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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To be able to delete Zoho notifications after receiving them.
I would like to have the ability to delete notices from Zoho after I have read them. They stack up and tack up room.
4 votes -
Sales and Purchase Approvals
Estimate, SO, Invoice is approved at various hierarchical levels based on two factors.
1) Discount offered against a product
2) Advance PaymentFor a person at lower level in the hierarchy could approve transactions with lesser discount and advance payment. This freedom to approve changes when it goes to the higher level in the hierarchy. All customers wouldnt have to wait till all approvals are made by the head of department. Please create a more condition based purchase and sales approvals.
1 vote -
Exception Approval for SO, Invoice or delivery without advance or full payment
We have retail customer, our order to delivery would generally take from 1 week to 3 months or more, depending on the products our customers select. We deliver the products in different batches. Our policy is to have a minimum 50% advance payment to confirm the order. We collect payment in advance, please have an option to restrict creating or approving an SO for which the certain defined amount(50% in my case) is not available as advance. Upon invoice or delivery the remaining amount against the product delivered value would be collected. Top level exception approval has to be taken…
1 vote -
P&L by class
Need to be able to run reports (especially P&L) by class, with each column a class
3 votes -
printing rights by user
i propose we have printing rights by users in zoho books whereby the system admin can restrict the number of time a user can print sale order or invoice in certain times
1 vote -
add attachement estimates from api
Hello,
How it is possible to add an attchament to an estimate from the api zoho book.
It s possible from ZohoBook, but no from the api.cdt
1 vote -
Custom Fields on Purchase Orders
It would be nice is we could add custom fields to purchase orders. There is a field for Shipment Preference however there is no field for us to input a tracking number. It would also be beneficial if there was a Purcahse Order date, Ship Date & Received Date.
6 votes -
GL account cannot default
When you created a new customer and vendor's , you cannot assign a defaulted GL account number. Hence, each time you enter the invoice and/ or post a vendor's invoice, you need to pick up the corresponding GL account number. NOT SO GOOD.
1 vote -
ey both provided you all my feedback
Hi, I have addressed a lot of issues to Sara and Sai. Unfortunately, I do not know if they provided you ALL my feedback.
Please email the proof that you are doing something.
Your system does not fits according to your customer's need.1 vote -
Error find in to assign contact owner in zoho book, owner can show customer balance summary with all customers balance data, it's not right
user can not show data of all customers after assign contact owner already function on.
1 vote -
Error find in to assign contact owner in zoho book, owner can show customer balance summary with all customers balance data, it's not right
user can not show data of all customers after assign contact owner already function on.
1 vote -
Show proper decimal places with currency amounts
As a user, anywhere in Zoho Books where I am looking at a bill amount, currency amount, or other monetary amount, the amount should display with the correct number of decimal places.
Zoho Books currently trims tailing zeroes from an amount. For instance, $420.30 becomes 420.3. This is extremely awkward to read since .3 is supposed to be 30 cents.
The number of decimal places should be maintained so that $420.30 always reads as 420.30.
1 vote -
Make a way to email top clients
Do you realize there is NO way to email your best clients?
There is not a connection to any part of Zoho that allows you to target them.You can manually tag them as they are spending but there isn't a process to automatically tag or update or filter and then send a campaign or marketing hub journey to them.
We need this integration.
2 votes -
Prior year sales tax liability transition
You need to allow the entry of an opening balance in the Sales Tax Payable account. This will allow the user to enter the payment in the current period for the prior period. Entering the history to build up to that number is a tedious/inefficient task.
2 votes -
To know the purchase rate while invoicing
My customers are always in a hurry and while invoicing they need to know the item price [we have 2000+ items] and we have different pricing for each customer, so we need to check the item purchase price to convince the customers in the invoicing page.
2 votes -
UI
Black-Green
1 vote -
I have a printing company. We print on different papers and it could be single side or doubleside. There rates for single side and dou
We are a printing company. We print on paper, it can be single side or double side. The item is the same paper but price varies from single side or doubleside. Currently we can't track stock, as we have to give 2different items but actually its the same item. We can't also use priceless as in one bill there could be 2 single side and 4 double side items. If we give price list all of it gets changed. We want a solution where we can club multiple items into a single inventory source.
1 vote -
checks, allow more data be put on check stub.
Printing checks, I need to put more information on the checks stub for checks written.
3 votes -
I would like to see a bank reconciliation format be included
The ability to print a bank reconciliation in the format of
Bank balance add deposits in transit less unpresented checks will be most a welcomed addition.3 votes -
Option to add expense from books to a ticket in Zoho Desk, like Project.
Provide an option to associate an expense created in Zoho Books to a Zoho Desk support ticket.
Right now we can associate spending only with projects.1 vote
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