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
6579 results found
-
Renaming sidebar tab headings to user's requirements
Hello Zoho support, I am currently using Zoho Books, Zoho People and Zoho calendar for a client which belongs to Dental Health Care, and names of the finances such as estimates are named as Treatment Plans, while contacts are named as patients, and Items are named as Services.
It is my uttermost and sincerest request that please allow a feature to rename the sidebar tab headings according to my wish so that customers are satisfied. If not the feature, please rename these three things for me, that would be the bigger honor from your side.
1 vote -
In tally curret year earnings is automatically distributed to partners at the year end
In tally profit is automatically distributed at the year end , however that is not the case in zoho so we have to pass manual journal. In this case if we take out PNL the earnings shows as zero in both pnl and balance sheet as on 31st march.
1 vote -
Timesheet Filter
It would be helpful when using the All Timesheet screen to filter out inactive contacts from the customer drop down menu.
6 votes -
search unmatched bills and expenses
in the bills and expenses sections i would love to be able to filter by what has been "matched" in the banking section. we were using rules in the banking section and then we were also entering receipts so we have double ups, 1 entered, 1 auto created by rules
maybe as a "status" option
1 vote -
VAT
Default VAT code to standard rated on all items unless the item is specifically exempt or standard rated.
Of course, this only applies to VAT registered businesses.
In the sales invoice template/settings, there should be a "default VAT rate" so sales invoices can't be sent out without VAT being applied.
3 votes -
NEED TO DEBIT NOTE FOR VENDER
HOW CAN I PUT DEBIT NOTE FOR VENDER
4 votes -
1 vote
-
Invoice Exports/Imports need to include contacts
When Exporting & Importing Invoices, the contacts associated with the invoice are not exported.
If we export Draft invoices and import them back in, ALL contacts get ticked. Which is not what we want. We only want the ones that were ticked on the original Draft.
So currently it has to be done manually one by one. This doesn't scale for large businesses where we are sending 200 plus invoices off in one day.
For this reason we will need to switch to a different invoicing system.1 vote -
Purchase Bill entry
I've an issue with Purchase Bill entry.
While adding an Item under the Purchase Bill, Item details tab shows no item (I've already entered the items and created Sales Invoices with them). And then I clicked "Add New Item" and entered the details, while saving that Item details its showing "Item already exist". I cant add item details to the Purchase Bill.
Stuck with this issue. Please help me to fix this.
6 votes -
Grouping Line Items in consolidated Invoice from multiple Sales Order
lets say we have monthly billing for the daily service rendered to a client. we provide similiar services every day to the client by creating Sales Order. At the end of the month, we create consolidated invoice (single Invoice for a month) aganst daily sales order created. Currently all the lines from sales order are append to the Invoice Lines. It would be fantastic if we can group the sales order line items at the Invoice lines so that we can reduce service line repetition.
4 votes -
ICIC BANK Vendor payment remark
payment made through ICICI BANK, have no remark in bank statement
Transaction detail in bank statement
INF/020681776531/uwZ4NAGZCVKmEYAbA06please add custom remark option or auto remark same as vendor name
8 votes -
Automated Payment to Vendors via ACH based on due date for both regular and recurring bills
Hello, I have several vendors that I pay via ACH/Forte integration. I would like the ability to have Zoho trigger the ACH payment automatically on the due date - saving me the step of having to push through the ACH payment manually each time. This option should work for recurring bills as well - once the bill is generated it should automatically send payment to the vendor via ACH.
3 votes -
apply credit
Please allow credits to be applied to next recurring invoice automatically.
With auto pay there is not a time slot to apply credits to next invoice.6 votes -
2 warehouse in zoho book
Need to add 2 warehouse in zoho book. its very easy to control
2 warehouse inventory from single zoho book.
At the time of create estimate/ invoice ask option for select warehouse name .1 vote -
Well here is a crazy Idea! How about the help team actually providing useful answers!
How about Zoho Hel[ Team actually answering customer request with useful replies? Instead of just sending irrelevant advice or "We are working on it, if we think its needed"
1 vote -
Auto filter possible matches
Automatically filter possible matches that occur before the transaction date you are currently viewing. For instance, if I am trying to match a transaction from 9/28/2018 all transactions prior to that date should be filtered out and not visible.
There is already a filter that limits based on transaction amount. Seems like an easy addition.
3 votes -
allow actions to occur from a task being closed or completed
A task being completed or closed can be the trigger for a new action in workflows.
3 votes -
In Blueprints & Workflows make recurring an option for a task or action
Tasks can be "turned" to recurring once they have been created and are in the different modules. There is no place to make tasks or actions that are added to workflows and blueprints recurring. This hinders automation.
6 votes -
1 vote
-
have item description in inventory summary along with item name(number)
have item description in inventory summary along with item name(number)
1 vote
- Don't see your idea?