Zoho Books
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6410 results found
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Display AR Aging Summary By Invoice Due Date at the bottom of the customer Statement of Account
It will be helpful to add aging of the invoices at the bottom of statement for customers or vendors Cuz it's highly required by many our customers besides,
Some accounting software's provide that feature already. So it won't be difficult to apply it in ZohoBooks !!kindly find example photo in this link ...
https://help.zoho.com/portal/en/ticket/40089819096393 votes -
Email template dynamic if then else tags
Allow us to add %if% tags to email templates. So, for instance, we can do things like:
%if:OverdueDays>0% Overdue by: %OverdueDays%!! %endif%
%if:ProjectName% Project: %ProjectName% %else% No project. %endif%
1 vote -
Extended Exchange Rate Conversion
It is very common for an international company to be obligated to report to the head office in a different currency. So far there has been no function that allows for fields showing the currency conversion in a different currency in for e.g. expense, journals, reports. This is a crucial function for us as an international company.
6 votes -
stop invoice creation for late paying customer
If a customer has overdue payment, this function will not allow the sales team to make an invoice until the invoice is paid. this will save a lot of time on going over every invoice to make sure the customer has paid it before approving.
1 vote -
3 votes
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Import the Recurring Invoices - Overwrite Function please
Please allow us to import with OVERWRITE for the Recurring Invoices. This will allow us to export existing Recurring Invoices, make necessary changes in Excel, then import it back into ZOHO. This would greatly help when we want to add a one-time note on all "Next Invoices" or if we decide to update a particular field that was previously unused. The bulk update only allows updating of fields 25 at a time.
1 vote -
how does this work on an hourly system of pay. this only has a monthly salary structure possibility
IN ZOHO PAYROLL
1 vote -
multiple tickets on single invoice
It would be useful to be able to select tickets to invoice by customer, rather than 1 invoice per ticket.
Currently I run a report that shows all billable, closed tickets by client. I then select the tickets one at a time, which results in 1 invoice per ticket and some of our customers may have 5 or 6 tickets per month, often for small amounts.
3 votes -
Give the ability to customize the look and feel of the client portal
Give the ability to customize the look and feel of the client portal. For instance, I would like to change the Estimate "Accept" button text to "Yes, please!" Also, I would like to use a different label for Estimates.
1 vote -
option to select the Bank Account details from a multi tab that need to appear on Invoices
We need to use different bank accounts for different Customers. It would be great if we are able to select the Bank Account Details to be used when we generate an Invoice. It can be a multi tab or a drop down list from where we can select the same.
1 vote -
Use Professional Barcode Scanner in Mobile Apps
It would be great if we could use the inbuilt barcode scanner on our mobile devices https://na.panasonic.com/ns/250230_FZ-N1mk2_Solution_Guide_FINAL.pdf. The camera is clunky and not fit for scanning many items in quickly. If we could select inbuilt scanner rather than it defaulting to the device camera that would be awesome
1 vote -
Allow advance payments to be recorded as income instead of liability
In our service business, a project often takes weeks to complete, but labor and other expenses are incurred throughout the project period so we often ask for advance or installment payments. Since a final invoice amount often isn't known until the project is complete, we invoice at the end of the project and receive a final payment for the balance due. Under the current system, the advance payments received are recorded as a liability, but in our case it is actually income for services provided (labor costs, etc.) during the project. The current system imposes accrual based accounting on our…
1 vote -
Invoice Templates order summary page
We would like the option to have a simplified line by line breakdown of a customers order with a sepereate page that includes the items sold with detailed descriptions of the items with no prices. This would allow us to have a complete listing of features and benefits. When reviewing an order, accounting wants just the line items and balances due, whereas others involved in approving an order like to know what is inclueded with a purchase in detail.
2 votes -
Add a line item between other line items
Can only add new lines at the bottom of an estimate and then try to drag it up to go where it needs to be. Very frustrating when needing to add one or two lines to a 200 line estimate.
3 votes -
Self Client Registration Portale
I suggest client can signup themself in Client Portal it's easy and fast.
Client portal it's just a form with all fieled need to make invoice.3 votes -
Convert part of estimate to invoice
Have an option to convert selected items on the estimate to an invoice instead of the whole estimate - so that the total cost of project can be invoiced in stages as they are completed.
The remaining items would stay on the estimate to be invoiced another time.1 vote -
Seeing pending items in PO
I wish to see pending items to be received in a particular PO ,i dont find that option here
3 votes -
have an option to Bulk Update Pricing of Items by a certain Percentage
Hi,
I would love to have an option to Bulk Update the Pricing of Items by a certain Percentage each year, instead of me having to manually go in and change the prices.
Thanks!3 votes -
allow a unique image or colour scheme for different businesses in the app and web
I have a subscription to Books, and I also have log on permissions for my wife's Books. It would be great if it was more obvious on the web and apps which business I am signed in to. A different colour scheme, or company logo would be great.
1 vote -
please create an advance payment amount option in the invoice
have a item which says advance payment % that is automatically calculated and then have this as the main invoice which auto subtracts and goes out as reminder for remainder
2 votes
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