Zoho Books
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6611 results found
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Customer and Vendor Portal Emails
Provide a unique reception email address for each of the customer and vendor portals instead of a single organization email address. At this time, only a single email is available when using both portals. Customers usually make payments and have questions for Accounts Receivable. Vendors receive payments and have questions for Accounts Payable. A unique destination address for each portal would streamline communication to the proper department.
3 votes -
5 votes
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3 votes
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Bill/expense grouping to single line on invoice
Currently, when a bill or expense that is associated to a project is added to an invoice all the individual items in the bill or expense are on a separate line. I would like to have a single line with a description and the total amount of the expense or bill.
3 votes -
to skip the holidays in the report scheduler like sundays. To have the option to skip the reports on Sundays and Holidays
To provide the options in Report scheduled to skip sundays and holidays
3 votes -
"Tax Invoice" written on the customer invoice.
In our country it is mandatory to have "Tax Invoice" written on the customer invoice. The available templates does not have such a template
1 vote -
user ID should be included in each transaction,
user ID should be included in each transaction,
2 votes -
When invoicing a client and adding an unbilled project I would like to be able to moved the unbilled expenses below the project information
When invoicing a client and adding an unbilled project it always displays this a the bottom of the invoice. I would like to be able to move this above the unbilled expenses for the project. Our clients prefer to see this first followed by the list of expenses. Is there a way of being able to selectively merge the expenses so the invoice is not pages long!
3 votes -
Increase 1 MB limit of file import
1 MB is too small for uploading price list data. Our price lists with 40,000 and 145,000 line items, I have to break up into 5000 line item files to upload multiple times. It is just to tedious.
1 vote -
PARTIAL payment email notification
Currently payment notification emails look identical whether the customer has paid in full or partially which leads to confusion.
Partial payment's should be communicated clearly in the notification and ideally in the subject too e.g. "PARTIAL PAYMENT RECEIVED - INV-5677"
3 votes -
1 vote
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Sync Google calendar with payment received
This is beneficial for those to take bookings on a particular date
1 vote -
to set kind of report of all customers who bought some items from our specific sales person
to set kind of report of all customers who bought some items from our specific sales person
1 vote -
Improve search suggest of drop-down lists: i.e. items, customer names, and other lists
Drop-Down lists for items, customer names, etc. would improve entry time and accuracy if the field would use search suggest (type a few letters and match in any part of the results) instead of only searching from the beginning. For example:
I have the following products: Cloud Services, Cloud Applications, Cloud Consulting. It would save time if by typing "cons" I already see "Cloud CONSulting" as the only item, instead of typng "cloud" and pick from three options.
Same for customer names, I often forget the last name of my customers (customers show as LAST, FIRST), so I need to…3 votes -
Please make an option to delete the particular entry after going to the particular ledger
Please make an option to delete the particular entry after going to the particular ledger
3 votes -
Please add Flutterwave to payment integrations options. The African continent is not well served by your current offerings.
Please add Flutterwave to payment integrations options. The African continent is not well served by your current offerings.
1 vote -
Add reporting timeframe for calendar year as well as fiscal year
In my country payroll related reports must be calculated based on the calendar year (ending December) even though the fiscal year is different. It would be helpful for reports to have options to set the timeframe to the current and previous calendar year, for cases where those do not match the fiscal year.
2 votes -
Book provisions for uncertain payments
A feature to book provisions for uncertain payments is missing. This is legally required in most countries, and quite basic in accounting systems
1 vote -
I Request Zoho Team to Integrate Google pay and Phone pay and UPI id paymets in the payments intergration to receive and send payments.
I Request Zoho Team to Integrate Google pay, Phone pay and UPI id paymets in the payments intergration to receive and send payments.
2 votes -
Combined single statement for entities who are both Vendor & Customer
Need single statement covering all the transactions for entities who are both customer & vendor
4 votes
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