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
-
BACS - multiple payments in one bulk payment
We pay vendors by BACS. Payments for multiple vendors (including multiple bills for the same vendor) are combined into one payment which appears on the bank statement as a total figure. In Zoho Banking we want to be able to see the total figure and not see each individual transaction from the payment. At present Zoho Books can pay multiple invoices for one vendor but not payments for multiple vendors.
10 votes -
Change Zoho Books portal invitation status.
When a portal invitation is sent from Books, the contact invitation status is set to "Portal invitation not accepted". This is misleading as it suggests that the contact rejected the invitation. I recommend changing it to "Portal invitation pending". Depending on how the contact acts upon the invitation, then have it change to the appropriate status as "Portal invitation not accepted", "Portal invitation accepted"
1 vote -
Total amount of future recurring invoices
It is essential in a billing program to calculate the billing forecast. If I want to know the future billing of a specific period right now it's not possible since the reports do not show the recurring invoices.
There should be a report to obtain this data.
5 votes -
One company multiple branches with multiple GSTN Numbers (in different states)
One company multiple branches with multiple GSTN Numbers (in different states) with facility to file separate GST Returns in each state.
Also provision for inter-branch transfer of goods / services with GST
20 votes -
Zoho Books
Estimates,sales orders,invoices.
The option of the Filter or sorting can be added in headers so that multiple option search will be easier.
In Invoice details Report:
It will be good if we club together the month wise details.
Like on viewing the annual invoice details we can able to get the month wise total invoice detail,which directly shows our performance in that year.1 vote -
Allow customers to select the invoices to pay in one transaction on the portal.
Allow customers to select the invoices to pay in one transaction on the portal
1 vote -
sales tax
We have a need to know the total sales tax payable to a given collection authority. For example, the State of Oklahoma may have 20 different tax jurisdictions, but only one collection authority (the State of Oklahoma). When we pay our sales taxes, we pay one amount to the state. We need a way to group tax jurisdictions by collection authorities. This way we would only create one tax liability and tax payment for the State of Oklahoma, instead of 20 payments to 20 different tax jurisdictions, then have to reconcile those 20 payments in Zoho to the one payment…
6 votes -
Deleting inactive items / items involved in transactions
I have lot of inactive items in inventory and i dont want to keep these data. So it is better to provide provision to delete inactive items with transactions involved. In most accounting softwares during year ending, the items that are inactive can be removed evenif transaction are involved. Even if it cant be deleted, it is better to hide inactive items by default. Right now, while searching all inactive items are popped which is very frustrating. If the option is provided in Settings page, to hide all inactive itemsby default, it would be very helpful. I know, it is…
14 votes -
first fix the issues in zoho books, lot of bugs
Lot of bugs in zoho books i shared and few of them fixed, but i can find bugs the more i use. seems to me worst application
1 vote -
Multi location invoice and reports
In books, provide a feature that allows reporting by location, many customers have more than one site and need to allocate cost accordingly. The customer will need to view and produce reports by location.
1 vote -
1 vote
-
Enhanced timesheet entries list in client portal
- Add username to the timesheet entries list in client portal. 2. Allow filter by Date Ranges, Tasks, Users 3. Add Sort options 4. Allow for export / print.
1 vote -
Allow Share\Send the Invoice\SOA\Payment using whatsapp application service . it will required and will help a lot for customers
Allow Share\Send the Invoice\SOA\Payment using whatsapp application service . it is required and will help a lot for customers who dont have emails , or people who dont want to share their personal email in case customers type are Homes.
7 votes -
Allow customer to enter sales order through customer portal .
Allow customer to enter sales order through customer portal .
12 votes -
Structured payment reference
Hello,
In Belgium we often pay invoices with a structured payment reference, for example:
+++123/1234/12345+++
It's always the same structure: +++xxx/xxxx/xxxxx+++
This is made for each invoice with a formula.
In CRM we can create custom fields with formula, but in Books I can't find it.
Is it possible to add a formula field in the template field for invoices or somewhere else
so that on each invoice a specific payment reference is created due to this formula?4 votes -
Structured payment reference
Hello,
In Belgium we often pay invoices with a structured payment reference, for example:
+++123/1234/12345+++
It's always the same structure: +++xxx/xxxx/xxxxx+++
This is made for each invoice with a formula.
In CRM we can create custom fields with formula, but in Books I can't find it.
Is it possible to add a formula field in the template field for invoices or somewhere else
so that on each invoice a specific payment reference is created due to this formula?3 votes -
As I'm doing GTA business,for some transactions gst is exempt and for some transactions gst is reverse charge thenhowcanigenerate theinvoice
To one customer we are giving both GST exempt and GST reverse charge services at that time i want to generate one consolidated invoice in zoho books.please suggest the same.
Thank you1 vote -
Sundry Debtors & Creditors Import into Zoho Books.
Import of Sundry Debtors (Accounts Receivable) and Sundry Creditors (Accounts Payable) into the Books.
1 vote -
Sub Folders in Documents section
Creating Sub Folders in Documents section
1 vote -
Sub Folders in Documents section
Sub Folders in Documents section
1 vote
- Don't see your idea?