Zoho Books
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- 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
115 results found
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digital Signature
Required Digital Signature in
27 votesDear customers,
We are happy to announce that the much-awaited Zoho Books – Zoho Sign integration is live! You can now digitally sign your estimates and invoices before emailing it to the customers. Also, you can receive customers’ signature while they accept the estimates.
(Note: This is not available for the Indian edition of Zoho Books).Here is a help doc for your reference:
https://www.zoho.com/books/help/integrations/sign-integration.htmlCheers,
Reshma -
Header bars for displayed columns should remain visible during scrolling.
Header bars for displayed columns should remain visible during scrolling. (in Books, CRM, Inventory, etc.
Using an i-frame type display, you could keep the column headings visible. Use throughout Zoho modules5 votesHey All,
We have made the necessary changes in the reports interface. The headers will now remain fixed while scrolling. Kindly have a look at it. If you need any further assistance drop an email to support@zohobooks.com.
Regards,
Zoho Books Team -
Add an acceptance button on estimates without giving them access to client portal
Add an acceptance button on estimates without giving them access to client portal
97 votesHi all,
We have now introduced the option for the customers to accept or decline the Estimates without accessing the client portal. The customer will be able to access the public URL and accept/decline the Estimate. Please have a look at this Help Document to set this option. – https://www.zoho.com/books/help/estimate/preferences.html#basic
Regards,
Zoho Books Team -
Integration with Axis Bank Corporate, 2Checkout Payment Gateway, Citibank, American Express Credit Card, ICICI Bank Credit Card
Integration with Axis Bank Corporate
In the Zoho Boks Banking Tab we can see Axis Bank already available but the integration is for Axis Bank Personal not for Axis Bank Corporate.Integration with 2Checkout
We are highly required for 2Checkout Payment Gateway with Zoho Books.Integration with Citibank
Integration missing with CitibankAmerican Express Credit Card
Integration missing with American Express Credit CardICICI Bank Credit Card
Integration missing with ICICI Bank Credit Card
Many of the Banking Features are missing in ZOHO Books Banking Integration.
It is highly requested for this Integrations with Zoho Books for the above mentioned…
3 votesHi there,
We are now supporting 2Checkout in the Indian Edition of Zoho Books.
You can refer this link for further information
https://www.zoho.com/in/books/help/settings/integrations.html#2checkout
Thank you.
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Estimate Tracking
So Zoho Sign has this cool feature where when you send a document to somebody to sign, you get an email notification saying that the other person has viewed your document. Can we get something like this for Zoho Books?
10 votesHi all,
We now have the icon that notifies that the Invoices, Estimates and Retainer Invoice email has been viewed by the customer. To enable this option, navigate to Settings > Emails > Email Insights > enable the option Track the emails sent to your customers.
Regards,
Zoho Books Team -
Kindly add the feature for E-waybill under GST for invoices above 50K
under the new GOI regulation all invoices above 50K will have to be accompanied by an e-waybill and it would be great if ZOHO adds this feature on the software itself
17 votesHi there,
We have the e-Way Bill feature in Zoho Books now.
You can refer this link for any additional information on this-
https://www.zoho.com/books/blog/e-way-bill-in-gst-zoho-books.html
Regards,
Zoho Books Team. -
import items matched on SKU
When importing item, we need the ability to match existing items on the SKU or the hidden Zoho code. At the moment, you can only match on the Item Code (Name). This makes issues when trying to update item names.
28 votesHi all,
We have included the option to import and overwrite the item based on the Item Name/ Item Code/ SKU. You will be able to see this option in the items import mapping page. Refer to this Help Document – https://www.zoho.com/books/help/items/#import-items
Regards,
Zoho Books Team -
Time sheet Approval
Timesheet approval option.. currently not there
26 votes -
import of spanish ing.ingdirect.es business account.
Please include automatic import of spanish ing.ingdirect.es business account.
Thanks in advance.28 votesHi there,
We now have the option to integrate ING bank Spain business bank in Zoho Books. Hope it is the same bank you have requested.
Thank you,
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Split and expense or deposit to different categories.
It would be nice to be able to split transaction items into different categories after downloading from my check register.
12 votes -
Good software
The software must be enabled with a feature of showing the amount in Words as well. For ex: if a invoice is for Rs. 10000, then the same should be shown in Currency as 'Rs.10000' as well as 'Rs.Ten Thousand'.
0 votesHi there
This is to inform you that the currency name has been included for the Amount in words in the templates. The amount in words is also displayed in Indian numbering system format.
You can go to Settings→ Templates → Total. You will find the option to check the option for the amount in words there.
Thank you.
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Add the "Reporting Tag" as a column to the report Account Transactions - so that we don't have to run report seperately for each one
In order to produce reports of Sales and of P&L by reporting type (designated on the invoices and expenses through the reporting tag) we would need to download each report seperately and then recombine - horribly manual and tedious.
The reporting tag functionality will only be useful to us when we can generate better reports or at least download the transactions including the reporting tag.5 votesHi there,
We currently have the option to add Reporting tags to account transactions report.
Hope this helps.
Thank you
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Want a mass upload feature for manual journal entries from excel file
Want a masss upload feature for manual journal entries from excel file, so a manual entry for multiple manual journal entries can be avoided.
5 votesHi all,
We have added the option to Import the Manual Journals. Refer to this link that will guide you through the import – https://www.zoho.com/books/help/accountant/manual-journal.html#import-manual-journals
Regards,
Zoho Books Team -
Having recurring journals instead of manually entires
Having recurring journals instead of manually entires
91 votesHi all,
The wait is over: We have implemented the Recurring Journals feature. Refer to this Help Document to enable this feature – https://www.zoho.com/books/help/accountant/recurring-journals.html
Go ahead and give it a try!Regards,
Zoho Books Team -
Zoho Reports - Timesheet table from Zoho Books - Add User ID/Name
When synchronising the Timesheet table from Zoho Books to Zoho Reports, it would be very useful if you could add the User ID & User Name of the user who logged the time. Currently the user is not supported. :-(
22 votesHi there,
You can now see the user name displayed in the timesheet table in Zoho Books.
Good day!
Regards,
Ann Daniel -
Add Lines on Estimates in between other items
Adding a line item between other items will make workflow faster. Currently I can only add the additional item at the bottom and move it to the desired position. No option to add a line in-between other items.
7 votesHi there,
We currently have the option to change the order of items, you can also add additional items in between two items.
Hope this helps.
Regards.
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Print checks (cheques) from "payments made"
Include an option to print checks (cheques) from the payments made. This would allow to print checks when we are paying multiple invoices.
27 votesHi,
We now have an option to print the checks from the Payments made module. You can go to Payments made and filter the page by the ‘To Be Printed Checks’. You can select the checks and hit the print option.
Thank you.
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Show "Running Balance" in account transactions report
Show the running balance next to each transaction on account reports.
19 votesHi there,
We now have the option to see the running balance of the account in the account balances report. You would have to select an account and click on the Show/hide columns option and check the option for running balance.
Hope this helps.
Regards,
Zoho Books Team -
Remittance Advice
We need the ability to send the supplier a remittance advice when payment has been made please? Thank you
29 votesHi there.
We now have the option to send out remittance notification in Zoho Books. You can send a notification to inform the vendors once the payments have been made.
To send out the email, please go to Payments Made → Click on the email icon.
You can customise the contents of the mail notification in Settings > Email Templates > Payment Made Notification.
Thank you
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Profit report by project
As time entries are linked to projects, invoices, expenses and bills should also be assigned to projects. That way a profit report by project could would also be possible.
905 votesHi,
We now have the option to run Profit and Loss reports based on Projects.
You can go to Profit and Loss report and click on the customise option, you will see the option to select a Project there.
Hope this helps.
Regards,
Zoho Books Team.
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