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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6170 results found
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Knowing number of employees worked on a project and make time sheet for each employee
Tracking each employees by the project and hours spend for each project. Calculate the cost of each project based on the hours worked. Also find timesheet of each employee
1 vote -
Show unbilled amount for partially billed purchase orders not just PO value
At the moment you can only see PO value but not what is left on the PO to bill. You have to go into PO and click Convert to Bill to see how many units remain.
2 votes -
Cash sales Receipt
Please add a Cash Sales Receipt to take into consideration items sold on cash and also help track individual items sold on cash. It is wrong and tedious to use an invoice and receive payment for a cash sale. Please add "Sales Receipt" as a feature.
5 votes -
setting to allow calendar view of timesheets screen as default
The system always defaults to "List" view of Timesheets and we use "Calendar" view. Always have to go to the list view and then click the calendar icon.
I know it's minor but it would be great.
Thank you1 vote -
Search with wildcards
It should be possible to search with wildcards. We have a database with 12000+ items.
Example: I want to add 'Stamp ABC 123 17mm' to a quote
When I search for 'stamp' it gives me 400+ results
Being able to enter 'stamp*17mm' or 'stamp%17mm' or 'stamp&17mm' and then narrowing the result list down to the matching results would really help!So please add a possibility to search for multiple parts in an item name description with one request.
6 votes -
get rid of this stupid error. Account Receivables and Payables cannot be selected with Bank, Card, Cash and Clearing accounts.
This error comes up when trying to save a transaction where something is paid that needs to show up on a vendor account. Account Receivables and Payables cannot be selected with Bank, Card, Cash and Clearing accounts.
This is silly that you cannot post a receipt to Accounts Receivable or Accounts Payable. Isn't the whole points of those accounts to show bills you haven't paid or haven't been paid for.
1 vote -
Sales Tax liability report
Please fix the non-taxable list to show the name of the client as an option. It only shows invoice numbers, and a blank reference # list. I can't find anywhere how to add the name under the reference list to make it easier.
3 votes -
Auto estimate generate
We should be able to select items and click on prepare estimate.
this will save lot of time. and if you have already added all the items with description, buying and selling + Tax Treatment etc. Estimate will be ready in less than half a minute.for example : select 4 items and "click on Generate Estimate"
you are done, just need to pick up the customer and send it.3 votes -
Be able to create multiple purchase order item wise / vendor wise from single sales order
Should a sales order have multiple items that may be sourced from multiple vendors, then the system should generate multiple purchase orders based on item and vendor.
24 votes -
Hi I was wondering if user can match the credit note in the banking module while matching the invoice and once the credit note is matched it
Hi I was wondering if user can match the credit note in the banking module while matching the invoice and once the credit note is matched it get close automatically. Right now user have to go to customer account to apply the credit note while that can be matched while matching the transaction in the banking. this feature would ease out everything in banking module.
1 vote -
Ability to print Refund Cheques
In order to issue a refund to a customer currently Zoho advises to follow:
https://www.zoho.com/ca/invoice/kb/credits/refund-invoice-amount.html
The credit note gets created and marked as paid. However there is no option to print a cheque for this refund to be processed. The refund to be issued is via a cheque.
I would like this option to be added.
6 votes -
Sheet fed deposit slips like Quickbooks uses.
Make sheet fed deposit slips available.
1 vote -
POS Software for Restaurant
Now that you have various modules to manage sales and expenses, it would be a good idea to introduce a module for restaurant POS.
1 vote -
when categorizing expenses, it would save lot of time, if you could check off multiple expenses (ie: meals) and then categorize all at once
when categorizing expenses, it would save lot of time, if you could check off multiple expenses using check boxes provided and then categorize a group at once time. currently you have to categorize one item at a time which requires more time.
1 vote -
Please add internal notes tags to invoices
Please add internal notes tags to invoices that should look similar to the tags created after writing notes on received payments. As in this case, the invoice tags should show when you scroll up or down the list (LIST) of invoices. This is so handy so you don't have to open each invoice individually (ONE BY ONE, waste of time) looking for notes or internal reminders. For example: not paid yet, waiting for payment, owe $10.00, 10 units on back order, etc.
1 vote -
make separate access to banking part for different user
Pls note that when Give person access to Banking Module he can access to all Bank accounts but company have main account and daily accounts and don't want to give access the staff to main accounts and need to give access only to sub accounts pls make solution for it because we have problem to use Zoho for all of our accounting purpose due for this reason
1 vote -
Add Full Custom Invoice
allow to add Full Custom invoice
3 votes -
please enable rounding off to be printed on bill in spreadsheet style invoices.
entry for invoices shows rounded figure but the invoice does not show roundoff-ed figure
1 vote -
WE KNOW ZOHO CAN FETCH DATA FROM E-WAY PORTAL THERE SHOUD PRINT OPTION FOR E-WAYBILL. WE NEED EVERY TIME LOGIN TO E-WAY BILL FOR PRINT
E WAY BILL PRTINTING AVAILABLE IN TALLY.
WE KNOW ZOHO CAN FETCH EWAY BILL DATA SO IT POSSIBLE OPTION FOR PRINTING EWAY BILL OPTION.13 votes -
1 vote
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