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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6198 results found
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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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CUstomize fonts for Organization name
Customize font options is must have, so that business owner able to match with organization logo and the name same fonts type.
Our case we have created the logo on (Cormorant SC), but Zoho books doesn't have the fonts.
The outcome of the reports looks awkward..
1 vote -
Auto generation of Bill numbers.
When we purchase from unregistered suppliers, we have to rise bill by our own. Hence auto generation of Bill number is must. Especially when Purchase is made under Reverse Charge Mechanism.
13 votes -
Write off for bills
The payment screen should give the option of writing off a remaining amount after payment (payment/exchange rate difference), which would prevent many outstanding bills with a just a small amount left.
10 votes -
Provide Transaction approval for cash expenses
It would be easy if we provide transaction approval for expenses. The person handling the petty cash can attach the expenses and the accountant or admin can approve the same..
2 votes -
Fixed Fee Project Profitability Summary
Most of our projects are fixed fee. Unfortunately, the Profitability Summary in Books does not calculate fixed fee projects profits correctly.
It is a simple equation: PROJECT PROFIT = INVOICED AMOUNT PAID - (minus) (PROJECT EXPENSES + LABOR COST).
For Example we invoice a customer $3,000; expenses total $800; labor costs total $700; total cost is $1,500; gross project profits are $1,500 or 50% margin.
Currently Profitability Summary only accounts for expenses.
7 votes -
Custom options in the dropdowns
That allows to load values from a json file, xml or csv among others.
Allow dropdown groups to be made to filter content according to the selected value.
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That allows to add a key associated to the text, type data dictionary.3 votes -
Recurring invoices based on a total balance owed rather than end dates
I sometimes have payment plans set up for clients. It'd be great to have recurring invoices that pay down a specific balance rather than using a start and end date. Additionally, it would be helpful to see that balance auto-update as it is paid down over time.
1 vote -
Prompts ( Are you sure? ) when deleting a item in a sales order/invoice
When you are in a sales order or invoice you can add items and then delete them can a prompt be added to ask if you are sure before just deleting that line?
3 votes -
Remark to Populate in sales orders it does shows up in Invoice
Remarks that you set in customer details do show up when you create a invoice. They do not show up in sales orders. Can this be fixed please.
6 votes -
Display Delivery Method on Invoices and POs, and allow us to set a default
Not sure why this field is treated like a second class citizen. We need to display it on POs and Invoices, and would be nice if a default could be set as well.
3 votes -
Feature required in Estimate
Estimate feature required for per unit or per meter price is not available in templetes
Pls kindly advice
1 vote -
Integration with Veem for $1 Bank Payments
I realize there's 100's of other requests for transaction integrations. But in my opinion, Veem is a pretty good one for customer payments.
It's only $1 US or International to transfer money between banks. It'd be nice if Zoho could have Veem generate a custom payment URL that gets placed on each invoice.
We don't like to take CC payment because of extra fees, and customers don't like to pay with checks because of hassle. This seems to take care of both of those issues so everyone is happy.
6 votes
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