Zoho Books
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6641 results found
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Custom Field Types - Include Image, File Attachment, Text Area
Sure this would have many uses, though for me one of the biggest would be to enable these additional options within the client portal.
They could be used for client specific terms and conditions, contracts, designs, allowing much more to be obtained by the client in the portal.
4 votes -
multi branch account
Hi,
it would be great if we could use one organisation with the facility of multiple branches/ group companies, registered using a single PAN,
5 votes -
add a 'is not blank' option for custom views
for example, if one wants to find all expenses without a vendor assigned, one must list all vendors in an endless series of 'is not vendor 1', 'is not vendor 2', and so on. obviously, this gets out of hand quite quickly, not to mention immediately breaks once you add a new vendor to the mix. allowing 'is not blank' eliminates this mess.
3 votes -
available for sale
in Custom View we can add "Stock on Hand"..
it would be great to add
- "Commited Stock"
- "Stock Available for Sale"We have many confirmed sales orders daily, and its difficult to know the Stock we have available for each item. The only way is to open each item one by one, and it is time consuming.
In an Spread Sheet, i'm able to visualize what is really available for sell, will boost productivity to make best decisions.4 votes -
Currently credit balances are shown as negative.
Under statement for each client. The credit balances are shown as (-) negative. And debit balances are shown without the (-) sign which means it is shown as a credit. For example, if a client has a credit balance of $1,234.00 current view shows as -$1,234.00 which is incorrect. and if the client has as outstanding it is showing as $1,234.00 whereas it should show as $-,1234.00. is there a workaround to this, or can this be fixed?
1 vote -
Cloning a line item in iPad app for Zoho Books
Can you enable cloning a line item in iPad app for Zoho Books?
1 vote -
Multiple clients under one company
We have multiple clients from the same company
1) We Require separate link
i ) to check for company wise details
ii ) to check for customer wise details.just like "Display Name"
With the facility we have now, we get duplicate contacts.
2) Payments are also made for multiple clients from same company in one transaction.
i ) Finding difficulty in matching payments to multiple clients from single payment.
ii ) Could not generate Outstanding receivables report by company wise.
2 votes -
adjust field order
I would like to be able to adjust the order of fields, or more importantly the order entry, most importantly in the receive payment screen.
1 vote -
new service item creation with any price inside invoice.
Currently my staff is able to create items inside invoice which are not part of the predefined items which I have given. They can write anything and create an item, change the price and even put 0% GST on the item. Kindly give a solution where they can only choose predefined items from the drop down list.
3 votes -
ADD BILLS TO GST FILLING WHICH ARE NOT SUBMITTED IN THE LAST RETURN
PLEASE GIVE OPTION OR ADD THE PURCHASE BILLS WHICH ARE PENDING TO BE FILED IN GST RETURNS AUTOMATICALLY TO NEXT MONTHS GST FILLING.
4 votes -
disable inventory trackingfor items with transactions
Be able to disable inventory tracking for items with transactions like it is available to enable it in bulk through specific link.
4 votes -
Allow Merging Invoices
Allow the ability to check two or more invoices and merge the items together to form a new invoice. This would allow the ability to send one invoice for a recurring charge and then add the draft items to the same invoice, preventing having to send two invoices to the same customer.
2 votes -
incorporate a price control feature in the SO module
When a user creates a row in the item table, after selecting the item, the table will automatically populate the Rate column, depending on the Item selected, and other fields selected, and the user cannot change the Rate to a lower number than the predefined number
1 vote -
1 vote
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Button for CRM Sync
I find myself going to the Zoho CRM Sync page a lot and it takes several clicks to get there. Why not put a button in a convenient place to get to that page or it could even do an instant sync when clicked.
1 vote -
Triplog Integration
I use Triplog to track my business vehicle use via the GPS phone app. It works well, and currently has its own integrations with Quickbooks, Concur & Freshbooks. An integration with Zoho would be handy, mostly as a way of avoiding double entry on vehicle related expenses, etc. Alternatively, you busy little coders could figure out a way of having your OWN gps vehicle logging app for business. I'd switch instantly! :)
4 votes -
In Zoho Books, I'd like to add stock items to a project as I go
So, here's the scenario: I'm doing a large job that I'm keeping track of via the projects module in Zoho Books. In the course of this job over several days, I use a total of 1.5 tubes of gutter silicone, of which I have 4 tubes in stock (via inventory module). However as I can't enter this into the project as I go, like I do with timer entries, I currently have to wirtie down or remember the usage and add it manually to the final invoice. If this was a function that could be added, I'm sure it would…
1 vote -
Allow customer shipping address to be edited
1) For customers synched from CRM: a) Some of the address data being synched from CRM is wrong, b) sometimes we have to add specific info like P.O.#
2) Some orders are from one-shot customers. We don't want to make contact records for them.1 vote -
1 vote
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Allow invoice links to be valid for more than 90 days
Currently it's not possible to turn off the setting that causes an invoice link to expire automatically after 90 days. It would be great if this could be a customisable length of time, with the option for the link to never expire.
From our company's perspective, most of our invoices are sent out more than 90 days in advance which means we have to constantly resend the expired links to our customers, which is not time efficient for our business and also negatively impacts the customer's impression of our service when they are unable to make a payment with their…
1 vote
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