Zoho Books
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6623 results found
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Screen division options - minimum vertical view options; black menu screen, list of customers/invoices versus when a document is viewed
View settings to view a document (Purchase order, invoice, bill) in entirety versus three part screen where currently view is far left menu, then list of documents middle screen then document far right. We don't want to see the list of documents all the time (at least have the option to minimum vertically that middle part of screen (list of documents).
1 vote -
purchase order date
purchase order DATE
1 vote -
Options to define taxes for products
In Canada, we have several product categories that are wholly or partially tax-exempt from federal taxes, as well as separate product exemptions from provincial taxes in some provinces.
There is also the possibility of exemptions or different taxes required to be collected based on the customer's location or other characteristics (eg, some B2B transactions are PST exempt) and a business's operations (if a business advertises in some provinces, they are liable for collecting provincial taxes on sales to that province)
I don't think Canada could possibly be unique in this regard.
The current implementation has no allowance for products to…
1 vote -
1 vote
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special rate and special scheme
while create invoice , when we put special rate for an item, to a party eg ABC , there should be an option to ask special rate , and same as we r giving special scheme like buy 10 get 1 free, then it ll be saved automatically that rate and scheme in backhand for that party..
IS IT POSSIBLE in ZOHO1 vote -
Desktop app
Create a desktop app of zoho books to access zoho books faster and more conveniently.
1 vote -
Discount per item from vendors
Allowing each stock item to be discounted on the bill - currently you get to discount the whole bill but then you only get the option to put it to an expense so you Profit and Loss it completely out when it needs to go against the stock item as the discount applies to each item or at least goes against the inventory asset account.
3 votes -
can we add the customer's po# field as an option on this screen?
Under the customer, Sales tabs. When you are looking at the date, invoice, reference # and amount. It would be so nice to have an option to add a column for their po#
3 votes -
It would be nice to add more column options to the Reports Function, like P&L, Balance Sheet etc.
It would be nice to add more column options to the Reports Function, like P&L, Balance Sheet etc.
8 votes -
Export customer statement of account as .xls file in client portal
Most of our customer request their account statements as a .csv or .xls files to easier compare it to their records.
Would be great if they could download it from their client portal directly instead of having to reach out all the time.3 votes -
Ability to customize dashboard items
Zoho Expense claims automatically import into the "Employee Reimbursement" account under current liabilities in Zoho Books. Because of this, the outstanding balance payable to my employees does not show up in the "Total Payables" section of the Dashboard. In turn, this inaccurately reflects what is coming in and what has to go out. Being able to customize what is being included in these Dashboard sections would be of great help to reflect what I want to see.
5 votes -
Allow option for entering start time and end time in invoice line items
Zoho Books should have functionality that pulls "start time" and "end time" entries from timesheet and appropriately enters it in invoice.
1 vote -
Need to have Negative values to enter into the Accounts Receivable and Accounts Payable Balances
This issue occurs when doing the opening values due into the Accounts Receivable. The entering of the Outstanding Opening Balance for the Accounts Receivable does not allow a negative amount to be entered. This can happen when a client pays us up front for his monthly services or even just over pays for a invoice. Please allow negative values ie. the Account Receivable clients has a credit amount - we own the client not what is due to us by the client to us.
19 votes -
0 in amount or enter notes
While creating estimate we add some items for the customer to bring by themselves so is required to show the amount by 0 or show notes in the amount as (By Customer) in order to don't increases the total amount of the estimate. Please note the rate and Qty fields should have values.
3 votes -
Bank Fee Report
There should be a pre-defined report (listed among the other reports) for Bank Fees. Zoho Invoice has this as a pre-defined report. Now you must request a Custom Report under Accountant > Account Transactions.
1 vote -
Please include an option in the timesheet calendar that would allow you to classify by users.
Please include an option in the timesheet calendar that would allow you to classify by users.
1 vote -
Ebay with Zoho CRM Integration
Forget spreadsheets, time-wasting sync-ups or manual data transfers. Get these two apps happily teamed up, making your life easier.It sync data such as Customers, Sales, Invoices, Products to Zoho CRM from eBay store to Zoho CRM,which enables businesses to run more efficiently & enhance efficiencies in the business processes.
We have integrated Zoho CRM with eBay(2-way Sync), which provides you the following business benefits;
Auto synchronization of customer data to Zoho CRM.
Auto Synchronization of Products to Zoho CRM.
Auto-sync orders & invoices to Zoho CRM.
Get a complete view of your transaction information from one place.
Sales in your…3 votes -
Select 2 or more modules when creating a workflow
I would like to be able to select 2 or more modules when creating a workflow. If implemented, this would enable me to select a greater range of triggers under the same workflow.
6 votes -
Base Currency adjustment at end of Year(Pending invoices or advance payment)
While doing finalization of books of accounts,for exporters it is requirement of currency adjustment which is available in zoho books but its effect is not going on customer balances and it is on 'accounts receivable' only.So please do arrangement of balances of customer while currency adjustment.
1 vote -
Please advise your developer to add this functionality and they can let us know when it is available. We would like to be able to attach fil
Please advise your developer to add this functionality and they can let us know when it is available. We would like to be able to attach fil
1 vote
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