Zoho Books
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- 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
6410 results found
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Restrict Bank / Cash Accounts
There should be an option di allow/restrict individual bank/cash accounts as I don't want a user to see all of the business's accounts. For example, I only want user X to maintain a petty cash account without being able to see all of the other accounts.
4 votes -
Add a report for Reminders
It would be good to have a report showing the reminder emails that have been sent over a period of time. It's difficult to track these when the only visiblity of reminders is on the invoice itself.
1 vote -
discount expiry
It would be fantastic if you could add the ability to only offer discounts for a specific amount of payments cycles on recurring invoices.
Eg. Only offer 10% off for the first 2 payment cycles and then reverts automatically to full price.
1 vote -
Zapier Functions
Please add Create Bill and Create Vendor actions for Zapier
6 votes -
Add stripe surcharge
It would be great to be able to charge the Surcharge for payment gateways to customers at checkout. ie it doesn't show on the total, but adds in when the payment method is chosen
4 votes -
Create Branch-Based standalone workspaces
It would be very interesting to make possible to create a kind an branch-based "ecosystem", like a "sub-organization" :
- set permissions to user roles based on branches (restrict a user to a specific branch)
- setup document templates for a specific branch and assign automatically the right document template depending on selected branchSo some users would be able to manage an entire Branch without having access to other branches.
6 votes -
Simplify invoices when working with Size Variants
We're a Clothing company and we've been using Zoho Books since the beginning.
Now we're working with a lot of different items we find all our invoices become really long and not easy to understand by our clients and when we want to double check stuff.There's way too many lines because of the size variants, so let's say a client orders 20 different items in 5 different sizes, this means 100 lines and 6 pages.
Are you able to make a summary or just show all variants in one line?
3 votes -
Average Payment days of a customer
The way we are getting our Average credit days of Customers, if we can see Average Payment days of an individual customer it will be very helpful. In this also if we can get option of average payment days for a particular period it will be very good. Suppose we select year 2020-21 and we get the Average payment days for this year.
7 votes -
improve CIS reports
in the UK it is a legal requirement to send a CIS statement to your subcontractors monthly
At present the system is clunky, you have to add custom filters and then download a pdf report and email out
It would be a lot easier if you could run a report that automatically filtered only subcontractors billed in the month, and sent the statement automatically to the email address stored in their vendor details at set up
Would be great to have a feature where you can send
3 votes -
save customer credit card
When a customer clicks a payment link within an invoice and they make the payment, we cannot reuse that card for future transactions. We have to request card info or send a new payment link. Can you enable it so that the customer makes the first payment and then refers to that card in the future.
1 vote -
Create Advanced Inventory Expense Account Associations for Proper Cost Accounting
Hi Zoho - Right now, inventory items can only be associated with one expense account, meaning that an organization that wants to track multiple specific expenses and "tie" them to a single inventory item cannot do so.
The use case is this, if a company manufacturers products and has $100 of materials cost, and $100 of direct labor costs, they should be able to associate those two expenses to the total inventory item cost. Then, when the product sells, those two expenses should finally be realized on the P+L.
3 votes -
Bill Creation for Service Expenses like Telephone Bill, Rent etc
Presently we can only create a Bill for Items. But in practical life we get bills that are due in the future for Services as well. Want the bill functionality to be extended to recording the Bills for Service type expenses as well like Telephone Bill, WIFI Bill, Utilities Bill and Rent bill and other similar bills.
1 vote -
Allow option to print my business name on checks or enable HTML editor for Check template
Allow option to print my business name on checks. My checks don't have my business name on them. My previous accounting software (Quickbooks) had the option to print my business name and address on the checks in the upper left corner. It would be great if this was an option, or give me the option to use the HTML editor on the check template and I could add it myself.
1 vote -
Incorporate Flutterwave for your African customers
Flutterwave allows Africans to pay in multiple currencies using local mobile payments methods in home currencies.
5 votes -
add LCL Crédit lyonnais Bank
is not available in ZOHO bank integration,... As CIC, Crédit mutuel bank do ! Why ????
I suggest to add LCL Bank with EBIC format French Bank
Many thanks3 votes -
4 votes
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Invoice TEMPLATE cloning feature
Can you please allow for cloning of Invoice TEMPLATE, so that a template can be duplicated with a differnt name and be modified for different uses (e.g., I have invoices with quantities and some that do not need quantities)
2 votes -
Provide an option to print the attachments in Bills
Provide an option to print the attachments along with the details in the bill.
It will be very useful for our organisation.1 vote -
Export Overdue Invoices List in PDF Format
It would be great if you could add an option to export current view of overdue invoices in PDF format.
6 votes -
Monthly Recurring Revenue Report MRR
We need a report that let us know the projected revenue we have in recurring active invoices. MRR is essential in any billing software.
6 votes
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