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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6171 results found
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Book TDS without payment received from client
There is an disadvantage in Zoho Books that at the time of closing books of accounts, clients whose payment is not received at the end of Financial Year, but i have to book TDS (Advance Tax) for that client, it is not possible in Zoho Books, so my request you to add this feature in Zoho Books
2 votes -
Delivery Challan address
Give an option to change delivery challan address. currently only customer address can be selected from dropdown list, similarly multiple addresses should be possible to "Dispatch From" address.
3 votes -
Pls add lorry/ truck no. and eway bill no. column in Invoice
Pls add lorry/ truck no. and eway bill no. column in Invoice as it is necessary in my all invoices.
2 votes -
Ledger Account enquiry
Currently the only way to enquire on a ledger account is to produce a report.
Why can't we view the chart of accountant, see account balances and then look at transactions.
Seems very poor to have to produce a report to see this information.1 vote -
E-Way Bill generation for Import Goods from Zoho
Request to help us Generate E-Way bill for import goods from cargo
1 vote -
GSTR 2A Mismatch
While reconciliations with GSTR 2A, We cant add the invoice which has been Submitted by the Vendor in their GSTR 1 but have not "filed" it. This shall be changed and we should be allowed to add our Value. Due to this problem we are not able to file 3B.
1 vote -
Display amounts in Zoho Books without VAT added.
In Zoho Books there is no option to display amounts excluding VAT. SO on my dashboard (and in the total amount of invoices) all amounts are including VAT. So if I want to know my turnover or profit I first need to manually distract the VAT percentage. THis is not normal for accounting because VAT is no part of the turnover or expenses.
10 votes -
Put more information on normal invoice of the retainer invoices already paid
In final normal invoices, when a retainer invoice has been paid, it is shown at the right bottom of the invoice the amount of the retainer invoice paid in red, ok.
In order to be more clear for us and for the customer to remember which retainer it is, could you please add more information about that retainer invoice paid like :
Retainer invoice Number
Retainer invoice date
Retainer invoice % (percentage of the total final invoice)example :
Retainer already paid : RET-0001 - 01/24/2020 - 50% 10 500 $
Thanks for taking in consideration that request
9 votes -
1 vote
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Customizable Import Field Identifiers
When importing invoices, I'd like to be able to choose which field is the unique identifier they should be associated with.
I have client accounts with the same name but with unique account numbers. The platform I use to process orders/generate detailed invoices requires the legal entity name on the account so we differentiate the sub-accounts/departments by account number. This creates an issue when importing and I'm unable to edit the unique field identifier.
3 votes -
Item search in transaction forms
The item lookup field in the transaction forms have to be searchable. Currently one needs to type in the item description in the right order for the item to be displayed in look up. This forces the user to remember the item in the exact same way it was created. Instead as the user types, the lookup should display all the items that contains that term. For example-if the user types in a model no of the item, the lookup should display the item that contains the model no irrespective of the location of the model no in the item…
1 vote -
Apply vendor credits to a check and not necessarily a specific bill.
Currently I have to apply vendor credits to a specific bill. I would like to be able to have the credits, along with the open bills, pull in under a vendor name when making a check payment so that I do not have to apply it to a specific bill. The credits would show as line items, just as the bills, with the deduction amount.
1 vote -
We NEED to block some Accounts in the Chart of Accounts, BECAUSE there are some Accounts that SHOULD NOT have any transactions
We NEED to block some Accounts in the Chart of Accounts, BECAUSE there are some Accounts that SHOULD NOT have any transactions (Parent Accounts) , but just those under them .
Example:
General Expenses (Parent Account) : $20
Sales Expenses : $10
Office Expenses : $10In this Example "General Expenses" should just SUM the total amount of those Account under it.
My concern is why I couldn't disable these parents accounts from being chargeable in the transactions , to collaborate what accounts should viewed in the transactions and to avoid charging on inappropriate General Ledgers accounts.
22 votes -
I like to suggest being able to maintain multiple unit of measures for an item
I like to suggest being able to maintain multiple unit of measures for an item
1 vote -
1 vote
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Invoice no. as per customer
There should be option to generate auto invoice no. for each customers.
e.g: Customer ABC, Customer XYX.....then to generate inv for ABC... we should have prefix as ABC-2021(Financial Yr.)-001 (Auto incremental inv. no.).
to generate inv for XYZ....Invoice # XYZ-2021-001...like this.
1 vote -
Composite items components full descriptions should be visible on estimates/invoices
You should be able to show all of the items within a composite item with their full descriptions, pictures, and details underneath the main composite item. The current text list with only the items name is just not a good solution.
1 vote -
Line Item wise Discount
There is no option to create line item wise discount while creating a bill. This is available in an invoice but not in the bill.
1 vote -
Improve Navigating Orientation Video
The video under "Navigating Zoho Books" is almost useless. First, he talks so fast that you cannot think about, grasp, what he has told you. Second, he has a strong enough accent that I have to figure out what he's saying. I cannot do that and and Understand Zoho at the same time.
If he was to record it again and take 10 minutes instead of 5 minutes, and make sure to speak clearly on all words, not just most words, then it would be a useful video.
1 vote -
1 vote
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