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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6565 results found
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Hulp gevraagd
Wie kan mij helpen?
Hoe kan ik bankrtransacties in ZOHO verwerken?
Ik weet dat het mogelijk is, maar niet meer hoe het moet.1 vote -
Ability to create sequential SKU
Ability to create sequential SKU
3 votes -
better way to deal with vendor invoices
There should be a way to create an invoice with a mark up directly from a Bill. Currently, these are not linked. A mark up can only be done on an item with one set rate - the mark up should apply to whatever you change the rate to on the invoice, not the set rate.
3 votes -
Prompt adding yourself as a user to a job after attempting to log time
When logging time for a job, if you're not a user in the job (even if you have the ability to add yourself to it) it's super frustrating if you enter your time into a task with notes and realise you aren't involved in it. Which means you have to exit out, lose all the info you put in, add yourself in, go back, redo it all. I think if you have the ability to add yourself to the project, it should prompt you right then and there if you'd like to add yourself to the project so that you…
3 votes -
how to get cash book in zoho
i am not getting cash book. how to find it?
2 votes -
Alowing for diffent expenses to be added for importing of products like customs duty / transport etc with different vendors
Allowing for different expenses to be added for purchase /importing of products like customs duty / transport etc with different vendors
1 vote -
Corporation bank - Corporate Link - with user domain
Suggest you add corporation bank - corporate banking link (corpbank.biz) with userdomain for direct reconciliation.
1 vote -
Profit and Loss Report by Contact
We desire the Profit and Loss Report to be able to be filtered by Contact. On the sales side we use Customer Account Name : Job Number in our contacts. Accordingly we record sales, costs of sales, expenses to those contacts. Therefore we need to run profitability reports by those contact records.
12 votes -
To have better reports for different locations/reporting tags
I have Multiple Locations. I need to be able to seperate them for tax purposes. By seperating them i can see how well a store did and submit docs to accountant.
3 votes -
Date Period to Appear on Invoices
We are a subscription and we bill in advance for the month. We bill monthly, quartery, bi annually and annually. We need the date to appear on the invoice that the invoice covers.
For example: It is a monthly invoice, so every month the invoice automatically says: Covers From December 1st to December 31st 2017.
Or if its quarterly: Invoice Covers from December 1st 2017 to February 28th 2018 etc..
The dates are very important for our clients to know how long they have actually paid for.
3 votes -
Display Next Month on Recurring Invoices
On Recurring Invoices, Please ADD a feature to display either CURRENT or NEXT MONTH "Completely". We bill our clients 1-month in advance. So I would like to see the Next Month Written completely in each of my Recurring Invoices In the description field or anywhere else in the Invoice
5 votes -
Online Payment Solution with - safe2pay.com.au
Safe2Pay has partnered with leading processors in both Australia and globally to offer an online payment solution that boasts the highest level of security to be found in the e-commerce sector.
visit: https://safe2pay.com.au/2 votes -
Add a flag to identify accounts on stop
I have to communicate any accounts which are put on stop (due to late payment/credit limited exceeded etc) to the sales team via email and add a remark to the contact. I'm relying on the sales team remembering who is on that list/noticing the remark.
A feature that enables you to mark a contact as 'On Stop' which prevents estimates/invoices being raised and has a large red flag would be really useful. (I cannot see that this is currently a feature, apologies if it is please feel free to point me in it's direction!)
9 votes -
Restriction to enter the time only as of today, and not before
I would like the system to restrict the users in order for them to be able to enter their time only as of today, and not before without my authorization. Right now, it is not possible to restrict them to not enter time for the past dates alone. The restriction cannot be put up based on a specific time. This is very annoying. I use Zoho Books both for invoicing clients and to pay the employee's salaries. Unfortunately, the system allows them to enter their time after the end of the payroll period! And this happens frequently. Every time, the…
2 votes -
Allow customization of notes and terms & conditions within different invoice templates.
I want to be able to create multiple invoice templates and have the ability to have different Notes and different Terms & Conditions for each invoice.
9 votes -
Ability to edit quantity in delivery note for invoice.
It becomes difficult to edit invoice every time we require delivery note. It is difficult to keep up with items and quantities initially invoiced. Delivery happens in batches where maybe out of 15 items, only 5/10pcs of one item is delivered. Hope my point has come across well.
6 votes -
Add feature to select customer in managing ruled field
In managing rules, add another option to select the customer to be able to rule expenses directly to the customer who will pay us the amount of the expense.
4 votes -
check printing and PDC Accounting in UAE
Need Check printing option for UAE edition as most of the transactions in UAE are based on PDC.
7 votes -
Tax Exclusive or Tax Inclusive
Created invoice where the Line Item Item "Wood Pellet" is Tax Exclusive
Created another invoice where the Line Item "Round Plate" is Tax InclusiveNow when creating new invoice and chosing one of the above line items, the software based on the previous setting should populate either tax inclusive or tax exclusive.
So when Wood Pellet line item by default the tax exclusive setting should populate
4 votes -
Associating a default template for a Item
For a set of line item by default I want to use spreadsheet template and for another set of line item i want to use spreadsheet plus template. Can we associate default template to line item.
Eg.
Spreadsheet Plus - Have around 40 Items (Paper Products).
Spreadsheet Plus - Only One Line Item Wood Pellet.When in the invoice Wood Pellet item is there, on saving by default spreadsheet plus template is the format.
When the invoice has the remaining 40 products, the format should be spreadsheet.1 vote
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