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
6565 results found
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use currency gain/loss directly in banking transaction
If we exchange our amount in out bank accounts , for example CHF to USD , if it possible to show both amount currency type to input it , not only source bank currency type
1 vote -
Could create a company in both Customer and vendor type
if you working with a company as both vendor and customers type , it very useful when you create a contact and there is an option to choose both vendor and customer
7 votes -
show Vendor and Customer statement in one place (if there are linked)
If we working with a company as both Vendor and customer type , it could be useful if we can see statement of vendor and customer in one statement if there are linked
16 votes -
when matching payments show payment No so it can be easily identifable
When Matching uncategorised transactions, with payments, it would be useful to have the payment number.
1 vote -
Allow deleting draft invoices but not sent invoices
If you don't want to give a Role the permission to delete invoices that have been sent to a customer, but only invoices which are in Draft status.
3 votes -
Make a way for us to see if emails bounce back or are delivered.
If we send emails and someone changes companies, there is no way for us to know the email actually bounced until after is has been a few months and we are trying to catch up with the client. Why not have a report of emails that were not successfully delivered so we can call and update the client records right away?
1 vote -
Vendor Accounts Receivables + Commissions Receivable
My Business model is complex, but we are incorporating a lot of what other businesess are doing, which is having referral partners. It would be great to have a feature where we could bill our vendors for commission owed to the business or have a feature that allows vendors access to make payments to us instead of vice versa.
A vendor portal would be beneficial for this.
4 votes -
To provide an ability to add any number of files (in 25MB limit)
I propose to give an ability to attach any number of files (as far as total does not exceeds 25MB limit). It would provide much more flexibility and improves tracking
1 vote -
To provide direct link from invoice, estimate or expense to the project it relates to.
It is really necessary to be able to switch from invoice , estimate or expense to the project it relates to. The business most of the time is project based and it is frustrating after reviewing or editing invoice, estimate or expense to start navigation to corresponding project again from scratch.
3 votes -
BHIM
Provide a way to collect merchant payments via BHIM
1 vote -
Select default Quote and invoicing contact
Because they are most of the time different.
A box where we could select wich contacts are default for quotes and for invoices per account would be great and easy to do1 vote -
to Update your PBX integrations like 3CX
You support only old version of asterisk and elastix
What about supporting 3CX ??
3 votes -
add EBICS
This is the only banking communication protocol
I don't kno why you show so much banks in zoho books as most of them don't accept any connection and don't even know which kind of integration you made as the all rely on EBICS13 votes -
Add unbilled bills to project area of dashboard
I would like to see unbilled bills assigned to projects, in the project area of the dashboard, just like unbilled expenses. This will give me a better idea of what will be invoiced at the end of the month.
4 votes -
Working Capital & Free Cash Flow reports
I am currently calculating my working capital manually - if this could be shown on the dashboard or in a report it would be very useful.
The same applies to FCF.
0 votes -
Return user to previous search results after editing
After saving an edit on an item or composite item if it was accessed via a search, the user should be returned to the search list. Instead the user is returned to all items list.
Workaround: Right-click browser back button (Chrome) and go select 3 or 4th option.
1 vote -
NEED DIRECT EMAILING OPTION FOR THE SECTION PAYMENTS MADE IN ZOHO BOOKS LIKE IN INVOICE SECTION
NEED DIRECT EMAILING OPTION TO THE VENDORS IN THE SECTION
" PAYMENTS MADE "
IN ZOHO BOOKS LIKE IN INVOICE SECTION
5 votes -
Stripe and Bitcoin
Integrate the possibility of paying in Bitcoin with Stripe
https://stripe.com/bitcoin46 votes -
Bills - "Send Payment Confirmation" email button
When you record a payment against a bill, it would be great if there was a "Send Payment Confirmation" email option.
There is similar functionality in the invoices, when one can send a "Thank you note" so having this mirrored on the billing side would be helpful.
0 votes -
Switching between stored/saved credit cards.
With recurring invoices there needs to be a simplified process to switch between saved credit cards. I should be able to open the recurring invoice, go to "update card" and when multiple credit cards are available I should be able to choose/change which credit card to use.
1 vote
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