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
6576 results found
-
In banking feed
Banking feed payment withdrawal with bank charges (eg. 5000 +29) could not match 5000 to cash and 29 to bank charges
1 vote -
add to the cost of the product some more expenses like some process done after we buy it like painting a product.
to have in the item format to create and edit an option of additional expenses to be considered as the total cost of the item, even though you dont pay to the supplier the total cost of the finished item.
1 vote -
3 votes
-
Provision for Tax collected at source
There should be a provision for TCS in invoices.
13 votes -
imprest/petty cash
Need a feature for imprest/petty cash management where we can manage 100 of accounts with the help of zoho. For a big organisation it will be a better option and easy access to maintain the accounts.
4 votes -
add stock on hand filters for items.
Make it so i can sort by stock on hand.
3 votes -
add a notes section on individual items
to be able to add notes for each individual item that does not show on invoices or purchase orders.
4 votes -
Ability to send out more than 50 invoices at once
Please have the option where we can email more than 50 invoices at one time.
Also, an option to select "Send Later" on an invoice.
1 vote -
Ability to decide which invoice shows in the client portal
Have an option on invoices, sales orders and all other documents where we can click a box to select if we want it to display in the client portal. Also, portal should be organized in a way where invoices are shown in the following format (for example) Last 15 days, Last 30 days, Last 60 days. This would help especially if the default is something like the last 15 days and then the client can adjust the filter to view more.
I love the pay now button but can a second button be added by us if we wanted to…
5 votes -
Add Purchase Approval And Purchase Approval Return
PLease add Purchase Approval Option And Purchase Approval Return Option. We receive Stock on Approval Basis Also i.e under Challan and we can return them as well but this doesnot effect vendor statement of accounts. After return the net quantity is billed which effect statement of vendor. But stock increase and decrease on purchase approval and return
1 vote -
Create a Report for Advance Tax Payment on Invoices
While recording the payment, We also record TDS (or) Advance Tax for each of the payment, that we received from our customer. This is amount, that we have an option of getting refund from govt, based on our P&L Account. I prefer we should have report to show how much is TDS (or) Advance Tax with held. This will give an Indicative refund summary
1 vote -
support of XML format to export sales data
I have to send to my banks, xml format files to organize SEPA wire transfer from my customers
10 votes -
LInking of Bills with Invoices for easy reconciliation and margin
LInking of Bills with Invoices for easy reconciliation and check on margin
1 vote -
How do I record Pre Incorpopration/startup/prelimininary expense
How do I record expense before company incorporation such as company formation expense, R&D expense and Market Research.
Company act:
1) To records the preliminary expense incurred prior to incorporation of the legal entity following entry should be passed on the first day of the incorporation : Debit the preliminary expenses A/c and Credit the Profit & Loss A/c for the amount determined as preliminary expenses.
- As stated above the preliminary expenses can be written off in five years, to record that following entry should be passed : Debit the Preliminary expenses written off the credit the preliminary expenses A/c…
1 vote -
discount by line on purchase order
discount by line on purchase order
discount should be able to be added by line item in the same way that it does for Sales Orders55 votes -
Document specific custom attention field
Lets have option to select the customer information on the attention field on document basis...because a contact can have multiple persons info and for every order document the concerned person will vary and at times we have to have attention of multiple person from an organization. So, provide an option to have the person/persons to be selected whose attention is required.
1 vote -
Convert sales order to delivery challan to invoice .... and feature to select multiple delivery challans to create a single invoice
Lets have a feature to Convert sales order to delivery challan to invoice .... and feature to select multiple delivery challans to create a single invoice. And also vice versa...invoice to single or multiple delivery challans.
111 votes -
Rupa kumari
Mobile
2 votes -
Populate Customer and Project fields in Expense Details report for Bills also
When i generate Bills and expenses report, we get the customer and project fields populated for expenses where as the fields will be blank for bills. Due to this we are able to track only expenses for a customer or project if we enter it as a expense. If we enter it as a bill and the exported report is not capturing both customer and project details even though we enter that info for bills.
1 vote -
Packing List
Packing needs more custom fields like
Net Weight
Gross Weight
Box Dimensions
all in item level and in total1 vote
- Don't see your idea?