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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Date specific price lists
We require to be able to load a price list to a clients account - but to ask the system to only apply the new prices during a specific date period. At the present time we have to remember to cancel it when the offer period has passed. This would be very helpful
1 vote -
Page Setup
Page setup should be added under the Templates, current templates are using more spaces between line items, if we enter more than 10 line items, it will move to the second page.
some applications have the features like Fit to page option. so we are expecting the same1 vote -
Allow Cancellation of Non received items from partially received purchase order
Some times we need to cancel some of the items from purchase order but zoho do not allow it for partially received purchase order.
Please allow to cancel the items from purchase order which are not yet been received from a partially received purchase order
3 votes -
Make all caracters of a project searchable when creating a new invoice
Make all project name searchable when creating an invoice.
We create project by writing the client number, the project number, and the client name.
It would be much easier when creating an invoice if we could search by entering the name of the client, not the project number.
Now, only the first caracters of the projects are searchable when creating an invoice.
3 votes -
Custom "Lookup" Field
Must add a custom field "Lookup" that looks up a pre-existing value just like in Zoho CRM, this should be add to all modules (Estimates, Invoices, Purchase Orders, etc.) for example if I want to add the PO number to invoice so I can know they are related
49 votes -
to provide 2 Selectable options in Terms and Conditions
I Just want 2 Different Terms and Conditions in one invoice.
If it is possible please make 2 selectable options from which we can select any one according to our need.1 vote -
inflexible and rigid reports
The report module does not allow to view and extract information by putting in various criteria and configuration like in Tally.
There is very good feature in Tally which allows you to configure any report using different criteria like sort by debit or credit vouchers, detailed or condensed, with or without narrations, with or without running balances, sort by name or date and host of other features.
Also, there are options to populate reports on intelligent queries for entries meeting a particular criteria eg: all entries with XXX amount
The absence makes working in Zoho very slow and cumbersome to…
1 vote -
no totals in reports
provide totals in every report that is generated eg: in GSTR 3B form there is no total for amount, IGST, CGST and SGST Columns.
This makes the checking and verification of any report a very cumbersome task.
1 vote -
Add a secondary status for time logs.
Because time logs are both used to pay employees and to pay clients, we would like a simple check that can be toggled (en mass) for logs. this would allow us to know which entries have been paid while leaving the invoicing status for customers.
3 votes -
Fixed Discount per client
We have to manually enter discount per item in every invoice. Would like to have an option to fix the discount per client so that every time the discount amount or percentage pops up automatically. But this with an option to change the discount in special cases.
13 votes -
Allow bank charge account to be specified when receiving customer payment against invoice
When I receive payments, I would like to include the credit card processing fee when entering the customer Invoice payment.
Invoice payment allows for "bank charges" to be specified, but they are hard wired to use a generic bank charges account, which is not applicable if the charge is part of Cost of Goods Sold (COGS) - I would like to have the flexibility to change this, so that it goes to a (COGS) credit card charges account.
A benefit of this, would be that I would not have to enter a separate transaction to mop up the difference between…
1 vote -
UBL support
Hi, I would be very happy if you supported UBL for bills/invoices. Is that in the planning?
32 votes -
Aging report (Bills due) show "Bill Due Date" column
From Dashboard- click on Recievables and in the "Aging Details By Bill Due Date" adding the Bill Due Date column. This is a bookeeper request for their workflow. A quick way to get into wehat is coming due, not just what is already due.
4 votes -
Why no bank transfer option in retainers? ONLY CC options there? Make no sense.
Why no bank transfer option in retainers?
ONLY CC options there? Make no sense.
Bank transfer should be possible on all invoices and retainers.1 vote -
Email full invoices for selected periods.
I want zoho to email me specific month invoices, not just the list, i want it to email the full invoices for selected periods i choose.
3 votes -
Delivery Status In the invoice
adding an delivery status in invoice will be more helpful because, i take payment first and process the order, when the order is completed the status should be either paid & undelivered or paid and delivered, in status it is showing only paid option how could we know that the order is delivered or not , so kindly update this feature as soon as possible
4 votes -
Add new Data feild
Please add CGST AND IGST data field to be pulled in customize reports from ZOHO Books. It will resolve 2 issues:
1.Item Total will not be wrong
2. Item TAX % break up will clearly be visible in the report.
3. The same data feild is already present in Sale module of reporting2 votes -
Apply Discount in the Estimates after total instead of item basis
Feature which should be added because its very common when creating quotes to show the discount applied after the total as a lump sum
1 vote -
Deposit Invoices
After the client accepts an estimate or quote, we need the option to invoice for just a specified partial payment (or deposit).This way the client may pay the deposit invoice and we can invoice for the remaining balance at a later date.
Currently, we've added a custom field for Deposit Amount and ask the client to make a partial payment for that amount. But, it's confusing for our clients and sometimes they accidentally pay the total amount.Plus, it shows as though the client hasn't paid the correct amount and the invoice is late. This is frustrating and unprofessional.
I see…
29 votes -
Refresh all feeds with single button from bank over view screen
Have one button that refreshes all bank feeds at one time instead of having to go into each account and refresh individually.
16 votes
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