Zoho Books
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6159 results found
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20102278603648.
20102278603648.
3 votes -
At the available inventory of an item, change from "Total stock at hand" to "Available for sales".
When I am offering a product and I see next to the item the inventory at hand, it looks like I have product to sell because it is in the warehouse. But somethimes the Item is reserved and there is no product to sell anymore. When you click the inventory number you can look in the inventory and see what is available for sales but I think it is a better idea to have that number next to every item.
3 votes -
vendor payment terms
Credit terms are common with suppliers, 30% deposit, balance in 60 days. There is no mechanism for this in Books. It would make sense to use this option both in vendor terms and customer terms, automatically calculate balances in A/P and A/R based on these terms. Currently, users are required to manually modify balances outside of Books to properly reflect these balances.
1 vote -
Memorize/Autofill Expense account associated with Vendor
There should be a MEMORIZE or AUTOFILL feature that can be associated with vendors in expenses. For example if my vendor is EXXON and I have entered the expense account as GAS 10 times it should memorize it or allow me to associate GAS with that vendor so when I enter that vendor the expense account is already filled. Its just time saving
1 vote -
Have the same schema of numbering system for retainer invoices than normal invoices
Please could you allow your users to choose if they want the retainer invoice number to follow the same schema as the normal invoice numbering???
and do not have a separate system of numbering?
In france and in many others countries, it is not authorized by governments to have different numbering systems for invoice and retainer invoice !!!
All our french user cannot use the current system...
All invoice types (normal invoice & retainer invoices) should have the same numbering like follow :
RETAINER INVOICE 10455
INVOICE 10456
RETAINER INVOICE 10457
INVOICE 10458
and so on....Could you please allow…
9 votes -
Paypal balances should be in Paypal account currency, not base currency!
Please can Paypal account balances be accounted for using the currency of the Paypal account, not being converted to base currency as highlighted here: https://www.zoho.com/books/kb/banking/paypal-multi-currency.html
I cannot understand the rationale behind doing things that way, as Zoho is a multi-currency system and other bank accounts are maintained in different currencies, why not Paypal? Alternatively, put an option to deactivate the currency feed conversion, so that it becomes optional.
1 vote -
individual invoice profit and loss report......
i need individual invoice profit and loss report...kindly update in zoho books
5 votes -
Remuneration to partners
there should be an option to calculate remuneration to partner. For that we have to enter the details in tally and then check.
1 vote -
Reports across months in a fiscal years - monthwise
Need to be able to view sales / invoices / purchase monthwise in a financial year
1 vote -
Add Bitcoin as a currency option. My company has started receiving bitcoin as payment for services.
Add Bitcoin as a currency option. My company has started receiving bitcoin as payment for services and I need to simply track this in zoho.
9 votes -
Seperate module for Salary & Wages to restrict access of Staff to know other employess salary
Salary & Wages should be a seperate module as this is a sensitive data & not to be accessed by the Data Entry Staff .
9 votes -
enable printing checks from the expense window
We need to be able to print checks for expenses.
8 votes -
There should be a field for email address with the billing information
When we enter information for a new customer, the billing address is often different that the shipping address. Although Zoho has a separate area to enter billing information, there is no place to put a billing email address. Most organizations prefer that invoices be emailed rather than mailed to them, so it would be great if that feature would be added to the billing information section of the customer set-up.
1 vote -
Hope on the zoho books could add a feature in Sales Orders that could tranfer bulk invoice but without mixing everything on 1 invoice.
We really need that option cause they have differente shipping address and orders so cant be quiet annoying transfered 1 by 1.
3 votes -
user restrictions based on individual contacts
Option to provide user restrictions based on individual contacts so certain user can only access to certain contacts and certain user will be restricted to access certain contact.
1 vote -
Allow Zoho Books Estimates to be merged fields in Zoho writer
We would like to use Writer to generate visually stunning proposals, please allow for Zoho Books to be an option in the Merged Fields so that we can merge an estimate into a writer doc
6 votes -
tax withheld
Not able to see the Tax Withheld report in Books reports section.
1 vote -
CREDIT NOTES - CLOSE OPTION
Close Button, like the ones we have for invoices that we physically mail versus email. Sometimes we just need to close out credit notes rather applying to invoices because it deducts from more than one and offsets value which is normal in business world but if we can just close it rather applying it since customer pays in full intended invoice and we dont like using the refund button but doing that for now...thanks
1 vote -
Allow an Accounts Receivable ledger which shows Customer total (currently the total per customer does not show)
Four our auditors it is a requirement to show a ledger which shows the Accounts Receivables sorted by Customer with a total balance for each Customer. Currently the ledger can only be created without the total per Customer.
4 votes -
Zoho Books > Documents uses Zoho Workdrive
Zoho Books > Documents uses Zoho Workdrive so that documents can be attached to invoices, bills all the other items.
Zoho Workdrive should be used to integrate between all the zoho apps to make workflow and documents easily accessible
10 votes
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