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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to integrate bunq payemnts
Dear Zoho,
I would love to have my banking connected to Zoho booking. I am using Bunq as my business bank account. Right now I can't find an integration with Bunq.
However they provide excellent integration with their open API: https://www.bunq.com/api/developer
Right now I am doubting to continue with Booking of zoho since I am not able to wire up my business account.
Please let me know what you guys can mean for me.
Best,
kevin.10 votes -
Annexure
how do we remove annexure page from the estimate. I deleted all the content from the annexure text box. Saved it. However, while converting it in a PDF file, I still get blank page 2.
1 vote -
Recurring Invoices
Why was the "next" option removed when the recurring invoice is stopped. It was just there the other day. Can you please put it back? It only shows up now when the invoice is active.
0 votes -
Hide "Receivables" from Contacts
Hello,
We are a small IT Services company. We would like to give employees/Engineers the ability to create Estimates/Quotes for customers. Through the system we are able to create new users and limit their access/privileges to "Quotes/Estimates" only without them seeing anything else in the Books. However, when they login and click on "Contacts" they see the Contacts names and a column called "Receivables" with $$$ amounts . We would want to hide this column from our employees and don't want them to see how much clients owe us or have paid us. Is it possible to hide this column…
1 vote -
Show dates on entries and status changes in "uservoice"
This whole uservoice experience is fairly un-usable. How can I assess status on anything if I can't see the dates comments are added or more importantly. When was the last time an entry moved from "work in progress" to "delivered"??????? I'd be more interested in applying my votes to topics that had or needed momentum.
1 vote -
to add line level discounts for bills
Many vendors gives discount for line level items and are displayed in the vendor invoices, suggest to have the line level discount.
1 vote -
Please improve filter whiles creating invoices ..make search like google search box
Please improve search box of sales invoice ..make filters like Google search box
1 vote -
Partial Shipments
If a customer order 100 pieces.
I create a sales order.
I create an invoice.
He Pays.
I then create a package (packing list)
I need the ability to indicate that he is now getting 80 and then I need the system to remind me that I owe him 20.
So the packing list should have the ability for me to enter how many I am actually packing, against how many was ordered. Then the delta should show as still open and needed to ship.
Otherwise, how am I supposed to know what I still owe a customer.
Also, a…3 votes -
Partial Shipments
If a customer order 100 pieces.
I create a sales order.
I create an invoice.
He Pays.
I then create a package (packing list)
I need the ability to indicate that he is now getting 80 and then I need the system to remind me that I owe him 20.
So the packing list should have the ability for me to enter how many I am actually packing, against how many was ordered. Then the delta should show as still open and needed to ship.
Otherwise, how am I supposed to know what I still owe a customer.
Also, a…9 votes -
Payments integration in vendor portal of Zoho recruit or any other portal
If we can pay automatically for time sheets submitted or invoice submitted after approved time sheet, Sales order, purchase order that would be great. Once vendor submits approved time sheets, we should be able to process payments based on net payment terms set
1 vote -
Integration of Linkedin RPS, Sales Navigator, Paid job slots
Can you please get this taken care with priority? Linkedin is so critical for any business. I spoke to linkedin and they said integration got disconnected after Linkedin upgraded their API to V2 from V1. Are there any plans of upgrading API anytime soon? For example google calendar is on API V3
1 vote -
DUNS & Bradstreet, D&B Hoovers and Credit risk monitoring integration with zoho books
Small businesses not being paid by bigger clients and clients of all sizes is a huge problem. It will be nice if Zoho develops integration with DUNS & Bradstreet(D&B) and Credit risk monitoring integration with Zoho books. Also D&B Hoovers integration will be nice with CRM. Discoveryorg already has Zoho integration. If D&B hoovers and Linkedin sales navigator can also be integrated that would be amazing
1 vote -
Adding Zoho Books to the Open Banking List
We would like to link our business bank account with Zoho, however Natwest have said Zoho is not in the open banking approved list. We don't want to link our account if it has not been approved.
Is this something you are looking to do?2 votes -
can you provide generation of barcode for item listed in zoho books or inventory. now a days barcode is compulsory.
can you provide generation of barcode for item listed in zoho books or inventory. now a days barcode is compulsory and at the time of sale of any item barcode of particular item is necessary. so please add this feature in inventory
6 votes -
1 vote
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On purchase bills there needs to be an option to enter the VAT amount manually and or make VAT adjustments
To accurately account for VAT on sales and purchases we need to be able to manually enter VAT amounts also VAT adjustments
4 votes -
Add customer mobile number to aging summary list / display
Practical way of payment follow up is to print the overdue outstanding list and follow up with customer or to download to excel sheet and following up in their own ways. While doing so, we have to go through an big exercise of picking up the customers mobile or contact number from the contact list, instead if Zoho could able to link the mobile number of the customer while excel download or on the display if could be more useful and simplified while payment follow up.
6 votes -
bill approval by user
We would love to be able to allocate bill approval by user please
0 votes -
PLEASE ADD DISCOUNT COLUMN FOR EACH ITEM IN PURCHASE ORDER BEFORE SUB TOTAL
ITEM WISE DISCOUNT COLUMN WILL BE HELPFUL BECAUSE ALL THE ITEMS MAY NOT HAVE SAME % OF DISCOUNT.............PLEASE TRY TO INITIATE IT.
3 votes -
Moving Expenses to Bills
It would be great if we can move an expense to Bills which had been mistakenly entered as expenses instead of entering as bills
4 votes
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