Zoho Books
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6198 results found
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Sub- Accounts
Grouping Accounts Step by Step for Zoho Books !
1-You already have created the first level of accounts (Assets, Liabilities, Equities, Revenue & Expenses) Job is done
2-Next Step you should create the second level of in the chart of accounts. You are almost there ! The Type of Modules you have (Cash, Banks , AC Rec ...etc) Could be the best way for the second level. (With the exception of Expenses which you already developing)
3. If the above is done then all other grouping should be done by a report writer and not in the structure of accounts.1 vote -
nas tags de relatorios devem associar tambem nos relatorios de despesas e dos pagamentos recebidos, porque eu tenho varias filias eu quero s
nas tags de relatorios devem associar tambem nos relatorios de despesas e dos pagamentos recebidos, porque eu tenho varias filias eu quero saber quanto tenho de despesas em outras filias. Será um bom recurso para nós.
1 vote -
Editing Options For Salesperson Name Under Invoices
It would be nice to if I could edit or change a sales person name for invoices without having to delete them and loose all data.
1 vote -
Create a report for Sales Orders with Open status
Need a report to show open orders in the system and then to be able to filter it by sales person. Current report only show orders that have been invoiced.
3 votes -
Multiple Tax in Item. In India We have 3 taxs, 1 Services tax, 2 Swachh Bharat Cess and 3 Krishi Kalyan Cess
Krishi Kalyan Cess, which was announced during the 2016–17 Budget, has become applicable from 1 June. A tax of 0.5% would be levied over and above the Service Tax and Swachh Bharat Cess. Till 31 May 2016, the Service Tax rate was 14.5%. With Krishi Kalyan cess, the service tax would increase to 15%.
1 vote -
Cheque entries
Cheques are major method of payments to suppliers. I m surprised why there is no option for cheque payments. How to trace the payment may be through cheque numbers. I think Zoho team should add this features. In many countries cheques records are necessary to maintain the records. Also cheque are use to pay current payments & also future payments.
Thanks
8 votes -
g/l account numbers
I would like to use numbers too in the chart of account
4 votes -
Could you add support for POLi Payments or other NZ Payment gateways
We are interested in using a more cost effective payment system to PayPal could you add intergration with the likes of POLi Payments as shown here:http://www.polipaymentdeveloper.com/initiate
6 votes -
Enable cloning Payment entries, just as Expense entries can be cloned and edited
Enable cloning Payment entries, just as Expense entries can be cloned and edited
9 votes -
Improve scheduled reports
The scheduled reporting feature could be improved a lot. Currently the reporting period start dates/end dates are not obvious and don't work as expected (you have to wait for a report to arrive to see if it gives you what you want). The reports should be customisable. It should also be possible for a user (eg book-keeping emplpoyee) to press a button to "send scheduled report now", so that they can trigger the reports being sent to management/directors etc. Scheduling reports doesn't always make sense if the book-keeping person has not completed the data entry and reconciliation for the reporting…
5 votes -
Sale history graph of individual products/items
Be able to click on sales by item report and then drill down into a particular item to be able to see the sales history of that item (ie SKU) in a graphical format - with an interval setting eg, daily, monthly, quarterly, yearly. This will help businesses quickly see the sales growth/decline of different products.
3 votes -
Payment gateway via API
Hi it will be interesting to add a way to add any paiement gateway via API.
1 vote -
Export data with attachements (invoices paiements & attachements)
It will be perfect for us to export all informations (not only csv) but attachements two.
Best9 votes -
Canadian taxes (BC) based on SKU not customer
In Canada (BC), our taxes need to be based on the item not the customer. For example, if we sell a laptop then we need to charge both PST and GST, but labour has only GST applied.
1 vote -
Adding the account receivable type to the account types when creating a new account under the chart of accounts
We need to create a new account with the type of the account receivables to show the cheques we send to the bank for collection. and also a reminder with the cheques due date for the future due dates.
3 votes -
Add a Feature called Cash Inflow From External Sources other than Bank
Add a Feature called Cash Inflow Other than Bank, with the very same options you have inside the Banking option in the Menu Column at Left. That way for example: if the owner of a business gives money to the business, it can be added as Owners Contribution, but it will be from the Owners own pocket, not from Banking source. With this Feature....if the Owner gives money to the Business from his own pocket, we can add it outside Banking source, coz it didnt come from the Bank account of the Business. It may came from the Bank account…
4 votes -
Include items/tax placeholder in email templates
Please include placeholders for Items in email templates so that we can include a summary of charges in the email body itself and client can see details of items without downloading PDF invoice.
2 votes -
make it possible to store credit card data via tokenization for clients the same way you currently store that data for recurring transaction
We bill hundreds of client each month for orders they place with us for a variety of products that varies each time they place an order. Since these are not recurring transaction and are unique, we need a way to store the credit card data encrypted and tokenized with our payment gateway (PayPal Flow Pro) so we can select a stored card and use it to pay their invoice when we generate the completed sale. It's urgent and something many, many businesses would need to successfully manage their client base payments.
3 votes -
Payment Plan Invocies
Allow invoices to be raised on a payment plan. invoice is raised, revenue is shown in Zoho Books at the time it was created (accrual accounting) and a recurring payment scheduled periodically using Zoho subscriptions.
11 votes -
Add Date column in Item Tab
Add a date column in Items Tab
4 votes
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