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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6582 results found
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BOQ
Hi, Is there an option if i can make BOQs
Regards
Noeline
1 vote -
Improve Square integration to sync inventory
The current Square integration is limited only to payments and invoices. It would really be nice if there was a bi-directional inventory sync as well. When a customer makes a purchase in Square, the inventory in Zoho Books should be reduced. Similarly, when the inventory in Zoho Books is reduced by some other mechanism, the new inventory count should be pushed to Square. This allows businesses to not oversell product that may be sold in other sales channels.
6 votes -
A way to deduct rebate % from the payments
Most of the hypermarkets have rebate system. Is there any way to deduct the rebate automatically when the payment is received.
1 vote -
Check template
We need more check template. We don't have possibility to customize the template we already have. We have different template in others accounting program for more flexibility we need the same in zoho
15 votes -
Having a Developer Space here in Zoho Books
Having a developer space here in zoho books the same in zoho crm to create vertical solutions in the zoho books.
6 votes -
Invoice Email Contacts
Can we have the option to set more than one email address to send invoices to and also have the option to not choose any of the email addresses in Contacts, rather than having to do it on each invoice? or maybe be able to choose an different email address for each Shipping Location on an invoice? That would be great for reminder emails as well. They don't always go to the same address as the invoice.
9 votes -
Integrated Closing of Sales Orders
If an order is closed on the platform (printed packing list, paid shipping, etc), it should integrate and update in Zoho as well. It is annoying seeing that all the orders stay open on Zoho. Customers should have the option to have this close out automatically.
3 votes -
Client Portal / Search
Needs a search feature to install so it makes it easier for clients to be able to look up an estimate or invoice quicker. The search feature is a must so it makes it easier for a client to look for something quicker
1 vote -
Reports / Sales Tax Liability
-Taxes
-Sales Tax Liability
-Custom
In order to be able to do your taxes, you require the address so you may pay the appropriate county their taxes. An extra feature where it allows you to be able to have the clients address of each client would be great. At this time it will allow you to customize it by showing the time frame name of the client, sales tax, taxable amount, and total collected.15 votes -
purchase bill need item wise discount column.
purchase bill need item wise discount column
13 votes -
fund transfer
I need to make a Fund transfer from icici bank to the vendor before raising the bill.
In my case I have to make an advance payment to the vendor then only Material is released and invoice is generated after the delivery.
So I need to make an advance payment directly from zoho books.
I can do the same from bankopen.co
1 vote -
can u add category against each item and show a seperate report for category sales and purchase reports
can u add category against each item and show a seperate report for category sales and purchase reports
3 votes -
can u add itemwise by customer report. which shows item wise qty and amount and average sale price for each customer in one report.
can u add itemwise by customer report. which shows item wise qty and amount and average sale price for each customer in one report.
3 votes -
Widen scroll bars(to, say, Excel width) and increase colour contrast on slider
Widen scroll bars(to, say, Excel width) and increase colour contrast on slider
4 votes -
Create Expenses in offline mode
Let the user to add expenses in offline mode and then it upload when internet is available like the following:
1) user can create expenses with offline database in phone app
2) offline expenses has offline flag
3) if expense details dose not math zoho requirement like photo size or empty field, expense status can be "pending"This can be the start of offline mode for zoho books.
3 votes -
retrieving deleted invoice/quote/credit notes
If an invoice or quote or credit note is deleted, there is no way to understand the reason for the delete. also not sure which user deleted it. it would help to have a place holder for all deleted items or have an archive for it.
1 vote -
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3 votes -
1 vote
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1 vote
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Sales Order shared by multiple salespersons
Many of our clients are served by multiple people on our sales team, and we would like the capability to share the sale credit/commission for some of these clients. Is there a way that multiple salespeople can be listed as the "Salesperson" on a single sales order and/or invoice?
12 votes
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