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
6198 results found
-
integrate calendar with timesheets
As a consultant/service provider I'd like to auto populate Timesheets with my calendar items. This will save me the weekly grudge of manually inputting the data that is already available in the tool that I use anyway (Calendar) to manage my time and meetings.
3 votes -
Snail Mail Statements
Add the ability to send Statements via snail mail
1 vote -
Thai characters in the reports section.
Can u please add Thai font in report section, its work in invoice, sales order and purchase order, but do not support in report section. if you will add this feature it will be good in thailand
1 vote -
for barcode generation
do something for bar code generation for item wise & reading barcode ..its too easy for work...& for invoice also
11 votes -
Can we merge customer statement of account only for sending statements
We have customers who have branches across the state. They would like to see invoices in their address but as the finance is centralized would want a consolidated SOA . I could use the tags but tags are not printed on the SOA. ANY suggestion ??
1 vote -
Zoho docs integration to allow customers to upload files
I have the need to share (send & receive documents) beyond just an estimate/invoice through the client portal. If it just had a link for the customer to access a shared read/read-write folder that would work too. But it would have to have the ability to create a folder and set permissions from the backend. This is so I can use one place to communicate documents with the customer related to their account, it would be preferred over having to also send them a docs folder invite separately.
16 votes -
1 vote
-
Customize invoice reminders
If that's possible, please create the opportunity to enter the date for each client after which the invoice reminder will be sent.
1 vote -
RESTRICTION TO INVOICE WHEN STOCK DROPS BELOW A CERTAIN QTY
This is an EXTREMELY URGENT REQUEST especially for organizations that deal with hundreds of items. I've never heard before of an accounting system that allows invoicing when items become unavailable in stock. How can this be possible? Qties dropping under zero & people still being able to invoice. PLEASE MAKE SURE THIS FEATURE IS IMPLEMENTED THE SOONEST.
Our sales team is not aware of our stock situation, invoicing unavailable items to customers & therefore not being able to deliver, losing the SALE & THE CUSTOMER!!!1 vote -
Addition in Invoices
1.Adding discount at item level in each line even if price list is selected.
2. I should be able to block a user to view my purchase price for all items. Thats ways if a user is assigned for generating invoice only, he should not be able to see my purchase price.
3. When making price list, instead of selecting individual item , i should be able to select Item Group, that ways making a price list will be much faster. (just imagine going through 500 items every-time
when you are making multiple price lists.
4. in Custom rate in…3 votes -
3 votes
-
1 vote
-
Please add opening balance option, while creating or editing Vendors and Customers.
Currently no concrete solution is availble to Add opening Balances of vendors & customers.
9 votes -
1 vote
-
reconciliation highlight
Reconciliation screen, highlight checked transaction for the whole line, so it's easier to spot which transaction is checked, and which one is not checked.
3 votes -
Contra Entry for conversion from foreign currency (foreign currency account) to INR (INR account)
Currently, we are unable to categorise or match, the conversion of foreign currency to INR ( actual bank transaction when I convert EUR to INR). There is a debit of EUR in EUR bank account and credit of INR in INR bank account. But unable to categorise or match in the bank account.
7 votes -
1 vote
-
add a Budgeting and Planning application
It would be useful to be able to take these applications and project results into the future with a Zoho budgeting/planning application. This application would also allow you to create business models based upon drivers/formulae using your own information or data coming from other Zoho apps. Functionality would also include a reporting function to extract data to create dashboards/scorecards as well as other analytical reporting.
8 votes -
If "Other" address populated in Zoho CRM, allow Zoho Books ship to address to be populated with the CRM Ohter Address
If "Other" address populated in Zoho CRM, allow Zoho Books ship to address to be populated with the CRM Ohter Address.
At least in our business, there is no reason for a 2nd address, unless the customer had a different ship to address than the billing address. I would like it if there is an address in the other field, that when that client is pulled into Books from CRM, that it uses that other address as the ship to address, so it doesn't have to be entered manually again.
1 vote -
add a page break in estimates and invoices
I suggest you add the possibility to insert a page break between 2 articles so that we can spread over several pages and avoid having only signature and footer on the last page...
6 votes
- Don't see your idea?