Zoho Books
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com
6553 results found
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1 vote
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approval workflow is required.
we need workflow approval system, so that our employees will create purchase order, invoice, other data and they should take our approval before go live.
please provide the option, otherwise it should be just like other excel software.29 votes -
to add Subfilters to Reports, specifically to profit and Loss.
There are a lot of filters you can add.
For me, this one is very important:
Being able to pull a P&L report and filter by items for each account.Also, when i view Sales by Customer, i'd like to be able to filter by item and account.
3 votes -
export related
Request to give an template for Export invoice: Add Fields like Port of Loading;Port of Discharge;Country of Origin;Vessel No/Flight No: etc.
10 votes -
Open more chart of accounts
Hi, team zohobooks, I suggest that you should leave the chart of accounts more open, I mean the accounts that are standard in zohobooks, I say this because the chart of accounts of each country is different so to not have many problems nothing better than Leave more open the chart of accounts or at least see ways to create sub-accounts in these accounts that are standard because most of them can not create sub-accounts and has caused much inconvenience in our client. I suggest this because here in angola many customers, entities and people are already relying a lot…
15 votes -
Double taxation
There are cases where two taxes needed to be added to the invoice. On the sale amount, first excise duty needs to be added and then sales tax on the total amount after excise duty. There should be a system that allows that to happen.
4 votes -
bulk transfer banking transactions
It would be a very convenient option to be able to select multiple transactions from one zoho account, such as undeposited funds or payments recieved to the bank account where the funds are deposited. Having to edit each transaction individually for many transactions takes a lot of time.
10 votes -
notes in estimates over to sales orders
I would like any Notes we write in the Customer notes box of the Estimate to be carried over to the Sales Order when converted. At present this does not happen
6 votes -
To add unit
To add unit manually while creating Invoice or estimate.
3 votes -
Pin Favorite Reports
I was going through a bunch of reports, each time I go into reports, I have to crawl through different set of reports and find my favourite one. How about we give an option under reports to pin it so that the report show up on the left panel or somewhere on the top as a drop menu or something (You guys are already on clouds of creativity) that is always visible as my favorite reports.
Best Regards,
Syed H5 votesHi there,
We now have the option to set up favourite reports. This would work similar to pinning a report. By doing so, the reports you have favourited will be listed at the top under the the ‘My Favourites’ section. Please take a look at the screenshot below.
Hope this helps.
Regards,
Ann -
Unique ID for Clients and Vendors
How about we add a new feature so that we can differentiate between different customers and vendors using there unique ID. We are able to do this somehow using the custom fields but is really not helpful for existing customers.
So if we add an additional feature that would help us find the customers/vendors using unique ID that would show up in customer portal as well as the contacts to identify that particular user or vendor with different prefixes i.e. a different prefix for a vendor and a different prefix for a customer should add a great value.
Best Regards,…
4 votes -
you add a report are for delivery date
I think your report view should have the delivery date as a viewable option. This would be a tremendous help for following up on orders.
11 votes -
Apply partial retainers to one invoice at a time
I want to have the ability to take a retainer and apply a portion of it to one invoice. Currently, either you apply entire retainer to one invoice or you have to create multiple invoices at one time and then apply the retainer across them. I want the functionality to be able to say, apply x amount to a particular invoice. AND, to be able to see that in draft form so that I am able to review for accuracy prior to sending to the client.
1 vote -
Reminders with the same set of configuration
Possibility to have reminders with the same set of configurations so it would be possible to set reminders in different languages.
3 votes -
Auto Show Books Contacts in Zoho Support Desk.
By This Feature No Need to Create Contact Details 2ndTimes. and also assgin task for customers and easily billing after completeion of projects or task.
4 votes -
11 votes
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Apply bank transactions as partial payment for invoices.
I have invoices for which i receive partial payments. I need to be able to apply those payments without being forced to do an adjustment from the banking page.
7 votes -
Group multiple bank transactions to multiple transactions in the books
I need to be able to match a group of expenses to multiple bank transactions. Would be very convenient
11 votes -
Automatic assignment of price lists to clients
Something very simple and VITAL is missing in Zoho Books which a lot of accounting systems have as standard, if you could implement it, I will gladly become a client: -
Price Lists created in: Items / Price Lists, should be able to be assigned to a specific client automatically if required.
For example, a new customer is created, an option should be available to automatically assign a specific price list to that particular client. If this optional feature is not selected, default pricing applies to the client when creating an invoice.
The system as it is currently setup, requires…
17 votes -
Expected date of recovery
There should be a report based on expected date of recovery and connected sales person to it. Its helpful to know when debt shall be recovered across the organization to that cash flow can be ensured.
3 votes
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