Zoho Books
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6579 results found
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Multiple Currency option while creating items
Multiple Currency option while creating items
1 vote -
Bank Feeds for Bank Accounts with Loan or Overdraft facilities
Need the ability to have bank feeds to bank accounts with loan or overdraft facilities, currently you have to load transactions manually.
These work the same as a credit card, you have an amount you can draw down or use and you pay back later.
I can not see why you can sync with a credit card and not a bank account with an overdraft.
19 votes -
To Edit items while making an estimate.
A great place to add the item edit button would be in the new ! icon that we have to see the product cost. With all of the changing prices with Tariffs and stuff there is a lot more fluctuation than normal on having to change the item price.
1 vote -
Allow for Bulk Tax imports or other Tax integrations
The ability to import in bulk different taxes. Avalara does not allow for line item discounts. Allow for other tax software integrations that do not have this limitation.
1 vote -
Ability to markup an expense on the Record Expense tab.
Much easier and quicker than having to go through the price list option.
1 vote -
Project payments based on total costs not hours
create a way to have project cost split into payments based on total project cost and agreed upon terms.
1 vote -
Enable inventory tracking after transactions have been recorded
I would like to see an update where you can enable inventory tracking on items which did not previously have it enabled, even after transactions have been made with this item.
You would simply set the system to record the inventory on the item from that day forward.
The reason for this is for example if you have a company which drop ships a particular item, then decides one day to inventory it - you cannot utilize that item already in books and have to create another one. This can become a mess, especially since you cannot use duplciate sku's…
11 votes -
Change tasks and projects while timer is active
Change tasks and add notes while timer is running. Also, the ability to pause the timer and even start a second timer for another project while the first is paused. Currently it requires too much navigation and generates too many entries to use the onboard timer.
4 votes -
Allow merchant to decide to save customer payment information for future transactions
Remove the check box asking the customer to allow this and enable the merchant to require this by default BUT let the customer know at the bottom of the payment form before submitting.
1 vote -
Add category Sections in Qoutation as an Proposal
Add section to Estimate to separate between the items in the Estimate like Audio/Video Section, Networking Section it should be customization per each new estimate and will be applied to invoice or sales order auto
3 votes -
Currency adjustment for a date range say full month of October for all the transactions in October in foreign currency
To be able to convert to base currency of all General Ledger (GL) Accounts in foreign currency at month-end or quarter-end. The existing now is for a day. This will be tedious if you want to close your month or quarter and enter each conversion daily. By having this option, all foreign currency GL accounts will be converted to the base currency.
2 votes -
I would like to see the Client as the first option in Log Time screen.
If I have the Project name "support" for multiple clients I cannot tell the difference in the Log Time Screen. It would be helpful to select the client and then the project rather than starting with the project.
1 vote -
Hide columns while creating transactions
Would be great to hide some of our columns (esp. customs fields) while creating transactions. This will be very useful on smaller screens as well as split screen, when you don't need all that extra info!
Custom fields are not always required and it's annoying that you're stuck with them once you use them and only eventually realise you no longer need them!4 votes -
1 vote
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6 votes
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3 votes
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Check NSF
Avoir la possibilité de déclarer un chèque NSF et d'ajouter les frais bancaires qui s'applique. Pour le moment, on peut seulement l'annuler!
3 votes -
Integrate with SumUp
SumUp (sumup.com) is a convenient way to take card payments in person (similar to Square/Square up), and it works in more countries I think. It would be good if there was integration with Zoho books.
9 votes -
Granular Restrictions by Roles to only show the data created by the user to that user
If administrator allow Create Expense or View Expense. all user see all expenses of company.
But Give User Right to create expense but not see company all expenses.This is a very important feature. For example, salary goes into expenses and if we give a sales manager access to expenses to record his daily expenses, he will be able to see everyone's salaries, which makes it non-practical.
Ideally, there has to be a permission level, whereby sales guys can create, view, update only the expenses that they have created.
There are plenty of such requests by different users. Listing some…
2 votes -
Consolidating multiple sales orders into one purchase order
It would be extremely useful to consolidate numerous sales orders into one purchase order. As a wholesaler, we take multiple sales orders for the same item from different customers. We then would like to put this forward to the manufacturer as one complete purchase order that lists a grand total of all the items in all variations needed. The manufacturer can then easily see what they need to produce in total and wouldn't have to add up individual sales orders. It would also help and speed up the process of receiving and allocating goods back into inventory and matching up…
15 votes
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