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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total in tax summary
For the report on tax summary, please display the total at the end
1 vote -
1 vote
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supplier name not reflected in summary of inward supplies, but customer name is reflected in summary of outward supplies!!!
customer name is reflected in summary of outward supplies - great it gives a complete picture in a singlesheet with all the data including the tax breakup.
Then why the supplier name not reflected in summary of inward supplies?
2 votes -
Allow department allocation on line by line basis for journal entries & bills
We want to track expenses by department to get profit/loss for each department. Many expenses like payroll, benefit insurances, etc. have many department allocations by employee. Right now we can't enter them on one bill nor even do it through a journal entry without creating a journal entry number for each department. We would like one GL number on the chart of accounts and then report it by department.
3 votes -
Create integration with upwork
Integrate with www.upwork.com to pull in customer name, contacts, invoices, and payables.
7 votes -
NO IDEA
YUGFY7
2 votes -
digital signature incorporation
digital signature incorporated in Invoice/PO/Esteemate and other documents
21 votes -
Expenses Roundoff
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.
13 votes -
Generate report that shows invoice date, number, item number for each part invoiced
Ability to generate a report of invoices generated that includes all of the data found on the invoice. i.e. item name, quantity, total, customer name etc.
4 votes -
Please allow other file extensions to be attached to purchase orders.
When attaching files to purchase order please allow for different file type. My specific file extension is EMB and is not allowed. This is a make or break for me as Zoho is the only accounting app that I have found that allows you to attached files to purchase orders.
1 vote -
users having access to a particular Reporting Tag
giving an example:
Different Reporting Tags created as below:
tag1
tag2user1 will have access to tag1 only, he can create, edit, generate report wrt transactions under tag1 only
likewise, user2 will have access to tag2 only, he can create, edit, generate report related to transactions under tag2 only5 votes -
Advanced Filters for the Aging Details Report and Aging Summary Report
Advanced Filters for the Aging Details Report and Aging Summary Report
so we can view customize reports as per our requirement7 votes -
Linear
Look like a society. Uniting
1 vote -
add hours into weekly time log
Add Hours into Weekly Time Log for another user (not yourself)
3 votes -
option to have database of quotation received from vendor
recording facility to record quotation from vendor like bills
that can be converted into PO so all quotation and costing related data will be available on cloud4 votes -
Enable mortgage loans against property
This is a sorely missing feature. The software should enable the entry of loan principal, interest rate and term and enable the reduction of the loan and the interest expense to be easily recorded. Keeping two separate accounts for principal and interest and having to enter two transactions per month is cumbersome.
2 votes -
When Saving Invoices/Estimates: Please add option to "Save and Mark as Sent".
Several of my Customers use their own platforms for invoices and proposals. I always need to create my own invoice/estimate in Zoho. It would be great to skip the extra steps to Mark as Sent.
6 votes -
detach user login with account owner, so as to be 1 email can have multiple zoho books/companies
having 1-on-1 linked between userlogin and account of the zohobooks or any module is BAD ideas, single user access login means ONE person
1 vote -
Would like to add Google Map Pin in the Billing and shipping bill
We are a Turnkey Projects Company, so face real time issues of goods reaching the address late due to unknown territory when delivered by New People. So Our idea is that we should be able to send a Google Maps 📍 loaction in Shipping & Billing address
1 vote -
The ability of tracking payments to employees without making them a vendor is must be added.
LIKE ADDING CUSTOMER AND VENDOR..........FEATURE TO ADD CONTACT AS AN EMPLOYEE SHOULD BE GIVEN ,SO THAT ONE CAN DO PAYROLL MANUALLY.........TREAT EMPLOYEE AS VENDOR IS VERY CONFUSING.
1 vote
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