Zoho Books
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6156 results found
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Enable inventory tracking in basic subscription
Enable inventory tracking in the basic subscription. This is crucial feature and accessing it only on professional is too expensive for startups in Africa
3 votes -
Please make YESBANK also for customer payments
To collect payments from customer include YESBANK also
1 vote -
users customization
Small organisations/professionals do not like giving access to all the accounts to their data entry bookkeepers
For example I have 6 bank accounts, 2 of which are personal. I only want my office staff to have access to 4 accounts for data entry through manual journals or banking categorisation.
However, once i give access to banking or manual journals, they can view all my other accounts and transactions as well.
Lack of this feature prohibit me from maintaining my books of accounts in office though zoho books and still depend fully on my CA for full bookkeeping.
The simplest solutions…
15 votes -
1 vote
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We already definied the Organizations Roles, but, there is a diffence with Zoho CRM where yo can define Hierarchy. We need define hierarchy
We already definied the Organizations Roles, but, there is a diffence with Zoho CRM where yo can define Hierarchy.
We need define hierarchy in Zoho Books e Inventory, for ejemple, several seller reports to a manager, each seller can only see their accounts, contacts and potencials, but can not see accounts, contacts the anothers sellers.
The manager can see their own accounts, contaccts, potencial, and the accounts, contacts and potencial the seller what they depend on.3 votes -
Client portal
I would like the "Staff name" field to be included in the Client portal under project timesheets
3 votes -
Allow customization of the dashboard.
I would like to be able to select to hide/view modules and/or reposition them on the dashboard. This would allow more relevant information to appear higher on the page. Ideally, I would like to have the Account Watchlist appear next to Bank and Credit Cards
7 votes -
1 vote
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Inventory Items on Projects
Having the ability to added inventory items to a project would be super helpful! I know there is the option to associate projects to bills but most items we have in inventory, have already be paid for at an earlier time and so we just charge the customer at the time of the project. So, associating a project to bills, doesn't really help us.
Could this be added?
1 vote -
Print a Dynamic UPI QR Code on Invoices For Customer Payment
Include an Option of having a Dynamic UPI QR code on Invoices so that the customer can easily make the bill payments by scanning it with UPI apps on mobile phones., Now a days UPI is the favourite payment method for many customers..
Please have an option of setting up the UPI virtual ID details under preferences / payment settings
and an option in invoice template to size and align the same in invoices
26 votes -
Formula fields in Zoho Books
It would be usefull to have formula fields in Books as we have in CRM. For example, a client of mine needs to work with lb and Kg, as no conversion tool exists in Books, a simple formula field would do the job.
14 votes -
Print Preferences
Similar to selecting Organisation name, Accural/Cash Basis, Report by, Report Generated Date and Reported Time.
If you could implement Organisation GST Number, Organisation Address in Print Preferences it will be useful.
3 votes -
Print Preferences
If you can add a Remarks or Notes Column in Print Preferences. So, that while printing if some one has something to write while printing it will be useful.
1 vote -
Remarks or Notes Coulmn in Print Preferences
If you can add a Remarks or Notes Column in Print Preferences. So, that while printing if some one has something to write while printing it will be useful.
1 vote -
Ability to not show show some Journal entries on Cash Basis reports
Zoho has a toggle of whether of not to show a JE on a cash basis report but we need a toggle for ACCRUAL ONLY. There are many entries that are accrual basis only. For example - amortizations of prepaid expenses. This will show up on both cash and accrual basis reports which is incorrect. Zoho makes it impossible to have a true cash basis and a true accrual basis set of reports.
0 votes -
Transparent data encryption in Backend storage of customer data
All backend storage of customer data is need to encrypted, if your using database to store the transaction, then entire Db should be encrypted
so that the product can assure the customer their data's encrypted even zoho team can't view any direct data of each cusomter, since the product is mainly related to CRM this can be must go feature for all.
3 votes -
Auto-assign customer owner based on CRM account owner
Right now we have to manually select an owner for a new Customer in Books, however this owner is identical to the Account Owner in CRM (all data is synced between CRM and Books). Please allow customer owners to be automatically assigned upon Customer creation based on account owner field in CRM.
3 votes -
reference number when categorising bank feed Deposits.
Ability to manually add an internal reference number when categorising "match transactions" in bank feed Deposits.
9 votes -
client portal needs it's own tab
Customer Portal Needs it's own tab in the customer view. So you can easily see comments, documents, invoices, credit limit, all that is shared other than estimates/sales orders/invoices.
1 vote -
Writing off old bills due to vendors
Like how we can write off an invoice to customer as bad debts, same way we need to have entr/system where we can write off old bills of the vendors.Now we dont have this facility I suppose.
1 vote
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