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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6584 results found
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1 vote
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allow me to import several files for bank statements for the same day.
We update our banks manually. We connect to the bank 3 times a day and get only the new movements, save them to a file and then we try to import this file to our Zoho bank account. First time is OK (10am) but when we try to import new movements between 10am and 2pm we get an error "A statement has already been imported for these dates. Please check and try again". We need a third import at 5pm.
Maybe you can set a swith in configuration to turn ON/OFF this option.3 votes -
1 vote
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Create a simpler refund system
The current system is ridiculous and doesn't really make sense. Having to create credit notes, apply them to invoices and then refund them to show it or delete payments, and so on. Half the time it seems like the Zoho tech support can't even figure it out and they end up doing something different like deleting payments then making a credit note to balance the account. There should be a simple way to process partial and full refunds. For example just a button that you click refund, choose the amount being refunded, where the money is being refunded from and…
4 votes -
total recurring invoice amount
Under the recurring invoice list, have a total recurring invoice amount. Not just in the reports area, but on the actual recurring invoice list, a total amount or even total amount next month. It's hard to have an idea of your next month cash flow and having to manually add every invoice is time consuming
4 votes -
Item addon
Like you operate in Subscriptions, for both Goods and Services. I have an Item listed as 'Boiler Service', some boilers I service have an additional part attached to them and for this I offer an addon. When I raise an invoice for a customer and add 'Boiler Service' as a line item I then want to be able to select any number of appropriate addons associated with that 'Boiler Service'.
3 votes -
compatibility with French regulations ?
being able to edit an FEC file for example
10 votes -
Total in words in languages other than English
In invoices, we need an options to have "total in words" to be translated to a chosen language
6 votes -
1 vote
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Make it possible to pay an expense (as in a reimbursement) via cheque (check if you're a yankee)
I'm quite surprised you cannot print a cheque to pay a reimbursement. Kind of fundamental.
3 votes -
When a mail is being sent from Zoho I want to see it in "sent items" at my Gmail account
When a mail is being sent from Zoho I want to see it in "sent items" at my Gmail account
10 votes -
Please integrate payrexx.com
Payrexx makes it easy to sell through all online channels. Immediately accept Visa, Mastercard, PayPal, Apple Pay, Samsung Pay and further 100+ payment methods as WIR, .
11 votes -
Multiple Invoices from Sales Order
To have the ability to create recurring invoices from a Sales Order or to create Monthly Billing from a Sales order where the items are 1 Year Subscriptions.
2 votes -
I need different sales rate for different quantity at the time of invoicing. This should come automatically once it is updated in ITEMS
I give different rate to different customers as per their quantity purchase. So i need 3 slabs of sales rate based on quantity. while creating invoice, as i change quantity, rate should come automatically accordingly.
1 vote -
Subtitels
I would like to make the offer more readable and easy to understand, by adding subtitles into offers and invoices.
3 votes -
Taiwan Payment Gateway
Taiwan gateways should be connected to the Government Uniform Invoicing (GUI) System and therefore we cannot use the Gateways as offered by Zoho.
We would appreciate if Zoho can link up with ECPAY and asap. Thanks for your earliest consideration.1 vote -
Option to convert Retainer Invoices to Sales Order | Package | Shipment | Invoice
Retainer Invoices are for collecting payments in advance. It is logical that once the payment is received we should have the ability to convert the retainer invoice to a Sales Order to Packake | Create shipment and then convert it to an Invoice.
2 votes -
To display recently Searched items
Display recently Searched items or contacts or sales order or invoices etc. Guess that would be best addition which might be useful to all user's and it might cut the valuable time from typing in the recurring searches.
1 vote -
Stop mobile device from locking when timer is running
I have forgotten that the mobile app timer was running, or just really wanted to be able to glance at my phone to see the current timer while working, but you do not have an option to stop the phone from locking while the timer is running. Please add that! It's definitely possible, Map My Ride has the "keep screen on" option to do exact that.
1 vote -
1 vote
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