Zoho Books
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com
6725 results found
-
3 votes
-
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
-
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 -
I don't want my sales staff to see customer outstandings although they should be able to prepare invoices for these contacts/clients.
I would want to be able to customize some sales staff access so that they won't be able to see contact/client out-standings, but they should be able to create invoices for these clients.
3 votes -
Save and New Option for Bills
It would be more efficient when bulk entering bills to have a "Save & New" option. Instead of having to save each bill and then click on create a new bill you could simply click "save and new" and a new bill screen would automatically load.
1 vote -
Add "search by" or "group by" customer to the Sales by Item report customisation
It seems many people, understandably, would like to see item/inventory sales by customer by date in reporting. Reporting via number of invoices is definitely the long way around and I would say largely pointless. It's not standard in CRM or inventory, but it seems a simple thing as the data is there! The "group by" addition to the account transactions did a similar thing with the data and made us all happy!
3 votes -
Set up the nominal account in the Customers/Vendors settings
Default Nominal Account in Vendors/Customer
3 votes
- Don't see your idea?