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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6729 results found
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Make a way for us to see if emails bounce back or are delivered.
If we send emails and someone changes companies, there is no way for us to know the email actually bounced until after is has been a few months and we are trying to catch up with the client. Why not have a report of emails that were not successfully delivered so we can call and update the client records right away?
1 vote -
Granular control over auto send or auto draft invoices
I have a few invoices recurring that I prefer to draft first rather than send automatically. I have a separate payment system that is not currently integrated properly, and so I'd like to mark these that are being paid by cc as paid before they get sent to the customer. I have some that are bills and the customer needs to receive them immediately. Ideally I can set the default to send, but then set these few invoices to draft for my review prior to sending.
6 votes -
ORDER STATUS BY ITEM
An order view based on status by item would be great. When you view the transaction section of an item it'll show open/closed for each order, but the order could be open due to a different item. The same problem applies when doing an advanced search by product and status.
4 votes -
To provide an ability to add any number of files (in 25MB limit)
I propose to give an ability to attach any number of files (as far as total does not exceeds 25MB limit). It would provide much more flexibility and improves tracking
1 vote -
BHIM
Provide a way to collect merchant payments via BHIM
1 vote -
Select default Quote and invoicing contact
Because they are most of the time different.
A box where we could select wich contacts are default for quotes and for invoices per account would be great and easy to do1 vote -
to Update your PBX integrations like 3CX
You support only old version of asterisk and elastix
What about supporting 3CX ??
3 votes -
Add Customer GST details in invoice
Please Add Client's GST number section under client address in Invoice
4 votes -
Return user to previous search results after editing
After saving an edit on an item or composite item if it was accessed via a search, the user should be returned to the search list. Instead the user is returned to all items list.
Workaround: Right-click browser back button (Chrome) and go select 3 or 4th option.
1 vote -
Switching between stored/saved credit cards.
With recurring invoices there needs to be a simplified process to switch between saved credit cards. I should be able to open the recurring invoice, go to "update card" and when multiple credit cards are available I should be able to choose/change which credit card to use.
1 vote -
allow multiple email recipients in zoho books to be saved automatically.
allow multiple email recipients in zoho books to be saved automatically. As it is now - you have to manually check multiple emails to receive the invoice
1 vote -
Bank Charges field on iOS app
When recording an invoice payment on the web version of Zoho Books, I am able to enter bank charges for a transaction, but not on Zoho Books for iPhone/iPad. That field is simply missing. I can run the web version just fine in Safari, but it’s a clunkier workflow. I would love to see that field added for the iOS app.
3 votes -
have a stand alone mileage recording
Mileage Recording. I am from Australia and using set rate method and claiming GST based on that. Calculation is not straightforward towards deductions and GST and there is limit per kilometres ran per year. It will be great if you are able to create something like that for Australian business or at least have a stand alone mileage recording.
3 votes -
Option to hide invoice from customer portal
There should be a selection button on each invoice, that you can check the box if you want the invoice to be shown in customer portal. If not checked, it means the invoice will stay hidden until you select to check it.
3 votes -
I would like to get file attachment container for customer credit notes also becuase we have to attached airlines credit note to the note
Since our business has requirement where we need to share actual credit notes with our client thus we want a feature were we can attach actual airlines credit note to the client credit note. Thus please provide us a container in the client credit notes where we can attach the file. This will also be helpful for auditing purpose. We know that we can email separately any files, but we want to keep it in our ERP software also for auditing purpose.
3 votes -
sales tax to Sales Invoice template on Zapier
Your integration with Zapier allows creation of most fields for a Sales Invoice, but not the sales tax. Can you add this?
1 vote -
tax summary
In the Tax Summary report, when we drill down to the list of all the transactions in the tax type, can you add 2 extra columns being,
1- the account that each transaction went to (eg fuel, postage, materials etc)
2- the vendorIf there also was an option to the see bank feed detail also that would be great but not as vital and the first 2 options listed.
3 votes -
Sales Staff assigning in users and rolls
There should be an option that sales stuff can access as a user to generate invoice, sales order, payment entry extra. So we can track sales persons contribution to the firm as well as sale and the collection.
3 votes -
Single billing address but multiple shipping location
Many companies, especially the larger ones, have a single billing address but require shipping to multiple locations. Would be great to have this
1 vote -
Customer Wise Summary Report with detailed information as on invoice
Their should be an option to customize SALES BY CUSTOMER REPORT for an individual customer and also customization available to select fileds to show in summary report
1 vote
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