Zoho Books
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6407 results found
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Need for additional Fields
Need the fields customer name and tin number in Tax report
1 vote -
1 vote
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Import
Import an Reimbursible expense into a vendor bill.
1 vote -
3 votes
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update invoice date when sending invoice
We will often create an invoice while work is being done, but not send it until the job is completed. This may be several weeks later.
It has occurred a number of times now that we sent an invoice, and just a couple of days later, the late payment notice was triggered because we did not update the invoice date when changing from draft to live invoice.
Of course, this is not very good . . .
At the very least, a warning message to update the invoice date would be very useful.
Or it may make sense to change…
3 votes -
Link Sales Order to Invoice
Sometimes it happens that an invoice gets created that should've been created from a Sales Order, but instead gets created "standalone".
It would be nice to be able to link a sales order to an already existing invoice, maybe using the already present "Order Number" field
8 votesHi there,
We now have the option to link stand alone sales orders to invoices.
Kindly note that, the sales order number should be mentioned in the “Order Number” field of the existing invoice.
Once you do this, on selecting this invoice in the list view you will get an option on the top saying " Link to existing Sales order(s)".
When you select this option a link is established between this invoice and the corresponding sales order.
Hope this helps.
Good day!
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Please make allowance for posting personal use of company credit cards
When a business owner uses a company credit card for a purchase that is for personal use, there is currently no way to post the transaction to an owner's draw account (or any equity account).
For example, if a business owner is claiming the standard mileage deduction for business use of their personal vehicle, but then uses the company credit card to purchase gas for the vehicle, the transaction needs to be classified as an owner's draw rather than an expense.
If instead the business owner was accruing actual expenses for the use of their personal vehicle, and not claiming…
3 votes -
Edit expense category
Provide an option to edit, add or remove expense category. This was available in Zoho Invoice but not in Zoho books.
2 votes -
Invoice show date of project tasks
Would like invoice created from project timesheet to have option of including date for each entry
2 votes -
The option to set Miscellaneous reminders in Zoho Books.
Reminders that are not necessarily tied to any transaction entries (for example: "Christmas Party" or "Buy XYZ at the grocery, etc)
1 vote -
Territory Management
There should be separate invoicing and reporting system
1 vote -
Refund multiple transactions in one payment
This feature would let a user refund multiple transactions in one payment. The same would be reflected in the bank statement as one payment.
3 votes -
13 votes
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1 vote
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Edit Time Entries from Draft Invoices
When editing a time entry from a Draft Invoice (in edit mode), the system should also update the source Time Entry (in Timesheets). This is useful when employees are reviewing/approving Draft Invoices prior to sending to the client.
1 vote -
2 votes
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Tag transactions for different DBA's under one tax id number. Help in tracking for accounting purposes.
Tag items for different DBA's under one Tax ID number.
1 vote -
when receiving payments, can there be a shipping expense field, along with the existing bank fees field, that reduces the total deposit?
When I receive a payment via PayPal from my customers, not only am I charged "bank fees", I am also charged for the shipping expense. The net of payment, the bank fees and shipping expense is what's deposited into my bank account in one lump sum. Example: invoice $20.00, bank fees $1.00, shipping $3.00, net deposit is $16.00. The existing "receive payment" only takes into consideration the bank fees to reduce the actual deposit (as above example would only be $20.00 invoice less $1.00 bank fee, Zoho would show the deposit as $19.00, making it impossible to "match" transactions for…
3 votes -
lock previous months in Zoho Books
Good Afternoon, please testify block the months to prevent unauthorized modifications. It´s possible in Zoho Books?
Regards
Monica1 vote -
3 votes
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