Zoho Books
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6591 results found
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Ability to generate recurring invoices at the very end of each month, not on the morning of the last day
It's impossible to generate recurring invoices at the very end of each month. The only option is to generate recurring invoices on the very last day of the month however since the invoices are generated at the start of the day they do not include any hours logged for that day.
Alternativelty if I setup my recurring invoices to generate on the first day of each month they do pull in all hours for the previous month but the reporting tools are incorrect, instead showing sales for the following month since this is the date of the invoice.
Please add…
9 votes -
purchase order from quote/estimte
Please allow the ability to convert an Estimate/Quote into a Purchase Order.
0 votes -
Why as individual I need a multi-user limited plan
I have a suspicion that my brother has installed a rootkit on my PC, for spying. also I have worry if he steals my cryptos and also manipulates file I use to keep track of my crypto.
I found a solution to this worry. Creating an owner account on my safe phone in Zoho books and create a user for my PC that allowed to add transactions (no edit or delete)
So I need a cheap subscription plan with these abilities:
1- 2 users (owner on my phone and one user for my PC)
2- bank accounts1 vote -
develop client portal
allow items and products to be displayed in the client portal - so customers can choose the products they wish for us to quote on
1 vote -
Custom currency
Please add the ability for adding custom currencies
2 votes -
Payment receipt preview
Payment receipt preview
Display the bank fee in the preview to prevent having to edit the payment to see the value.1 vote -
Product code in the invoice, po and so
We would like a column for the Product Code in the Invoices, SO and POs.
1 vote -
Pls provide module wise transaction locking system
Pls provide module wise transaction locking system
2 votes -
Fetch time from Projects to People for Payroll Timesheets
AUTOMATICALLY fetch the time entered into PROJECTS as timesheet in PEOPLE for actual attendance and time tracking
1 vote -
Create Refunded Status for invoices instead of just Paid or OverDue -
Currently, you can not glance at any account and see a refund. You have to drill into the invoice, see the payment and then see the refund.
1 vote -
1 vote
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Drupal8 Integration
Drupal8 Integration as a module.
3 votes -
Customize Payment page
The ability to customize Zoho Books payment page would be a huge benefit to everyone. It makes it look more professional. Currently, it looks very outdated and we have had a few customers ask if it was our payment page or not.
1 vote -
File attachment limitations
Hello, please increase the file size attachment limit. 5 MG is not enough for our bank recs and other items. Also it would be helpful to us if you could also increase the number of file attachments per transaction - ofter we have more than 5 attachments. Thank you.
7 votes -
Mandatory use of Items for Estimates and PO's etc
My client has sales reps that load estimates but with manual line items. This means that PO's are then created manually with duplication of info being typed. If there was a preference that could be set, making it mandatory for the Items to be loaded while making the estimate (or adding if already existing), then the loading time for the confirmed order thereafter would be MUCH less with less chance of error.
3 votes -
assign sales person to customer account
I would request that sales persons be selected/assigned per customer and not at the time of creating an invoice.
Some of the reasons would include:
- credit sales to one customer done by several sales reps
- companies structure usually assign sales reps to customers
- difficult to compute commission and analyze outstanding amounts if sales reps are captured per invoice
- reporting becomes difficult to analyze, for example, aging report should show balances per sales person (this helps it calculating commissions).12 votes -
3 votes
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Set Credit limits for Vendors
It would be very helpful to know when we are close to our Vendors credit limit. We should be able to set a Vendor credit limit for each vendor, this should also tie in with their trading terms
7 votes -
Move customer data format (address, custom fields, etc) in the customer section.
Customer data format should be done in the customer section PER customer, not in the global preferences where it applies to ALL customers.
We have different customers in different countries, each with specific customer data.
Zoho assumes all customers are the same, worse it even renders empty custom fields in the invoice (where one assumes if they are empty at least the label will be hidden too).
1 vote -
Enable filter for "Item Name'and/or "Item Description" in the 'All Invoices'overview
Hi there,
I would like to make the following suggestion:
On the "All Invoices" overview page, it would be VERY helpful to be able and add a column for Item Name or Item Description. These fields are currently not available and they cannot be added to the invoices dashboard. If I want to filter and see all invoices for a certain client, paid or overdue, it would be truly helpful if i can also see the Item Name in there. Right now, we need to click through each invoice to understand what is the invoice about.
Thank you.
miaa Guard…1 vote
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