Zoho Books
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6817 results found
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add current portion of long term liability under current liabilities
Long term liabilities can be easily added, however, the liabilities section in the balance sheet does not split between 'current portion' (upcoming 12 payments) and 'non-current portion' (payments made on month 13+). Some business prefer to view such classification of liability accounts.
1 vote -
Include Brand option
we have different brands in same business gst address, we need to use each brand with different invoices always
4 votes -
DATEA
I HAVE BEEN USING ZOHO. I HAVE A SUGGESTION . WHILE THE USER INTERFACE FOR B2B IS GOOD. THE PROBLEM IS ARISING WHEN INVOICING FOR ONE TIME CONSUMERS. IT IS A VERY TEDIOUS JOB TO SAVE THE DETAILS OF THE CUSTOMERS FOR SINGLE TIME. RATHER THAN THAT IT WUD BE EASY IF THERE IS A DROP DOWN OPTION AND SELECTING THE TAX SLAB RATHER THAN SAVING ALL THE DETAILS .
1 vote -
We need FULL customization (HTML) of the quote/invoices
no full customization (HTML) of the quote/invoices is a deal breaker. please enable for us!
9 votes -
Can you have one line item and severeal different quantities on the customer estimate?
I may have 2 different parts to quote with different quantity levels. For example: P/N "ABC may need a quote for price levels of 500 - 1000 - 2500 pieces.
P/N "DEF" qty levels at 25 - 50 - 100
Can each part number be only one item # and multiple quantities below it?4 votes -
1 vote
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Project Task List Management
Due to the nature of my work I have a lot of projects that are essentially always live with multiple tasks that are marked inactive when complete and billed. The task lists are getting very very long, if there is no way to hide inactive tasks (which would be ideal), then a way to sort the list would be very useful. Sort by active/inactive, hours logged etc.
2 votes -
Comments
Feature to include comments in the bank reconciliation process.
It would be helpful to flag and comment on items that have not been reconciled so the reason for failure to reconcile can be explored and rectified.
1 vote -
report page numbers
Please add a page number on transaction reports.
1 vote -
report page numbers
Please add a page number on transaction reports.
0 votes -
export select fields
Print selected fields and save as favourite report
At the moment you export 22 fiields and I have to work out which ones to delete so the print out is readable.
I would like to select on certain fields to create a quick and readable list of transaction.
It would be very helpful if you also included an option for accumulated totals so it doesn't have to be done in excel.
4 votes -
bank statements
Please add a feature to print the bank statement exactly as it is in ZOHO books. Sometimes I want to do a manual reconciliation.
I know you can do something like this from reports but please add it in the bank section
1 vote -
Bank Reconciliations
When I am working with the bank reconciliation I want to be able to print out the recon in progress from the reconciliation screen so I can work on it manually if necessary.
1 vote -
Bank Reconciliations
I am reconciling my bank account.
The recon draft includes alien transaction such as transfers from other bank accounts and bills etc that should not be in the reconciliation print because they are not to be reconciled with the bank. Only entries against the bank account will be reconciled.The reconciliation is between amounts in the bank statement and amounts taken on in ZOHO. Nothing else.
1 vote -
include a field that captures items sold in sales without invoices so that items sold by cash are tracked
include a field that captures items sold in sales without invoices so that items sold by cash are tracked.
1 vote -
Also include notes to financial statements and reference number on each item of the Balance sheet in relation to the specific notes
a reference number on each line item in the balance sheet which will refer the user to the notes to the financial statement which shows the detailed computation/explanations on that specific line item. (as required by our standards - PFRS)
3 votes -
Allow for custom footer with multiple brands (3 logos)
we have 3 companies, we want to print all 3 logos on footer
1 vote -
Detailed Sales by Customer
A detailed Sales By Customer where the items they have purchased are listed and can be grouped by Reporting Tags. This would allow faster review instead of having to look up each invoice as it is now.
7 votes -
Project users shall have limited rights
Project users shall have limited rights
In Zoho Books, under Timesheet, a user can be added to a Project.
The user's rights can be limited to view only using the roles settings.The problem is that once I add a user to a project then that user can see all invoices, expenses and bills of the entire company. It would be great if he/she could only see the invoices, expenses and bills related to the project, to which he/she was given access to.
This needs an urgent fix to comply with data protection regulations.
3 votes -
Create the ability to enter Expense refunds when working with projects. I'm perplexed as to why this simple data input isn't available.
Being a small Business contractor interested in the bottom line on individual jobs and know if there profitable; projects can accumulate a large amount of receipts, Zoho Projects allows for this data entry and the ability to run reports like Profit and Loss along with many others to actually see how the job is coming along. without the ability to input Expense Refunds inhibits any practical use for this feature in Zoho Books altogether making reports inaccurate.
1 vote
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