Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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6132 results found
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Fetch GST of Customers based on PAN and update all Invoices with their GST respectively
We create recurring Invoice for our cutomers, their PAN is updated, but we have to manually check for GST number at the end of every month and update GST in Invoice. If Zoho could directly link to GST portal and auto fetch GST number for customers, it will be a beneficial feature
1 vote -
COMMITED STOCK COLUMN IN ITEM VIEW
there should be a committed stock column in item view bases on
sales order1 vote -
Item variation
There should be an option for variations in Items. For example If I select item as "scooter" then another column should have variations to select as "Activa" or "Aviator" or "Scooty" or etc. to make the work process fast and easy.
1 vote -
different according to customer for same product
Add different rates for same product according to customers, wholesale, retail and consumer, also show history of rate according to each cus.
1 vote -
is there any way we can do Delivery order before do invoice ?
Singapore construction line we will send the quotation once the quotation approved we will send the goods for installation for that time we need Delivery order the site supervisor will sign the document then only we can create the invoice is there any way we can do the delivery order before invoice
1 vote -
1 vote
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Price List Locking
I would like to lock the price lists for my users and only admin accounts or certain profiles to make changes to a customer's price list which will enable my employees not to give out whichever price list they feel.
6 votes -
Have the client portal link API for integration on any website
instead of accessing the portal through the email link, clients should be able to log in on the business website and manage payments. This can also be integrated with Zoho bookings.
4 votes -
5 votes
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Proforma Invoice
many customers ask for proforma for making advance payment.Estimate template is no good for this.What I do is make an invoice with a different set of serial numbers abbreviated PRO/INV/2021/xxx make a pdf print and correct the header to read as proforma Invoice.After sending make the invoice void ! By including PRO in search all such invoice can be grouped.Actually there is no difference between an Invoice & Proforma Invoice but for the control number and the header and may be due days for making payment..
1 vote -
Adding time period of service
for service providers , It is better to enter the details for the time period services are rendered rather than one single date .Hence will be helpful in sales reports too
3 votes -
Please add a function that can select company name to be showed in checks
I want to show the company name in checks instead of display name
5 votes -
Rollback fonts on desktop/web app
Zoho changed the fonts and line spacing in an "update" last week. However, this has resulted in wasted screen real estate (white space), it looks like everything is zoomed in, there is too much scrolling and the font looks blurry.
I used to love the old font and the 'business tool' look of the application, and it is one of the things that drew me away from Xero. However, I think they are now trying to look like Xero. Big mistake!
1 vote -
Purchase order notification on Zoho before expiry
Option to add Purchase order on Zoho received from customers and get notified automatically before its expiry
3 votes -
Purchase order notification on Zoho before expiry
Option to add Purchase order on Zoho received from customers and get notified automatically before its expiry
3 votes -
Display line level discount in Transactions tab in the contextual item sidebar
The Transactions tab in the contextual item sidebar feature launched in the month of May 2020 is a very useful and a welcome feature.
It presently shows the Quantity and the Item price. We request you to kindly enable it to show the line-level transaction discount also as it is a variable for each customer and a very important and required information. This is for all the modules - Estimates, Sales Order, Invoices, Purchase Order and Bills.
5 votes -
Ability to continue time entry from previous day
In a single click, be able to clone a time entry with a time value of zero and start the timer
3 votes -
1 vote
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Debtor & Creditor Reporting
I would like to see Books have the ability to keep more comprehensive reporting for debtors and creditors. In particular the liabilities and the lenders of those loans. Currently a 'customer' can be matched against the loan, but it really isn't a customer, it is a creditor. By reporting correctly, users should then be able to run a creditor report showing creditors and the balances. This should also be able to be done for debtors.
3 votes -
Itemizing expenses should show remaining balance
When itemizing an expense (especially for an imported transaction where the total of the expense is known), Zoho auto totals all of the line items but it does not automatically calculate the remaining balance of the expense. I commonly split out certain fees or taxes from my expenses that import from my credit card and I have to do this with a calculator every time. It would be nice to have a button that enters the NET on a particular line, or at least just do the math for me.
3 votes
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