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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6407 results found
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Payment gateway via API
Hi it will be interesting to add a way to add any paiement gateway via API.
1 vote -
Canadian taxes (BC) based on SKU not customer
In Canada (BC), our taxes need to be based on the item not the customer. For example, if we sell a laptop then we need to charge both PST and GST, but labour has only GST applied.
1 vote -
Adding the account receivable type to the account types when creating a new account under the chart of accounts
We need to create a new account with the type of the account receivables to show the cheques we send to the bank for collection. and also a reminder with the cheques due date for the future due dates.
3 votes -
Add PayPower.ca (not just PayPower.com) to Banking section for transaction tracking
Currently you offer PayPower.com as a credit card in the banking area but you do not offer PayPower.ca. Can you please add PayPower.ca to the banking section so that we Canadians can add our transactions as well? It is the same Company and appears to be the same system just a diff't URL. In fact, before they introduce the .ca URL I was using the PayPower.com url to login.
4 votes -
Have a Default GST field (Australian Goods & Services Tax - same as VAT etc) attached to each General Ledger Account.
Having a Default GST field (Australian Goods & Services Tax - same as VAT etc) attached to each General Ledger Account, would:
** Reduce errors during entry in picking the wrong Tax Category
** Save time as entering the GST Category each time a transaction is entered is laboriousIt would work like the current Default GST Categories applied to Items.
When entering a transaction there will be a need to change the GST where applicable.1 vote -
permission for template
I need multiple templates, however I do not want to make all of them available for everyone to use. For example, I used a different template for the invoices that I IMPORTED from another CRM, to make them stand out in case we need to research the data for some reason. I would at least like to be able to mark a template as INACTIVE so that my users could not use that template going forward.
3 votes -
Make Purchase Orders show up in Zoho CRM if the supplier is in the CRM as either an account or supplier.
It would be useful to have purchase orders associated with a sale show up in the associated Account, potential, sales order or invoice.
5 votes -
Customize Recurring Invoice Handling Not Default
Currently there is a setting on how to handle recurring invoices. create, create and send, etc... You set these under company preferences.
I have 80% of my invoices that should be handled a specific way, but the other 20% a different way. For example, I want the default to be to create the invoices. But for 20% of my recurring invoices, it is OK to email them without being reviewed.
I would like the ability to specify whether each recurring invoice follows the default, or is handled differently. This way, anything that can automatically be sent will and I only…
10 votes -
Add a field for customer's PO #
You need a Purchase Order # field that follows the order through every stage - once entered in a sales order, it should appear on an invoice, package ( Zoho Inventory) etc.
1 vote -
More details on customer drop down for Purchase Orders
We deal with quite a few customers that reside in different states, cities, or even countries that all have the EXACT same company name.
"ABC Store"
Imagine if you have 50 of those and you are creating a purchase order to be shipped to one of them. Because the drop down only shows the company name, we must go through all 50 one at a time until we find the correct store.
I'd rather not have to name each store uniquely. It would make more sense if the dropdown would include city & state next to the company name for…
1 vote -
Open the integration between Zoho Book & Shopify to Singapore
Hi,
As Shopify is officially launch in Singapore and people are starting to use Shoipify for their ecommerce. May we suggest Zoho to consider open up the existing integration between Book & Shopify to Singapore or even Asia market?2 votes -
More than one dropdown custom field in estimate
We have more than one field where we want to give sales person options to choose. At the moment having just one dropdown field and inserting data for other field is consuming us a lot of time and problems of human error. This feature alone will save nearly 1200 hours within our company and help our reporting massively, we have been request this feature for nearly 6 months now. And we have not heard back. So urgency into this matter would be appreciated with a lot of chocolates and referrals.
1 vote -
Add sales rep and account number fields to the "Sales by Sales Rep" report. Also, a Summary Report of all transactions by rep, all reps
Add a Summary option so all sales rep info can be used by clients to calculate commissions. Also, please add the sales rep field and an Account number field, or option to use Custom Fields from Subscriptions and Invoices.
1 vote -
Multiple Estimates Added to a Potential
In regards to the CRM integration allowing you to link an estimate to a potential. Currently you can only link 1 estimate per potential, we need to be able to add more than 1 estimate to a potential.
3 votes -
support 1'000.00 value field in csv statement import
a small coma for the thousand value format makes the difference between being able to upload a bank statement or not. down the line can make the difference between subscribing to Zoho or not as this is a major draw back to time saving.
1 vote -
Request you to enable State Bank of Mysore (Corporate)(India) link.
Only Retail Banking is enabled for State Bank of Mysore. Request you to enable (Corporate) Banking for State Bank of Mysore. Corporate Banking feature is available for State Bank of India, but not for State Bank of Mysore.
3 votes -
Line # on Screen on Invoices and Purchase orders
The system prints line numbers on purchase orders - but they do not appear on screen. When I have a large purchase order I need that...
0 votes -
Register sSearch
I am in need of a search feature in the register. As of now you can only comb through all of your transactions to find what you are looking for. I want to be able to search by specific date, check number, specific amount. We have so many transactions per day that it's impossible to look through it all for something specific.
3 votes -
deposit feature on invoices needed desperately. Please pay a deposit of 10% by _____ choose date
You guys need to have this:
A deposit field that states:
Please pay a deposit of 10% by _____ choose date
This should then be calculated by the total amount.
The Retainer feature is double handling and a very, very basic way of asking for money with little or no details on it like an invoice.
This is stopping me from signup and changing from freshbooks. !
10 votes -
move to shipping
allow invoices or sales orders to be moved to a category called 'ready for shipment'. as soon as an order is paid or simply ready for shipment, we 'move it into this new category and than our logistics manager can do into that window as he sees all these orders are now ready for shipment, and he go ahead and schedule those shipments to go to our client. after that he can mark as shipped/delivered or partially shipped/delivered. that way we can always keep track of our orders status from beginning to end without having to dig into old printed…
1 vote
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