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
6198 results found
-
Summary of Vouchers with HSN/SAC
Detailed summary report is required (like in Tally)
0 votes -
Purchae order/inventory
1 When Purchase order is sent the Inveventory shall indicaled item status "ON Order"
2 there shall be a receive function to receive each line item on Purchase order. when received the status of item to be changed to "On Hand" irrespective of bill ststus.
3 when all items in Purchse order is received it shall prompt to close or still keep open. by defalt it shall be close "yes" if the user wants it can be left open with by selecting "No"
5 Purchase order shall be closed when all items are recieved or items that has not been…1 vote -
Invoice pdf needs Original Copy for the use of the recipient
Invoice export to pdf is excellent as it creates filename with the invoice number. To be able to send it to a client it also needs to say (Original Copy for the use of the recipient) on the top. Can this be incorporated ?
The workaround to print and save to pdf has an interesting problem.
JS code embedded in the file launches the print dialog box every time we open the pdf file.1 vote -
Multi-level workflow approval BY GROUPS
I would like to create groups of approvers. Though it is possible to set up a multi level workflow approval, the system does not allow to do it by creating groups. i.e.
1) Sales representatives create purchase order which should be approved by sales manager (1st approver) and then to finance manager (2nd approver).
2) Marketing representative create purchase order which should be approved by marketing manager (1st approver) and then to finance manager (2nd approver).
4 votes -
Agency Model Vendor Commission Reconciliation
I run a wholesale rep agency that receives commissions from our vendors based on sales within our territory. However we also act as customer service and manage order intake through our own system, ZOHO, for recording the sales. Our Selling price is the same as our Purchasing price and we do not actually take money from our customer nor pay the vendor. We act as a pass through in this regard and use ZOHO to manage sales activity for our clients.
Being able to calculate commissions owed from the vendor by each invoice and then reconcile those commissions once paid,…
1 vote -
Custom Fields for Itemised Expenses and Bills
We purchase a lot of fabric and need to see cost per unit and fabric reason when we capture our expenses. Currently we are having to add each line item from our vendor invoice as a separate bill/expense in order to see this in our reporting which seems unneccessary and time consuming.
1 vote -
would like you to add seperate tax split up in the sales by Itmes(In Report Section)
when running a sales by Item report its difficult to find out the tax details.(tax % and tax amount)
so it will be very benificaial if you add a tax column1 vote -
Customer based P&L
We can see our Bills and Invoices within the Customer in zohobooks which is great. However we would like to easily see if we have a Profit or Loss associated with the Customer. Easy filter of time ie "All Time" , "This FY" would be helpful too
3 votes -
sub total
When creating an Estimate, it would be really helpful to add sections with sub totals.
Our Estimates are often presented based on rooms/areas. Each area has a number of items contained within it. Our clients want to be able to see their estimates presented in 'sections'.1) Perhaps introduce 'section header rows'. Which are simply text labels to better present/group items on an estimate.
2) Add sub totals for every section, with the option to display a cost summary at the bottom, listing each section total and a grand total.6 votes -
3 votes
-
Retainer in New Transaction (Mobile)
Would appreciate if retainer invoice can be added to the New transaction menu of the customer list in the mobile app. This would help my sales teams to quickly create these transactions and avoid navigating the clunky menus and searching for customers in the dropdown field!
1 vote -
Different invoice data formats for "client" country
I have both US and UK clients. As my business is in the UK I have that date format selected for my organisation, but it does confuse clients I have in the US, where they have the day-month-year rather than month-day-year. Would be great to be able to set a date format based on the clients country, not my organisation.
1 vote -
ITR automation
It will be good if you can automate calculation of income taxes as per ITR requirements, even if it comes at a slightly higher cost. You can define categories for various income tax heads etc. and define rules for each. I had developed an automated taxation system (used to populate ITR from payslips) when I used to work with KPMG taxation. I thought this feature would have been readily available in Zoho books, but couldn't find it.
4 votes -
export dashboard view
Make it customisable. Also dowanloading graphs as visuals are good and one dont need to make reports again for monthly reports
1 vote -
Automatic change of price increases for subscriptions for all customers at the same time
It would be greatly appreciated that when the subscription prices increase (we do it every year or every 2 years), that we can change the price in the product and that we can activate it for all new subscriptions and previous subscriptions from now or even choose the date.
Because manually increasing prices is extremely long and we can forget several!3 votes -
New column for notes/discussion when reconciling accounts
There are currently 4 columns available when you are reconciling an account. Date, Details, Deposits, Withdrawals.
Please add a 4th for notes/discussion. I need to be able to go through all the transactions and make notes on each one for my accountant to review and perform the required work.
Thanks1 vote -
price list tax
They should add that in the price list it is possible to select which type of tax to apply automatically and thus it is possible to assign the type of tax to a specific customer, according to a given product, the same tax does not always apply to the same product or the same customer
1 vote -
vendor gstin for purchase order should not be mandatory
As for purchase order vendor GSTIN does not affect accounting.
So vendor GSTIN should not be mandatory until a purchase bill needs to be created. While creating the purchase bill updation can be made for GSTIN
Please remove vendor GSTIN from being mandatory as this feature is available in quickbooks3 votes -
Add variables for all Contact Persons. Example: "Dear %FirstNameContact%".
Add variables for all Contact Persons. Example: "Dear %FirstNameContact%". Sometimes I send an invoice to someone else in a company and would like the "Dear xxx" to reflect this.
1 vote -
To be able to print a bank reconciliation summary that shows cash book balance and statement balance
Bank reconciliation summary
1 vote
- Don't see your idea?