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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6591 results found
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Add reminders for retainer invoices
I'm honestly pretty shocked that reminders aren't already in place for retainer invoices. They should operate the same way invoice reminders do.
4 votes -
"reliant bank"
Please add:
Reliant Bank - Cash Management
https://www.reliantbank.com/The normal bank is there, but their cash management (for business accounts) is not. I will have to move away from Zoho very soon if I cannot link my bank account. I am in the process of converting from Quickbooks which does have this integration already.
1 vote -
How about a feature in the bank accounts that allow printing a check without entering a bill. first.
1 vote -
Need the ability to write a refund check to a customer or a company that is NOT a vendor.
Need the ability to write a refund check to a customer or a company that is NOT a vendor. Also, write a check to any company that is not a vendor, like a charity.
13 votes -
Override taxes
Would love to be able to override the tax amount. Sometimes the tax does not apply to the full subtotal. For example HST on $100 is $13. Let's say my subtotal is $100 but HST only applies to $65 which is $8.45. I'd like to just override the HST to show the actual tax charged by my supplier
1 vote -
Task
I would like it if we could rearrange the task by date, A-Z and other features. When I make it inactive, I want it to disappear!! Also, when I tell it to show 200 to a page, make it stay that way. It's all annoying because I have to repeat every single time.
3 votes -
1 vote
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Create Customer Groups with the ability to restrict item categories by customer group.
Create the ability to restrict items that can be sold to a Group of customers. Ex. not be able to sell wholesale items to retail customers.
Also, it would be helpful to restrict items by user roles. There are items we don't want some employees to see or be able to accidentally add to sales orders.
6 votes -
Sorting Vendors By Currency Type
Zoho currently only allows us to write Canadian cheques, we have to write American cheques through a different program and because of this we can't see if a cheque was already written as it is not captured in zoho. Being able to tell if a customer is Canadian or American in an overview would be much easier and prevent double payments being issued when paying by credit card or physical cheque.
3 votes -
Lock the Item Table
would like the option of locking the transaction like sales orders, invoices in such a way that a user wont be able to change things like quantity, add items, etc in the Item table even if he/she is given the power of editing Invoice.
maybe create a new permission field under edit role (User & Roles) such that we can restrict which user can edit the contents of Item Table so that he/she wont be able to change the amount of the Invoice etc but can enter the data in other fields of the invoice
3 votes -
Can you give customized options for us to add Company specific documents to be created?
Can you give option to create additional documents apart from the listed one like invoice, challans etc?
I may need to create a commisioning certificate for some of the products3 votes -
Remove 'auto-hide' for options icons feature on pages
Remove auto-hide icons for the edit and trash-can options when viewing invoice payments applied. I had no idea these options existed. I only found out via a screen share session with Support. Most people when landing on a page don't wave their cursor all over the screen to see hidden icons! I wasted a weekend in total frustration trying to remove payments applied to an invoice. The delete feature was NOT visible!
1 vote -
follow up marker for invoices/estimates
it would be great to have a simple tick box or selection to highlight an estimate/invoice for follow up which does not require editing the invoice.
so you tick the box and mark it for follow up
on the list of invoices/estimated it appears with a star (or similar), andthey can be searched by this marker also1 vote -
comparison for custom dates on profit loss
we want to be able to define custom dates, then compare those dates to previous year. as the system is now, you can only compare to previous years or periods when using the last month, last year, last quarter, year to date options.
6 votes -
Delete auto feed bank transactions
Transactions manually added to bank can be deleted. However, transactions brought in via feed or upload cannot be deleted. Only they can be excluded or first unmatched and excluded and then they will stay around for ever and ever and create a more and more useless data. Just enable transactions to be deleted or at least, allow deletion of excluded transactions.
1 vote -
3 votes
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1 vote
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ADD A TOOLTIP THAT READS OUT THE AMOUNT
Next to each "Amount" field please spell out the amount.I have accountants who enter one or two zeroes in accurately leading to huge issues.
Ex - 2500,000.00 should be called out on a little text next to the entry as "Twenty five lakhs rupees"
1 vote -
Integrate WorkDrive with Email/Books/etc.
Most Zoho Apps allow easy file attachment from Zoho Docs and other cloud services but currently does not support WorkDrive.
1 vote -
PDF format to customers automatically
We should have the option to send recurring invoices to customers as a link or PDF automatically. We can only manually do that right now.
4 votes
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