Zoho Books
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6971 results found
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spliting recieved amount against invoice
Hello,
I am running exhibition stand building and renting company.
I have furniture, electrical items in my stock for rent. Branding work i usually do from other company.While invoicing we cant show it seperate.
We invoice it as a package. Please see the below mentioned example.EG;- 3x3 stall with furniture, lights and branding - 250 OMR
( This will be my invoice)
When i get 250 OMR in my bank account. I usually record the payment against the inovice.
I actaully want to show 100 OMR in my furniture rental account and 25 OMR in my Electrical rental…1 vote -
credit control - stop future statements/automatic debtor chase emails temporarily
It would be great if there was a feature which, once you've spoken to a client and agreed a future payment date, would stop any future automatic statements or debtor chases.
I would see it as follows:
There's a debt collectors box attached to either 1) the customer's account as a whole, or 2) certain invoices on a customers account.
Either way, if there was a "postpone statements, automatic reminder letters to request payment" up to a certain date this would be AMAZING!
1 vote -
MULTIPLE ITEM SELECTION
IT WOULD BE GREAT IF WE CAN SELECT MULTIPLE ITEMS FORM THE DROP DOWN MENU WHILE GENERATATING INVOICES AND BILLS
13 votes -
Add quantity column in report sale by customer
Add quantity column in report sale by customer
2 votes -
1 vote
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merge option of PACKING SLIP for multiple invoices
in order for the warehouse operators to load the truck from one sheet of paper instead of multiple invoices.
0 votes -
After Discount value to be displayed
After Discount% in estimates and invoice the cost of the item multiplied by the qty is only shown as a total. But the after discount rate of the item should also be shown. Please add a column as "After Discount Rate".
Ex. - Current Scenario - Cost 200. Discount 10%. Qty 10. Total 1800.
What is required is - Cost 200. Discount 10%. After Discount cost 180. Qty 10. Total 1800.12 votes -
PDC Control and Assets Management
Weather big or small, it is vital for any organisation to map and track post dated checks payments made or received. I wish Zoho will make serious take on this important feature called Post dated payment within both Purchase and Sales.
And, any organisation must deal with assets that need to be capitalized and amortized over period of times. It makes life harder depending external tools such as Excel spreadsheets. Time exceeded already that it would have equipped in Zoho Books.Hoping that Zoho would add these feature within short while as these are standards internationally prevail. Thanks for chance to…
4 votes -
customer entered in zoho books get duplicate
customer entered in zoho books get duplicate want custom buttom that validates the fields entered for new customer any matches with existing customer.
3 votes -
Calendare for items to remind us about the renewal
we need calendar to add the purchased items to remind us for the renewal.
1 vote -
2 votes
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Items need to have both a Sku and a UPC code option for scanning out sales
Items need to have both a Sku that identifies them with the manufacture for Purchase orders. Items also need to have UPC codes as well.. Manufactures have both of these codes for items not just 1.. The barcode (UPC "Universal Product Code") would allow to you scan the item out and the sku is for reorder and product identification.
27 votes -
3 votes
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Serial Numbers of items billed are shown only after the invoice is saved as draft or sent.Why not while creating the invoice.
Serial Numbers of items billed are shown only after the invoice is saved as draft or sent.Why not while creating the invoice.
1 vote -
Descriptions in the reports
Need to see the description/Narration in account transactions reports and other GL reports. and should be able to generate different levels of trial balance.
Also line items in the journal voucher need to be shown separately especially in bank ledgers to ease the reconciliation process and also allow transactions with different dates in same journal
3 votes -
We categorize Items in Masters with sales account.We should able to see the monthly sale by sales account with tax and without tax.
We categorize Items in Masters with sales account.We should able to see the monthly sale by sales account with tax and without tax.
1 vote -
transaction rule
Transaction Rules need a criteria for which bank account the transaction is in.
For example, I have paypal and checking accounts. When I buy something with paypal, I get a new transaction in both accounts. Many times, both transactions (from the banks) have the vendor name in it (Let's say ABC Widgets, Inc.) If I make the rule to catagorized all transactions that have ABC widgets in them as an expense, the problem is, one of the transactions is actually a transfer from my ops to paypal account, not an expense.
Being able to filter by account would say, that…3 votes -
Disable Contact Display Name in PO
Disable Contact Display Name in PO.
When Billing & Shipping name and address are different.
It still shows "Contact Display Name" in Deliver to addressBilling Address:
John Doe
CBDCompany
5555 Main St
New York, NY 11111Shipping Address
Jane Brown.
ABC Company
1234 Main St
New York, NY 11111In Zoho Contact
Primary Contact: John Doe
Company: ABC Company
Contact Display Name: John DoeBilling and Shipping name and Address tab same info above
When I created A PO and Deliver to address shows;
John Doe <---- DISPLAY NAME CAME UP.
Jane Brown.
ABC Company
1234 Main St
New…3 votes -
Approval of purchase order based on the amount
It would be very helpful if the approval could be based on the amount of the purchase order so not every purchase has to be approved if it's for a small amount of money
17 votes -
SALES INVOICE INCLUDING GST
NEED FEATURE IN SALES INVOICE LIKE INCLUDING OR EXCLUDING GST
4 votes
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