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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6553 results found
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Recurring invoices - Dates different to start date
Be able to change the date for future recurring invoices if the first invoice was NOT sent on the date that you want them to recur on.
i.e. send first one today (set up today) on 19th Dec
However, want all future ones to be sent on 15th of month.Can't do this without changing the date of the start date after the first invoice has been sent. This is not correct to do as accountancy rules mean you can't change dates of invoices that have been sent.
1 vote -
Increase dropdown custom fields limit for Invoice Estimate and Purchase Order
Hi,
It would be great if you could increase the limit of dropdown custom fields for Invoice ,Estimate and Purchase orders ..right now it is not enough to meet requirement where Purchase order can have only one dropdown fields.4 votes -
Tally Migration
Please provide one click migration process for Tally customers in India. Have their data automatically imported in Zoho Books by handling the Tally data files. It is really hectic to create and upload CSV files for all the things that we want to migrate.
32 votesHi everyone!
We have come up with a video on Tally migration. This video is a step by step guide for migrating your data from Tally to Zoho Books. You’ll be seeing how you can bring in your Tally data into Zoho Books effortlessly. If you have any queries, you can right to us at support.india@zohobooks.com
https://www.youtube.com/watch?v=Vz4I4rvwFWI&feature=youtu.be
Thank you.
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marking customer as inactive automatically
Option for marking customer 'Inactive' automatically if there is no transaction in the account or invoice goes unpaid after custom specified no of days.
4 votes -
Include option to consolidate all files into one file
Feature that would allow the Invoice with attachments to be sent as one PDF file instead of separate files in the invoice. Maybe it could be a checkbox option so that those that work with customers who want a single file can send Invoice with paperwork directly through Zoho Books.
6 votes -
Packing lists with measure and weight of each item and total items for exporting businesses.
When exporting products abroad, quantities, measure(including CBM) and weight of each package must be included as well as total number of packages, CBM and weights. Unless zoho focuses on companies doing only domestics, packing list needs include above mentioned details. Being able to add shipping mark would be even better.
8 votes -
Add Links to Add Expense to Recognise for Bank Rec
When I travel I take photos of receipts using the app and record the expense. When it comes time to reconcile the bank transactions the possible matches on the right have generic titles of 'Expense for', Amount and Date. Would save time if these could be clickable or have a more descriptive title to easily match against the bank transaction. For any amounts I need to check I have to go out of the banking rec area and find the expense added to see if that is the correct one to match.
3 votes -
add freetext for emails not present in contacts
in email templates should be good to be able to put a freetext address (not a contact) in the cc or bcc field
4 votes -
Restriction for sales staff to view different items from different vendors
Restriction for sales staff to view different items from different vendors
3 votes -
Sales report by item group
Hi, I am looking for a zoho books report which we can see item sales report by item group
6 votes -
TAGS report
- hello it would be great to generate a TAGS report so we can see all entries associated with a TAG.
for example we may sales and POs associated with a tag- currently we can't see the P&L report as they are orders and not invoices and bills.
18 votes -
Document Comments enhancement
Allow us to keep important comments visible when activity scrolls them out of view - see attached - Oh - NOT able to attach image ?
I suppose I'd better suggest this also then, unless I'm missing something :-)0 votes -
Settlement discounts
The feature that would automatically calculate settlement discounts for both customers and vendors when paying vendor bills or receiving customer payments.
1 vote -
Auto: Bulk Exclude / Negative Transaction Filter sub-filter Rules
Banking, Transactions, Reports, Filters
The ability to sub-filter Transactions, so then we can filter and Bulk apply 'Recognized Transactions. (or exclude UNCATEGORIZED TRANSACTIONS).
Filter based on any column/text that is readable (including details)also includes the ability to sort any column
It would be great if we could create 'exclude' Rules, if there are transactions that we want to auto-exclude.
10 votes -
Auto Create Bit.lyf Link for Invoice Online Payment
By This feature customer easily payment to company.
0 votes -
Add Tracking Number & Shipped Status to Invoices
I would like to be able to:
1) Add tracking number to the invoice so we can easily identify if an order was shipped and via which carrier
2) Mark items as shipped.We currently use Aftership.com which is a great service. Would be nice if it could be integrated to the system.
16 votes -
Apply outstanding receivable to the outstanding payable.
I have Companies that are both Customers and Vendors. It would be wonderful if we could apply outstanding receivables to outstanding payables and visa versa. That way we wouldn't have to write large checks to one another every month when our balances are about even.
6 votes -
you to make it easier to paste numbers.
Hi there,
I do a lot of copy/pasting and every time i do it, i have to clean up the number to remove any commas and dollar signs etc, from my other software. This is very inconvenient.
This is what happens:
When i paste $2,334.00, ZOHO books does not recognize it as a legitimate number.Are you able to add this feature? I used QBO a few times and there you can paste anything and it will recognize it.
Thanks
18 votes -
Add Petty Cash to Bank Reconciliation Transaction Difference Adjustment
Scenario - Customer pays say Rs. 6215 in cash against an invoice, which is usually deposited into a Bank account. however, while depositing in a machine based bank, the change is not accepted, hence only Rs. 6200 is deposited and the Rs. 15 is handed over to the office for petty cash expense. The current system allows to add an expense or income, please add petty cash also to this allowed list.
7 votes -
that you show if the item in the bank register is reconciled like in XERO
Create a column on far right to show either reconciled or unreconciled in the bank register.
2 votes
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