Zoho Books
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6589 results found
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Improve the reconciliation process
Please show the transaction as the sum of the deposit or the withdrawal and not all the individual invoices or bills that make up the total. It is almost impossible to reconcile with the volume we do.
1 vote -
Enable SKU only for purchase orders
Please add the option to only show the SKU on purchase order PDFs. We never show our SKU on our quotations so our admin teams must manually enter our SKU for purchase orders. Adding the SKU manual in the description is slowing down our process and causing errors.
11 votes -
WE NEED MANUFACTURING GROUP
WE NEED MANUFACTURING GROUP
1 vote -
Off-set entry. This is a basic feature and I am surprise that Zoho books doesn't provide this option.
One of my customer paid on behalf of another customer. I received the money in bank from customer A. Now I want to transfer the money of customer B from Customer A account.
In Payable account also, one of the vendor provided the services that were awarded to Vendor B and were paid in advance. Both Vendor A & B agreed on this and the amount that was paid to Vendor B got transferred to vendor A by B.
If I want to post these adjustments in Zoho Books, how will I be able to do it without the option…3 votes -
Option to Disable Logging of Activities By User
There should be an option that some users especially admins can have a setting where their activities are not logged. Or even if there is an option to disable activity log completely for an organization - that will be great.
12 votes -
Allow renaming files in documents section: https://www.screencast.com/t/rVCVgANm8
Without this, we can't know what file is from which provider. Please fix this. With the current implementation, the documents section is almost useless.
1 vote -
E-way bill generation for Purchase Returns(Vendor Credits)
When returning products(worth more than 50,000) to vendor it would be handy if we have an option to generate e-way bill.
3 votes -
Give option of printing Ewaybill directly from Zoho Books
Integrate GST portal with Zoho books so that the ewaybill can printed directly from zoho books. Currently the ewaybill number should be copied from zoho books and the paste in print ewaybill option on ewaybill portal.
27 votes -
In customer contacts, allow designation of an account (not bank account) for all receipts
If a company sells services to a number of different clients, it would be useful, on the customer contact set-up, to be able to designate an account code to which all receipts from this customer automatically go. Thus, once an invoice is generated and the payment matched from the imported bank statement, it will automatically go to the right place.
1 vote -
Zoho Books send email by SMTP external to backup comunication
Zoho Books send email by SMTP external to backup comunication
2 votes -
Categorize bank transactions before mark an invoice as sent
You only can categorize bank transactions if previously you mark the related invoice as sent.It would be very useful to be able to categorize independently of the state of the invoice.
We sent invoice to some customers after receiver the payment (i.e bank draft) and to categorize transactions, we need to mark first as sent, then categorize and remember what invoices we categorized to send the invoice to the customers...
1 vote -
2 votes
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Need to be able to memorize basic reports with customizations without changing the basic report.
Need to be able to memorize basic reports with customizations without changing the basic report. Analytics is too complicated, not a good option.
1 vote -
i need the help regarding the tax summary, actually we are booking the total bill amount and tds is deduction on base value before gst
i need the help regarding the tax summary, actually we are booking the total bill amount and tds is deduction on base value before gst please help me
4 votes -
how to retain the deleted sales order
how to retain the deleted sales order / please help
3 votes -
Show Count and Sum of selected transactions and export selections
This should be applicable to any transaction in any module. I want the ability to multi-select transactions and have a summary at the top or bottom tell me how many are currently selected and the sum of all transactions. I also want the ability to export the selections as a CSV. This is very useful for finding certain expenses that need to be reimbursed and quickly totaling the amount that I need to write a check for. Or perhaps I want to see the net of some non-sequential transactions in a given account. Or maybe you want to quickly sum…
3 votes -
Client Portal Addition
Acknowledged scanned Delivery Notes in Client Portal along with the Invoices will be a proof and it will be more handy for the Buyers to verify the actual delivery.
1 vote -
With gst ???
Inventory value with gst will only use
3 votes -
calander
need calander or reminder of job option details
1 vote -
Knowing number of employees worked on a project and make time sheet for each employee
Tracking each employees by the project and hours spend for each project. Calculate the cost of each project based on the hours worked. Also find timesheet of each employee
1 vote
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