Zoho Books
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6202 results found
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3 votes
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Remove or hide account names in system accounts that are not used in US
Some of the account types and names are not applicable in the US and should not show up in the 'chart of accounts' or on my budget sheet. We should be allowed to at a minimum hide non-relevant fields. Renaming them is of no use when they are not used.
3 votes -
Budget alerts based on percentage remaning
Add % based alerts for the budget line items. If I'm at X% of my allowed budget for that particular item I'd like to know about it without having to open up the budget to see where it's at for each project.
3 votes -
Fully Customized Invoice Template Editable With Drag And Drop Features
Fully Customized Invoice Template Editable With Drag And Drop Features
9 votes -
associate receipt with an expense in the mobile app
The mobile app allows a user to upload a receipt image. It would be very useful to be able to then associate it with an expense the same way as in the web interface.
3 votes -
Expenses by currency
Why is there no ability to filter expenses by currency?
Zoho clearly captures the information so it is just a question of adding Expense Amount (FCY) as a field that can be used in specifying the criteria for any filtering.
Quick change, quick win for me.
2 votes -
Has image column on categorization page
Show whether there is an image attached to a transaction on the categorization page
1 vote -
Control for Pricelists in Zoho Books
When Pricelists are enabled/created in Zoho Books, we are not able to restrict users from changing the default ones defined for a single or group of Customers.
The use case is as follows: A business has a standard set of price list defined for a group of customers. This is created and associated to each customer in Customer record. When a user create a Sales Order/Invoice for this customer, the associated price list is selected as default in the price list dropdown but the system also allows the users to override the selection by letting users choose from the other…1 vote -
CRM Expenditures and Orders
When you assign a Zoho Books expense to a customer, the Potential drop-down menu appears. It would be interesting if the order numbers of these customers could also be chosen from a drop-down menu.
3 votes -
Hypertext link between report lines and Zoho Books
When creating a report, it would be interesting if a hyperlink takes us back to the desired place on Zoho Books. Example: I generate an expense report in Excel and for each line a link is created to the Zoho Books expense. So, I can easily recover the attached file.
3 votes -
Clients needs to submit order request based on quoted pricing
Once the estimate on pricing is accepted, the client needs to submit an order based on that item's pricing.
1 vote -
Page number and total page number should be a placeholder in footers (Page N of N)
There is only one option for page numbers and it puts the number way to the right of the template. The footer should include a placeholder for page and total pages so we can display them. It would look like "Page 1 of 3".
5 votes -
SMS Notification
Please make a change in sms notification. It means sms notification for bills and payments should be send in business name only not in zoho book name. Another thing please enable group message sending option for saved contacts to sending common messages like offers and etc..
5 votes -
Provide Customizable Tax Summary Reports
In Zoho Books, Reports, Tax Reports, we can only use the provided Tax Summary Reports. Can we get the cpacity to customize or create our own types of Tax Summary ? There are fields that we need to have in our reports (Customers / Vendors etc )
6 votes -
Need more options than billing address and shipping address.
Your software is not set up very well for the service industry. One of the most basic issues we have is your system has a billing address and a shipping address. as a service industry we never have shipping addresses, we have billing addresses and service addresses. I see no way in your software to change these headings or data types. When sending invoices from your software it causes confusion with our customers.
If this were my database I would add a service address for the service industry and possibly a project address for the construction industry. Then in the…1 vote -
Bills on basic plan
Hello, I'm a long time customer. Currently using basic plan. Today needed to use bill but the basic plan doesn't have that feature. Price difference between the current plan and one more higher is monthly $10 which is so much.
Please add the bills feature to basic plan with a simple price difference or free. Thanks,1 vote -
Timesheet approval by clients
Typical Workflow:
Engineer works on a project for a customer.
Engineer completes timesheet for hours spent on that project.
Timesheet is approved by customer's project manager / user
Approved timesheet is sent with invoice to customer finance.So far the Zoho process assumes hours and costs are managed internally, and not approved by the customer. This is not normal. At the moment zoho books does not allow:
Approval of timesheets by customer (hardcopy is fine)
Reporting of project time per project / customer (so that other customers cannot see hours spent on other projects)Think of the timesheet as the…
3 votes -
while invoicing a product to a customer, the previous invoice price of the same product should be displayed in a popup.
I have many customers and I sell the same product to different customers at different prices. The purchase price of the product will also changes often. I would like to have previous selling price display while invoicing a product.
15 votes -
Fix Chart of Accounts Sort by Type so it sorts in Balance Sheet / P&L order
Right now when you sort the Chart of Accounts by type, it sorts in some random order. The types should sort balance sheet and P&L order, grouped by type. When I sort by type now, I have "Other Current Assets" on the top, followed by Cash and Bank account types. If I reverse the order, it makes no more sense. Quickbooks sorts by type with balance sheet accounts first, in the order they would show on a balance sheet, followed by COGS and then Income/Expense accounts in order we'd see them on a P&L. Very logical, very usable. This seems…
6 votes -
Expense - Manage Categories
In Zoho Expense, Manage Categories, there are only two options. Neither of which I want the expenses that people enter to go to. Not really a helpful setup area if you can't apply the accounts you want to use.
3 votes
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