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If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

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6588 results found

  1. please include a feature where i can enter payment receipt of various customers in single step using batch payment

    invoice amount of A=10
    invoice amount of B=30
    invoice amount of C=50
    I need to credit cash received in a single receipt of 90 against A,B&C

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  2. Have the option to add the date when the report was actually ran (not just the range of dates but on which date the report was ran)

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  3. Bills custom view that 'Does NOT contain'

    I want to create a custom view in Zoho Books 'Bills' where:
    Bill# - Does not contain - 'criteria'.

    There is only an option to choose - Contains - 'criteria'

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  4. bulk update due date

    In zoho Books 'Bills' there is an option to bulk update, but I want to bulk update the 'Due date' but this is not an option.

    4 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  5. Report customisation to show ONLY parent accounts in PDF

    Currently, when exporting a report such as PNL and BS in PDF, ALL accounts are displayed (including sub accounts). There should be a feature to only have the parent account displayed to show concise information for users of these reports.

    1 vote
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  6. Reporting Tags in Bills Forms

    Hi
    i using the Zoho Books in Purchases and filling a Bill i cant select my tags.
    In this moment i can use the tags to fill a Expense but it's a problem for me because the Report Tags is my center of cost of each store and i can't use all my bills in Expenses forms.
    My Question: Have a way that i can use the tag in Bills and Recurring Bills too? or a way to configure?

    Thank you

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  7. Put the shipping address on invoices to the right of the billing address to save space

    Put the shipping address on invoices to the right of the billing address to save space

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  8. allow us to convert a Purchase Order to a Sales Order

    You already have the reverse - creating a Purchase Order from the Sales Order but we start with the purchase order 1st.

    4 votes
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    0 comments  ·  Purchase Order  ·  Admin →
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  9. Have a link to item edit (after the line item) from the sales order edit screen, like Zoho Inventory

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  10. Display composite item indicator after the item on edit sales order screen

    We have very similar items that are composite and non-composite. We sometimes end up mixing up which is which. the composite item indicator will help with that (integrated with zoho inventory of course)

    0 votes
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    0 comments  ·  Invoices  ·  Admin →
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  11. Being able to have multiple tables in estimates and invoices

    I want to able to have multiple tables in estimates and invoices to breakdown the services I offer.

    3 votes
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    0 comments  ·  Estimates  ·  Admin →
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  12. pour les modele de Devis et de Facture ce serais bien de pouvoir choisir ( sélectionne le format voulu) le model au format Légal 8 1/2 x 14

    pour les modele de Devis et de Facture ce serais bien de pouvoir choisir ( sélectionne le format voulu) le model au format Légal 8 1/2 x 14

    1 vote
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  13. something happened with a recent update. When entering timesheets the "notes" box is now very tiny.

    something happened with a recent update. When entering timesheets the "notes" box is now very tiny. Please make box bigger so we can see the details we are entering.

    1 vote
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  14. Invoicing: Drop-down menu for Save and Record Payment

    When creating a new invoice, there is an option at the bottom that says "Save and Send" with a drop-down menu that has other options, like "Save and Print" etc.

    Please add the option "Save and Record Payment" so it takes you straight to the record payment screen.

    Thanks :)

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  15. Give an option for a 2nd subtotaal on an invoice, after discount is applied

    On invoices that I apply a lot total discount, I would like to show 2 subtotal fields.
    Subtotal, exclusive of discount, exclusive of taxes, and in the event a discount applies, a 2nd subtotal which is inclusive of the discount and exclusive of taxes.

    The reason I'm requesting this, is that when I process payment with credit card for the invoice, my credit card app automatically calculated the total invoice amount inclusive of taxes - and I need to enter the subtotal (exclusive of taxes, inclusive of dicounts, inclusive of freight if applicable) into the credit card application - in…

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  16. Create Agent Portal in Books for field sales agents

    Copy Client Portal in reverse for field sales agents to see their sales reports and get paid commissions.

    5 votes
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    0 comments  ·  Payments  ·  Admin →
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  17. Mentioning TDS when Invoice is created

    Provide an option to mention TDS recievable when the invoice is being created.

    14 votes
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    2 comments  ·  Invoices  ·  Admin →
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  18. Australian Taxation Office TPAR

    The Australian ATO requires businesses that use sub-contractors to submit a "TPAR" report to them. It would be good if this feature was added to electronically submit the report to ATO. The "TPAR" reports all payments made to eligible sub-contractors. MYOB uses a check box on the contact page to indicate that a supplier is to be reported in the "TPAR"

    5 votes
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    0 comments  ·  Reports  ·  Admin →
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  19. Yubikey for MultiFactor Authentication

    Please make an integration to use Yubikey for MultiFactor authentication. Yubikey is one of the prime contributors on earth (in the protocol working groups with Microsoft, Google etc.) for writing multifactor authentication protocols. See the W3C Chairs for the WebAuthn Group: https://www.w3.org/2017/08/web-authentication-charter.html
    Consider that they are in the "Enterprise Deployment Working Group" for the FIDO authentication protocol: https://fidoalliance.org/members/working-groups/

    1 vote
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  20. Need "Select User" view in Timesheet / Zoho Books please.

    In Books - TimeSheets, we have "Select Customer", Select Project", etc. We really need "Select User", please. (Or have to export to spreadsheet?)

    4 votes
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