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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6623 results found
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BS account mapping for Service Sales
This is a simple enough one. While mapping the account for a service, the system allows only the P&L items of Revenue nature. While there are certain business cases where a BS item should be used. (Accrued Sales)
Hence please enable this feature.1 vote -
Cancellation of Partially used sales order
I can cancel partially used sales order with items as goods.
But when the items in the sales order is services, I am not able to cancel partially invoiced sales order. Don't know why they kept it. The answer I am getting from the support team is that currently it is not possible. I don't know what logic is behind it. And don't know if the option is available for goods, why they can't roll it out to services. We are an IT services company & because of this issue, I am creating all items as GOODS. Hope you will…1 vote -
Implement the creation of a common task list for all projects
The user should be able to implement and utilize a common task list for all projects to simplify time entry on a project. This would be useful for users who regularly utilize the same tasks over and over. This would enable the user to avoid having to re-create the same tasks for every new project.
5 votes -
I would like to add profit and loss monthly and yearly comparison basis as percentage (%).
I would like to have percentage right side of profit and loss statement (%) of comparing between periods.
6 votes -
18 votes
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Quick Edit for Sales Orders/Invoices to edit summary data only
We have many Sales Order/Invoices that contain hundreds of line items, which makes them very slow to edit. We would like to see an option to edit only the Sales Order / Invoice summary details in order to speed up the edit, as it can take MINUTES to edit 1 field eg Salesperson as the system can be exceptionally slow for these large orders.
3 votes -
Invoice status "DUE IN XX DAYS"
I suggest to see the status "DUE IN XX DAYS" in the mobile app like the website version.
1 vote -
Notifications timeframe
I really suggest to implement a functionality to define a specific timeframe for the notification (example 8a.m. 6p.m.) the inventory reorder are coming just after the midnight every day, this is painful.
1 vote -
Improve the email tracking
I can see only the address in the "to" field and not the "CC" when i check the "story" of, for example, an invoice.
I cannot see the email content (if i have write something dedicated to the receiver).1 vote -
Reversal of Bill/Payables in following periods.
Zoho is flawed as it does not allow you to clear errors in bills that extend into another fiscal period where the prior one was closed and taxes remitted. The system only allows you to delete or void a bill that should not be there for whatever reasons. Being a new period either method is not appropriate as it will change the past fiscal period numbers that have already been filed. The correct way is to prepare a journal entry against that Bill in the current period and then clear the balance from the Payables report. Zoho does not provide…
1 vote -
Make Bill Numbers Optional
It is a requirement for a bill to have a bill number entered - and this is a nuisance because I have to then take the time to enter data that I generally don't need to capture.
If want to see full details of the bill, I can open the PDF attachment of the original bill that I will have uploaded to Books when creating the bill.
I know that it is mandatory currently, and I understand the reason/benefit of having a bill number field, what I'm asking is that this field simply be made optional.
In the interest of…
6 votes -
Pay roll
Certainly need Salary process module. Absence of this, we continue to use Tally for salary. Unable to use People, HR..as presently these r .
1 vote -
return items in a purchase order
We'd like purchase orders in negative amount, due to any items returned form a previous purchase order. Thank you
1 vote -
MRP WISE STOCK STATUS REPORT
IN ITEMS GIVE MRP COLOUMN AND IF I HAVE I SKU WITH 2 MRP IT SHOULD SHOW ME STOCK AVAILABILITY OF STOCKS WITH BOTH THE MRP
7 votes -
Offline Upload
For expenses and sales or atleast manual journals must have an option for offine upload by an specifically made excel or any other software.
1 vote -
PayPal Business Payments Pending
I am a bit agog that echeck payment from PayPal don't show as pending. As it is, I have to wait ten days to see if the payment is cleared, or go sift through my email / cross-reference with PayPal. I know it's possible for PayPal to send that information--they send it to Freshbooks. And if that's not something in the works, a temporary workaround would be to allow us to manually set the payment as pending. It's honestly ridiculous that this feature isn't already in place. It's my one major gripe with Zoho Books, and it's a pretty big…
7 votes -
Total Count to show sum (in currency)
If I access the bill section I can see a list of all bills but the total pn the bottom only counts the number of bills, but not the sum of all bills (in currency).
I am more interested to know how the sum of all bills is (i.e. € 200.000 in unpaid bills) rather than knowing that there are 30 unpaid bills in total.
1 vote -
kindly provide tds module for return file
kindly provide tds module for return file
9 votes -
show on the New Invoice screen whether-or-not a customer has an available credit that should be applied.
When creating new invoices, I would like the invoice screen to show if customers have available credits that can be applied to their new invoices. I have lots of customers with available credits on their accounts. Every time I create a new invoice, I have to back out of the New Invoice screen and verify whether-or-not a client has a credit that should be applied. Even better, I would love it if Zoho automatically asked me if I would like to apply an available credit to the invoice before saving and emailing it to the customer!
10 votes -
Cost Plus on Expenses
Projects needs the ability to have a cost plus on expenses for billing purposes. When setting up the project simply put a percentage to add on all expenses and when billing expenses are marked up by that amount. Most of. our jobs are by Task Rate and Cost Plus on Expenses
15 votes
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