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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I need to add more custom fields for contacts. why you limit this?
I need to add more custom fields for contacts. why you limit this?
why you limit with 15 or something!
We cant use it more.4 votes -
Having selection of contact person for different invoices with a same company
When there are multi contacts with a company, the function of selecting contact person is not available.
4 votes -
Ability to apply a credit memo to a project to keep the project budget accurate
When a project task is billed, and then subsequently credited back, the project budget for that task needs to be credited also or the budget to actual of the project task is incorrect. There is currently no way to apply negative time to a project task, or any other way to correct the hours to the task if they are in need of a downward adjustment
28 votes -
Field Labor Users
We love Zoho and appreciate what you have created! In our line of work (Electricians), Phone Numbers and Addresses are the most basic things that FIELD LABOR USERS would need when they get time to start and try to complete a PROJECT. As they finish up with one Project, they need to call the next Customer to make sure they are home, ready, etc. Field Labor cannot do this right now. We've had to copy and paste the Contacts phone number and then go back and copy and paste the address into the Project Description. At that point our Techs…
3 votes -
estimate revision date
need the estimate to show a revision date, while keeping the initial create date
2 votes -
Allow us to address a different company name within the customers shipping address.
We often have customers who are re-sellers or a systems integrator. In these orders, the items are not shipped to the paying client, they are shipped to their end user at a different location. Many of which have different company names.
Please add an additional field when creating shipping addresses that allow us to have a separate company name for shipping address and one for billing address.
61 votes -
Improve the deliver to selection process in Purchase Orders
Make the delivery to selection like the Sales Order selection function. Reason, the information doesn't carry over from contacts or updates all of the time. Very cumbersome and timely. Sometimes have to delete the PO and start again. Would be nice to be able to change the information easily if needed.
1 vote -
Creating a credit if client pays over the amount of an invoice/Allowing for application of payment to multiple invoices
We have clients who pay in cash and often will round up, or they pay more than one invoice at a time with a single payment. Not allowing a credit option automatically and not allowing us to apply a single payment to multiple invoices means we have to take multiple steps and the record does not accurately reflect what happened. If a client has 2 open invoices, one for $500 and one for $475, and they pay $1,000 at one time and know they'll have more invoices, it makes sense for us to enter that as 1 payment, apply it…
1 vote -
Debit Memo
Could you please add a Debit Memo/Note Module in the Invoice section. This will help to track when refunding a customer or when payment entered in an error to reverse the payment.
21 votes -
Allow users to handle the data and transactions for assigned vendors only.
not only "Allow users to handle the data and transactions for assigned customers only." but also for " assigned vendors only‘.
This is very important because some purchase, especially the supplier and the purchasing price is not open for user, it's the secret.9 votes -
triggers
A/B or IF/AND/THEN Triggers
We currently have Books connected through Zapier to Ship Station. The current trigger is set so that when an Invoice in Books is marked as PAID, then the Invoice/Order information is sent via Zapier to Ship Station. But we don't to send every single Invoice/Order to Ship Station...since not every Invoice is for an item(s) that needs to ship out.
What we want to see is the following for a trigger option:
IF Invoice is marked as PAID,
AND Invoice custom field PRODUCT TYPE = PHYSICAL PRODUCT,
THEN trigger Zapier to send information to Ship Station.…
3 votes -
Create ability to set tax at vendor level so purchase orders template can be assigned with correct default tax.
Our situation: Purchases from vendors in our country are taxed at one rate, while other countries are taxed at a different rate. It's too easy to create a purchase order with the incorrect tax rate on it, and it's extra work to have to select it for each item, when the whole purchase is taxed as the same rate.
Idea: 1. In Contacts / Other Details, add field for Default Tax Rate (dropdown of Taxes from Settings/Taxes); 2. In Purchase Order template, pre-populate tax field with the Default Tax Field (from item 1).
22 votesWe are really sorry but we will not be working on this immediately
Thank you.
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auto generate the order number in invoices + open possibilities to tairlor invoice numbering (too basic at the moment)
We cannot tailor auto-generated numbers, prefix needs to be INV which we don't want as this needs to follow the year and month of when the invoice is sent.
Also the Order Number does not auto generate and this is a huge mess for my team and my clients to find the right invoice as we have to manually re-key the Order Number which is a waste of time.
Please open the auto-generating invoicing as this is too simplistic and other platforms are seem more advanced on this for the same monthly costs.
Good day!
9 votes -
general notes from field employees
need a place where all our employees from field to write a required items in a sheet date wise and a admin can take actions on that
Reset1 vote -
1 vote
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While creating New Item - There should be option not check Any of the Purchase / Sale rate (Black value should be acceptable)
There should be option not check Any of the Purchase / Sale rate (Black value should be acceptable)
Say If We have Designing Service - Rate vary from client to client
So rate are not be mandatory to put at first place1 vote -
Purchase order, invoice, sales order item keyword search
when i input items to the Invoice, Purchase order, saler orders or any.. i have to input the exact words from the beginning of the item name.
example
Item name: Apple Watch
search item: apple
in order for it to appear in the dropdown list.
i would be great to just write "watch" and also be able to select from the dropdown list
PC, and Android app, must write the exact first word.
iOS, can write "watch" and the product is listed in the dropdown list to be selected.
10 votes -
thamu
periyasiruvattur
1 vote -
Apply tax to all invoice unstead of sigle product
Juste like discounts , have the possibilty to choose how to apply it in invoices , means at level of the invoice amount or in level of signe item .
When having many items in invoice and apply the tax one by one , it's juste too much4 votes -
Implement 'AMEX Express Checkout'.
Please consider implementing 'AMEX Express Checkout' to make it easy for customers paying via Amex.
1 vote
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