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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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6956 results found

  1. invoice both bills and time from projects

    While creating an invoice from a Project's Overview page I'd like to be able to add both the unbilled vendor Bill and the Unbilled Hours at the same time. I'm currently only able to add both of those items to an invoice while being in the Contacts page. So, I have to have two browser windows open to get this accomplished or create two seperate invoices from the Project Overview.

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

  2. COST PRICE

    We import products outside country. We must pay for local charges after making customs declaration, and trucking fee to get cargo from port to warehouse.
    We need zoho books link these expenses to each Purchase Orders, to calculate cost price for each PO

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

  3. need to see profit and profit margin in invoice

    when we sell an item it's import to know that the price is giving is sufficient profit compared to cost of purchase. this information should be available in a report on directly on the invoice page.

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

  4. Timesheet tasks include color option

    Visually, color makes identification much easier especially in Calendar mode.

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

  5. Sub Total Between Lines of Invoices

    Possibility to add Sub Total between Lines of invoice like it is with QuickBooks / so we can split the invoice in two sections or more... ex.: Professional Fees Section + Official Fees Section.... This is a special need for Legal Matter Invoices

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

  6. In Mobile app while creating invoice customer address need to display and has an option to change multiple address of that customer.

    In Mobile app while creating invoice customer address need to display and has an option to change multiple address of that customer.

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

  7. In Mobile app while creating invoice vendor address need to display and has an option to change multiple address of that vendor.

    Need to have a future of importing and exporting of Delivery challan.

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

  8. Fix sorting by Journal number.

    It's not digit sensitive, so 9 is treated as greater than 26 for example. Makes it difficult to see the most recent journals .

    7 votes
    1 comment  ·  Manual Journals  ·  Admin →
    How important is this to you?

  9. Admin to Admin Approval Options

    If an Admin needs another Admin to review an Approval there should be a drop down to pick the Admin that needs to approve/review it.
    Ex: 2 Admins; #1 was on the Sales Call and knows the details. #2 Admin creates the Invoice but needs the #1Admin to check it before it's sent. Just pick from dropdown Submit To: Admin1
    If not there is a list of approvals #1Admin does NOT need to approve.
    also; If approvals is enabled; being an Admin you shouldn't have to go to a separate page to approve and send; it should be exactly as…

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

  10. Invoice item name can be timesheet date

    Invoice item name can be timesheet date. When invoicing right now it allows you to select the task name, project name, etc to use as the item name, however we would like to also see timesheet date as an option to select. This way when we are showing all timesheet details and notes from the timesheet entry we can show our customers the date of the timesheet entry instead of just the task name.

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

  11. Urgent Requirement for use of Zoho Books in Philippines - BIR Accreditation

    BIR Accreditation for use of Zoho Books in the Philippines,, as we would require the POS/Accounting system to be Accredited with BIR. If we do not get this sorted, then we would not be allowed to use the Zoho Books sytem. Request you to please take this as a priority as we would like to use Zoho.

    23 votes
    2 comments  ·  Transactions  ·  Admin →
    How important is this to you?

  12. Twikey integration

    Is it possible to set-up an integration with Twikey? It's one of the leading company's in Europe for SEPA direct debit & recurring payments https://www.twikey.com

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

  13. Saudi Arabia Legalities

    Information required for VAT invoices
    The tax invoice must include the below details related to the transaction, provided in Arabic:
    • The invoice issue date and the date of supply (if they differ)
    • A sequential invoice number to identify the document
    • The supplier’s legal name, address, and tax identification number
    • The customer’s legal name, address, and, when the customer is self-billing, tax identification
    number (and a statement that the customer and supplier have agreed to self-billing of VAT)
    • The quantity and type of goods, or the extent and nature of services provided
    • The total amount…

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

  14. Our customers are B2B. In all countries the product list is in USD. Irrespective of basecurrency in each country we want product list in USD

    Our customers are B2B. In all countries the product list is in USD. Irrespective of base currency in each country we want product list to be in USD.

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

  15. Please add buyers and sellers part in invoice

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

  16. Report Output

    When we take an output for cash or Bank, the VAT amount is not displayed. If it is there showing separately, it would be easier to check.

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

  17. Balance Sheet

    When we take Balance sheet in reports, Even Zero accounts are appearing. If the account balance is Zero no need to display. Please check.

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

  18. I need a new medical format for tax invoice.

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

  19. Limited Discount Rate controlled by admin.

    Would like to control the discount rate for employee related to their position, Its can't be open discount rate as the current system.

    it can be added in item level and employee power.

    Example:

    Employee 1 is supervisor can go for maximum 25% on the item
    Employee 2 is a sales can go for maximum 15% on the item
    Employee 3 is a secretary can not make discount

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

  20. Administrators connection to Client Portal's to validate data displays corrently

    As an administrator with several clients it is ridiculous for me to have to create separate email accounts for myself to attach to my client contact list in order to see what displays in their portal.

    I have had (2) situations where data didn't display correctly in my client's portal and THEY had to inform me. After adding my personal email accounts to their profiles using different passwords i STILL WAS UNABLE to see each client's portal. Zoho support instructed me to create separate email accounts and link them to my client contact profile.

    Sounds simple with 1 or 2…

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