Zoho Books
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136 results found
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Bank charges in vendor payment via banking - Categorise manually
have an option to split bank charges and vendor payment amount while recording vendor payment from bank feed in categorise manually option. The bank feed is one consolidated amount including vendor payment and bank charges which needs to be split while recording the same. With this option lot of time is saved. This option is available while recording customer payment. Same can be made available for vendor payments as well.
1 voteHello,
We have added the Bank charges field for vendor payments. This bank charge is exclusive of the amount paid to the vendor.
As of now this field is not available for the India, UK, KSA and UAE editions as these regions apply a tax for bank charges.Have a great day.
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Option for direct entry of opening balances of customers (recievables) and vendors (payable) at a time of creating new contacts / vendors..
Direct entry wll be easy for non commerce people, because it is difficult to make ledger for people who has no accounting knowledge in accountant section. So please give Option for direct entry of opening balances of customers (receivables) and vendors (payable) at a time of creating new contacts / vendors..
55 votesHi there,
You will now be able to set up up the opening balance for a customer or vendor directly.
Please take a look at this link to know more about how to enter opening balances for customers/vendors:
https://www.zoho.com/in/books/help/contacts/opening-balances-for-customers.html
If you have any further queries please feel free to write to support@zohobooks.com
Hope this helps.
Regards,
Zoho Books team -
2 votes
Hi there,
We now have the option to print the Manual Journals. Once you click on the journal there will be a print icon on the top right corner.
Hope this helps.
Regards,
Zoho Books -
Stripe ACH
Add support for ACH payments via Stripe.
198 votesHi all,
Great news : We have implemented Stripe ACH payments for the US businesses using Zoho Books. Please refer to this Help Document – https://www.zoho.com/us/books/help/integrations/stripe-ach.html
This is currently in the early access. Please write to us at support.usa@zohobooks.com to enable this integration.Regards,
Zoho Books Team -
Bulk re-assignment of expenses into new COA categories
When a Zoho Books user decides to reorganize the Chart of Accounts (COAs), existing transactions cannot be easily moved to new COA categories. You literally have to edit each and every transaction. This is crazy. We just spent a couple of days editing hundreds of individual transactions because there is no bulk edit option. Why is this not being prioritized. We often update our COA categories, to align with our changing business model and IRS tax form categories. We like to align our COAs with IRS categories, so we don't have to pay our accountants extra money to move reclassify…
10 votesHi all,
Great news : We have the option to Bulk Update the accounts associated with the transactions. Refer to this Help Document – https://www.zoho.com/books/help/accountant/bulk-update.html
Regards,
Zoho Books Team -
add running balance column in ledgers
please add running balance column to ledger accounts
14 votesHi there,
We now display the running balance in the General Ledger reports and also in the Detailed General Ledger.
Hope this helps.
Regards,
Zoho Books Team -
Attachment in manual journals
Possibility to place an attachment in the manual journals. This allows if I do not want to make postings of expenses in the module of expenses and to launch only in the newspaper, more accurate to have the option to put document attachment so I put my proofs of the expenses and other postings that the accounting should launch.
Thank you.11 votesHi there,
We now have the option add attachments in the manual journal. You can open each Journal and see the attachment option on the right corner.
Hope this helps.
Regards,
Zoho Books team -
Bank Charges in Bill Payments as they are in Invoice Payments
A bank charges field when you make a bill payment. The same way it exists for an invoice payment.
1 voteHello,
We have added the Bank charges field for vendor payments. This bank charge is exclusive of the amount paid to the vendor.
As of now this field is not available for the India, UK, KSA and UAE editions as these regions apply a tax for bank charges.Have a great day.
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I would like to allow my vendors to log in the client portal
We can allow access currently to the customers to the customer portal. I would want to allow my vendors too
61 votesHi all,
The Vendor portal feature is live now. Your vendors can now upload documents which you can verify and convert to bills in Zoho Books, view details of purchase orders, invoices and payments, generate statement of accounts.
To know more about this feature, check out our help document: https://www.zoho.com/books/help/vendor-portal/
If you need any further assistance feel free to reach out to us at support@zohobooks.com.
P.S: This feature is available only for the users in the Professional or Premium plan (India) of Zoho Books.
Regards,
Zoho Cares Team -
Allow multiple customers for billable expenses
This is basic accounting.. 1 invoice with several expenses that need to be billed to DIFFERENT customers. At the moment you can ONLY add a single customer so the ENTIRE expense needs to be purchased for a single customer. What if I buy 2 items from a vendor for 2 different customers? How do you make sure they EACH get billed to EACH client??
Simple SPLIT amount for each customer would work.14 votes -
Associating normally created Invoices to projects
This feature will allow you to associate the Invoices that are normally created with projects. Please vote if you wish to see this feature in Zoho Books.
22 votesWe now have the option to create invoices and associate the unbilled projects to these invoices.
While creating an invoice and selecting the customer, if the customer has unbilled projects you will find the option to select it in the item creation section of the invoice.
Please write to us if you have further questions.
Good day!
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Add Scanned Documents To Existing Transactions
The newly added ability to scan in documents is great but it only gives the ability to add the scanned documents to a new bill or new expense. if there are recurring bills in the system it will not allow you to attach to that existing bill. you would need to delete the recurring bill that was entered and create an entirelly new one.
the ability to add to a scanned document to an existing transaction would be great8 votesHi there,
We currently have the option to match a document to an existing transaction.
Please refer this link to know how to go about with it.
https://www.zoho.com/in/books/help/documents/documents.html#matching-documentsRegards,
Zoho Books -
Trial Balance should provide ending balances
The Trial Balance only shows total debits and credit. Why isn't there another column for ending balance?
8 votes -
add a job costing module
Add a job costing module so that sales invoices, bills and expenses can to allocated to a job to show job profitability.
115 votesHi all,
With reference to the Job-costing module, in Zoho Books we have the Projects module where you can create a project and associate Invoices, Bills & Expenses, as well as run the Profit and Loss report for the project.
Please refer to this Help Document for details – https://www.zoho.com/books/help/timesheet/timesheet-create.htmlRegards,
Zoho Books Team -
I want a report that totals expenditure on a project
I can see how much money I have invoiced on a project but I can not see how much money has been spent. This is basic project budget tracking and should be a feature on the software.
Not adding this will make me move my accounts elsewhere.46 votesWe now have a report to view the expenses of a particular project.
You can go to Reports → Expenses by project.
Hope this helps.
Good day!
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use the account code/number
when I enter a manual log in the first column - account, I need that research in the account code too, not just the name.
13 votes -
Create one invoice from multiple Sales Orders
Many companies as mine have several orders from a customer during the month (I use the Sales Order function for these), but we invoice them one a month, so at the end of the month we take all the orders and make a unique invoice... will be amazing if we can just join several orders from the customer and convert into one single invoice...
116 votesHi all,
The option to create an invoice by associating multiple Sales Orders is available.1) Create new Invoice > Chose the customer > Include Open Sales Order (below the item table) > Choose the sales orders to be converted into the invoice > Add.
2) Sales Order module > Bulk select the Sales Orders that you want to convert into an invoice > Bulk Actions > Convert to Invoice.Regards,
Zoho Books Team -
Timesheet Projects - flat fee/cost, add multiple projects to invoice
Some of my projects are flat fee and I classify the timed tasks for the project as non-billable. Also I typically have multiples of these Timesheet-projects in a month for one client.
I would like the ability to add any number of Timesheet-projects to an invoice. Currently I can't.
Currently I have to create the invoice from scratch to do this. But then those Timesheet-projects aren't tied to an invoice.
So I also would like the ability to tie a Timesheet-project(s) to an invoice.
10 votesHi all,
An option to include all the unbilled projects associated with a customer in an Invoice is now available in Zoho Books.
Find the ‘include unbilled projects’ option listed under the Item Table in the Invoice creation page.Regards,
Zoho Books Team. -
Custom Reports
Allow to create custom reports. That would be great to create reports that fit different countries and tax regulations needs.
484 votesHi all,
We now have the option to create custom reports in Zoho Books by integrating Zoho Reports. We apologise for the delay in updating this thread.You can refer this link to know more about the Zoho Books and Reports integration
https://www.zoho.com/books/help/integrations/advanced-analytics.htmlThank you.
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vendor payment terms
Hi. Please as a matter of urgency make it possible to enter vendor payment terms. That way we will nor have to enter two dates on supplier invoices which will save a lot of time,
14 votes
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