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
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Can the Transaction Posting Date be added to the UK version of Zoho?
Please add this into the UK version so we can account in the correct month of posting the transaction
1 vote -
Add alphabet search bar for customer and vendor views
On the Zoho Desk App, there is an alphabet on the right side of the screen for the customer tab. You can click on a letter and it quickly pulls up all the customers that begin with that letter. It would be great to have the same function in Zoho Books. Then I wont have to always use the search bar to find customers. I can click on the letter, and then scroll down using my mouse. It would be quick and save time. I get tired of using the search bar to find everything in zoho books.
1 vote -
Add "Check to be Printed" on expense entries
Add a checkbox when making expense entries to be able to print a check for that expense at a later date. Sometimes I need to print checks for expenses without entering a bill. It would be easier to have this option when I make the expense.
I can then print the "expense" check as I am printing my other bill payments.
1 vote -
Allow for line item purchasing for expense check writing without the necessity of entering a bill first
Customers sometimes buy items and pay immediately and do not want to bother entering a bill first and then writing a check. They prefer to just write a check and use line items as if they were entering a bill. This feature is available in all major accounting software
1 vote -
Reports. I should be able to select the period and see the breakdown in columns
When I see a report, I should be able to select period eg, financial quarter, last financial quarter, financial year.. I shoul then be able to see the break down in columns for eg in months or Quarters etc along with the totals.
3 votes -
printing invoice pdf
When I print the invoice in pdf, the coloumn width of the invoice goes haywire. The item column becomes too narrow. There is a need to print the invoice as you see it on screen
3 votes -
In pay roll, I should be able to control the amount of PT being deducted, since I want to do it in instalments
Payroll. We pay Professional Tax, once in six months. I would like to deduct the amount from the salaries in installments so as to reduce their burden.
1 vote -
Interest Income Account Type
Please change the system account 'Interest Income' account type to 'other income' where it belongs. GAAP, IFRS, and tax basis all include this in 'non operating income', not 'revenue' where Zoho has it. Thank you!
3 votes -
Retainer Invoice options to be same Invoice
I cannot find the following options in the Retainer Invoice:
1. Product selection in Table rather than just text fields.
2. Fields in Table like HSN/SAC
3. Payment reminders
4. Tax
5. When Retainer Invoice is paid, convert Retainer Invoice directly to Invoice and mark it as paid.I can understand that this is just an advance payment. Still, we critically need these options to be implemented as soon as possible.
3 votes -
1 vote
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Create and lodge Company Tax Return to Australian Taxation Office (ATO)
Many small companies prepare their own accounts and use Zoho Books - next step after producing P&L, BS, Cash Flow, BAS (Zoho reports) is to submit Company Tax Return to the Australian Taxation Office. A tax return is relatively easy for small businesses (e.g. assets, liabilities totals and COS/expenses) but you need to either use another accounting system which has SBR (Standard Business Reporting) functionality with machine credentials into the ATO or fill in the PDF (paper) version of the return.
Please consider or let us know if this in development (ATO information https://softwaredevelopers.ato.gov.au/sbr).
Zohoers - please vote for…
3 votes -
Create and lodge Company Tax Return to Australian Taxation Office (ATO)
Many small companies prepare their own accounts and use Zoho Books - next step after producing P&L, BS, Cash Flow, BAS (Zoho reports) is to submit Company Tax Return to the Australian Taxation Office. A tax return is relatively easy for small businesses (e.g. assets, liabilities totals and COS/expenses) but you need to either use another accounting system which has SBR (Standard Business Reporting) functionality with machine credentials into the ATO or fill in the PDF (paper) version of the return.
Please consider or let us know if this in development.
Please vote.3 votes -
A101868896
A101868896
1 vote -
Consignment
Our vendors (farmers) transfer their "annual" crop harvested to us on "Consignment". The items are billed as and when the items are sold for the quantity sold. The received quantity reflects in the inventory even though it is not billed.
It is a industry wide practice to avoid distress sale by farmers to avoid low prices during peak season.
Reference: Consignment | Definition, Meaning & Working Model - Zoho Inventory
12 votes -
For some cases we are about submit the invoice with penalty in such case we are not able to do it
Penalty clause apply in invoice
1 vote -
Bank transaction notifications
Most banks now provide push notifications when a transaction hits or leave your account, however not all banks have caught up with this technology.
I have a few clients who aren't great at keeping up to date with their payments and am manually checking on a regular basis.
Is there any capability to set up notifications when a transaction hits the bank feed, or better still when it comes from a particular client?
3 votes -
Access to consultants / outside organization
We have external consultants works for us to maintain accounts and audit. We do not have the feature to invite them here in Zoho Books. If the feature is enabled the purpose of subscribing zoho books will be resolved.
3 votes -
job sheet from sales order
The option to create a job sheet from the sales order, a list of items/part codes without prices and a notes space & tick box per item
3 votes -
RC51 forum t shirts
I have two large RC51 Forum t-shirts and a large Repsol t-shirt. These are new never worn or laundered. Looking to get $95 shipped. OBO.
Thanks for looking1 vote -
From email for invoices should have the ability to be from user, not just company
I don't want one default email address when there are 4 sales people emailing invoices, should have ability to have a default for each user. Otherwise we can just share 1 zoho account and use a bunch of aliases, each account should have full functionality, and that includes their own default emails.
1 vote
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