Zoho Books
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6579 results found
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be able top update dashboard in mobile app to reflect new financial year as it automatically updates on the desk top.
The app on the Ipad shows different figures to the desk top because the app does not recognise the new fiscal year.
1 vote -
be able top update dashboard in mobile app to reflect new financial year as it automatically updates on the desk top.
The app on the Ipad shows different figures to the desk top because the app does not recognise the new fiscal year.
1 vote -
Allow more than 10 "ship to" vendors
I ship many semi-finished pieces to many vendors to complete the assemblies. I send them PO's that will have the next vendor to ship to on them. Why in the world is there a limit of 10 "ship to" addresses for PO's?
2 votes -
1 vote
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3 votes
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gst total should be there in invoice
the total amount of GST should be there in Invoice
4 votes -
3 votes
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4 votes
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Would like to see a report of all unbilled hours not associated to a project.
This report would show all customers and under each, the number of unbilled hours. Clicking on a line would open the vendor bill associated with that transaction.
1 vote -
Add account information to bill report
Can you please add the account information to the bill reports. I shouldn't have to click into each bill to see what ledger was expensed.
1 vote -
Fix search function in card view
I cannot search for active projects in card view -- if I am in the Active view and run a search while looking at the project cards, it automatically changes to all and includes inactive searches in the results.
1 vote -
1 vote
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There should be a plan to manage Personal Books of Multiple Family Member within Same Price or a little more.
I have been using Zoho Books since 01 Apr 2018 and i am now loving it.
I only use it for my personal accounting books management and not for my company or anything else.
I would also like to manage the books of my family member (wife) and to do so i have to purchase a new license in the Zoho Books.
Can you create functionality like i can manage the books of multiple members from same account with a little additional fees?
1 vote -
Estimates should not say "Bill To". Please change to "Attention"
I know it says in big letters "ESTIMATE" at the top-right of the page but above the client name it says "Bill To". This is contradicting as an estimate in NOT and invoice/bill. Please change it.
A client recently got confused and paid it as an invoice. Perhaps this is why.
1 vote -
Add goods sold to timesheet
It would be nice to be able to add goods sold like you can add expenses to timesheets. Items that are sold are different then expenses because goods sold will have a markups and ossible sale tax were as expenses do not. Right now if I sell something to my customer through out the month I have to remember to add the item to the invoice after I great it through timesheet at the end of the month. It would also be nice to setup task as tax exempt. Labor doesn't get sales tax add to it but by default…
7 votes -
i want to assign a pay term to a client and all invoices should come with that pay term, and the pay term can be edited only by admin
assigning pay term to client
1 vote -
i want to assign a pay term to a client and all invoices should come with that pay term, and the pay term can be edited only by admin
assigning pay term to client
1 vote -
Allow us to configure multiple contacts to be emailed EVERY time I invoice a SPECIFIC client
Some of my clients want their invoices emailed to multiple contacts (email addresses). For example they might want their invoices emailed to the company owner and their bookkeeper. Inside of Zoho Books I already associate multiple contacts with their account and hence the multiple email addresses appear at the bottom of each invoice.
The small difference that I would like is the ability to configure specific client accounts ONCE, so that their invoice goes to multiple email addresses every time thereafter.
8 votes -
Forte clearing account like Stripe
When automatic invoices clear through Stripe, there is a cleaning account that shows every transaction and the fee associated with each transaction.
With Forte, you get one lump sum deposit of all the payments received that day. So in order to reconcile that transaction, you have to go through and figure out what got paid from the notifications you receive to try to match it to the day.
That is very time consuming and as we get more and more transactions going through, this is becoming more of a problem.
The idea here is to allow Forte to send transactions…
3 votes -
Item + subcategory with diferent unit and price
Make an invoce or estimate with Items + subcategories, with diferent type of unit measurents and prices. For example:
6 feet of wood frame (100$ per feet) + 1 service of framing (includes glass, foamboard) that measures in square feet (50$ per squeare feet).
15 votes
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