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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6569 results found
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Add Item Grouping
1) The ability to create sub-items so that I can have item groupings 2) The ability to sort the item page by user created fields such as grouping, etc.
1 vote -
Business Card Scanner to create vendor or customer from Mobile app
if possible please add a feature to scan business cards so we can create vendor or customers very easily by scanning business cards. Already lots of apps available in Play store like SnapBiz-Card so that's concept here we can use to create vendors or customers instantly
1 vote -
add my bank "Floridian Community Bank"
add "Floridian Community Bank" to banks for reconciliation
1 vote -
Mark up when creating Estimates
Add a mark up option when creating Estimates for each item. It should be entered by the user as a percentage value. The total cost of the item should be automatically updated based on the mark up value. It should be visible only to internal users and not appear in the final estimate.
18 votes -
It would be very helpful if the estimate, sales order and Invoice modules worked in the zoho CRM mobile app thank you
t would be very helpful if the estimate, sales order and Invoice modules worked in the zoho CRM mobile app thank you
1 vote -
Record of Excess payment
It will be easier to be able to record an excess payment from a client at the same time you record the payment itself. (A window should pop-up to record the overpayment or something similar).
1 vote -
Operating Profit
Is it possible to include operating profit / loss before the net profit in Zoho income statement
4 votes -
6 votes
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Cash account or Bank account should be default in "payment through" option at expense booking
please make as default petty cash/Current account as payment through while expense book .. and very bad thing is that in payment through option all another unwanted ledger name also visible .. there should be either cash account or bank account ..i am not undersanding why all chat of accounts visible there ?
2 votes -
Every time asking TAX selection in Expense recording
in expense record window every times we have to select TAX so if we are dealing with a registered vendor that tax should me come default ..In UAE tax here always 5% only then why should its ask every time of expense recording?
1 vote -
one party vendor and coustomar both set-off transction auctomaticlly
one party over vendor and coustomar both we purchase good and supply goods both but transaction not set-off each other
3 votes -
Bulk uploading of item images
be able to upload and assign images in bulk, specially if uploading items through the Excel sheet provided by Zoho.
5 votes -
Have Items view option for just images in both Book and Inventory
Have the option to view the items by just their images or with large image with small name underneath.
1 vote -
Have the option to share items between different organizations under the same account
Have the option to share items between different organizations under the same account. This avoid the need to do duplicate work if both organizations provide the same items.
4 votes -
Show items and contacts based on User Profile
I am looking for a feature in Zoho Books and Inventory.
I want to sort items and contacts based on profile. We have two teams which work for separate products. Team A work for X product and Team B work for Y product. I don't want to show X products and contacts to team B and vice versa. We have this feature in Zoho CRM in Roles under Users and Roles. My customer have big team and we really need this feature in Zoho Books as well as in Zoho Inventory.
1 vote -
Allow more than 3 people to be either cc or bc on email
At the moment only a maximum of 3 people can either be cc or bc on an email template
5 votes -
We do not have an option of having the item custom field on the invoice while importing. We have taken a note of your requirement.
While importing the invoice we do not have the option of mapping custom fields created by the user on the invoice.
Even though the custom filed is created under preference>items , its not available while mapping the fields for an invoice.
This is a must have.
7 votes -
Account Titles Associated With Items
I just discovered that "Items" can only be associated with Income and Expense accounts only. If the user wants to associate the item with another account title, the user has to do it manually which is a great hassle especially if there are a lot of entries to create.
Let's take for example: Rent Sales Invoice
Rents require "Security Deposit" which is a Liability Account and not an Income Account. If we are going to reflect this in the invoice, we still need to add Additional Account which is a hassle especially if we have a lot of invoices to…27 votes -
Optional article
Hello,
it would be great to say for an article if it's only optional in the offer so that it's inside the quote but not included in the whole price at the end.
Good to implement feature ideas and add on's for the client but not on the whole price. Like exclude factor. Perhaps at the end of the offer an extra amount of optional articles as well.
Can't wait to see this "little" but necessary feature in Zoho Books.
Please vote for it!Thanks, Markus
1 vote -
Individual filter for quotes and invoices as default
It would be great to set an individual filter like ours „Company name“ as default so that’s not necessary to select everytime again and again to save time during the day. A better and faster workflow.
For quotes and invoices.
Screenshot:
https://www.dropbox.com/s/r3gmif6l19xrljw/Screenshot%202018-02-20%2017.56.28.png?dl=0
Hope you like the feature idea to get a lot of votes to see this feature soon in Zoho books!
Best Regards,
Markus3 votes
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