Zoho Books
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6553 results found
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Change from 6 decimal points to 9 decimal points
When you change currencies from KHR (Cambodian Riel) to USD, 6 decimal places is not enough to get an accurate transfer. For example if I was to change 100 USD to 405,000 KHR this is impossible unless I have more decimal points for the exchange rate. This would be the same problem for converting any currency from large to small. Example USD or AUD to Cambodian Riel or Vietnamese Dong ect where the dong and riel are 4000 or 20000 to 1 USD or AUD
6 votes -
Client Portal Payment message customization
Please allow us to change the "ou can pay either by credit card or using your PayPal Business account." message in the client portal when using Paypal Standard. A lot of our customers are getting confused and think they need to have a business account in order to pay.
2 votes -
CRM/Books Integration -
We lose a ton of options because we choose to use Books. Here is a list of what we lose by using books. It doesn't seem smart to penalize your customers when they choose to add more of your services.
1 - No Docusign in Books
2 - The HTML options are limited when creating a custom estimate template.
3 - Terms & Conditions has a word count max.
4 - Not able to manually approve an estimate in CRM1 vote -
Poder hacer facturas recurrentes desde cada proyecto
Poder dentro de cada proyecto hacer facturas recurrentes
2 votes -
BANK ACCOUNTS SHOULD SHOW UP FIRST IN TRANSFER FUNDS BANKING WINDOW
When doing a transfer to another account it is a time waster to have asset accounts show up there first. It should default to the bank accounts at the top of the transfer to window as 99.9% of the time the transfers are between bank accounts not asset accounts and having to scroll through to find my bank accounts each time is tedious
1 vote -
Is there any chance to create subfolders os DOCUMENTS?!
to better organize documents, Is there any chance to create subfolders os DOCUMENTS?!
2 votes -
integrate 2 or more organisations into one report for P&L, Cash Flow Statement and Balance Sheet via ZOHO BOOKS.
integrate 2 or more organisations into one report for P&L, Cash Flow Statement and Balance Sheet via ZOHO BOOKS.
7 votes -
7 votes
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9 votes
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Docusign
Docusign is integrated into CRM, but not Books. We choose to integrate books and CRM, and therefore we are penalized for using more of your products. In the current scenario my sales rep will be forced to take extra steps in order to send quotes via docusign. This negates the whole point of automating our sales force.
8 votes -
Credit Card Autopay recording or memorized transactions
I have autopayments setup in my business checking for my monthly credit card payments. I was able to include these in Quickbooks as memorized transactions and have them entered into my books a week ahead of schedule for cash flow planning. It seems there is no way in Zoho to create recurring transactions of this nature and no way to plan accordingly with my bank accounts. This is a huge deficit and a big need!
8 votes -
Block entry in ledger for user
I want to block user to entry in a sub account. Like Under Cash in hand I will create 3 sub account. Like Cash 1, Cash 2, Cash 3. I want a way to block user 1 to entry in Cash 2 and Cash 3 so that he can only use cash 1.
1 vote -
Ability to set default view for my reports to THIS YEAR instead of THIS MONTH
It's frustrating to have to toggle up to report view and change to THIS YEAR instead of THIS MONTH all the time
1 vote -
Please provide the ability to sync the new Attention field from Books to CRM
Love the newly added ATTENTION field for Contacts in Zoho Books, but even though I've created a custom field called ATTENTION in Zoho CRM so that I can associate the fields for my sync, Zoho will not provide me the option in the integration interface to associate the ATTENTION field at all.
1 vote -
Integration with Gusto Payroll
Gusto Payroll is magnificent. Integration between Gusto and Zoho would be masterful!
87 votes -
block customers
Give an option to block certain customers. For example make sure that sales can't enter an order for a customer that didn't pay his bills. Now you can put a customer on inactive but if you create an inactive customer as a new contact the system allows it (even if you uncheck the box for allowing duplicate contacts) and the order can be entered anyway without sales knowing that the customer is blocked.
4 votes -
Create a way to assign income categories to tasks
Currently tasks in timesheets default to sales in the income account menu and one has to manually change each line of an invoice to the correct income category. I recommend that the user can assign an income account to a task so that no manually workarounds are necessary.
7 votes -
Accept amazon payments
It would be wonderful if you'd add the ability to accept Amazon Payments.
Seriously need an alternative to PayPal which has been causing me no end of problems
Thanks!
6 votes -
sub contacts
PLEASE, PLEASE add sub contacts!!! This is the one thing that really sets you apart from Quickbooks. It is a necessity when your work is in the service industry and you have multiple locations through one company. Even unlimited shipping addresses would help. We work with management companies that can have a hundred locations. This would put your software ahead of Quickbooks!
1 vote -
1 vote
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