Zoho Books
Welcome to our Feedback Forum!
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.
Tips while posting the idea:
1. Search if the feature or idea is already listed. If yes, vote for it.
2. If it’s unavailable, add the idea and give a detailed description on how you’ll like to see it work in Zoho Books.
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Hi, i suggest you to add a feature by which we can also sort the items by their current stock available .
i suggest you to add a feature by which we can also sort the items by their current stock available which is not available right now.
1 vote -
Allow automation triggers from Custom Sales Order Status as well as Estimated Ship Date
It seems you can create automated triggers from every status or field a Sales Order offers except for these two.
Estimated ship date would allow us to create automated emails to either notify our customers, or our own team of missed deadlines for shipments.
Using the new custom sales order status will allow for automation to be fine tuned to specific orders.
1 vote -
Allow for estimated ship date per line item or per PO (with associated items) from Sales Order
There is a software I used in the past (Duoplane) which has an amazing function for keeping track of sales order shipping dates.
It allows you to set a promise date (Estimated shipping date) per PO that is associated with an order, so that if you are not shipping from currently on hand inventory you can note an ETA before the order ships out. In the event you have items arriving from two separate locations, you can track them individually allowing you a more thorough overview of the order status.
I think this would be extremely helpful in Zoho Books/Inventory.…
1 vote -
query data
Is it possible to create a query to access specific data from Invoices?
1 vote -
Update Books for Retail
Hi,I suggest to add item individual code and faster invoice without emailing, Tender cash record payment update. Try it make easier to use retail business. Kindly update new Templates for Retail, Vegetables shop.
1 vote -
petty cash voucher
i would like to suggest you to add petty cash voucher it would be easier for me to manage my petty cash
1 vote -
the ability to add items to projects
the ability to add service items to projects in addition to "tasks"
3 votes -
Time tracking for service items
the ability to track time for service items
3 votes -
Pass Stripe Transaction ID into Payment record in Zoho Books
In the system I'm migrating from, every transaction has the transaction ID attached to the record, whether it's via Stripe, PayPal, etc. This is absolutely necessary! Just last month I had to go in (to my current system) and sort out some incorrect charges/payment, and the only way to find the correct records was by comparing the transaction ID. I have several monthly recurring invoices at the exact same price. As a workaround, what I'm going to do is make sure they are all recurring on different dates (as some currently are on the same day, same amount, and only…
1 vote -
Add a field to show "trade discount" in bills
Add a field to show "trade discount" in bills
1 vote -
When we are in Books doing a billing action, we need the ability to add notes to CRM. We can see CRM notes in Books, but cannot add, edit.
Currently we can easily see CRM notes on the account we are viewing in Books, but we cannot easily add new notes. Currently we have to manually open CRM, copy and paste into CRM, click search, pick the correct contact, scroll down to notes, then add. So many steps that no one currently makes notes whenever in Books.
1 vote -
2 votes
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ADD DISCOUNT COLUMN IN PURCHASE BILL
VENDOR GIVES DISCOUNT ON PURCHSING SOMETHING IN BULK. SO WE HAVE TO SHOW THAT IN OUR BILL IN DISCOUNT COLUMN.
1 vote -
One page invoice
We request you to provide a single page invoice as in Tally ERP 9. And also provide a Tax summary for each item/HSN/SAC.
3 votes -
A dropdown menu in customer comments in invoices would help a lot
A dropdown menu in customer comments in invoices would help a lot
1 vote -
On the Expense Details report, include the transaction entry number
On the Expense Details report, include the transaction entry number
1 vote -
TDS report should be available separately
TDS tax report
1 vote -
CUSTOM CHARTS OF ACCOUNT
I would for Zoho team to allow suscriber to customs the chart of Accounts as they wish. Some Accounts in the Charts of Accounts are not useful in some countries and also the chart of accounts is not the same in all countries. Therefoe except fews account that could not be renamed, we should have the ability to delete what we do not need as account and organize the chart of account as we wish according to our local chart of account and legal provisions
1 vote -
Sync All Bank/Card Accounts at Once
Sync All Bank/Card Accounts at Once instead of having to open each bank or card and sync individually.
3 votes -
1 vote
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