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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Customer can take a picture of their credit card and the card #, expiration, uploads automatically when they are paying for an invoice
Customer can take a picture of their credit card and the card #, expiration, uploads automatically when they are paying for an invoice
1 vote -
Option to download invoices ( separately ) as a zip file monthly/yearly/customer wise.
Option to download multiple invoices as a single file will be inconvenient to view/categorize invoices. This functionality can be extended to download multiple invoices(separately) as a zip file monthly/yearly/customer wise.
5 votes -
Allow users to change the name of the modules
Users should be allowed to change the name of the Modules. Eg, The user should be able to change the Invoices module's name from 'Invoices' to 'Proforma' and so on.
7 votes -
Takeout invoicing for those who don't need it.
Many businesses don't need an invoicing based system. Restaurants, bars, retail stores. Where products are bought and sold in the moment. As a bar owner I want to see reports and features based around expenses and daily transactions.
3 votes -
2 votes
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Option to add a web link to an item
It would be great feature to have the option of adding a web link when creating any item. Since most invoicing has now become web based with very little printing, it would be useful to allow the customer to click on the item name and then be directed to any web page. This web page could be anything, you tube video of how to use the product, google drive folder with all brochures, MSD Sheets, warranties etc or even just single pdf brochures.
I am sure customers will love such interactive invoices in a world where everyone just hates the…
6 votes -
add a little more project tracking into zoho books.
I love zoho books for my small professional services business. I just need to be able to organize a project with tasks and subtask (or phases and tasks). If you did this, you would be the only simplified project accounting software on the market right now. Integrating project management with accounting would be so awesome!
4 votes -
SUB-accounts and DIMENSIONS (Department and Project tracking)
SUB-accounts and DIMENSIONS (Department tracking)
7 votes -
To add boolean search while searching of items listed in the material master
Like when we search in google, entering a particular word should list the items containing that particular word. Currently we have to enter the first word, in order to find the right material, in case if the word is listed in third place, then it is not listed in the selection list. Kindly add this feature.
1 vote -
1 vote
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Like to export journal of banking with client account number so we can import into into SAGE
Like to export journal of banking with client account number so we can import into into SAGE
3 votes -
currency
Dear
Can you please add one space between Currency Code and Currency Value. Currently in your interface Code and value looks like this "AED0.00" which should be "AED 0.00"9 votes -
1 vote
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Create bulk allocation of bank transactions in CSV import file
Would be a great feature if we could already specify the General Ledger account name in the import sheet CSV file and then not having to manually categorise in Zoho.
0 votes -
in Italy is a widely used method of deferred payment when I create an invoice would be helpful to have the choice of method of deferred pay
in Italy is a widely used method of deferred payment
when I create an invoice would be helpful to have the choice of method of deferred payment 30-60-90 days
it would be useful to have a system that alerts the customer deadlines
all management systems sold in Italy have this function
10 votes -
scrap this product. WAY too much manual work. Utter waste of my time.
You fail to let me do much of anything in bulk. I need to restore 500 items? Click on each one. Add a rule to categorize things? You still need to click on each transaction. Terrible product. Inability to search or filter transaction. Half baked product
1 vote -
Añadir cualquier columna en los informes
Tendría que funcionar igual que CRM que permita añadir cualquier columna en los informes. Muy necesario para pasar informe a gestoría
1 vote -
Put currency on invoice
It's not clear is it US dollars or CA dollars on invoice.
1 vote -
To not chose "taxable" or "not taxable" when creating customer.
Sometimes it's taxable sometimes it's not. Also below 30k revenue there is no need for taxes and above there is. So that's not something that depends on the customer
1 vote -
payments per item
There should be a report called "payments per item" for a defined date range, since the sales and payment of that item could have occurred in a different fiscal period, i.e. an item could have been sold in 2015 and paid for in 2016. The "sales per item report" does not show whether these items were paid for or not. This should be important for all companies that report on a cash basis.
4 votes
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