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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6579 results found
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The ability to add time activity to a client and not have to add a project profile.
When logging in time I am forced to create a project, I think it would be easier to just add a client and make it billable to a project.
1 vote -
2 votes
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billable expenses to be listed also with product during invoice creation
When you choose to add the expenses to the invoice you can select and add only the expenses you want to associate with that invoice, but only defined by details, they could be of a number of mixed projects for that client, so impossible to say if you are adding the right ones. There is a project link too, but for me it only works if ALL the expenses within a the project are unbilled. If some expenses are left over from a project, they are listed together. Some more detail would be so useful to have so the selection…
1 vote -
Enable multi zoho account in one mobile app
I have multi zoho account for different business, and would like to ask if zoho book can have multi zoho account bundle (like in zoho mail) so I no need keep switch on and off for different account
1 vote -
Would like to be able to select MULTIPLE expenses from the expense section and invoice them at the same time
Once you filter the expenses that are outstanding to be billed for a customer or project you can invoice them one at the time (which is no good). There is no option from this few to add outstanding ones. It would be great if one could select them and add them all in an invoice.
1 vote -
Customer Statement
Can payment received list under the corresponding invoice (transaction) , like debit & credit so we don't have to scroll up and down to match payment received with invoice or partial credit applied?
2 votes -
Restore an erased Invoice
Sometimes, a user can erase an Invoice for mistake.
It will be helpful a recycling bin to can restore it.
4 votes -
convert retainer invoices to invoices
Often times my bookkeeping customers perform services for customers even though their customers haven't yet paid their open retainer invoices. It would be nice to convert those retainer invoices to invoices instead of voiding retainer invoices and then creating an invoice.
4 votes -
Need to link customer and vendor contact transactions
I have a few contacts that we need as both a customer and a vendor and I need to access transactions both to reconcile a transaction in checking account. But because its a debit in checking it will only let me access vendor info, not the info in customer payment as well.
1 vote -
Allow 5 or 6 zero after the decimal point in exchange rate
The exchange rates allows 4 zeros after the decimal point. But I need 5 zeros after the decimal point,
Currently Zoho Books support 0.00005 but not 0.0000050 votes -
1 vote
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vat report
In zoho books vat tax is not cover as VAT Tax applicable in Petrol/Diesel
1 vote -
'Payment Received by Sales Person'
We calculate sales commission based on sales invoice that have been paid. Would really appreciate if you can create 'Payment Received by Sales Person' report -- similar to 'Sales by Sales Person' report.
10 votes -
Filter unnecessary contacts out of Zoho Books
Need a way to filter contacts that have no sales, no emails, no statements, etc. I have many contacts in my Zoho Books account that have synced over from Zoho CRM but are not actually clients or vendors so they do not need to be in Zoho Books. I'd like to find a simple way to filter-out those contacts that do not need to be in Zoho Books so I can delete them. Can you help me filter those contacts out? Even a list view or report would be helpful but ideally, I'd love to have the ability to list…
1 vote -
Items Per Page in Inventory Summary
Reports > Inventory Summary
Only 50 Items per page is seen.Pls provide dropdown box to choose the no of tiems to be dispalyed per page. Ideally the options should be 100, 200, ALL
0 votes -
Develop direct payment instruction for bank payments.
There should be a list of Payment instructions which can be used as a ABA file for bank payments. Thanks
11 votes -
1 vote
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Financial Statements sorted by Account Codes. This is standard financial reporting but is not available online.
Offer a way to customize the online view for basic financials..PNL and Bal Sheet by account code. Basic financial reporting for companies with numbered general ledger accounts..
1 vote -
Different deadlines
In zoho it will be amazing to have the possibility to choos Different payments deadlines for customer and both for supplier. In fact, sometimes it happens that a supplier grants payment in installments, or you agree with your customer, but currently you can only set a single deadline.
1 vote -
Please provide a popup warning before cancelling a Invoice, Purchase order, Bills and Sales Order
Please provide a popup warning before cancelling a Invoice, Purchase order, Bills and Sales Order.
4 votes
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