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
136 results found
-
Multiple Bill of Entry for single import
Currently, we can create only one Bill of Entry (BOE) for one bill. But there are cases where there will be 2 or more BOE for same bill. For example, when we import the material and move it to Bonded Warehouse without payment of duty and GST. Later the same shipment can be custom cleared multiple times by filing Ex-bond BOE with duty and GST payment. At every clearance when we file Ex-bond BOE, we need the option to create Bill of Entry in Zoho under the Bill to capture the duty and GST amount.
5 votesHello,
The option to create Multiple Bill of Entry for a single Bill is available now. You can create and associate multiple Bill of Entry for the same Bill until all the line items in the Bill have been associated to any of the Bill of Entry created.
Note: This is supported in Indian, GCC and UK edition of Zoho Books.
Regards,
Zoho Books team -
I would like to filter out account lines in the budget report that have zero balances
would like to filter out account lines in the budget report that have zero balances
1 voteHi there,
In Budget Vs Actuals report, please click Customize report and add a filter to view only Budget accounts.
Regards,
Zoho Books Team -
Block the modification of a sales order when the client is over its credit limit
Add the same feature you already have to "Restrict creating or updating invoices" when the client is over its credit limit but for Sales order.
1 voteHi all,
We have added the customer credit limit preference to effect the Sales order. You can enable this option under Settings > Preferences > Customers and Vendors > Enable Credit Limit > select Include sales orders’ amount in limiting the credit given to customers > Save
Best regards,
Zoho Books Team -
Please provide an option to sign the invoice digitally using the Digital Signature Certificate.
Please provide an option to sign the invoice digitally using the Digital Signature Certificate. Now we have to export the invoice into PDF Format and then sign using Digital Signature Certificate.
1 voteHi all,
You can now digitally sign your Invoices in Zoho Books using DSC dongle.
Note: This feature is supported only on the Zoho Books’ Windows app. You will also have to be subscribed to the current Professional or Premium plan in the Indian edition of Zoho Books to use this.Here is the help document for your reference: https://www.zoho.com/in/books/help/digital-signature/
Best regards,
Zoho Books Team -
Print multiple ovedue invoices at once
Print multiple overdue invoices at once
1 voteHi there,
We currently have the option to print out multiple overdue invoices. Please navigate to the invoices module and click on the filter option, select the ‘Overdue’ from the drop down and bulk select the invoice. Once you select the invoices click on the print option on the top.
Hope this helps.
Regards,
Zoho Cares -
Running Balances in Chart of Accounts
It would be helpful and time efficient to see running balances when we pull up Chart of Accounts. It is uncomfortable and time consuming to run a report in order to see running balances.
1 voteHi there,
We currently have the option to see running balances in the chart of Accounts page.
Hope this helps.
Regards,
Zoho Cares -
have a bank reconciliation report that can be printed
I am used to having a bank reconciliation report I can print and sign-off on and keep with the bank statement as evidence the account is reconciled. This is a fairly common internal control requirement. The report would showed the cleared and open transactions so that an auditor can see how the month end balance per the bank agreed to the balance in the general ledger.
3 votesHi all,
The option to print the completed bank reconciliation is now available. Open the completed reconciliation and you will have the Print option.
Best regards,
Zoho Books Team -
Customer Credit Limit feature
Customer Credit Limit feature is a valuable addition. However, having this feature limit the ability to create a sales order or accept an estimate in the portal would be ideal. As often invoicing occurs only upon completion of the project having this feature activate on invoice is too late.
7 votesHi all,
We have added the customer credit limit preference to effect the Sales order. You can enable this option under Settings > Preferences > Customers and Vendors > Enable Credit Limit > select Include sales orders’ amount in limiting the credit given to customers > Save
Best regards,
Zoho Books Team -
1 vote
Hi there,
We currently do have the option to schedule the recurring invoices detail report. Please go to Reports→ Recurring Invoice Detail→ The schedule option will be displayed on the top right corner.
Hope this helps.
Regards,
Zoho Cares -
Opening Balances of Suppliers/Vendors
Opening Balance of vendors should be the same as customers. It's difficult to put the opening balances through entering the previous year bills as for bookkeeping and audit purpose, we got the data of a client for a specific period.
3 votesHi there,
We now have the option to enter opening balances for vendors the same way as for the customers.
Please refer this link to know more about this option
https://www.zoho.com/in/books/help/contacts/opening-balances-for-customers.htmlHope this helps.
Regards,
Zoho Books Team -
Project - Purchases Tab
Inside the Project, on the Purchases Tab, it would be nice if the Purchase Order showed the name of the Vendor like it does for the Bills.
1 voteHi there,
You will now be able to see the vendor name for a purchase order under the purchases section inside the project details page.
Hope this helps.
Regards,
Zoho Books Team -
Please add in Estimation template,stock availability Column
Please add in Estimation template,stock availability Column
3 votesHi there,
In the estimate when an item is added, we now display the available stock and further information about the item quantity is displayed by clicking on it
Please refer the attached screenshot to know more.
Regards,
Zoho Books Team -
Link existing invoices with projects in Zoho Books
Link existing invoices with projects in Zoho Books.
I have created many invoices which I would now like to link to projects, But as it seems I can not do that. I have to create an invoice directly from projects (in Zoho Books). This is anoying since I have so many old invoices which I need to link to the project.
10 votesHi all,
We have the option to associate a project to the already created invoice. Edit the invoice > Click on the three dotted icon at the end of the line item > Add additional information > Associate the project.
Regards,
Zoho Books Team -
Associate multiple tags in itemized expnese booking
In itemized expneses booking there must be option of associate tags for each expenses.
1 voteHello,
You can associate the Reporting Tags to expense while itemising. Expense > New Expense Itemise expense > Chose the expense account > Click on the three dotted icon at the end of this line > Associate tag. Here you can chose the tag and Save.
Have a great day.
Best regards,
Zoho Books team -
Bulk update in chart of account
Dear ZOHO Team,
Kindly start bulk update feature for chart of account in old transaction
3 votesHi there,
We now have the option to bulk update the chart of accounts. You can mark them as active or inactive, delete them as well.
Hope this helps.
Regards,
Zoho Cares -
Set individual recurring invoices sending preference
In quickbooks we had the ability to set individual sending preferences for each recurring invoice. In Zoho books this is a global setting for all recurring invoices. This does not work for us. Please see screenshot - https://cl.ly/230L0W3G3J2i
6 votesHi all,
We have now added the option to set the Recurring Invoice preference for each recurring profile. When you create a new Recurring profile, there will be the preference option at the bottom of the page.
Regards,
Zoho Books Team -
See the diferent prices of an item in item details page
It will be great to see the different prices applied to an item in the item detail page depends on pricelist , as actually there is no way to get this information in the product detail the only way now is to create an inoice and apply the pricelist !
4 votesHi there,
In the Item Overview page we now have the option to view the different prices of an item based on the pricelist that is selected.
In addition you will also be able to edit the price of an item in a price list in the Item overview page itself.
Please refer the screenshot to know more about this feature.
Good day!
Regards,
Zoho Books Team -
Project allocation to ALL invoices - not just billable expenses
We need an option to allocate any invoice to a customer to a project, not just anything we've been billed. We don't get billed for everything we invoice!
4 votesHi there,
The option to associate any invoice to a project is currently available. You can create an invoice and associate it to any project linked to that customer.
You can do this by clicking on the Ellipsis icon (…) at the line item level and selecting the project from the dropdown.
Hope this helps.
-
Trial Balance: Initial and final balance for each account
In the trial balance of the reports section, it would be very good if there was a column before the debit with the balance of the period selected and a column after the balance with the ending balance of the period selected of each account
39 votes -
Template button on invoice edit screen
We create a new invoice then send it immediately to the retailer to confirm it. When we create the invoice and are still in the edit/creation screen we would like to specify the template (we use a confirmation template) and send immediately without going back to switch templates and then send. A workflow issue, functionality is all there.
7 votesHi there,
We currently do have the option to change the template in the invoice edit/create screen.
You will find this option at bottom right corner in the edit screen
Regards,
Zoho Cares
- Don't see your idea?