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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Preprinted invoice
We need an option for preprinted invoice stationary
1 vote -
In the portal customer should be able upload their orders in zoho books
The customer should be able to upload his order once we enable him in the portal.
This will help in a big way1 vote -
I would like to be able to print checks for refunds off customer payments.
Currently you can only print checks as payments to vendors. Often times customers request to be refunded for projects and would like it in the form of a check, which I can't accomplish out of Zoho and need to hand write. This feature would be great.
1 vote -
Insert a new category for Gift & Cashback income
Insert a new category for Gift & Cashback income. There is no option for categorizing Gift & Cashback
1 vote -
DBS corporate bank link
Hello Sir/Ma'am,
Please add DBS corporate bank (DBS Ideal - https://ideal.dbs.com/loginSubscriberv2/login/pin) linking for automatic fetch transaction and it is most helpful. I am using Zoho Books since last four years and i don't wont to leave zoho. So please add DBS bank.
Thank you!
3 votes -
Total operating income (after deducting bad debt) to display on dashboard
Please display Total operating income (after deducting the bad debt)on dashboard in Income and Expense section. Also, if possible to have a setting or a way to set up what other expense want to display in dashboard based on custom user roles/access.
1 vote -
Add a new gateway provider
We want to add our gateway provider "CardPointe" to the current list. Could you help?
3 votes -
1 vote
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Dashboard
It is great to have the option to choose the financial year. My requests are the following
1. Provide options to choose the period (in the dashboard)
2. Provide options to the bank accounts (one or multiple)Further, once we choose, the bank, it would be ideal to choose the dashboard out of the bank account. It will help to manage multiple bank accounts more effectively.
1 vote -
Allow $0 price for a pricelist item
The pricelist does not differentiate between $0 and null. In some cases may need to include an item at a zero charge on an estimate/invoice.
When entering a $0 price, this is automatically wiped and set to null. Null and zero are not the same.
Currrently you need to remember and override this manually.
3 votes -
customer statement
Customer statement: all historic transactions
When selecting the period for customer statements, there should be a faster default option to select ALL transactions - instead of heaving to go back years in time.
1 vote -
Custom logic for Books to select the appropriate Invoice Email Template
We have mutiple Quote/Invoice Email Templates. We would like to setup some custom logic that says if select the appropriate Email Notification Template this could be super helpful if like us you have various departments and what a nice branded email notification.
1 vote -
Inactivate a user from project
Now there is no option inactivate a user project so as to prevent user from accessing the project in future
3 votes -
Ability to generate invoices on the LAST day of each month.
Having the ability to generate invoices on the LAST day of each month would be beneficial. As you know there are 28, 30 or 31 days in a month.
You can only generate recurring invoices on specific dates.
3 votes -
Give abillity for attention to field in Zoho Books Customer Address and must be linked to Kontaktperson of company
On the documents in Zoho Books (Estimate, Sales Order, Invoice, Purchasing, etc). There is currently no way to select a contact person of the selected Company Account as a lookup.
Please make it possible to add a field that relates to selecting a contact person of the company that the document is addressed to.
1 vote -
Address in Zoho Books Document (Need Company Main address)
In many countries in Europe, the address of the customer on the documents have the companies main address, the delivery address and the billing address. Please make it possible to add the additional address the main company address. Thanks.
1 vote -
Credit Card Auto-Import Original Currency and Exchange Rate
For foreign transactions on my credit card I cannot see the original value, but only the exchanged main currency value. I'd need to also original value, because that is what is written on the receipts I want to attach to it.
1 vote -
Landed Cost on PO
We cant do Landed Cost on PO. We raise PO on transporter. Transporter gives a bill. WE book the bill and allocate landed cost. Does Zoho thinks things happen differently in any company. Show me one.
1 vote -
Create a RETAINER INVOICE that I can apply billable hours towards after it's paid
I would like to create a Proforma Retainer Invoice and send it out for payment. I would then like to apply my billable hours for that project against that invoice until it reaches $0 - or if the billable hours goes beyond it will ask me to save the extra time as billable (or ask me to create a 2nd invoice.) Anyone using retainer for services - this is the missing piece in Zoho. Today; I have paid invoices and billable hours, but can not match them up.
5 votes -
Items Prices linked to an Index
I sell items that have a cost/purchase/sell price attached to an Index. For example Aluminum, Zinc, Copper...
The Index at the London Metal Exchange (LME) for these materials changes intraday but for simplicity, I only need update my prices once a month.
If I could store the value of LME for Aluminum, Copper or Zinc in a single field and define that this or that Item is linked to that field, then I can drastically simplify the updating of prices.
For example: Item1 this month would be 'ALUMINUM LME' ($2) + Item purchase price ($3) = $5. Next month LME…1 vote
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