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
7018 results found
-
i have the following suggestions
Chart of Accounts maintenance : I am sure many people would like to use their own chart of accounts. Appreciate if you could please provide a better maintenance option, e.g; multiple selection of accounts for deletion. Some time one could make mistakes in uploading set of accounts and deleting them a painful task as we should delete it one by one and it takes time
6 votes -
customers be able to apply credit to invoice through portal
Allow customers to apply credit amount to an existing/new invoice as they see fit. Also allow vendor credits to be viewed through the portal when the customer and vendor are linked.
10 votes -
Allow more than 1 custom dropdown field in a form (Sales Order, in my case)
I'm using a custom integration from ZBrains to connect ZBooks directly to QuickBooks Desktop and need more than 1 custom field to flow through for my reporting. Currently I have one dropdown field that has 4 values, but I cannot get a second one up due to reaching the max allowed custom fields. Please increase allowed number to 3.
1 vote -
format 8 1/2 x 14
format 8 1/2 x 14
1 vote -
ajouter icloud pour ajouter des photos plus facilement.
ajouter icloud pour ajouter des photos plus facilement.
aussi dans devis ajouter photos via icloud.1 vote -
We are unable to track and maintain sells done on Marketplaces like Amazon and Snapdeal
Do this needful on urgent basis else we will be unable to continue with Zoho
7 votes -
Create Recurring Invoices from Zoho Projects
The ability to associate Zoho Projects with Recurring Invoices to be able to create recurring invoices from hours in a Zoho Project (i.e. weekly invoice for hourly work for project).
6 votes -
bulk payment record option required in zohobooks
Presently record payment option is for individual invoices.
Its very difficult for us for matching the payments can you please make it as bulk record payment14 votes -
12 votes
-
extend count of data type allowed in adding custom fields
extend count of data type allowed in adding custom fields
25 votes -
Multiple entity on the same account
Running multiple project inside a same entity. Now we need separate cash flow for different project. Now buying different account doesnt get the syncing in place.
Now adding different entity. you can charge the same amount. However it should get synced up with parent account. This way we can know how much money moved from parent account to the group account.
3 votes -
add safari timer extension
There is a timer extension for chrome. It would be nice if there was one for safari, or at least a stand alone application (NOT an AIR app - those suck)
6 votes -
please add a badge on document icon showing new documents in inbox
This is so we can remember to check there for expenses for which team members have sent receipts through email to our zoho document inbox. Otherwise, it is hard to remember to check there.
1 vote -
21 votes
-
Carry delivery address over from SO to invoice.
Multiple delivery addresses are a great improvement but would be even better if the alternate delivery address that is selected on the SO is carried over to the invoice created from the SO.
As it stands Zoho is changing the delivery address to the default (billing address) when the invoice is generated which can result in the goods being sent to the wrong address.4 votes -
HBCI Support!
With HBCI implementation you could support the most German Bankaccounts.
https://de.wikipedia.org/wiki/Homebanking_Computer_Interface
31 votes -
allow payment arrangements
We invoice a customer for £300 and allow them to pay this off at £10 a week. I need to be able to set up a payment plan/arrangement
3 votes -
Delivery notes and packing slips should be available on plain paper
When we sell goods to a trade customer, we might send the goods direct to their customer, and we need to send paperwork on plain paper. There is currently no template to amend the paperwork, only option is to add or not show, but this does not include our address.
1 vote -
Bill entry could be easier.
When entering bills you shouldn't have to go into each item to make it billable and link it to a contact. It should be simpler. Maybe add a check box at the end of each item or a check all box. At the top you should give the option to pick the contact to link the bill to. This would streamline the entry.
2 votes -
Update price lists when invoice line item price changes
I have associated price lists to each customer but when my prices increase, I would like to see the price list automatically be updated so that the customer will then be charged the most recent price without having to manually update the price lists daily.
Some items are not on customers lists, but when they start to order the item, it would be great to have the last price they were charged automatically on their price list.
If there is a workflow that anyone knows of that could enable this, I'd greatly appreciate your comments.3 votes
- Don't see your idea?