Zoho Books
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- 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
6158 results found
-
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
-
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 -
Zapier - Create Item add more fields, be able to modify record
Right now you can create a new item through Zapier but you can only add the Rate for the sales order, there is no option to add the Cost for the purchase order.
Items do not have a lot of fields to begin with, it will be great if all the fields are available including custom fields, it will be just a simple mapping.
Also a new Zap should be created to Update information, not just creating items. This is very handy as items are often updated with new pricing
1 vote -
Allow transaction rules to be copied to other bank accounts
For businesses with multiple bank accounts, it would save time to be able to copy/duplicate transaction rules from one account to another.
19 votes -
speed it up.
every time I try to enter a vendor name, it takes three letters and then takes 10 seconds to load the vendor list. It's hard to convince people to switch from qbo when each entry takes so much longer.
1 vote -
allow transaction entry into a register.
Clicking "add transaction" between each transaction is not efficient. I would prefer a register view like quickbooks. I shouldn't have to change the date for every transaction that is not recorded for today.
3 votes -
It would be very helpful to have the option of using the same account name within different types or Parent accounts.
Chart of Accounts: It would be very helpful to have the option of using the same account name within different types or Parent accounts.
1 vote -
1 vote
-
Secure way to send credit card details from CRM to Books
My sales team does not work in books but will collect the credit card for new sales. ZoHo does not have a way to send this information over from the CRM to Books for the finance team to process.
We can create quotes and estimates and even change those into invoices not sure why we cannot process credit cards.1 vote -
Custom journal filters
I love to have the ability to create custom fields for manual journal entries.
However, I'd like to be able to have a custom view of manual journal based on these fields.
Something like the customized filters like for the invoices or expanses would be perfect.
1 vote -
Packing List for export
Please add Packing list option which is customized for every one in which we can put detail of consignment dimension, net weight, gross weight, amount, no. of items and etc.
1 vote -
be able to use oanda as automatic currency converter
enable the use of oanda as currency covnerter instead of open exchange rates
1 vote -
EASIER WAY TO EDIT ENTRIES
When reviewing the reports or general ledger or trial balance, the accountant or auditor or the user may want to edit some entries from one ledger to another.
While reaching the voucher is easy from the reports section - coming back to the reports section or the ledger is not as straightforward.Please provide 2 short cut buttons - showing access to ledger that is being edited. And second showing access to the report page - be it trial balance, balance sheet, general ledger or pnl page.
1 vote -
Payment Receipt link via sms
A link to payment receipt should be included in the payment thank you sma, So the customer can download Receipt from the sms link
3 votes
- Don't see your idea?