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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6599 results found
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Assign different rates per task under time tracking
i need to be able to charge different rates for different tasks on the same project. it would be nice if i could change the rate on a task-by-task basis inside of a project.
3 votes -
Tracking of Import Purchases (from outside country)
Hi Zoho team,
It would be useful if we have different purchase order format for tracking import (purchase from outside country) as the same would involve tracking of shipment from shipping liners, bill of lading number, ETA and Date of departure. Below are the pecularities of the import transactions.
a. One purchase order covering multiple shipments
b. Capturing of information such as bill of lading number, ETA, container type (20 ft, 40ft) , no of cartons per container. Tracking online the ETA from shipper portal (maersk, safmarine)
c. Capturing the partial shipments against one purchase order
d. MIS report on…4 votes -
Store shipping instructions for each shipping address
We would like to store shipping instructions for each shipping address. Some of our customers have several shipping addresses with unique shipping instructions for each address.
3 votes -
3 votes
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Gift certificate set up and usage within Zoho books
I can’t figure out how to do this correctly so maybe it’s there but I really need to be able to document my sales of gift certificates.
7 votes -
Task wise Cost budgeting, allocation and tracking
In case of a project where Budgets are decided based on the Tasks to be done, while creating a task an option is to be provided to update budget of such task and while booking the expenses, it should be allowed to map such task to know the amount spent till date and amount to be spent to arrive at the correct forecast about project profits.
1 vote -
Hii
Hii
1 vote -
Add Select Brand Option in Invoice, Bills,expenses and all other modules
Good afternoon,
We are running company Rise Agro Infra Pvt Ltd and under this company there are 4 Brands(Trademarks) we are operating. So we want to add brand option in invoice,bill and Expenses and any other income and loss. After that we want that we can generate brand wise report in zoho books so we can Analyse Brand performance.
For Example we have two Brands A and B.
when we generate invoice/Bill/Expense/Credit Not/Payment made/received voucher there should be select brand option required.
So when we generate report, Brand wise report shows that A brand Income and B Brand Income so…3 votes -
Estimate Reference on Sales Order and Invoice
When an estimate is converted the Estimate Reference is not included. The quote number is shown, I find myself having to enter a sales order to check what this is related to. If we have similar projects for the same customer I have to look up the estimate.
I would like for the Estimate Reference to be included in brackets alongside the the Estimate number, the same for the Invoice.
1 vote -
eBay integration for Australia Edition - It really is time this was done is there a schedule for this?
With eBay a major retail gateway in Australia it really is necessary to have a connection between the store and the inventory.
4 votes -
1 vote
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Esign estimate/invoice without customer portal
I love the idea of being able to send estimates/invoices for eSigning. However, I feel the usefulness of this is limited because customers must first sign up for the client portal and navigate through the portal to find the estimate and eSign it. The portal lacks customizability and using it could be confusing for customers who just need to sign a document. I would suggest keeping this functionality intact for those who use the portal, but adding document eSigning for customers who don't have access to the portal. It would function much like the native Zoho Sign process. The customer…
6 votes -
REMARKS different colour option
Remarks for internal message is a great idea however as the text colour is only black, it is blent with other contact details. It would be great if we could choose text colour even just with red to begin with.
1 vote -
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
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