Zoho Books

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  1. We need the account code in the journal upload file when importing journals through the manual journals section

    We need the account code in the journal upload file when importing journals through the manual journals section.
    This is very important for mapping from different accounting systems.

    3 votes
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      1 comment  ·  Manual Journals  ·  Flag idea as inappropriate…  ·  Admin →
    • create a function for tracking secondary sales for multi tier/tradtional distribution businesses

      create a function for tracking secondary sales for multi tier/tradtional distribution businesses

      1 vote
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        0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
      • I am a small pharmacy retailer.I find it very useful.But For medical business,expiry date and batch numbers are mandatory for billing.

        In your invoice templates,ther is no template useful for pharmacy.Because it is not possible to mention batch number and expiry date.

        1 vote
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          0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
        • 1 vote
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            0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
          • 1 vote
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              0 comments  ·  Zoho CRM Integration  ·  Flag idea as inappropriate…  ·  Admin →
            • Report Settings - Only Display Non-Zero Amounts

              It would be nice if you could only show non-zero amounts when running financial statements in Zoho like you can in QBO.

              1 vote
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Print Option for multi copy Invoice

                Request for print option of multiple copy of Invoice with single click
                Like Customer Copy, Transportation Copy, Suppler Copy

                1 vote
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Add HSN Column in Item List

                  Add HSN or Customized Column in Item List in Invoice

                  1 vote
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                    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                  • Batch edit customers into different language groups (English, German etc.) when sending out email templates

                    We pretty much have no returning customers as we offer sort of once-in a life time experiences. Our customers, however, come from various different countries.

                    It would be good if we would not have to associate every single customer with the email template of his language via the contact module. but moreover have our customers assigned to language groups where each German customer receives all templates in German, English customers receive all templates and notifications in English etc..

                    1 vote
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                      0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
                    • Have budgets for financial performance in Zoho to enable us to compare the same the acutals and also have grouping facility in the p&l

                      We would like to have budgeting facility in Zoho which enables us to compare the actual financial performance against the budgets which enables us to arrive at the variances and take business actions on it accordingly. Also, we would like to have a grouping facility on the on the Profit and loss account which would enable us to group the expenses into 1.marketting 2.HR 3. IT & R&D 4. G&A etc. Please take action on this asap as these facilities are already available with your competitors like Xero and quickbooks. Its high time yall catch up with them.

                      3 votes
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                        0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                      • 3 votes
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                          0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
                        • all transactions

                          In Banking ALL TRANSACTIONS, you should have a divider line between past transactions and future transactions or color the background of future transactions in a light gray to distinguish between them. Also, since the “Amount In ZohoBooks” only displays the total for past transactions, it would be helpful to also include a total with the future transactions.

                          3 votes
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                            0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                          • 1 vote
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                              0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                            • Enable User-Selection Required Fields

                              Would like to see the ability to make more system & user-defined fields required, such as Salesperson

                              1 vote
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Reporting Tags in More Reports

                                Right now I can only run a report using the tags only under the Business Overview - it would be nice to have it under the various Reports, such as Sales by Customer, Sales by Item etc.

                                1 vote
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                                  0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                • Investment in shares and Investment in MF

                                  Hi,

                                  Investment segment is missing .

                                  For Investment in share and MF required Accounting Like Stock.

                                  Please consider this feature in Zoho Books

                                  3 votes
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                                    0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                  • GBX796BE

                                    Normal

                                    3 votes
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                                      0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
                                    • VAT Exempt Customers

                                      It should not be possible to charge VAT to a VAT exempt customer

                                      2 votes
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 1 vote
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • I have to Make Custom Template Pls Help me

                                          Make Custom Template Pls Help me

                                          3 votes
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                                            0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
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