Zoho Books
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com
6193 results found
-
Modifications and batch editing
A simple function would be to modify and edit batch multiple operations expenses or sales (category, vendor, customer).
This would allow a considerable time.
Thanx
4 votes -
Add vertitrans payment gateway for indonesia
supports nearly all payment types for indonesia
3 votes -
Billable expenses to be billed using another item name rather than ledger name
When I raise an invoice for an expense paid on behalf of customer I need to show on the invoice I am raising a different item name than the expense ledger. Can there be an option to keep these expenses in zoho books as expenses and record the invoiced amount as part of my revenue?
Currently billed expenses on clients are reversed from expenses, and in certain cases we need t his not to be the case.1 vote -
HIDE CONTACT PERSONS THAT NO LONGER WORK AT A COMPANY
When sending invoices, you are presented with contacts that are defined for that company. Some of these might have left the company of the customer. It would be great if they can be hidden.
1 vote -
Allow expenses entered in Expense or Books to pull into retainer invoices. We consultants need to add these to invoices separately at times
Allow expenses entered in Expense or Books to pull into retainer invoices. We consultants need to add these to invoices separately at times
3 votes -
Permit invoice same customer on many curriences
Is really import permit generate an invoice in 2 or more curriencies for the same customer. Actually we have to create two different customer one in USD and other in other currency to can invoice them!
4 votes -
pricelist for purchase order
Sometimes, if you have to purchase goods for a special customer, you can purchase for a better price at your vendor. then it would be very handy to have a purchase price list.
This is also very needed if you work with resellers. If you have to purchase something for a reseller at your Vendor you mostly purchase for a better margin.
please have a look this this. it's 95% similiar to the pricelist for invoices
2 votes -
I need a lab reporting tool
Lab reporting tool where in i can input values for an item/test conducted in the lab. A simple report which shows test/item name, observed value in the lab, required value as per specifications, test method used, results or remarks. A section for explainations with pictures from my gallary and conclusions.
Digital signatures by 3 levels of officers.
Integration with Invoice.
So that the lab report plus its invoice can be emailed to the client.
If you develop the above you will kill much of your competition.
Thanks
Pari3 votes -
Use a "Word Cloud" with user-specified rules to match customer payments
I receive customer payments from multiple sources. Experience shows that each customer will use a reference that comprises:
their name or variants thereof
the invoice number, part thereof or an old invoice number
the full amount or non-matching amounts
none of the above!A simple matching method I once designed for a MS Access application was to do the following:
Example deposit text: Payment Received: Abalone Gh xx0292 Payment xxxxxx4697
Remove all phrases defined as junk in the description using customized rules created by the user. E.g. ="Payment Received:", starts with "payment xxxxxx". Operators like AND, OR, etc can also…
1 vote -
1 vote
-
I want to see how much money is left in my retainers
I see that my retainers are « partially achieved », but I want to see how much money is left in my retainers to pay future invoices. I want to see it in the summary table and in the details.
6 votes -
Create a better individual timesheet log
We can already see the weekly timesheet log for one person, but the UX is bad. I want to see the complete name of the project and the task and if the task is billable or not. I need more totals (billable, not billable, by client). I want to start the chronometer there.
The other view, where I can see timesheets by day becomes crazy when you have more than 20 entries. Harvest is a very good exemple to follow for time logging.
2 votes -
7 votes
-
Allow P&L and BS report to order according to account codes (not alphabetical) in report sections
The account names are fixed by our language, but the numerical codes are flexible. Why can't the P&L and BS reports order the sections according to numerical code, which therefore overrides the alphabet we are stuck with using
4 votes -
Enable customer to change invoice to recurring invoice in portal
Would like customer to be able to switch current open invoice to recurring invoice and enable auto charge on their saved credit card.
3 votes -
deilvery note
Hi
is it possible to create Delivery note before creating the invoice.sometimes we send the goods along with DN/DC then on the weekend create invoices for payment against those DC's.
4 votes -
1 vote
-
Sub Accounts - Sales Purchases and journal entry
I can see how to set up sub accounts and they look great and also how the roll up and reporting works which is great.
But when you raise entries in sales or purchases or journals the sub account functionality is limited as you are unable to clearly select or navigate to a sub account
You have to view the whole list which is not practical
the entry screens need to be modified to split the coding structure into two columns one will be parent account and the second sub accountYou then select the parent account and if it…
1 vote -
Autofill Reason for updating invoice
Hi guys
After updating an invoice, we are prompted to give a reason for the change - which is a very good idea.
In my case, there are several reasons that come up regularly.
1. remove the credit card fees because paid by direct deposit to bank
2. change due date for a payment plan
and I’m sure there are many others in other companies.It’s a pain to have to type that every time. And you could end up with inconsistent notations.
So it would be really cool to have a selection of preset radio buttons to click as…
1 vote -
Need built-in calculator with Cost, Sell, and Margin
A Cost, Sell, and Margin calculator in ZB would be amazing. We use this all the time, but I am not always at my desk. This calculator needs to be accessible on any page through ZB.
1 vote
- Don't see your idea?