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
6569 results found
-
Print Option for All Draft Documents - Add water mark option.
Draft Documents should have water mark. if not we can't identify the difference between a draft copy and finalized copy .
My team preparing draft Invoices and sending to business partner and editing @ will as per the business needs.
1 vote -
Hi. Add a field for credit card service provider charges while depositing the funds from undeposited funds account to the bank.
For any credit card transaction, there are charges which the credit card service provider charges. However, we see no such provision to include those charges in credit card transactions.
All credit card transaction amounts go to Undeposited Funds account. Now when we choose to deposit those funds to the bank, in that deposit sheet, there must be a field for the related charges (and the vat on those charges) .So the the amount which is deposited in the bank matches the actual amount which is credited in the actual bank.
5 votes -
Inventory summary
Inventory Summary need in the flowing format for a particular month or quarter :
Quantity Opening -- Quantity In -- Quantity Out -- Quantity Available
In current format it shows all the inward and outward data from the very beginning
4 votes -
Sub totals
While estimate creations, clients like to get a single quotation for multiple options, so I suggest to add sub total options.
Eg option 1 will have 2 3 items that I can subtotal, option 2 will have 3 4 item then their sub totals5 votes -
Ability to Auto Import
Look at a feature of allowing auto import into zoho books through other conventional accounting softwares. Most companies are on ERPs or other traditional softwares but which supplement their core manufacturing or service activities. It is not practically easy to change those softwares. Allow an option wherein data from those softwares can be imported through FTP or even an auto email with attachment. An API cannot be used or integration method will also fail as in most cases these software companies do not want users to shift from their softwares to Zoho. Zoho Books is a good product but unless…
6 votes -
1 vote
-
Indicate the estimate number on the invoice
I need to automatically enter the corresponding estimate number on the invoice. I do it manually but I think it has to be simple to automate?
1 vote -
'Issue Debit Note' option
When purchased goods is damaged/not as per sample we should return the goods to vendor. In this time we should issue them a Debit Note for getting us a credit note & for their transportation of returned goods.
6 votes -
Projects by man-days
Not every one bills in hours. Many of us bills in man-days. The app should have ability to create projects and raise invoices by man-days. I should be able to log in hours but the invoice has to be in man-days.
22 votes -
Bilingual
we need to have Bilingual options to create invoices etc. as here in Saudi Arabia we are required by Saudi Authorities to show our invoices in English & Arabic both Languages. we have been given time till end of March, from effective 1st April,, invoices only in English will not be acceptable.
1 vote -
3 votes
-
Contact related transactions
In the iOs app, it's currently not possible to search for contacts and see all related transactions (quotes, sales orders, invoices etc.)...! Please make this possible as soon as possible, what's the point of having a mobile app if this kind of checks can't be done?
2 votes -
bulk approvals for bills
Need option to approve bills in bulk.
8 votes -
kotak bank integration needed
The same way ICICI bank integration is done can kotak also be done as we are planning to open a kotak account
4 votes -
Delivery Chellan
In zoho books, please add the option while generating the Delivery chellan, reduce the stock from inventory
3 votes -
in zoho kindly please add the PDC CHQ entry option
in zoho kindly please add the PDC CHQ entry option
6 votes -
spanish PGC
Hi,
we just started using Zoho Books.I have many questions:
1-Is it possible to register the movements following the Spanish PGC?
2-Is it possible to have every invoice related to a salesperson without showing it to the invoice but having it as a report by sales?
3-Is it possible to present the taxes model in Spain using Zoho?
4-Can I integrate all contacts from Zoho CRM to Zoho Books?
Thanks,
1 vote -
Please enable multi-currency in zoho books
Please enable multi-currency in zoho books. we are facing problem when we are generating Estimates/Sales Order/Invoices it is taking Customer Currency only by default.
If i want to give estimate to a customer in two different currencies here we are facing the problem.
7 votes -
Please give Alert Message at the time of line item deletion
Please give alert message / Pop Up at the time of line item deletion in Estimate, Sales Order, Purchase Order and Invoice
1 vote -
Approval Process for Estimate, Sales Order and Invoice
Please add approval process for ZOHO Estimates, Sales Order and Purchase Order.
Please don't add basic features and add approval process like in ZOHO CRM.
Please improve Purchase order approval process like zoho crm
5 votes
- Don't see your idea?