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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6560 results found
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Direct print to printer without preview
We received an order for zoho books to a medical college canteen, entire products fits fine unfortunately we're not able to provide the provision to print invoice (Epson Thermal printer -Receipt Printer) directly to the printer, please help. customer requires to print invoice after saving the document automatically
7 votes -
Enable importing of categories/ accounts when importing transactions.
A separate column containing categories and transaction types, which exactly matches those created in Zoho Books would save a lot of time, particularly when importing archives of older transactions in bulk. Sure, rules can be created, but if this information is available and formatted in the import file, that would be much better.
4 votes -
when I give access to banking to a user, he/she is able to see all my banks. But I want him/her to see only the bank I want him/her to see
when I give access to banking to a user, he/she is able to see all my banks. But I want him/her to see only the bank I want him/her to see
1 vote -
edit item
Should be able to link a downloadable document from the documents folder to items. For example - we have items that when selected always require the same PDF to go out with the estimate. Would be helpful to be able to attach these to the item to save keep reattaching every time!
4 votes -
Integration of zoho businesses (books) with Zoho inventory with reasonable pricing
Integrate zoho books and zoho inventory at reasonable prices the zoho inventory price is not more then Rs 1for each invoice there is no option for above 100 invoice to straight 10000 invoice, there should be 1000,3000,5000 invoice package must be introduced at very reasonable prices
2 votes -
Allow view invoices not paid by vendor
I have 6 vendors on my organization, and i need to have a view that shows me all the invoices Not Paid by vendor and by customer
1 vote -
1 vote
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invoice
PLEASE ALLOW US TO CUSTOMIZE THE FORMAT FOR INVOICE, WE SHOULD BE ABLE TO USE OUR LETTER HEAD FOR INVOICE INSTEAD OF YOUR PRE INSTALLED TEMPLATES. WE SHOULD BE ALLOWED TO CREATE OUR OWN TEMPLATES WHICH CAN HAVE ADDITIONAL COLUMNS / ROWS
16 votes -
The ability to apply discount on item Level and invoice level.
The ability to apply discount on item Level and invoice level. That would help my business. Please please add it to your future release.
Thank you.
7 votes -
Duplicate expense detection
Other software detects when there are two expenses that are potentially duplicates. Instead I have to manually go through the transaction list and identify them one by one. Please create a better detection system!
9 votes -
THE OPTION FOR SELECTING ANY ITEM BY TYPING A WORD FROM BETWEEN
I WOULD LIKE TO SUGGEST ZOHO BOOKS TO HAVE THE OPTION OF SELECTING ANY ITEM BY TYPING A WORD FROM BETWEEN
FOR EXAMPLE : STONE CUTTING BLADE IS MY ITEM
IT SHOULD GIVE ME SUGGESTIONS ON TYPING BLADE .THESE WAS ONE DRAW BACK FOR ME AFTER COMING FROM QUICKBOOKS
REGARDS,
RAJENDER MUTHA1 vote -
Estimates in dashboard
It would be great to have a global view of the estimates status in the main dashboard, so it could be easier to get information of the total amount of those docs. Same way as you already have in invoices. Thanks
8 votes -
Please insert Performa Invoice in Sales
Please insert Performa Invoice in Sales
9 votes -
cheque printing
cheque printing
66 votes -
Page Numbers for Customer's statement of Account
Please add page numbers to Customer's Statement of Accounts so that it would be more intuitive. Also please add {page no} and {total pages} tag in the templates customisation section. So that the page numbers can be customised.
6 votes -
There needs to be the feature to add bank charges when adding expense receipts. The bank show charges as a separate transaction.
There needs to be the feature to add bank charges when adding expense receipts. The bank show charges as a separate transaction.
For example. If i have a EUR bank account and i purchase food in GBP, the bank will charge me a foreign currency fee.
I should be able to enter the expense receipt and add the bank charge at the same time.
4 votes -
adding invoice columns
We are doing courier business, so we need to create invoice for monthly billing customers. So we need to show the Date of shipment, AWB# of shipment in each line item.
4 votes -
Auto-generating invoice prefix PER CUSTOMER
Currently if you use an auto generated invoice/estimate # it uses a single prefix for all invoices. (example, INV-00076) It would be helpful organizationally to have the option for the prefix to be set per customer. So each contact could have auto-generating invoice and estimate numbers that use their unique prefix. (So Bob's Firework Palace could have a prefix of BFP-00017, and Tech Barn could be TB-00099). It would be great to have the ability to set this for invoices and estimates separately per customer and also a field for a global option.
19 votes -
I'm a distributor for multiple companies, but here i'm unable to generate the reports of stock movement company wise
I'm a distributor for multiple companies, but here i'm unable to generate the report of stock movement company wise. when we check report all items are coming, we should have grouping of items.
4 votes -
Documents should interlink each other
Documents should interlink each other starting from quote generation to payment Historical i.e. quote with ref. no. , revised quote, Sales or Service Order (have to upload soft copy) with dispatch schedule, bill of materials and generation of invoice (Facility for generation of proforma invoice) and after payment receipt with taxation details i.e. clear order process with each document link with other
2 votes
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