Zoho Books
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6407 results found
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comissions for sells person
i have see this feature in erpnext that i can set the comission for the sells person in the invoice and its auto add to Comissions in the journal
3 votes -
Exporting single purchase order in CSV/XLS
Hi all,
Today, many vendors uses online systems to record purchases and/or sells. Sending a purchase order in PDF is, of course, beautiful and clean, but when it comes to register a received PO as PDF in the system is long and risky of errors.
In Zoho we have the possibility to import one or more POs or to export all POs at once. We cant export ONE PO only (afaik), so when I send a PO to my vendor, it may be difficult for him to insert it into his system, specially when my POs concerns thousands of items.…
9 votes -
Split accounts for payments received
Single customer payments (checks or wires) received sometimes need to be entered into different income accounts/subaccounts.
2 votes -
Enter with in the customer's account history, or on an invoice history, that the thank you/receipt email was sent.
Currently, when you send a thank you email, you have no history of it within the Account or invoice history log. So if the thank you was auto sent, it doesn't even give the notification it was sent, and it's not logged. You can't ever verify that it was actually sent.
2 votes -
1 vote
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SKU
I'd like to display the Sku on every documents that shows items (invoices, orders, etc.).
It would be great if CRM and Books could sync every fields they contains.
Tanks!
4 votes -
Overwrite 1 penny and up to a 1$
Overwrite when matching transactions for 1 penny and up to a 1$, it would be good to have some freedom to overwrite the match when there is a small difference in the amount and we are sure the transactions match.
0 votes -
Credit notes automatically added to automatically generated invoices
When I create a credit note now, I have to stop all of the invoices in the system from being automatic.
Now I get a ton of emails so I have to go in, apply the credits and send off and/or charge the customer.
When creating a credit note, I'd like the option to tick off a box that says "apply to next invoice?" Then let you choose an amount or percentage etc.
Right now I have to temporarily change my system from being fully automatic to having manual steps. It's annoying and definitely decreases productivity.
6 votes -
Easier view to see that you have multiple attachments
Right now we see this:
http://prntscr.com/a9ot1h
I cannot easily see that I have two attachments and also the names of the attachments are not displayed. It would be nice to display the number of attachments and in the center or at the bottom to display the name of attachment.2 votes -
Better contact search
It would be very helpful if you could search three fields when using the quick search feature. I would like to be able to enter a name in the quick search field and have it check the contact name, email address and company name fields. It seems to currently only search the email and contact display name.
1 vote -
Create User Roles and Hide aspects (i.e. modules) of Zoho Books from Certain User Roles
I would like to create user roles with certain restrictions to certain modules such as 'Banking'. This would allow for access control to vital company information.
5 votes -
Add address information to Reports
Allow fields for reports to include address information.
1 vote -
Work better with Yodlee for image security layer
I contacted Yodlee to ask why my bank's image security layer doesn't work with Zoho and vice versa. They said: "As you are aware currently Gardner Bank account is not supported by Yodlee due to security images for authentication feature at the end site, as of now we don’t have an ETA by when this site will be available. We would request you to contact Zoho Books and file a service request to Yodlee for tracking purpose."
3 votes -
allow payment of more than 5 bills at a time
Currently, I can only pay 5 Bills with 1 check. I often have more than 5 Bills for a Vendor due at a time. It would be nice if we didn't have a limit to the amount of Bills we can pay in one transaction.
2 votes -
Invoices - Listing
Typically we identify the invoices by the nature/job name and if i can have that in the listing, like say i've created a custom field called "Reference" and I can key in Something like "Dove Animation" as my reference and i get to see that in the Invoices listing, this way makes my life easier than click and view the invoice to identify the invoice in the list.
I hope you get this included. Let me know - if you need more clarification i can even give you JPEGs (designs) to walk you thru the idea. It is a need…
4 votes -
custom report - contacts not buying since long time 1month/2/3
customers not buying since long time custom search for the past lets say 6 months or a year
2 votes -
Report for providers
Hey,
It would be great if a report existed compiling all the debit and credit by provider (in a profit & loss fashion) - in order to track the monthly expenses by provider.1 vote -
sells partner
i see this feature also in Erpnext that i can set internal option for sells partner who help to close the deal and set his margin
and sells partner can be a reseller for my products1 vote -
adding multi items to Estimates when i select one item
we are selling hardware and software and we offer with it some services like installation ,tranining ,local support
each product have different price for the services so what am looking for is when i select ITem A the system will auto add the services items with it as a sperate items1 vote -
1 vote
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