Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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6191 results found
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Would like to see a report of all unbilled hours not associated to a project.
This report would show all customers and under each, the number of unbilled hours. Clicking on a line would open the vendor bill associated with that transaction.
1 vote -
Add account information to bill report
Can you please add the account information to the bill reports. I shouldn't have to click into each bill to see what ledger was expensed.
1 vote -
Fix search function in card view
I cannot search for active projects in card view -- if I am in the Active view and run a search while looking at the project cards, it automatically changes to all and includes inactive searches in the results.
1 vote -
1 vote
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There should be a plan to manage Personal Books of Multiple Family Member within Same Price or a little more.
I have been using Zoho Books since 01 Apr 2018 and i am now loving it.
I only use it for my personal accounting books management and not for my company or anything else.
I would also like to manage the books of my family member (wife) and to do so i have to purchase a new license in the Zoho Books.
Can you create functionality like i can manage the books of multiple members from same account with a little additional fees?
1 vote -
Estimates should not say "Bill To". Please change to "Attention"
I know it says in big letters "ESTIMATE" at the top-right of the page but above the client name it says "Bill To". This is contradicting as an estimate in NOT and invoice/bill. Please change it.
A client recently got confused and paid it as an invoice. Perhaps this is why.
1 vote -
Add goods sold to timesheet
It would be nice to be able to add goods sold like you can add expenses to timesheets. Items that are sold are different then expenses because goods sold will have a markups and ossible sale tax were as expenses do not. Right now if I sell something to my customer through out the month I have to remember to add the item to the invoice after I great it through timesheet at the end of the month. It would also be nice to setup task as tax exempt. Labor doesn't get sales tax add to it but by default…
7 votes -
i want to assign a pay term to a client and all invoices should come with that pay term, and the pay term can be edited only by admin
assigning pay term to client
1 vote -
i want to assign a pay term to a client and all invoices should come with that pay term, and the pay term can be edited only by admin
assigning pay term to client
1 vote -
Allow us to configure multiple contacts to be emailed EVERY time I invoice a SPECIFIC client
Some of my clients want their invoices emailed to multiple contacts (email addresses). For example they might want their invoices emailed to the company owner and their bookkeeper. Inside of Zoho Books I already associate multiple contacts with their account and hence the multiple email addresses appear at the bottom of each invoice.
The small difference that I would like is the ability to configure specific client accounts ONCE, so that their invoice goes to multiple email addresses every time thereafter.
8 votes -
Forte clearing account like Stripe
When automatic invoices clear through Stripe, there is a cleaning account that shows every transaction and the fee associated with each transaction.
With Forte, you get one lump sum deposit of all the payments received that day. So in order to reconcile that transaction, you have to go through and figure out what got paid from the notifications you receive to try to match it to the day.
That is very time consuming and as we get more and more transactions going through, this is becoming more of a problem.
The idea here is to allow Forte to send transactions…
3 votes -
Item + subcategory with diferent unit and price
Make an invoce or estimate with Items + subcategories, with diferent type of unit measurents and prices. For example:
6 feet of wood frame (100$ per feet) + 1 service of framing (includes glass, foamboard) that measures in square feet (50$ per squeare feet).
15 votes -
the data from reports should be emailable directly withoput having to save a PDF of that data
the idea is to be able to email any data from any report without having to save a PDF on any desktop. i was unable to send a monthly bill account of a particular customer for a particular period directly through an email. i had to make a PDF,save it on my computer and then attach it with email.
1 vote -
Havning an Approval Cycle for the Manual Journals
Having an Approval Cycle before Publishing the Manual Journal
As well adding this approval cycle to the Users & Roles settings.because posting the manual journals without any approval is such a big breach in the security of any accounting system
19 votes -
Add Delivery Challan feature for Vendors
We need the delivery challan feature in order to send material for job work to our vendors and also in case we need to return goods back to the vendors.
12 votes -
1 vote
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Quantity as 1 without decimals when creating an bill
When i have to create a bill in my phone or in the PC, I make errors because i have to delete all the four digits and then write the real quantity that my customers want. (im not talking about price, i talk about the amount of items my customers want)
4 votes -
Allow more than one Subscription/Books company to sync with CRM.
We have more than one company we use for billing our customers because we offer more than one type of service.
Example:
1. We do marketing and advertising for customers for our classified ads website and
2. Build websites for people. Which are two completely different companies for us but sometimes they overlap.
Meaning they do Advertsing/Marketing AND Website building/SEO, etc.
So it would make it easier if in the CRM it showed ALL of what the client has subscriptions for. I hope this makes sense! :)3 votes -
Add project details for expenses on invoices
Although you can associate expenses with a Project. On customer invoices there is no way to display the associated project with an expense line item. Therefore the customer has no way of knowing which expense is associated with a particular project. My customer invoices contain multiple projects and their associated line items.
1 vote -
round
There should be an option of round off in expenses because most of the vendor or supplier issue us the round off total bill. Due to this we are unable to match the transaction with bank record in Zoho books.
4 votes
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