Zoho Books

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If you have an idea or a feature you’ll like to see in Zoho Books, this is the right place to be. While we cannot promise a ‘date’, we will definitely keep you updated on every feature request you make.

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  1. 1 vote
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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  2. In Payments Received you should be able to select many payments and then total or export a total $ value and total quantity of payments

    In Payments Received you should be able to select many payments and then total or export a total $ value and total quantity of payments selected

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Package ref number to reflect Shipment Order document

    I would like to see the package ref number also reflect on the Shipment Order document so one can easily reference it back to the package.

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Show the last time selling price for the chosen customer

    When making new seles transaction (Invoice or Estimate..etc) it's useful to show last time selling price for the chosen customer.

    3 votes
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    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  5. to integrate bunq payemnts

    Dear Zoho,

    I would love to have my banking connected to Zoho booking. I am using Bunq as my business bank account. Right now I can't find an integration with Bunq.

    However they provide excellent integration with their open API: https://www.bunq.com/api/developer

    Right now I am doubting to continue with Booking of zoho since I am not able to wire up my business account.

    Please let me know what you guys can mean for me.

    Best,
    kevin.

    1 vote
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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  6. Annexure

    how do we remove annexure page from the estimate. I deleted all the content from the annexure text box. Saved it. However, while converting it in a PDF file, I still get blank page 2.

    1 vote
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    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  7. Recurring Invoices

    Why was the "next" option removed when the recurring invoice is stopped. It was just there the other day. Can you please put it back? It only shows up now when the invoice is active.

    0 votes
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    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  8. Hide "Receivables" from Contacts

    Hello,

    We are a small IT Services company. We would like to give employees/Engineers the ability to create Estimates/Quotes for customers. Through the system we are able to create new users and limit their access/privileges to "Quotes/Estimates" only without them seeing anything else in the Books. However, when they login and click on "Contacts" they see the Contacts names and a column called "Receivables" with $$$ amounts . We would want to hide this column from our employees and don't want them to see how much clients owe us or have paid us. Is it possible to hide this column…

    1 vote
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    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  9. Show dates on entries and status changes in "uservoice"

    This whole uservoice experience is fairly un-usable. How can I assess status on anything if I can't see the dates comments are added or more importantly. When was the last time an entry moved from "work in progress" to "delivered"??????? I'd be more interested in applying my votes to topics that had or needed momentum.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. to add line level discounts for bills

    Many vendors gives discount for line level items and are displayed in the vendor invoices, suggest to have the line level discount.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
  11. Please improve filter whiles creating invoices ..make search like google search box

    Please improve search box of sales invoice ..make filters like Google search box

    1 vote
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    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  12. Partial Shipments

    If a customer order 100 pieces.
    I create a sales order.
    I create an invoice.
    He Pays.
    I then create a package (packing list)
    I need the ability to indicate that he is now getting 80 and then I need the system to remind me that I owe him 20.
    So the packing list should have the ability for me to enter how many I am actually packing, against how many was ordered. Then the delta should show as still open and needed to ship.
    Otherwise, how am I supposed to know what I still owe a customer.
    Also, a…

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Partial Shipments

    If a customer order 100 pieces.
    I create a sales order.
    I create an invoice.
    He Pays.
    I then create a package (packing list)
    I need the ability to indicate that he is now getting 80 and then I need the system to remind me that I owe him 20.
    So the packing list should have the ability for me to enter how many I am actually packing, against how many was ordered. Then the delta should show as still open and needed to ship.
    Otherwise, how am I supposed to know what I still owe a customer.
    Also, a…

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Payments integration in vendor portal of Zoho recruit or any other portal

    If we can pay automatically for time sheets submitted or invoice submitted after approved time sheet, Sales order, purchase order that would be great. Once vendor submits approved time sheets, we should be able to process payments based on net payment terms set

    1 vote
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  15. Integration of Linkedin RPS, Sales Navigator, Paid job slots

    Can you please get this taken care with priority? Linkedin is so critical for any business. I spoke to linkedin and they said integration got disconnected after Linkedin upgraded their API to V2 from V1. Are there any plans of upgrading API anytime soon? For example google calendar is on API V3

    1 vote
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  16. DUNS & Bradstreet, D&B Hoovers and Credit risk monitoring integration with zoho books

    Small businesses not being paid by bigger clients and clients of all sizes is a huge problem. It will be nice if Zoho develops integration with DUNS & Bradstreet(D&B) and Credit risk monitoring integration with Zoho books. Also D&B Hoovers integration will be nice with CRM. Discoveryorg already has Zoho integration. If D&B hoovers and Linkedin sales navigator can also be integrated that would be amazing

    1 vote
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  17. Adding Zoho Books to the Open Banking List

    We would like to link our business bank account with Zoho, however Natwest have said Zoho is not in the open banking approved list. We don't want to link our account if it has not been approved.
    Is this something you are looking to do?

    2 votes
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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  18. can you provide generation of barcode for item listed in zoho books or inventory. now a days barcode is compulsory.

    can you provide generation of barcode for item listed in zoho books or inventory. now a days barcode is compulsory and at the time of sale of any item barcode of particular item is necessary. so please add this feature in inventory

    1 vote
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    0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
  19. 1 vote
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    0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
  20. On purchase bills there needs to be an option to enter the VAT amount manually and or make VAT adjustments

    To accurately account for VAT on sales and purchases we need to be able to manually enter VAT amounts also VAT adjustments

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