Zoho Books
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- 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
6584 results found
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for textile comission agent
plz make software for commission agent
4 votes -
Credits Notes to Appear on the Invoice they are applied to
Currently, when applying a credit note to an invoice, it simply shows as Payment Made. It would help with transparency to have the credit note appear as a line item in the invoice so that clients know what the credit is for (without having to send an separate email). Or at the very least have the section where it says Payment Made to say Credit Applied.
1 vote -
Create Custom View for Portal/Create Summary Template for custom View
I would like to recommend a feature that will enable to Create a Custom for Portal(If portal is not accepted) and also to have a export option that will only export the a template for Custom View that is Selected or Created. This will feature will be used for compiling purposes and will help track the customer.
Hope this feature will be implemented.
Thank you
0 votes -
Create a purchase status for quote/estimate
Sometimes you need to shop around and get a part price from a few vendors, or a vendor may issue a price list.
It would be great if you could have a Purchase quote status, much like a sales estimate.
4 votes -
Sales performance on dashboard
It would be great to see a sales chart on the dashboard that shows, invoices & sales orders
4 votes -
It would be great to have a feature in Contacts/ Customers to include "Sales Without Invoices" because it is income generated by each Custom
It would be great to have a feature in the Contacts/ Customers to include "Sales Without Invoices" because it is still income generated by each Customer. Currently the only screen to see this is in Reports/ Sales.
1 vote -
autocharge
Currently, Zoho Books autocharges with GoCardless on the day the invoice is created. This then charges the customer approximately 5 to 8 days later.
We provide 30 days for some of our customers and it would be helpful if we could set the autocharge date (or number of days after the invoice date)
Can this be added as a feature please. Thanks
4 votes -
Bulk Update
Bulk update should contain expected payment field in the dropdown.
3 votes -
Add the number of items within each group (Recurring Invoices 2) next to drop down so you don't have to open each unit to see
Under Sales in Contact Dashboard, each Item has a drop down (Invoice, Recurring Invoice, Payments, Credit Notes, etc) Add the number of said items next to the name so you do not have to open each item to see if there is anything in that item.
1 vote -
1 vote
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bulk delete
I found some issue after imported banking transaction by Import feature but there is no such feature to delete it.
Delete feature should be there except Sync transaction.
1 vote -
integrate Zoho Inventory with EBAY Australia for stock control on EBAY
Setup integration for Inventory to manage stock on EBAY same as the EBAY UK system
10 votes -
Bill Pay
It would also be nice to pay multiple vendors at once instead of having to pay each one separately. It was so quick and easy in QB.
1 vote -
Back Button
There are so many exapmles of this but I am currently trying to pay bills. So I go to the contacts find vendor and see all bills that need paid by them. But if I click on one bill and look at it and hit the back button it takes you to the bills page when I am not done with the vendor contact page. So I have to start all over again.
Or if I am editing my contacts and am in the M's but I hit the save button after edit, it takes you all the way back…
1 vote -
Predefined Invoice Notes per Contact
Ability to set predefined notes per contact would be a great help.
1 vote -
Please add a 'pending order acknowledgement' status for purchase orders so we know they have been received
Please add a 'pending order acknowledgement' status for purchase orders. You generate a purchase order and request acknowledgement from the supplier. When you receive the acknowledgement you change the status to acknowledged. A report to show generated orders without acknowledgements could then be made highlighting any orders that need chasing up.
1 vote -
1 vote
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Shipping Address Advanced Search Options
Please allow using the shipping address as a choice in the Search Criteria/Advanced Search in Invoices/Sales. It's hard to find an old invoice for a customer for a specific shipping address when there are hundreds of invoices for that customer.
5 votes -
Purchase Order Template
I would like to be able to create a purchase order template. We order the same set of items from our supplier each time we get a new order from our customer. It would be nice to be able to easily start each new order and adjust quantities and ship-to address from a pre-created purchase order template.
1 vote -
Add Dropdown Option During Data Entry
Would like to be able to add an option to a dropdown custom field 'on the fly' during data entry instead of having to add it in preferences.
3 votes
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