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If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

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6971 results found

  1. Deposit Invoices

    After the client accepts an estimate or quote, we need the option to invoice for just a specified partial payment (or deposit).This way the client may pay the deposit invoice and we can invoice for the remaining balance at a later date.

    Currently, we've added a custom field for Deposit Amount and ask the client to make a partial payment for that amount. But, it's confusing for our clients and sometimes they accidentally pay the total amount.Plus, it shows as though the client hasn't paid the correct amount and the invoice is late. This is frustrating and unprofessional.

    I see…

    29 votes
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?

  2. Refresh all feeds with single button from bank over view screen

    Have one button that refreshes all bank feeds at one time instead of having to go into each account and refresh individually.

    16 votes
    Not For Now  ·  0 comments  ·  Banking  ·  Admin →
    How important is this to you?

  3. 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
    0 comments  ·  Admin →
    How important is this to you?

  4. 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
    0 comments  ·  Admin →
    How important is this to you?

  5. 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
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  6. 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 totals

    5 votes
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

  7. 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
    0 comments  ·  Admin →
    How important is this to you?

  8. A way to receive in inventory prior to receiving the bill

    1 vote
    0 comments  ·  Admin →
    How important is this to you?

  9. 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
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?

  10. '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
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?

  11. 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
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

  12. 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
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  13. Please insert Quotations & Performa Invoice in Sales

    3 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  14. 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
    0 comments  ·  Mobile App  ·  Admin →
    How important is this to you?

  15. bulk approvals for bills

    Need option to approve bills in bulk.

    8 votes
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  16. 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
    0 comments  ·  Admin →
    How important is this to you?

  17. Delivery Chellan

    In zoho books, please add the option while generating the Delivery chellan, reduce the stock from inventory

    3 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  18. in zoho kindly please add the PDC CHQ entry option

    in zoho kindly please add the PDC CHQ entry option

    6 votes
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  19. 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
    0 comments  ·  Manual Journals  ·  Admin →
    How important is this to you?

  20. 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
    0 comments  ·  Admin →
    How important is this to you?
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