost price, manager selling price & sales person selling price
Requesting a provision of importing three different price list for each product - cost price, manager selling price & sales person selling price
This will help us to control our Sales team who can't quote or invoice low prices without manager's approval.
Price Authorization while invoice and making estimates - Min. price level for Sales Team ... beyond which they are not allowed to sell or quote their customers
5 votes -
A legal format would appreciate very much 8 1/2 x 14 for estimates and invoices.
A legal format would appreciate very much 8 1/2 x 14 for estimates and invoices.
1 vote -
In Invoice for every single item detail their should be discount% box
Hello,
In Invoice for every single item detail their should be discount% box like you have give in bottom for all product which is very good, but if you add this feature your invoice will be BEST ONLINE ACCOUNTING SOFTWARE.3 votes
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