Zoho Books
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- 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
6171 results found
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Create a Store front That Integrates with zoho Inventory.( Something like OpenCart)
A store front that integrates with Zoho inventory, Books, CRM, Reports, etc. This is one of the only avenue Zoho is missing in terms of online visibility.
10 votes -
Create User Roles and Hide aspects (i.e. modules) of Zoho Books from Certain User Roles
I would like to create user roles with certain restrictions to certain modules such as 'Banking'. This would allow for access control to vital company information.
5 votes -
Exporting single purchase order in CSV/XLS
Hi all,
Today, many vendors uses online systems to record purchases and/or sells. Sending a purchase order in PDF is, of course, beautiful and clean, but when it comes to register a received PO as PDF in the system is long and risky of errors.
In Zoho we have the possibility to import one or more POs or to export all POs at once. We cant export ONE PO only (afaik), so when I send a PO to my vendor, it may be difficult for him to insert it into his system, specially when my POs concerns thousands of items.…
9 votes -
2 votes
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Option to add a web link to an item
It would be great feature to have the option of adding a web link when creating any item. Since most invoicing has now become web based with very little printing, it would be useful to allow the customer to click on the item name and then be directed to any web page. This web page could be anything, you tube video of how to use the product, google drive folder with all brochures, MSD Sheets, warranties etc or even just single pdf brochures.
I am sure customers will love such interactive invoices in a world where everyone just hates the…
6 votes -
Project/Timesheet Report Customization
An integrated report showing both project and timesheet information to include individual timesheet log entries, total time logged, budgeted hours, percent complete, number of days active since first log entry. This should allow grouping by project and/or staff.
20 votes -
allow payment of more than 5 bills at a time
Currently, I can only pay 5 Bills with 1 check. I often have more than 5 Bills for a Vendor due at a time. It would be nice if we didn't have a limit to the amount of Bills we can pay in one transaction.
2 votes -
add a little more project tracking into zoho books.
I love zoho books for my small professional services business. I just need to be able to organize a project with tasks and subtask (or phases and tasks). If you did this, you would be the only simplified project accounting software on the market right now. Integrating project management with accounting would be so awesome!
4 votes -
Payment gateway integration with Eway.com.au
Hi Eway is a very common payment gateway used hear in New Zealand , Australia, Uk and other countries. Xero accounting systems and few others are integrated their invoicing with themthem and i badly need it. So i wonder whether zoho to consider adding them as a payment integration. Waiting to your positive response.
https://eway.io/nz and https://eway.com.au31 votes -
12 votes
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Need to distinguish between payment dates and when funds actually cleared.
The date when clients pay and when payments are actually cleared are often a few days apart and sometimes more. Please allow us to input those 2 dates separately. Currently, we cannot, and it is forcing us to go back and change the payment dates to the dates the bank cleared the funds. We don't want that. We would like to keep records of both of those dates for more accurate bookkeeping.
2 votes -
Allow usability for German market / Enter German market
Zoho books is not usable as a book keeping software in Germany.
- One typically report monthly your VAT to the authorities via the ELSTER link. This is needed to know how much tax you have to pay. - Many German companies work on a monthly basis with their tax advisor, for which one needs a DATEV-link.
- Full integration of the local bank transaction stanrdards
- The accounting is done here typically with certain standard accounts (Standardkontenrahmen SKR).
- The yearly financial disclosure (Jahresabschluss) follows different standards.
- Moreover, as a full bookkeeping software zoho books would need to allow depreciation/amortization (Abschreibungen) according to…
173 votes -
Pro Forma Invoice
Invoicing software that does not have a facility to generate pro forma invoices is not a proper invoicing software. Pro forma invoicing is a daily part of running a business and all business will one day or another need to issue a pro forma invoice to a non credit customers.
42 votes -
Invoices - Listing
Typically we identify the invoices by the nature/job name and if i can have that in the listing, like say i've created a custom field called "Reference" and I can key in Something like "Dove Animation" as my reference and i get to see that in the Invoices listing, this way makes my life easier than click and view the invoice to identify the invoice in the list.
I hope you get this included. Let me know - if you need more clarification i can even give you JPEGs (designs) to walk you thru the idea. It is a need…
4 votes -
Ability to apply total budgeted hours per customer, not just project
I have a client that does not want to exceed XX hours per month over all of their projects. It would be beneficial if limiting the total monthly (or whatever time period), could be applied at the top level of a customer and not just at a project level.
2 votes -
Like to export journal of banking with client account number so we can import into into SAGE
Like to export journal of banking with client account number so we can import into into SAGE
3 votes -
Refunds/Credit Notes to reflect on Sales by Sales Person Report
We have to manually deduct any refunds/credit notes from each persons sales totals to calculate commissions properly. Also, there is no field to specify sales person when creating a Credit Note. This would at least make the tracking of refunds much easier!
1 vote -
Default Account for Vendors
Default Account for Vendors set on the Contacts (Vendor) so that when I am recording a bill and I select this vendor, the Account defaults to the Account set on the Vendor details. This will reduce errors of using wrong accounts on vendor bills
29 votes -
Allow users to change the name of the modules
Users should be allowed to change the name of the Modules. Eg, The user should be able to change the Invoices module's name from 'Invoices' to 'Proforma' and so on.
7 votes -
1 vote
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