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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6196 results found
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be able to catagorize inventory items
Be able to catagorize inventory items. Like example all bolts under "Hardware" All hose clamps under "Clamps" ect.
1 vote -
3 votes
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Allow a custom report where we can track the number of pcs a sales man has given sales order and number of pcs a sales man has sold.
Allow a custom report where we can track the number of pcs a sales man has given by sales order and number of pcs a sales man has sold for a particular period by Invoice.
3 votes -
Unique ID for Clients and Vendors
How about we add a new feature so that we can differentiate between different customers and vendors using there unique ID. We are able to do this somehow using the custom fields but is really not helpful for existing customers.
So if we add an additional feature that would help us find the customers/vendors using unique ID that would show up in customer portal as well as the contacts to identify that particular user or vendor with different prefixes i.e. a different prefix for a vendor and a different prefix for a customer should add a great value.
Best Regards,…
4 votes -
Make it possible to have a "master" account that cannot be edited by other team members
Currently, if you grant access to any other user to modify the user roles in your account, they can delete your account or change your role—even if you are the owner of the account.
We need a "master" admin that cannot be deleted.
1 vote -
Target Actual Vs Variance
I suggest to add the feature Sales Target, Sales Target Actual Vs Target Report.Sales Target by Qty,Sales Target by Amount.+ Multi currency. Tag /Division wise target
2 votes -
Change Order of Payment on the Display Screen
I would like the ability to reorder the payment on the payment screens under "payments made" and "payments received". When I go to this screen I am looking for the last payment made not the first payment made in the system.
1 vote -
statements
Is there going to be any updates to how statements are generated? It would be great if you could separate them by location within a customer. I know dealing with management companies, you have to send a separate statement to each manager at a company. A one size fits all program doesn't work for everyone. Is this something that will be addressed soon?
1 vote -
i have some suggesting from my expirience :1. Need more spaces to field "Item number"
from my experience need 1.more spaces for field 'Item number'
2.Shipping cost must be taxable by USA Law
(please serious pay attention about this because this look unprofessional) .1 vote -
It would be nice to be able to create PO, add expenses and invoice by additing item for construction and maintenance projects
As a construction and maintenance company we need to track our expenses, create purchase orders and invoices(by adding items) under a project. Any transaction that is created under the project should automatically reference the project.
4 votes -
1 vote
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Amount in Words
In Some countries the total invoice amount / estimate must be printed in the invoice formats. Please consider this to include in Zoho books .
1 vote -
Recurring invoices - Dates different to start date
Be able to change the date for future recurring invoices if the first invoice was NOT sent on the date that you want them to recur on.
i.e. send first one today (set up today) on 19th Dec
However, want all future ones to be sent on 15th of month.Can't do this without changing the date of the start date after the first invoice has been sent. This is not correct to do as accountancy rules mean you can't change dates of invoices that have been sent.
1 vote -
Date and Time Stamp for Log Entries in Time Sheet
There is no Time Stamp for Log Entries. This will make project more precise.
13 votes -
Add Links to Add Expense to Recognise for Bank Rec
When I travel I take photos of receipts using the app and record the expense. When it comes time to reconcile the bank transactions the possible matches on the right have generic titles of 'Expense for', Amount and Date. Would save time if these could be clickable or have a more descriptive title to easily match against the bank transaction. For any amounts I need to check I have to go out of the banking rec area and find the expense added to see if that is the correct one to match.
3 votes -
Restriction for sales staff to view different items from different vendors
Restriction for sales staff to view different items from different vendors
3 votes -
Vendor Payment option for Indian Edition
One of the customer requested this feature. With GST rolling in, why not attract more indian customers with vendor payment option? Many people are looking for One Platform to have both payments and receivables.
5 votes -
Document Comments enhancement
Allow us to keep important comments visible when activity scrolls them out of view - see attached - Oh - NOT able to attach image ?
I suppose I'd better suggest this also then, unless I'm missing something :-)0 votes -
Settlement discounts
The feature that would automatically calculate settlement discounts for both customers and vendors when paying vendor bills or receiving customer payments.
1 vote -
search for an item in the inventory report
I would like to be able to search for an item in the inventory report. This would save having to scroll down multiple pages before finding the items u are looking for
1 vote
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