Zoho Books
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6410 results found
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clearly guide us to select different sales account while creating a sales entry
i am unable to know how to elect a sales sub ledger such as credit sales, cash sales etc.
1 vote -
Change of Estimate Status to Draft even after send
When we create a Estimate---> Approve--> Sent. Then client will come back with comments to revise the estimate. When there is a revision, the status of the estimate has to change to Draft again, then the estimate has to go through the process of approval before submission
1 vote -
Get the summary of the Outstanding owed by each client in the DashBoard
With the summary of the outstanding by each client we will be able to know which client owes us the money and how much with out going to the reports and downloading the report.
1 vote -
inventory items & item bundles
We should be able to bundle items.
So I have a service ("Service A") that we offer our clients that requires items 1, 2, 3.
It would be nice to be able to add them to a "bundled line item"
So The line item to the customer is "Service A" $100 (or whatever) but it takes one each of item 1, 2, 3 out of inventory on the back side.So for instance if its a lawn care company "planting a tree" might be the service but the inventory items might be 1 tree, 2 bags of potting soil, 2…
6 votes -
vendor/customer option to exporting popup for invoices
- add vendor/customer option to exporting popup for invoices
- increase Date Range for invoice exporting
0 votes -
Allow memo lines to be printed with checks (i.e. - Job name)
We use the same vendors for multiple projects and it gets confusing when a check goes out without the job name on it. Adding this will simplify things for our vendors!
1 vote -
In case of more than 50 lacs single invoice TCS tax is applicable, but in few case it's not applicable. those details are missing in FAQ.
In case of more than 50 lacs single invoice TCS tax is applicable, but in case of Trading this tax is not applicable, but in your FAQ in this not mentioned.
Please provide more details on TCS tax.
3 votes -
add gold and silver currency code XAU AND XAG TO ZOHO BOOKS CURRENCIES OPTIONS CHOICE TABLE
THIS will solve the issue of recording purchase of gold as a reserve asset for management of corporate treasuries
right now we are using the bill function with zoho books but it is not right because it is used for managing inventories, which is different from managing treasuries by investing in gold
the simple and elegant way is to simply ADD a currency code XAU AND XAG to zoho books and then we could simply add manually an cash account denominated in XAU to record the transfer of fiat currency into gold as an current assset to hold in the…1 vote -
Automated manual journal for depreciation at X% rate
In Canada, depreciation rates for tax reporting purposes are determined on a per asset category basis. Depreciation is not linear. It would be nice to automate a journal entry based on that % and the remaining asset value on the BS. Example, for a 1000$ inial asset value that depreciate at 20% per year, Depreciation expense at year 1 is 200$, remaining asset value is 800$. At year 2, depreciation expense is 20% x 800$ = 160$, remaining asset value is 640$, And so on... Right now, the recurrin journals feature can only be set at a fixed depreciation value…
2 votes -
enter part payments on expenses and have the option of payment pending
Not all expenses are paid for immediately. There are expenses which are paid after a period of time, fixed asset purchases are made in parts over a year, which needs tracking.
Currently payments are made over the year and recorded as advance payments. But you cant select multiple payments and match it with an expense bill. which has been paid for by multiple accounts. Expenses should have a payment pending status just like the bills.As of now I record payments as advance and the expense says paid through prepaid expenses.
But net effect I have an advance under my…3 votes -
Bulk Recurring Next Invoices Changing
Hi would really like to see a option to bulk change recurring invoices dates, due to the fact that our invoicing dates do change each month and we have many recurring clients, to change each one separately is a hassle
1 vote -
Printing check to blank check paper
I'd love to see the ability to print to generic blank check paper and have the system add in the check information (routing, account, etc) which Xero supports instead of having to buy pre-printed checks and store them with the risk if the checks are stolen they are usable (vs storing blank paper). This is the one function preventing me from leaving Xero completely.
1 vote -
Be able to transfer money between banks with different currencies
If you have multiple bank accounts and need to transfer money between them how do you deal with this?
1 vote -
Can Zoho Book able to provide option to maintained Fixed Assets Register as per Companies Act 2013 Schedule II and compute depreciation ?
Can Zoho Book able to provide option to maintained Fixed Assets Register as per Companies Act 2013 Schedule II and compute depreciation ? integration of Fixed Assets Module provide batter reporting and compliance with accuracy.
5 votes -
Delete Audit Reports
I am now unable to edit / delete Audit Reports. I think Admin should be given the flexibility to edit / delete Audit Reports if needed.
3 votes -
Enhance page numbering on PDF
Enhance page numbering from displaying page numbers to displaying page number followed by total pages.
2 votes -
Transaction confidentiality per Branch
We want to have a login option per branch and confidentiality of branch transactions. The list of customers, invoices, and other transactions per branch is only visible to the admin and branch user. Other branches should not be able to see other branches' customer lists and transactions.
Also, we want to have a feature that you can create a customized report including the sales, invoices, payments received, expenses, etc. on a single report, to avoid the number of papers used per report.
Hope this will be considered.
Thank you.
3 votes -
Ability to disable credit card but allow ACH using Authorize.net
We need the ability to allow for ACH payments while disabling the ability for Credit Card payment. This needs to be allowed on a per customer basis. It would be nice to enable and disable on an invoice basis as well.
We have many wholesale customers we do not allow to pay via CC, but we allow ACH.
7 votes -
Not display invoice copy
Would it be possible to deactivate the link that displays actual invoice.
Indeed we are not using Zoho invoice template.
Setting up clickable link shall be offered to Zoho customers.1 vote -
Separate Field customisation for Vendor and Customer and Mandating them
We would like to have separate fields for customers and vendors as both are supposed to be different categories. Also there should be option to mandate the fields as users may miss out some vital information
1 vote
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