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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6596 results found
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Increase the number of files you can associate to a customer
Currently there is a limit to the number of items you can attach to a customer. The limit is 10. It should be more.
3 votes -
Payment made - apply a discount if customer pays earlier / e.g : 2% if paid within 7 or 15 day
Hi,
would be great to be able to apply a discount on the payment interface without having to enter it bill by bill.
e.g : 2% if paid within 7 or 15 day
1 vote -
customised reports
According to our business requirements, P&L is required to be checked every month seperately for main business and side projects and there is no feature in zoho to do the same thing. It woud be very helpful to see the reports seperately for main business and for the projects.
1 vote -
Purchase price as percent
We are retail storekeeper where we have commission percentage in MRP. The commission percentage is not fixed and is usually decided at the end of the financial year. In such scenario what should be the purchase price.
1 vote -
Hindu Samvat Date
Can we also have a custom field named Hindu Samvat in the Zoho Inventory. We need this date as reference.
1 vote -
Mobile Friendly View
Please make the Zoho Website mobile friendly. Zoho App does not have all web features
4 votes -
enter a notepad to write pending things or query
should have some notepad to have pending things or queries
1 vote -
enter a notepad to write pending things or query
should have some notepad to have pending things or queries
1 vote -
Please include more email addresses into invoice reminder for individual customer
I have encountered that customers required me to send reminder to a few email addresses. However, I can only have one email address for invoice reminder. Please include more option to include more email addresses to remind individual customer.
7 votes -
Take into account Committed Stock in Reorder Report
We have a longer shipping delay and a lot of orders coming in daily. We need the reorder report to include committed stock in order to be ahead of our inventory.
Example:
Items in stock: 50
Reorder point: 40
On Sales Order: 35 (Committed Stock)
On Purchase Order: 10That's 50 items in stock, minus 30 committed stock we're at 20 available stock.
I already have 10 on a PO so to get back up to 40 I would need to order 20 more.Basic inventory management equation:
In stock items - Committed Stock + On Purchase Order - Reorder…4 votes -
1 vote
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Sorting of Custom fields While creating new custom view in Customers / Invoices / Expenses etc
1.While creating new custom view in Customers / Invoices / Expenses etc in the process of defining new criteria , Sorting of Custom fields (ie. order by ) option is not available at present . The same may be made available at least for few custom field. , 2. While creating custom field the unique feature ( avoid the entry of same value in the field ) is to be made available at least for 1 or 2 custom fields.
3 votes -
"Print name on check as..." field for vendors
Sometime the Vendor name and the name we make a check payable to are different. Would be a nice feature to be able to have field where you can enter the check name and not have to change the Vendor display name each time you print a check.
2 votes -
Project time entry decimal
In Zoho books in the browser I can enter time in projects as decimals. With the MacOSX app, I cannot only enter time by scrolling through the hours and minutes, it's quite the bore. Much easier to enter the time in decimal format.
1 vote -
VAT VALUE GAINST A BILL SHOULD BE NOT FIXED AS SOME ITEMS IN THE INVOICE SOME TIMES ARE ZERO RATED.
VAT VALUE GAINST A BILL SHOULD BE NOT FIXED AS SOME ITEMS IN THE INVOICE SOME TIMES ARE ZERO RATED.
1 vote -
In Support, explain the best way you can make a payment yourself, on behalf of your client, using their credit card info.
My Client wants me to process his card myself. What is the best way to go about doing this? The invoice is not synced to my Square account. Is the only way is to find the invoice I emailed the client, and click the payment link?
1 vote -
Integrate Retainer Invoice in Zoho CRM
Hello
Could you please integrate a view for all the Invoices (invoices, retainers...) in the Finance Module in Zoho CRM ?
We are using the integration between Zoho Books and Zoho CRM, but our sales team cannot view the retainers invoices in the Finance Module.
Thanks
Raphael1 vote -
Import addresses
Currently, we can export customers additional addresses.
But we cannot import.
This is very much needed, especially when migrating from other software and some customers can have 100's of addresses.3 votes -
Please change the software so zero dollar transactions can be saved.
This is needed to document when credits are used for other purchases and there is no actual charge. Without this feature the user must put in a $0.01 entry and then back it out. Tracking actual transaction and how they impact the overall accounting is critical.
1 vote -
Prevent Custom data of Customer from changing retro actively
I am not sure why the data changes retroactively on older invoices why other data like addresses don't. It should be an option to change them retroactively or not.
Or just don't . An invoice is already released and major data like this in it should not just change retroactively just because the customer changed something in his details. It's neither accurate or legal as the invoice which you already issued , has now changed.
2 votes
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