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
6817 results found
-
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 -
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 -
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 -
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 -
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 -
Mentioning TDS when Invoice is created
Provide an option to mention TDS recievable when the invoice is being created.
14 votes -
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 -
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 -
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 -
1 vote
-
change your contact number
sir i called at your provided number in website but someone says this is wrong number always i want to upgrade my plan so kindly reply me .. last date of free trial is expired day after tommorow .
1 vote -
Associate same invoice number for different financial years
For sellers on ecommerce platforms such as Amazon and Flipkart the invoice numbers for orders processed through each online marketplace is autogenerated by the marketplace itself. Sellers do not have control over it. Invoice numbers are reset without changing the prefix for every new financial year. For example, Invoice number SCJA-1 will exist in FY 18-19 as well as FY 19-20.
Zoho books does not allow us to repeat invoice numbers ever. Therefore an option to associate same invoice number to different financial years would be great.
Integration with Shopify, Amazon, Flipkart etc with auto invoicing would be added bonus.
7 votes -
It will be great in the Books Sub Ledger concept for Vendors and Creditors
It will be great in the Books Sub Ledger concept for Vendors and Creditors
1 vote -
Zoho books client portal hyperlink
I need a way to create a hyperlink in the customer portal. Currently you can create a custom field with a link, the issue is that the customer would have to copy and paste the link to a web browser. it would be nice if they could just click on the link and have it open a new tab in the browser.
3 votes -
Add a Zapier action to "Create an expense"
Allow expenses to be created via Zapier integration.
Example use case:
Automate the import of large numbers of emailed invoices (that have a consistent template)
9 votes -
Adjust how the program interfaces
Regarding matching uncatergorized transactions to the bank statement: rather than have the entire page refresh when a transaction has been matched to to the bank statement, it would save a lot of time to have the selection automatically jump to the next uncategorized item on the list and maintain it's place (not have the whole page refresh and return to the top of the list), eliminating the need to scroll all the way down and find your place again. This is a small detail that many other programs feature and I estimate it would increase a person's productivity by 300-500%…
1 vote -
Complete Quickbooks Desktop migration tool
Many Zoho Books clients are coming from Quickbooks desktop. I, for example, have 20 years of history, which is really valuable. If I move accounting systems I expect to bring all that.
1 vote -
Additional Address custom name
Here is my issue. I own a service company and as such we never "ship" anything to customers so the shipping address is useless to us. We have many commercial customers that are paid by "Parent Companies".
So the billing goes to the parent company, however, the address where the service was performed is completely different. Currently we have a custom field on the invoice for this called "Service Address".
I would like one of the following:
1) Let me change the "Shipping Address" label to "Service Address" or
2) In "Additional Address" let me change the label to "Service…1 vote -
Custom Dashboard
add remove widgets to see what summery user want like the CRM home pages
1 vote -
Set warehouses to certain staff only
We need to set certain warehouses to certain sales staff. If a sales person sales only from warehouse A he should only have access to warehouse A sales. Or he should get a warning if he is set for selling from warehouse A and he is now taking stock out of warehouse. This way we can eliminate selling stock from the wrong warehouses
19 votes
- Don't see your idea?