Zoho Books
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6569 results found
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to add e way bill creation at the earliest
e way bill is applicable from 01st February, 2018; option of creating the same through software based on invoice and delivery challan should be provided.
1 vote -
1 vote
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please include the option for selecting the partial sales order of the same client while invoicing.
currently we can select normal job but not partial job while we create a new invoice. so please include that option also
1 vote -
IN SOFTWARE MUST BE ENABLE HOW CAN I CHANGE THE DESIGN OF INVOICE ACCORDING TO MY REQUIREMENTS
PLZ DESCRIBE HOW CAN WE CHANGE THE DESIGN OF INVOICE ACCORDING TO OUR REQUIREMENT
1 vote -
vat entry before gst
before gst, vat invoice is not generating
4 votes -
item list with price tag
we need a template in excel so we may upload our 869 items.
1 vote -
Automatically match transfers between bank accounts
If the amounts and the dates match, and there's no other candidates that match that closely, then automatically identify transfers between bank accounts (and Stripe clearing). It's ridiculous the amount of manual work is required to match up transfers that should be detected automatically. And any where there's multiple possible matches, just give us a list of "Possible matches" and let us quickly identify which ones are correct. Other accounting software does this. Zoho Books should too.
12 votes -
1 vote
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Integrate CRM Tasks, Calls & Events with Books for Logged Time
As a professional organization, almost all activities can be billable. But right now, there is no way to pass through Tasks, Calls or Events from CRM to Books as logged time. This isn't supported directly, and Books currently doesn't "expose" time log entries with 3rd party tools such as Zapier. This is feature is really needed!
8 votes -
Better Support for Retainer Invoices
Retainer invoices seem to be treated as an "orphan". It's not included in sales reports, and it's not supported on your mobile applications. Like many professional service organizations, I do most work on a retainer. But then, it's not included in my sales reports. And there's no separate report for retainer invoices. Even the Cateogry field for creating this Idea doesn't include "Retainer Invoices".
4 votes -
party rating system
There should be vendor & customer rating system to track for good and worst customer on the basis of payments / delivery and orders
14 votes -
Allowing Journal entries to select all ledgers
In manual JV mode the option to select VAT/GST Ledgers are not provided which is needed because of the following reason:
When any invoice is received from a party and that person has used roundoff feature for tax ledgers,
Suppose Bill of 100 (13.5% Tax instead of 13.5, the bill is showing me 14 due to round off)I have to put the same entry party is charging me for, but zoho doesnt allow manual adjustment in tax figures. So in my book it will be 13.5 only.
Now to clear this mismatch so that my tax figures and payments…
3 votes -
Adding Names for Personnel collecting Cash for Petty Cash Expenditure
When spending on petty cash we need a record of names of persons we give cash to for expenses. See vendor and customer names are not really applicable.
For example I give Mr X $1 to go purchase drinking water from a local store; -
1) you don't expect me to record all local stores as different vendors..
2) I need various reporting of persons I give cash to because I might be giving cash to 10s of persons every time for different expenses e.g bus fares etc and i need to know a list of persons with pending receipt…1 vote -
thank you note via bank matching
Add the option to send a thank you note when match transactions from the banking side not just in contacts and recording payments
2 votes -
The due date is calculated once he invoice is created
The due date should be calculated on the basis of sent date, not on the invoice date.
there is always a possibility of dispatch after date of invoice due to delay in shipment due to various reason.
the customer should get credit in payment as per actual date not invoice date
this can be done with updating date of due when sent option is marked in invoice, that date should be selected as date of shipment and due date should be calculated on that
14 votes -
Audit Trial with transaction details
Can you please include screenshot sort of thing for each transaction in audit log
7 votes -
STATE BANK OF INDIA Integration
It would be great to see SBI Integrate with Zoho in a manner similar to how ICICI is currently integrated - for payments and auto reconciliation.
4 votes -
We deal with Bank of Baroda Dubai and we are not able to add this to the banking module
We deal with Bank of Baroda Dubai and we are not able to add this to the banking module
1 vote -
1 vote
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3 votes
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