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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6408 results found
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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 -
Exportar Lista de pecios
Que podamos exportal la lista de precios a un PDF con logo de la empresa para enviar a los clientes y por otra parte, que el cliente pueda verla desde su portal
1 vote -
multiple currency invoice for braintree
Braintree currently only supports a single currency even when the account support multiple one.
Could you please have this updated so customers can pay in a currency of their chossing.
4 votes -
Date range filter incorrect in 'Match transactions'
Hi there,
The default date range for 'Match transactions' is always incorrectly placed in the future. Could you please fix this so that the end date is the current date and the start date perhaps 1 month in the past?
Thank you.
4 votes -
what is your transaction security e.g.public key
public -private key encrypt decrypt
1 vote -
challan for consignment sale
Ability to create challans for consignment sale and show the inventory in your partner's account. Once sale is done by them then ability to make invoices and book sales
3 votes -
Add Payment Evolution in Canada
It would provide a payroll solution sand supplier payment gateway.
Integrations already exist for
Kashoo
Xero
Quickbooks
SAASU
Freshbooks
Liberty4 votes -
Pouvoir gérer les pourcentages positifs (Ex. +5%)
En suisse les avocats doivent envoyer des notes de frais au Tribunal avec les honoraires du Timesheet +5%.
Actuellement dans Zoho, on peut gérer (+) 100 , (-) 100, (-) 5% mais pas (+) 5%.
Il est indispensable de pouvoir créer des (+) x% dans les sous-totaux avant ou après la TAX.
Merci d'avance.
3 votes -
Clasify whether the items is a reoccuring cost or a one-time cost
Make it so I can include in the estimate the difference between a one-time cost and a reoccurring cost. And have this be a check box when adding a new item into Books.
Items Check Box: "Is this a reoccurring cost"
5 votes -
annual account
Can we have a report button that shows all the three financials on one page - The Income statement, cash flow and balance sheet.
It would really be nice for managerial reporting purpose.
Thank you
1 vote -
2 votes
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i have the following suggestions
Chart of Accounts maintenance : I am sure many people would like to use their own chart of accounts. Appreciate if you could please provide a better maintenance option, e.g; multiple selection of accounts for deletion. Some time one could make mistakes in uploading set of accounts and deleting them a painful task as we should delete it one by one and it takes time
6 votes -
Track Start and Stop Times on Timesheets and Reports
I'm mostly satisfied with Zoho Books even though I find the timesheet interface somewhat confusing. But there are a couple of things that keep me looking around at other software.
First: Time entry notes don’t accumulate and generate into the invoice per task, but per entry. I just cannot have dozens of task entries on my invoices.
My current workaround is to export a timesheet details report into excel, hunt and peck for the notes per task entry, then cut and paste them one by one into the fields on the invoice. Big time suck. I don’t even see why…
2 votes -
what i was looking for is that if the remaining billing cycle reached 1 we will get notified that there is only one billing cycle left
what i was looking for is that if the remaining billing cycle reached 1 we will get notified that there is only one billing cycle left
1 vote -
sales orders notes
Sales Order Notes should have checkbox to say transfer to Purchase Orders and/or Invoices. It is a big problem when customer specific notes like delivery instructions do not get transferred to PO or Invoice for packing slips
1 vote
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