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
-
the data from reports should be emailable directly withoput having to save a PDF of that data
the idea is to be able to email any data from any report without having to save a PDF on any desktop. i was unable to send a monthly bill account of a particular customer for a particular period directly through an email. i had to make a PDF,save it on my computer and then attach it with email.
1 vote -
Havning an Approval Cycle for the Manual Journals
Having an Approval Cycle before Publishing the Manual Journal
As well adding this approval cycle to the Users & Roles settings.because posting the manual journals without any approval is such a big breach in the security of any accounting system
19 votes -
Add Delivery Challan feature for Vendors
We need the delivery challan feature in order to send material for job work to our vendors and also in case we need to return goods back to the vendors.
12 votes -
1 vote
-
Quantity as 1 without decimals when creating an bill
When i have to create a bill in my phone or in the PC, I make errors because i have to delete all the four digits and then write the real quantity that my customers want. (im not talking about price, i talk about the amount of items my customers want)
4 votes -
Allow more than one Subscription/Books company to sync with CRM.
We have more than one company we use for billing our customers because we offer more than one type of service.
Example:
1. We do marketing and advertising for customers for our classified ads website and
2. Build websites for people. Which are two completely different companies for us but sometimes they overlap.
Meaning they do Advertsing/Marketing AND Website building/SEO, etc.
So it would make it easier if in the CRM it showed ALL of what the client has subscriptions for. I hope this makes sense! :)3 votes -
Add project details for expenses on invoices
Although you can associate expenses with a Project. On customer invoices there is no way to display the associated project with an expense line item. Therefore the customer has no way of knowing which expense is associated with a particular project. My customer invoices contain multiple projects and their associated line items.
1 vote -
round
There should be an option of round off in expenses because most of the vendor or supplier issue us the round off total bill. Due to this we are unable to match the transaction with bank record in Zoho books.
4 votes -
Trial balance should have option to show all accounts
Trial balance should have option to show all accounts even if there is no movement. Currently asset & liability show all accounts but not income & expense.
When copying & pasting trial balance data into a spread sheet it is important that ALL accounts are shown or the alignment of rows changes all the time.
1 vote -
Add budgeting to Zoho Books
a mirror of the COA, with a periodic budget (preferably against a budget model - i.e. you can make different budget models such as best case, worst case, most likely case, and a Monte-Carlo) - budgets can be set manually, or via a formula (i.e. times x% of previous period, based on actuals of that period, or based on previous budget). Budgets can be assigned monthly, quarterly, or yearly. Reports on budget performance - budget versus actual.
39 votesHey,
The Budgeting feature is live now. You can plan for the upcoming financial periods by creating budgets and evaluate your business performance.
To know more about this feature, check out our:
Blog:
https://www.zoho.com/financeplus/blog/budgets-in-zoho-books.html
Help Document: https://www.zoho.com/books/help/accountant/budgets.htmlIf you need any further assistance feel free to reach out to us at support@zohobooks.com.
-
banking integration for Banque de Savoie
Add french Banque de savoie :
It is part of Banque Populaire Group and should be the same integration.
Thanks you ;)
3 votes -
ITEM SALES BY SALESPERSON
Kindly Add a Feature
ITEM SALES BY SALESPERSON Report.
BY this feature Company will see the report of sales person wise sell of Item or product .3 votes -
export and import function to change specific items in PO, SO, INV, Bills, etc.
I would like to be able to export to an excel file, make changes to specific items and import back again without affecting existing entries. Or if not Excel, maybe to a list within Zoho that when saved would reflect a new entry. For example; changing or adding to an invoice number. Or in sales a change of sales assignment. It would be so much quicker than opening each individual PO, SO, INV, Bill etc.
9 votes -
Subsidiary Management
It would be very fine if you introduce the subsidiary Management feature. We can create multiple organizations in zohobooks, what you need to do is to make enable to integrate the organizations to be registered as subsidiary, so that we may have consolidated statements for both organizations as well as standalone statement for each organization.
4 votes -
1 vote
-
Integrate with woocommerce
Need integrations with Woocommerce and shopofy
12 votes -
VAT IN ZOHO BOOKS
We have retail outlet of Essar oil limited and in petrol & Diesel vat tax is levied as per Indian government rules.So vat tax should be in zoho books
1 vote -
Chart of accounts:
Is it possible under the chart of accounts to select which account is visible when you are entering in an expense. It is a pain to have to wade through all of the accounts to select which one to categorize an expense.
1 vote -
If theres is a provsion for "Customer ID" it would have been much better
If theres is a provsion for "Customer ID" it would have been much better
1 vote -
Combine Paypal Payment & GST Credit Card entries to one transaction
With Australia now demanding that all online services collect GST Paypal have decided to add an additional transaction to collect GST
i.e. Credit Card statement shows Charge from Vendor ex GST = $20.00
Paypal charges an additional amount in a separate transaction = $2.00How to best enter this so that the GST charged is attributed to the correct BAS account & the Card Statement can be reconciled?
4 votes
- Don't see your idea?