Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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6186 results found
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Proforma Invoice is compulsory and should be easily convertible to Invoice
It is compulsory for Indian Accounts standards for many companies to have a Proforma Invoice generation option in any Accounts Software. But sadly we couldnot see the same in Zohobooks, and we are struggling with Excel now to create a separate Proforma Invoice for our clients. Also note that when you include this new feature in upcoming versions, ensure that it is easily convertible to 'Invoice' as in Estimation. Proforma Invoice option is used by many companies for the purpose of giving an idea to its client about the total invoice amount and payment terms etc, before receiving payments, and…
14 votes -
We NEED to block some Accounts in the Chart of Accounts, BECAUSE there are some Accounts that SHOULD NOT have any transactions
We NEED to block some Accounts in the Chart of Accounts, BECAUSE there are some Accounts that SHOULD NOT have any transactions (Parent Accounts) , but just those under them .
Example:
General Expenses (Parent Account) : $20
Sales Expenses : $10
Office Expenses : $10In this Example "General Expenses" should just SUM the total amount of those Account under it.
My concern is why I couldn't disable these parents accounts from being chargeable in the transactions , to collaborate what accounts should viewed in the transactions and to avoid charging on inappropriate General Ledgers accounts.
22 votes -
Ingrate with CollBox or another Collection agency company
Intergate Books and or invoice with a collection agency platform. Preferrablly Collbox to send invoices past due by a certain number of days over to their system to be collected by the outside collection agency.
1 vote -
Templates
I'd like to have templates for any transaction. For example, my credit card payment gateway deposits money into my account every day, except weekends and holidays. Instead of entering the dollar amount, account, category, etc...manually, every day, I'd like to open the template, set the amount and click save. Done. No invoice. No hassle.
1 vote -
@mention other users in comments on SO, INV, PO etc
Id like to have a function where we can @mention other users on transactions so that they can be informed of relevant changes made to transaction. Example if there is a backlog on a PO, a user can be notified directly within zoho books / finance / inventory (should all be the same since it can sync).
There are a ton of use cases where this collaboration would be helpful
1 vote -
assosciate a tax or tax exemption to a customer for organizations outside of the US
I AM LOCATED IN SPAIN. I WANT TO BE ABLE TO ASSOCIATE TAXES TO SPECIFIC CUSTOMERS AS THERE ARE A FEW DIFFERENT SCENARIOS. IT SEEMS THIS FEATURE IS ONLY AVAILABLE IN THE US. HOPEFULLY I AM WRONG
4 votes -
i need to integrate zoho books with the mechanic desk asap. plz help with www.mechanicdesk.com.au
i need to integrate zoho books with the mechanic desk asap. plz help with www.mechanicdesk.com.au
1 vote -
Disable requirement for a custom subfolder on portals with custom domains
I find it ridiculous that if I have a custom domain setup with CNAMES (books.zylker.com) that I then have to add ANOTHER folder on top of portal AND it can't be something basic because it needs to be "unique." So now I have the custom URL of
books.zylker.com/portal/zylkerWe should just be able to do books.zylker/com/portal
To add insult to injury, you can't do something like books.zylker.com/portal/books because the system says someone else already has that. No, they don't. That was the whole point of setting up a custom domain. The custom URL looks trashy. Sorry.
Thanks.
0 votes -
1 vote
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Make it available and easy to make estimated tax payment...NOT SALES TAX.
I would like to make a suggestion. In the US we often make estimated tax payments. Whenever I ask a question about taxes the ONLY response given is that Zoho only tracks Tax Payments....even though that has nothing to do with my question. I do not want anything tracked...I want to simply make a non-sales tax payment and have it properly assigned. I think Zoho should investigate this. I can't imagine I am the only one with this problem.
1 vote -
able to update bank account final ballance and record the transaction detail later
since mostly I open zoho books on android version, I find it not efficient for me to wirte down bank accounts final ballance, calculate the margin either plus or minus, and then enter that on zoho books.
It would helped a lot if you just let me update the final ballance on zoho books, you (zoho) calculate the different and I assign the proper category for the transaction. Than I would be happy
3 votes -
Mass Link or Bulk Link of Vendors and Customers
Hi, I am migrating from existing accounting software into Books. And we have about 300+ customers who are our vendors too. Currently I am manually clicking it to ensure we can link the customers and vendors together. If you can develop a bulk link or mass link of vendors through CSV will be the best solution!
Thanks!
1 vote -
books customer portal can show items
from CRM customer portal , it can show products to customer
Do I need to provide 2 portals to the same customer
CRM portal from products, BOOKS portal from the transaction
In this case, the user experience is poor
4 votes -
This must be where customer's ideas go to die....
...because I rarely see any Zoho feedback here.
1 vote -
add vehicle asset tracking.
In most of our organizations, there would be few vehicles which are run for business purposes / leased for business purposes. It is necessary to keep track of these and ensure periodic maintenance and proper monitoring. So the ability to add upto five vehicles with registration number would be great. So the entries under this would be
1) Periodical mileage(km/miles run) update with date
2) Expenses for fuel/service - link to bank/petty cash, driver DA/TA
3) Preset service intervals ( eg: every 10000 kms/ 3 months from last service) etc2 votes -
Delivery note
Combine more than 1 invoice to 1 delivery note because in some occasions, we need to issue separate invoices for client but the stuffs will be delivered in one go.
Thanks.
1 vote -
integrate with Gravity Payments
We have been customers of Gravity Payments for many years - they have the best prices and best customer service of any credit card processor we've ever seen or heard of. I would prefer to use them as a company over others you offer in integrations - so much so, that I wouldn't even consider moving to online processing unless it could be with them. Check them out: Gravitypayments.com. Let me know if you need a contact there.
1 vote -
Project number must be unique number which must be tracked in transfer order as well
Project number must be unique number which must be tracked in transfer order as well.As currently there is no facility to issue material to projects.else there should be facility available to issue material for each project.After issue material to project it can be bundled and sent by invoice.
3 votes -
Bank Feeds - reduce the number of clicks and default to todays date
It takes 5 clicks to update a bank feed:
1. Select the account
2. Select Refresh Feeds or Sync now
3. Select Date
4. Pick the date
5. Click RefreshThis is very time consuming when you have multiple accounts (I have over 10).
It would be better if:
a) There was a quick refresh option on the Banking Overview screen defaulting to todays date - ideally for all bank accounts at once, or next to each accountb) the date pop-up automatically defaulted to todays date - one can always move it back if required
0 votes -
Export Attachments when exporting the Journals, Invoices.. in PDF
When we make a manual Journal, or invoice, we already have the option to attach files. We want to have an option to download the Journal/Invoice with the attachments we uploaded in one single PDF.
4 votes
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