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
6151 results found
-
Possibility to enter the hours with a pause time.
When the employee completes the timesheet, it should put the hours in the morning and afternoon separately. for example 07:30 - 11:45 13:00 - 17:00
2 votes -
What has happened to Contact Pages? Its terrible!
It’s very difficult to navigate around the contact profile pages since the changes have come in to place last week. The contact details are not clear and you have to scroll far down the page to see all the information. The notes are elongated and very difficult to read. This could be resolved by removing the contact feeds from the page or adjusting so they appear at the bottom of the screen this could also be a tab at the top of the screen with the other tabs.
We have no use for this function and to be honest this…4 votes -
allow clients to enter their fiscal details, not just address but VAT number too
allow clients to enter their fiscal details, not just address but VAT number too
6 votes -
Allow a contact to be associated with multiple estimates / invoices etc.
Each contact should be able to view all the estimates / invoices they are associated with, because once they start to be a part of different projects with different clients, we will not be able to have so many email ids for one contact for them to view all estimates / invoices etc. they are associated with.
So when a contact is associated with many different estimates / invoices etc. he / she will need only one email and login to access the portal and view all associated estimates / invoices etc.
Alternative on the same lines I suggest the…
5 votes -
Better Paypal integration
When paypal feed is integration it only had the customer name, transaction number and amount. Other services like Godaddy bookkeeping transfer customer name, transaction number, amount, and item. When you don't include the item which is sold from through ebay, reverb or amazon it requires you to access those account to figure out what what sold.
5 votes -
Comments and History feature
In Books, the new comments and History feature is not helping the Finance Team process. Its hard for us to track the EPD notes . Its quite difficult to search and find the comments from all the auto reminder notifications.. Pls consider going back to the Classic look. Thank you.
1 vote -
3 votes
-
We need a separate right on a specific login for invoices and receipts. that means on a specific login invoices and receipts can be entered.
Rights to read or enter are there. if these rights be more specific it would work wonders.
3 votes -
Zoho books Calendar intergration
One feature of Sales and ordering software sadly lacking is a dedicated calendar integration feature. This would be driven by the Sales Order, Purchase Order, and Invoice components, so a diagrammatic representation of customers orders could be viewed and moved around easily.
On any day you could see fields like
CUSTOMER _____________________PRODUCTS
SALES ORDER _______PURCHASE ORDER_______
INVOICE____________
1 vote -
client automatic numering
Assign to a client a number that ifentify him as is done for BILLS,ESTIMATES .....
1 vote -
Invoicing without forced emails
I just integrated from another online bookkeeping service. Since Zoho Csv function does not match up with paypal, I was forced to enter numerous completed transactions by creating an invoice then paying it. The problem is these are actually completed transactions. When creating an invoice if forces me to input an email so it can send. Please fix this. There is times you want to create, print and invoice without using email.
4 votes -
Custom Field Type - need "look up" eg Contact name
Want to add a custom field that looks up a preexisting value such as contact name.
Use case = received a bill that I want to lodge as a cost against a customer (not quite the same as expense) eg the cost of buying a Zoho license for a client so at the end of the year I can have a consolidated report that shows the total revenue from a client less the cost of goods supplied so we get a profit by customer report3 votes -
Categorize the Estimate in PDF view
Can you let us to categorize the Estimate with the functions to be more clear for customers for example :
I am working in smart home solutions and need to categorize the estimate for Lighting section to contain all lighting equipments and HVAC to contain all materials it need and so on just one bar line to identify the content of the following itemsand this option should be marked from setting to enable or disable it and add different category for each Estimate
5 votes -
webhooks
Hi,
It would be great to have webhooks for Inventory quantity and price changes, changes in tracking status, changes in order status.
3 votes -
When automatically creating transaction rule, allow selection of "any" or "all" criteria
When you categorize a transaction, and Zoho asks if you would like to make it a rule, you are not allowed to select whether your criteria are "all" or "any". The default is to create "any". This means that for my fuel expenses, where I set the criteria to "> 20" and includes "gas station", that ALL future transactions that are over $20 are auto categorized by that rule. I have to go into "Manage Transaction Rules" and select "all" before I continue working in my bank transactions.
Thanks
Sean Garland0 votes -
Add Complete Status on Purchase Orders
I would like to be able to have a Complete status option on purchase orders so once an order is complete they do not show up on a report.
I also need to have the ability to run a report of Purchase orders that shows multiple statuses (open, partially billed, etc.).
1 vote -
email or print unlimited invoices
We should be able to email or print unlimited invoices. I have over 300 clients on reoccurring invoices and its very inconvenience to only email/print so many at a time, especially when we have to adjust the invoice so those need to be drafted first then emailed.
6 votes -
Create a Store front That Integrates with zoho Inventory.( Something like OpenCart)
A store front that integrates with Zoho inventory, Books, CRM, Reports, etc. This is one of the only avenue Zoho is missing in terms of online visibility.
10 votes -
the option to create estimates directly from selected inventory items
would be cool to have an option to convert the selected items of inventory list directly to an estimate or invoice. just like the online stores do, you select what you want then create an invoice/estimate from that selection.
1 vote -
Allow .xlsm files to be attached to invoices
Our company produces fairly complex work statements that rely on macros & scripts to produce final prices. The invoice from Zoho is a simple "final dollar amount" which is described in detail in the work statement which is attached to the invoices. Because of the macros I must save from Excel in the .xlsm format. Zoho allows .xls attachments but prevents attaching .xlsm files. Please remove this filter - it forces me to resave each work statement as a quasi-duplicate file.
1 vote
- Don't see your idea?