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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6198 results found
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capture receipts offline
Hi,
it would be great option if we able to capture a pic of a reciept of purchase order or expense in offline mode in zoho books.
when they have WIFI we can sync it later.2 votes -
offline access to zoho books mobile app and sync when i have wifi
Hi,
It would be a great feature if users can use the app offline and sync it later when they have wifi.Salesmen can create new invoices or create new customers on the go without loading time.
31 votes -
Credit Card HTML5 Field Input Field Type
When a customer is paying an invoice on their mobile device the credit card number and the CVC fields should be <input type="number"> or some other method to make the mobile keyboard display numbers only - much easier for customer to input. Not to mention that this would also keep letter and other characters from accidentally being entered.
1 vote -
4 votes
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I want the option to change the currency with the live exchange rates at the invoices, estimates
I want the option to change the currency with the live exchange rates at the invoices, estimates. The product prices in my inventory is in EUR and with the current system I should change every product price manually to GBP, USD etc.. Please fix that
2 votes -
Retail POS platform
Zoho Corp can integrated new third parties to have a solution when you have point of sales.
14 votes -
Bug: Tax exempt customer should not be rebilled for taxable expense
When a customer is tax exempt, one should not rebill the customer for recoverable taxes paid on their behalf but instead recover those taxes from the tax agency. Zoho does this incorrectly, in violation of accounting rules (certainly in Canada, probably elsewhere for all recoverable value added taxes).
Example:
-Create a tax exempt customer
-Create a taxable expense associated with this tax-exempt customer
-Create an invoice to re-bill for the expense
-The expense will be entered as a taxable line item, with no option to changeAs a workaround, one can set a tax for the customer, which curiously enables…
1 vote -
Reminder for not paid invoices by post (juridical)
Dear Books,
In france it is essential to make last reminder by post before doing any legal/justice steps. So, before sending a bailiff, you must informe the client with all the due invoices.
Please, add this important function (Sage, ERP, API,..) have it standard.
It must create (if possible from a template) a letter with date, total amount due, client infos, add the list of due invoices. Possible to generate a PDF (to print) from the due invoice state.
I hope to see this functionality fast, because I think from the French market it's important, mostly because in Europe getting…
3 votes -
markup
markup option for expense category
24 votes -
Allow the ability to add an extra percentage if paying by credit card
allow the adding of an extra percentage if paying by CC to recover the processing fee charged by the processing provider.
623 votes -
6 votes
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in Italy is a widely used method of deferred payment when I create an invoice would be helpful to have the choice of method of deferred pay
in Italy is a widely used method of deferred payment
when I create an invoice would be helpful to have the choice of method of deferred payment 30-60-90 days
it would be useful to have a system that alerts the customer deadlines
all management systems sold in Italy have this function
10 votes -
Print expenses button
It would be great if we can print expenses. Currently it is not possible
4 votes -
Backorder view/report at product level
Create a backorder view/report with information at product level.
When an Order is not completely invoiced yet, the status is 'Partially Invoiced' and Zoho Books keeps track of the products that are on the Order, but not yet invoiced.
However, we need to be able to see all Products/Items that are not invoiced in a View/Report, that shows the information at the Product/Item level, like this:
- Product Name
- Quantity ordered but not yet invoiced
- Sales Order Number
- Sales Order Status
- Customer NameIn addition also orders that are invoiced yet (whole order is a backorder)…
62 votes -
Offer some kind of discount for Multiple Businesses I have 3-4 business tha I track but $120.00
Offer some kind of discount for Multiple Businesses. I have 3-4 business that I track but $120.00 / year is too much for a new small business / idea / person that has 3-4 ideas cooking. Most other cloud sites allow you to maintain several businesses within the system. I am being forced to move my other businesses to another service like wave becaue of the cost / expense.
2 votes -
Ability to save unit cost per user, per project.
For projects, allow for system to store unit cost per user, per project. This is very helpful for sub-contractor jobs.
2 votes -
Report
Sales Items by Sales Person
To calculate proper commissions, I need to run a sales report by sales person. The one you have now gives me a summary of totals. If I drill down I get a list of invoices. That does me no good. I need the Sales Item report but must be able to filter it by sales person.
I can't just pay commission on the report total as it includes sales tax and shipping amounts. We don't pay commissions on those.
I would have to literally open each invoice one at a time to properly calculate the…
25 votes -
currency
Dear
Can you please add one space between Currency Code and Currency Value. Currently in your interface Code and value looks like this "AED0.00" which should be "AED 0.00"9 votes -
Allow the assignment of tax rates to different expense and payable accounts
When setting up tax rates, these are accounted for in the Sales Tax Expense Account and Tax Payable Account. We need to be able to account tax rates in different accounts in order to track the correct tax payable for each type of tax. For jurisdictions with different tax types, this is essential.
7 votes -
Invoice - "Order Due Date" Field - NOT Custom Field
We send out estimates all the time, the customer places an order for the products from us after recieving that estimate, we then convert the "estimate" into "invoice - Draft", It has to be draft because we have not made and delivered the parts yet. When the customer sends us the order, they have given us a "requested delivery date". We are a components manufacturer, so the customer tells us when they need the order by". If we could have a field on the invoice "Req Delivery Date" and this date is available in the "Main Draft Invoice List", then…
1 vote
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