Zoho Books
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com
6166 results found
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Show tags on main page rather than 'behind the scenes'
Being a frequent user of Tags, I find it unnecessary to have to go into a sub-screen to allocate the bill/invoice to a reporting tag. I would like to see the reporting tag option in the main input screen for visibility and input efficiency
6 votes -
Customize invoice or estimate templates
I wish I could customize my templates. For example for an estimate, I have a template for a proposal in monthly or annual. The sales conditions change. I would also like to add columns on the quote for a monthly subtotal and then an annual subtotal on the same line.
6 votes -
Multiple Line Items for TDS in a single Bill and Payments Entry
There are certain complex transactions where more than one TDS sections are involved. For Eg. a Single Bill/ payment may contain an item with implication of section 194J along with an item with implication of Section 194I along with an implication of GST TDS u/s 51. Therefore such single Bill/ payment entry needs multiple TDS line item fields for TDS adjustments which is not ther in Zoho books and makes it difficult. It is suggested that Zoho books allows its users to put additional line items (more than 1) for TDS deductions at the discretion of the user for multiple…
20 votes -
Allow for all types of accounts to be denominated in Foreign Currency
Many international companies borrow in a currency outside the base curreny. Such transactions create liabilities. The system doesn't allow for accounts to be currency denominated. This means the system doens't allow for anything other than a bank account or trade receivable / trade payable account to be revalued automatically. Quickbooks is far ahead of Zoho in this regard.
11 votes -
rounding off on sales
round off feature on the sales invoice shall be open for edits. Some of my clients do not accept invoices with rounded off total and they finally pay us based on the un-rounded totals. It is very painful to match the payment in such cases.
Either:-
1. keep the round off values open for edits
OR
2. create a setup option against each customer to select "Rounding Off" or "No rounding off".This will save a lot of our time.
Thanks,
3 votes -
Make Order Number field a valid %placeholder% in templates
In the invoice we use the order number field to display a readable description of the order. It would be beneficial to allow this field to be used as placeholder in the email template. This placeholder can be used in the email subject to describe the order.
1 vote -
1 vote
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Bank Sella automatic feed through new PSD2 2019 in Italy
Hi,
Italy is one of the major EU countries and worldwide (GDP rank).
Please ad Banca Sella in your automatic feed through the new European PSD2 user authentication procedure.
Banca Sella in Italy is the first Italian bank for API integration and 44% of digital e-market (https://sellagroup.eu/open-banking).
The API integration is also easier through the PDD2 and Open API of the Bank (https://www.sella.it/banca-online/aziende/innovazione-e-pagamenti/api.jsp).
Also Fabrick PSD2 Portal (https://www.fabrick.com/psd2/gateway/tpp-portal) already provides API access.Thank you
19 votes -
GoCardless US
Ass support for GoCardless in the US as they are now offering their services in the US.
3 votes -
Provide option to limit sales persons to only using composite items
Provide an option in user roles to only allow the sales team to view/use composite items.
This way you can use normal items as inventory assets and composite items as finished goods. Zoho inventory will be able to effectively keep track of all types of inventory without having to burden the sales team with a long list of items
3 votes -
Reset for Books
When we do reset - It should delete all the information as it works in the smart phones. ( All Data should be cleared)
When we are implementing / migrating any data from legacy systems
either directly or through excel sheets. if we update a incorrect data unfortunately a measurable volume. It is very difficult to delete all the data again. ( when we update with all parameters like - Invoice with Payment, Bills with Payment details)1 vote -
taxable purchase from urd what it is now
We have purchase taxable service from un Registered person what type of this service Exempted, Nil Rated or Zero Rate or Els.
1 vote -
1 vote
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Trading account reports
We need to Trading account reports please update.
Phone no - 9650395541 vote -
1 vote
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Remove the Vendor Category from the Payment Portal
Since I am sending my Customers to the payment portal, I do not want them to mess with the Vendor Category drop down when they edit their contact information.
1 vote -
Allow Expenses to be refunded from within the Expenses tab
We have an employee who enters and processes our Expenses. Sometime we return items we've purchased and need to account for the refund. As it stands now, we can only created Expense Refunds from the Banking module. However, we don't want to share the banking module with our employees. There should be another way to create Expense Refunds (either a negative expense, or just directly from the Expenses module.)
4 votes -
Custom Web Page in Client portal similar to Web Tabs
Allow a custom window in the client portal so that other additional info which is not present in zoho books like orderinfo,etc can be shown
7 votes -
include zaka calculation and filing for GAZT
GAZT requires all companies to file their annual tax ZAKA beside the VAT. it would be great if zoho include feature for KSA customers to calculate the amount of zaka and generate the required files.
5 votes -
products
zohocrm products selected in a Deal should auto populate an Estimate Sales Order or Invoice created using the zoho finance integration. Otherwise i cannot see any purpose for adding items to the Products module in a Deal in CRM.
1 vote
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