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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6729 results found
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seperate bills & Expenses in reports sections. like it is separated in Users & Roles. a no access user to expenses still can see it inreport
in Roles, it is great to allow us to separate the access between the bills & the expenses. but surprisingly still the user can see the expenses registered in the bills reports!!
2 votes -
Map Accounts for WePay Transactions
Currently, you can map your accounts for Stripe transactions using the edit setting button which allows you to select the account to use for fees, sales and taxes. When you setup the WePay integration, you are not able to select the account settings. As an example, when a payment is made through WePay, the fee is put into the account Bank Fees and Charges. It would be nice to select a different account such as WePay Fees.
7 votes -
Cross exchange rate, please!
I'm using Zoho Books in Serbia with EUR as the main currency. But the exchange rate for example 1 RSD = 0.008113 EUR is very unuseful because I need to setup an accurate end value in RSD. In this case usually we use cross-rate, for example 1 EUR = 123.0023 RSD.
8 votes -
Notes
This is a suggestion applicable for both Sales Orders and Invoices.
I would like to see a simple function whereby on the list of both sales orders and invoices, wherever a note is applied to a specific invoice/sales order, a small icon is shown on the list of sales orders and invoices.
This just serves to demonstrate which invoices or sales orders have notes assigned to them.
Thank you
3 votes -
3 votes
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Accept amazon payments
It would be wonderful if you'd add the ability to accept Amazon Payments.
Seriously need an alternative to PayPal which has been causing me no end of problems
Thanks!
6 votes -
Weekly time log: add arrows to move back and forth through the weeks. Currently
Weekly time log: add arrows to move back and forth through the weeks. Currently you see three weeks back and when you focus on a week the forward weeks are not visible anymore. Leave 3 weeks visible and put the focus on the middle one and allow the user to move forward one week or back one week
1 vote -
allow
We need to be able to use different types of checks. Our company has middle checks but Zoho only allows for top checks. This has created a need for our company to purchase more checks even though we just bought 6 boxes that are compatible with our old program. Most other programs allow the use of many different check formats
3 votes -
1 vote
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Match Transactions
When trying to match uncategorized transactions, the list of possible transactions that have been manually entered already include the date and the total. It would be great to also include the vendor name.
5 votes -
For any transaction provide the option to view the same in Journal format, by clicking on the respective sales / purchase / expense bill.
While viewing any entry in one account, not able to see which are all the accounts effected in a particular entry of sales/ purchase/expense
1 vote -
Hi! we're having a problem printing our custom invoice and estimate templates. Having too much content in those templates to print only on "
Hi! we're having a problem printing our custom invoice and estimate templates. Having too much content in those templates to print only on "usLetter" format, I'm asking you to unlock the "usLegal" printing format at least for our personnalized custom templates. We"re a franchisor and we're about get our franchises to implement with your system after testing completed and meet our standard. Thanks
4 votes -
Hi I want to select the timesheet-activity status either to 100% or into a value within ["Not Started", "WIP", "Done", "Reopened", "Fixed"]
Currently the status column depends only on time worked it seems. But Work status is a complex field based on human agility and management.
I would ideally like to select the timesheet-activity status either to 25 -100% or into a value within ["Not Started", "WIP", "Done", "Reopened", "Fixed"]1 vote -
Customer makes orders from his Client Portal
As admin we can send and order to the customer to be accepted, Why the customer cannot make an order directly from his portail account
4 votes -
Bug - Tokens Not Translating
We have our ZoHo in English, but are sending German invoices. We have our invoice template language set to German, yet when we use %(m)% to generate the month, is generated in English, and not German.
1 vote -
Reporting Tags, It would be nice to be able to select more than 1 option from each tag group
It would be nice to be able to select more than 1 option from each tag group
3 votes -
Download Invoices
Download Invoices: An advanced filter for invoices (download). For example, only closed, only partialy paid, etc.
1 vote -
1099 reports enhancement / bug fix
for accrual basis, 1099 reports should include vendors based upon bill date even if payment is outstanding in report year. Currently only vendors whose bills have been paid are shown on the report.
6 votes -
Must have ability to re-orders fields on templates versus being stuck with the order (time) each field was added.
This applies to all Books fields within the various templates (Estimates, Sales Orders).
1 vote -
bulk transfer banking transactions
It would be a very convenient option to be able to select multiple transactions from one zoho account, such as undeposited funds or payments recieved to the bank account where the funds are deposited. Having to edit each transaction individually for many transactions takes a lot of time.
10 votes
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