Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com
6591 results found
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Sync Credit Terms and Credit Limit to Zoho CRM
Right now there is no way even doing custom fields in Zoho CRM to sync the Credit Terms from Zoho books to Zoho CRM. We need in our CRM to be able to see Credit Terms and Limits.
3 votes -
Profit & margin selection in line items on estimates and invoices, including manual entry items.
Profit & margin selection in line items on estimates and invoices, including manual entry items.
I have different margins for clients on a wide range of products,it would be a lot easier to have this done with a drop-down selection box for margin and/or profit percentage not to have to calculate each entry.4 votes -
Apply correct rate table to invoices created from bills
We use rate tables for our clients. When an invoice is created for a client tagged to a rate table we expect that pricing to be applies. However if we import a vendor bill the rate table price is not applied unless we remove and re-tag the rate table to the invoice. We need to have an option, or prompt, to enforce the rate table pricing and not default to the vendor bill line total.
0 votes -
Save as Draft option on Recurring Templates
Can we add an Option to Recurring Templates to specify how created records will default to with regards to status?
I'd like to setup Recurring Bills and have them default to "Save as Draft" instead of "Open".
There is a global option for Invoices, but not for Bills. In reality I would much rather have granular control at the Template level instead of system wide.
1 vote -
Contract Forms
Allows you to create a Service Agreement from an Estimate for your client to approve and create a recurring invoice from it.
Estimate - Service or Supply Agreement - Recurring Invoice
Saves time and will look professional.
No need to create manual agreement to marry the current gap between the estimate and creating recurring invoices. I seriously need this feature for service agreements to bridge the gap.8 votes -
Record 'Advance Payments' to Employees in Books
Advance Payments to Employees (for Expenses) can be recorded only in Zoho Expense (and then appear to Zoho Books) and not directly in Zoho Books as the normal way would be. Only Employee Reimbursements can be recorded in Zoho Books... Please develop the option to record Advance payments.
8 votes -
Allow employee reimbursements to be applied to more than one expense reports
When recording an employee reimbursement, all the employee's outstanding reimbursable expense reports are listed, but you can only select one of them!! It should be very helpful to be able to apply the amount paid to an employee across several expense reports...
2 votes -
change contact for shipping
I would like the ability to select the contact for billing and the contact for Shipping separately. Currently only the default contact will show up for both the bill to and ship to address.
0 votes -
CUSTOM STATUS
Why I can't create customs status in sales orders? the only funtion available in my zoho books is to change the name status of Draft, open and nule. please help me!!!
1 vote -
Volume based price list for products
We need urgently a way to integrate volume based pricing for our hardware sales. All products we sell have different prices depending on the volume purchased (very standard in the B2B world), i.e.:
Product A:
1-10 units - $10
11-50 units - $9
51-100 units - $8
etc.At this moment we have to handle all pricing manually with price list created in Excel which is obviously extremely bad as it inherits offline work and room for a lot of errors.
We hope that this can be accomplished soon as it’s very standard in varies industries which selling products.
BR
…
3 votes -
To let the users create their own invoice template
As every firm has different products and services to sell, there may be differences in billing format. As we have created a sample format, we want to use that on Zoho books
1 vote -
Please add account type accumulated depreciation. Thank you.
Please add account type accumulated depreciation. This will permit us to track the accumulated depreciation from year to year.
4 votes -
Customer statement with invoice
The new feature that enables us to send a quick statement to our customers when sending and invoice should be customizable.
Usually, we send a statement with only the unpaid invoice in the statement, not all invoices, payments and unpaid invoices. This makes the list very long and it's exhasuting for the customer that received the statement.
We should have a way to select only unpaid invoices in this version of the statement as a default, that way we will not be forced to edit this each time. The dates of the statement should also be preselected to include 1…
1 vote -
Set the account in a recurring invoice!!!
Right now you can't set the account for a line item in a recurring invoice.
3 votes -
Printing of time on reports
Every time a report is printed, we need the time of print. With transactions taking place throughout the day, we can validate the report based on the printed time. The printing of time should be optional.
2 votes -
Include
Include a payment voucher template so that one can either print to be attached to the cheque before the cheques are authorised for payments.
Whatever is there is a payment voucher after paying the bills..please include before.1 vote -
Expense and approval options
Zoho books allow us to create user roles and users. However there should be 2 important updates when it comes to adding expenses.
- The admin should be able to create a role which allows only entering expenses and not to view. 1.1 As another option the admin should be able to restrict the user only to view certain expense accounts if the viewing option is given to the user. It should not be possible for the new user to see all the expenses in the company.
- As of now there is no approval option available for expenses. I believe that…
6 votes -
Be able to group accepted estimates
Be able to group accepted estimates with either - reference number or create a filter, neither of these are options you provide..
Also It does not show under curate list -sort by ( reference ) under estimates on the app .... Please add that feature1 vote -
add a report feature that allows you to see how many hours grouped by task, and by a specific client for a specific time period
in the reports section
add a report feature that allows you to see how many hours grouped by task, and by a specific client for a specific time period1 vote -
Assign tax rate based on Place of Supply or Shipping address
In Canada, we must charge sales tax - HST or GST - based on where we are supplying goods. Provinces in Canada have different tax rates. Currently, the tax rate assigned to a customer is used when an invoice is created. However, the ship to address should be used in order to determine which tax applies. Currently, we have to keep a chart handy and manually override the tax rates on each line item in order to make sure the correct tax is charged based on where the order is shipped. It would assist with compliance greatly if tax rates…
3 votes
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