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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136 results found
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ipad pro app
Please do a iPad Pro App. i would LOVE to see that!
3 votes -
Display information in description field in general ledger automatically
To display information in description field in general ledger automatically allows users to have quick idea of the nature of the transactions. It save user's time to understand the nature of a particular transactions, and allow users to compare and scrutinize the overall transactions in a particular account.
Actually, this is a common and a must function of any software providing accounting information!
16 votesHi there,
We now have the option to include the description field in the Detailed General Ledger report.
To do so, please go to Reports→ Select the Detailed General Ledger→ Click on customise report and include the description field by clicking on the +icon → Run the report.
Hope this helps.
Regards,
Zoho Books Team -
remove Terms & Conditions
We are a project based company and this Terms & Conditions are not applicable for our company as we deal only with cheque / online transaction through RTGS. But we are unable to remove this line from standard invoice formate.
1 vote -
Automation and WebHooks in the invoice module
Hi, is a pleasure see which was added automation and WebHooks en the quotes module of "Zoho Books"
Thank you for that, but I think this functionality should be included too in the invoice module, with that and some development we will achieve generate electronic invoices in the fiscal framework of our country. - México -
Regards !!
59 votesHi All,
We have added automation and webhooks for the invoice module in Zoho Books. With that we now have workflows for invoices and quotes. Please give it a spin and let us know your feedback.
Regards
Prashant -
YTD Column for Profit and Loss Reports
I would like Zoho Books to add a Year-to-date ("YTD") column at the end of profit and loss reports that adds up all months.
7 votesWe now show the YTD in profit and loss report.
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All sales reports need to take into account "Sales without Invoices"
Working with a Non-profit where the majority of sales are donations we enter sales transactions using "Sales Without Invoices". Problem is that when you need to report on Sales by Customer no record of the "Sales Without Invoices" is displayed.
15 votes -
Bill / Assign inventory to a project
Projects may also include costs of inventory items. these are consumed as the project goes along. Upon final conclusion of the project, they may be invoiced in an itemised manner or as a lump sum. Inventory quantities however must be reduced upon allocation of such to a project. Accounting, sales & taxes, should only be updated upon project Invoicing.
32 votesWe now have the option to associate projects to bills.
You can take a look at this link to know more about this :- https://www.zoho.com/us/books/help/bills/#bill-customer
Hope this helps.
Good day!
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Online Invoicing accessible from mobile device
Allow merchants to send out invoices via their cell phones to their customers who can then pay them online.
6 votes -
VAT option for non-VAT registered users
Please allow VAT in purchases even if the user is not registered for VAT, to avoid having to calculate the amount inclusive of tax each time.
5 votesHi there,
We have options to provide VAT in purchases for non-VAT registered contacts as well. It would have to be entered manually by selecting the required tax treatment listed in the drop down while creating the purchase transactions.
Hope this helps.
Regards,
Zoho Books team -
Ability to attach document to Vendor Credits
When a vendor issues me a credit note/refund statement etc I enter it manually into books however I have no way to attach the actual statement to the credit as I would if I were entering a Bill.
This seems like something that was overlooked and easily remedied, I'd love to see it integrated so we can better keep a full record of our business.
6 votesHi there,
You can now add attachments to vendor credits by clicking on the paper clip icon at the top right corner while navigating to the required vendor credit.
Note: You can upload a maximum of 5 files, 5MB each.
Hope this helps.
Regards,
Zoho Books team -
Filterable Project View
Allow for filter options in the Project section of the mobile app to allow for quicker access to project time sheets. The current setup lists all projects active or inactive, billed or not. This makes it difficult to find current projects when invoicing and managing projects through the mobile apps. The ability to set the view to only active projects would make finding relevant projects much easier.
9 votesHi all,
The option to Filter the Projects as Active or Inactive is now available in both iOS and Android apps.
Regards,
Zoho Books Team -
Create custom mail merge fields that can be linked in email templates and reminders
To be able to create a custom field, I work in the property/real estate industry and it would be VERY useful to be able to create a custom field with the 'property address' and then be able to use this in the email templates and reminders as follows
INV-XXX for %propertyaddress% from %companyname%
12 votesHi all,
Custom fields can be created under Settings→Preferences→Contact→Field Customisation.
After creating a Custom field for ‘Property Address’, go to Settings→Email Templates→Invoices to insert the placeholder for the newly created custom field in the Invoice email template.
Regards
Zoho Books team. -
Add a BCC to the Reminder Templates
It would be nice to add a BCC to the reminder templates so as to email yourself without having the client see your personal email address.
As of now you can only do a CC.6 votesHi all,
Now, BCC field is available in reminder templates. Click on the BCC dropdown in Email Templates or Reminder templates to select the organisation email addresses from the list.
Regards
Zoho Books team. -
Apply discounts while recording Vendor Payments
Being able to apply the discounts while recording the payments received from a vendor.
13 votesHi there,
You can apply discounts at Bill Level while creating a bill using the ‘Discount’ field under the Item description table.
Hope this helps.
Regards,
Zoho Books team -
cc users on statements
would like the ability to cc and bcc my coworkers when emailing customer statements
0 votesHi all,
While sending customer statements, you will be able to choose your coworker’s emails in cc and bcc field if they are added as users in Zoho Books.
If Customer statement is sent in bulk, ensure to add the email addresses in cc and bcc field of Customer Statement email template.
Regards
Zoho Books team. -
0 votes
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