Zoho Books
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6408 results found
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Documents should interlink each other
Documents should interlink each other starting from quote generation to payment Historical i.e. quote with ref. no. , revised quote, Sales or Service Order (have to upload soft copy) with dispatch schedule, bill of materials and generation of invoice (Facility for generation of proforma invoice) and after payment receipt with taxation details i.e. clear order process with each document link with other
2 votes -
A5
I prefer printing invoice on A5 paper to save papers.
1 vote -
Inactive Client
If any client do not make payment within specific time period, system should make them inactive so any staff can not accept their new orders.
And, there must a report of Inactive Clients in system so all user can see which clients are inactive and follow up with them for payment.
2 votes -
Complex UOM
Add a complex units of measurement creation, like A case of 60 packets.
it would help in selling sealed cases as one quantity, by not checking how many packets in the case everytime. I have been transferring packets from cases to issue free pieces because of lack of this option.1 vote -
3 votes
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When Creating a Purchase bill , We want to calculate SGST and CGST both on a item rate.
We want to calculate more than one tax category on a item . such as SGST and CGST but it does not opt to select more than one tax category.
3 votes -
Automation- Workflows: Trigger workflow based on specified field being blank
Need ability to trigger a workflow based on specified field being blank.
3 votes -
Reminders for estimates Accepted
It would be great to send customers Automatic reminders (as with Invoices) for accepted estimates. We use the estimates as bookings for courses/services, so it would be handy to send the customer a reminder of the booking prior. It may need a date adding for the booking service date?
1 vote -
Add custom fields in invoice/quote/purchase order templates in Books
Allow custom fields and customisation of invoices so we can use fields in invoice such as units supplied (eg. some items are sold LM some as sold as roll) Also, might want to change the layout of columns around but cant do at the moment.
2 votes -
Cashbook report that shows the full details of transctions, including descriptions, for a specified period
Cashbook report that shows the full details of transactions, including descriptions, for a specified period
1 vote -
INVOICE
TRANSPOR DETAILS OPTION NOT SHOWING IN INVOICE?
WHAT TO DO FOR SAME.
ALSO STATE AND STATE CODE NOT PLACE1 vote -
VAT Exempt Customers
It should not be possible to charge VAT to a VAT exempt customer
2 votes -
invoicing
Currently if a field technician has the ability to create an invoice they also have the ability to see every invoice created by all Field technicians. Basically the financial breakdown of the companies gross Income from day one. I need my field technicians to create invoices and take payments from clients but not Have access to previous invoices. There should be a restrictions section for this.
3 votes -
Correct/ update the name when sending to an alternate contact
When you send a quote or invoice/ any email to a contact the system automatically picks the main contact, even if you have picked another. It can be a bit embarrassing if you don't remember to change it every time!!
1 vote -
1) Display of item QUANTITY while selecting an item in the invoice (incase there are similar items)
ex: while selecting similar item in the invoice its available quantity is not showed which makes it difficult to exactly pinpoint which item it is, so the simple idea is to display the available quantity besides the item during selection phase in invoice
1 vote -
There should be an option to generate invoice from delivery note or generate delivery note from invoice. fully / partially
There should be an option to generate invoice from delivery note or generate delivery note from invoice. fully / partially
when we select any specific customer it should show the tag for pending delivery notes and invoices requires action3 votes -
Hacer recibos en una moneda diferente a la facturada
poder registrar un pago a una factura en una moneda diferente a la que se registro la factura ya sea a un cliente o un proveedor
1 vote -
1 vote
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invoice,payments and credit receipts should be Customize
invoice,payments and credit receipts should be Customize.
1 vote -
Please add the feature for disabling and enabling SKU separately for Purchases order and Invoices. few prefer not to have it in invoices.
Please add the feature for disabling and enabling SKU number separately for Purchases orders and Invoices. We prefer not to show sku in the invoices.
4 votes
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