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
6407 results found
-
1 vote
-
Extend the amount of characters displayed in the "Details" section when importing a bank statement
Whenever importing a statement in .qif Format, the "Details" section will be cut off if it exceeds a certain amount of characters (I believe it is 100 characters). As most of the transactions have a very long "Details" section, this is quite unfortunate as the payment reference is usually at the end and very often cut off therefore which makes it difficult to match it with the relevant invoice. An extension to 200 characters would prevent this from happening.
4 votes -
Expose the Pricebook in API
When I pass it price book is attached to the invoice but the item price is not adjusted.
4 votes -
print associated documents
of particular importance/relevance in spain where all expenses submitted in tax returns have to be supported by the original invoice issued by the supplier.
this could be as simple as print all uploaded documents between abc and xyz date, or ideally when running the relevant expenses report you have the option to select to attach documents uploaded for the items included in the report.1 vote -
17 votes
-
1 vote
-
Ability to change the Invoice, Payment Receipts Paper size...
It would be helpful if we can change the printing paper size as per our wish...
9 votes -
Estoque
Boa tarde,
Não consigo localizar o estoque das compras feitas e lançadas no sistema.
Meu ramo é venda de cinemas e para isso, nós damos entradas no pedido de compra, após fechar com fornecedor, fazemos o contas a pagar, para que no final quando formos vender o produto CINEMA, incluir todas as peças ou objetos que demos entrada no sistema, isso que dizer, o estoque precisa ser baixado.
Obrigado.
3 votes -
More details of activity on an invoice (similar to Freshbooks)
Every activity on an invoice (credit card charged, credit rejected, invoice sent, etc) should be listed in a history area for each invoice. This is similar to what you see in Freshbooks here: http://screencast.com/t/cAFr0gIG
As part of this I also suggest the following general codes to be shown (and color coded for easier viewing): http://screencast.com/t/VSRURH6xHD
23 votes -
Delivery Note : Sales Order Ref also to be printed as that is actual Customer LPO
Delivery Note : Sales Order Ref also to be printed as that is actual Customer LPO
You should add sales order ref field as well, as the store where it is delivered understands the customer LPO which is internal to its company.
thanks
mani jain
4 votes -
Invoice to Bill Integration
Freshbooks allows users to set up team members that can send invoices which can then be "received" in the system as invoices. These invoices can automatically be turned into expenses. This would save users like me a lot of time. Please consider!
4 votes -
Customizing Estimate # when quoting through CRM
If we send an estimate through Zoho CRM, the estimate # has our own #, but also includes a system generated 14 digit number. We want only our own number to appear here and not the system generated one.
1 vote -
3 votes
-
3 votes
-
Purchasing / sales by item reporting for customers in the client portal.
I would like to see a feature that you can select in settings for the client portal to reflect sales / purchases by item type and date range. I think several entities like to provide customers with custom monthly reporting of purchases / services by item both in numeric form and pie chart / graphic form not just by having to go through each invoice one by one. We have been considering zoho books / invoicing and would be more adept to switching if this were a feature.
Thanks for your consideration!
12 votes -
Set Invoice Defaults for entry listings
It would be helpful to have a way to set defaults when creating an invoice (globally and/or per project). For example, under "Project Invoice Information" I want to set "Show all timesheet entries individually" for all projects, show "Task Name" and show "timesheet notes" Currently, I have to set each of these each time.
2 votes -
Add the ability to make a custom field required for contacts.
In Guatemala a NIT number is necessary to be able to claim a deduction. I would like to be able to make a custom field mandatory, and make it show up everywhere the contacts information is presented.
3 votes -
sales order app for smart phones
sales order application for smart phone to company executives veiw only sales taken by the sales executive
2 votes -
3 votes
-
Customer company Tax details
TIN, CST, Service Tax, CIN numbers of the customer companies needs to be added for customer invoice. Invoice can not be done for companies without these tax details.
11 votes
- Don't see your idea?