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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6551 results found
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Add vertitrans payment gateway for indonesia
supports nearly all payment types for indonesia
3 votes -
Billable expenses to be billed using another item name rather than ledger name
When I raise an invoice for an expense paid on behalf of customer I need to show on the invoice I am raising a different item name than the expense ledger. Can there be an option to keep these expenses in zoho books as expenses and record the invoiced amount as part of my revenue?
Currently billed expenses on clients are reversed from expenses, and in certain cases we need t his not to be the case.1 vote -
HIDE CONTACT PERSONS THAT NO LONGER WORK AT A COMPANY
When sending invoices, you are presented with contacts that are defined for that company. Some of these might have left the company of the customer. It would be great if they can be hidden.
1 vote -
Allow expenses entered in Expense or Books to pull into retainer invoices. We consultants need to add these to invoices separately at times
Allow expenses entered in Expense or Books to pull into retainer invoices. We consultants need to add these to invoices separately at times
3 votes -
pricelist for purchase order
Sometimes, if you have to purchase goods for a special customer, you can purchase for a better price at your vendor. then it would be very handy to have a purchase price list.
This is also very needed if you work with resellers. If you have to purchase something for a reseller at your Vendor you mostly purchase for a better margin.
please have a look this this. it's 95% similiar to the pricelist for invoices
2 votes -
enable rounding on the time recorded for a job.
I'd love to be able to say that time recorded in a project under time sheets using the timer rounds off to the nearest 10 minutes, or 15 minutes, or whatever I choose.
2 votes -
Workflow based on customer activity
The workflow automation is making life easier – so thank you for that!
It would be nice to have the option of automating emails based on the customer activity. What I mean by this is that if the customer has not bought anything for i.e. 6 moths than the system can send an automated email.
This would make keeping in touch with customers so much easier!
Hope you can help!1 vote -
Template for customer statement of account to be editable
Template for customer statement of account to be editable
9 votes -
I need a lab reporting tool
Lab reporting tool where in i can input values for an item/test conducted in the lab. A simple report which shows test/item name, observed value in the lab, required value as per specifications, test method used, results or remarks. A section for explainations with pictures from my gallary and conclusions.
Digital signatures by 3 levels of officers.
Integration with Invoice.
So that the lab report plus its invoice can be emailed to the client.
If you develop the above you will kill much of your competition.
Thanks
Pari3 votes -
for invoice module
user shud be able to search item by keying in any word from item Name, SKU, Description.
1 vote -
Allow incremental billing
Add the ability to bill in increments. Allow us to set the number of minutes by which to increment by so if you set your increment to 15 minutes and you have a task that took 13 minutes, it would automatically round up and bill at 15 minutes.
5 votes -
Use a "Word Cloud" with user-specified rules to match customer payments
I receive customer payments from multiple sources. Experience shows that each customer will use a reference that comprises:
their name or variants thereof
the invoice number, part thereof or an old invoice number
the full amount or non-matching amounts
none of the above!A simple matching method I once designed for a MS Access application was to do the following:
Example deposit text: Payment Received: Abalone Gh xx0292 Payment xxxxxx4697
Remove all phrases defined as junk in the description using customized rules created by the user. E.g. ="Payment Received:", starts with "payment xxxxxx". Operators like AND, OR, etc can also…
1 vote -
sales person commission on sale payment received
sales person commission on sale payment received
1. commission % depends on item
2. it will be payable on sales payment received
3. commission % is different for each sales person depends on performance of sales person50 votes -
Create an edit button against the vat rate in bills as in the bank
This would allow the Zoho user to amend the vat rate manually, at the moment it is at a set rate ie Standard Rate etc. If vat on the bill is different to the amount Zoho has calculated then the vat is wrong and currently you have to make a manual adjustment. If there was an edit button you would be able to do this without creating another line item
11 votes -
Total discount in purchase order
I suggest to add total percentage or amount in purchase order as well as it already done in estimate and invoices.
2 votes -
1 vote
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Track estimates sent
Would be cool to have an integration with Streak to track how often your estimate of cost has been opened when sent by email.
In order to nurture accordingly the prospect.6 votes -
Enable viewing folders in Google drive attachments
When "Attaching receipts" to a transaction from google drive you cannot view via folders, you can only search via file name, makes it impossible to find the files and clunky. Its such a great feature but its not worth using without this simple addition to its functionality. Thanks!!
1 vote -
Shipping address is passed to PayPal for PayPal payments.
Invoice has been sent out with Paypal as payment option, and when customers pay with paypal, it does not pass through the Shipping address to PayPal.
4 votes -
single total expenses line on the invoice
Ability to generate a single total expenses line when adding project expenses to an invoice instead of showing each expense on a separate line.
50 votes
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