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
6817 results found
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Under Invoices/Custom Views add ability to use "contains" in a search
I would like to be able to search for a group of customers with a similar name. For example: pull all "ABC" locations with over due bills.
1 vote -
Provide an audit trial option for ZOHO Books
Provide an audit trial option for ZOHO Books
8 votes -
1 vote
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be able to catagorize inventory items
Be able to catagorize inventory items. Like example all bolts under "Hardware" All hose clamps under "Clamps" ect.
1 vote -
Automatic quantity totals
I bill on a daily rate on a monthly basis. it would be helpful to be able set up in reoccurring invoices the option to have a field to total the amount of days in the previous,current or following month that gives a total bill for that month
4 votes -
Develop a report to Group bill/expenses based on custom fields
Even though we are entering data in custom fields for bills or expenses we are not able to generate any report in books or even in reports( custom fields don't get imported into reports). I would like to see a report where we can group it by data in the custom fields.
5 votes -
3 votes
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tips
Please allow customers to pay more money than requested for great service as a tip....
9 votes -
Unit cost should appear in FIFO report
Unit cost should appear in FIFO report
4 votes -
RMA & Vendor Returns
would like Option to create RMA for customer for return, as well when return is taken we should have option to put item back to inventory or going back to vendor,
24 votes -
Allow a custom report where we can track the number of pcs a sales man has given sales order and number of pcs a sales man has sold.
Allow a custom report where we can track the number of pcs a sales man has given by sales order and number of pcs a sales man has sold for a particular period by Invoice.
3 votes -
Comments: Make window larger
Invoices, Sales Orders, Purchase Orders--we would like to see a larger window (vs. only 3 lines available in view) when adding a comment.
1 vote -
Make it possible to have a "master" account that cannot be edited by other team members
Currently, if you grant access to any other user to modify the user roles in your account, they can delete your account or change your role—even if you are the owner of the account.
We need a "master" admin that cannot be deleted.
1 vote -
Target Actual Vs Variance
I suggest to add the feature Sales Target, Sales Target Actual Vs Target Report.Sales Target by Qty,Sales Target by Amount.+ Multi currency. Tag /Division wise target
2 votes -
Budget , Tag wise budgeting , Budget Actual Vs Variance in P&L Format
Budget , Tag wise budgeting , Budget Actual Vs Variance in P&L Format.Now a days most of the companies maintain Division/Segment wise accounting (IFRS8) .hence the following are required.
1.segment wise Budgeting
2.Segment wise P&L,
3.Segment wise Balance sheet
4.Segment wise Cash flow
5.Segment wise Budget Variance report in P&L Format- Inter segment Sales /Purchases (sales between divisions within an organisation)
7.More advanced: Budgeting in Multi Currency .Budget Variance due to Exchange rate variance
72 votesHey,
The Budgeting feature is live now. You can plan for the upcoming financial periods by creating budgets and evaluate your business performance.
To know more about this feature, check out our:
Blog:
zoho.com/financeplus/blog/budgets-in-zoho-b..
Help Document: zoho.com/books/help/accountant/budgets.htmlThe requirements mentioned in the points 1 to 6 can be achieved using Reporting Tags. As of now we aren’t working on budgeting in multi currency.
If you need any further assistance feel free to reach out to us at support@zohobooks.com.
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Change Order of Payment on the Display Screen
I would like the ability to reorder the payment on the payment screens under "payments made" and "payments received". When I go to this screen I am looking for the last payment made not the first payment made in the system.
1 vote -
statements
Is there going to be any updates to how statements are generated? It would be great if you could separate them by location within a customer. I know dealing with management companies, you have to send a separate statement to each manager at a company. A one size fits all program doesn't work for everyone. Is this something that will be addressed soon?
1 vote -
UPI payments
India specific payment by which we can receive payments using UPI which is the most simple way to receive payment.
7 votes -
give us an inventory aging report
inventory aging report required. this is from the date of receiving the item to the date of running the report. feature required to know future aging report (for example till 31st December) by running report any time
25 votes -
i have some suggesting from my expirience :1. Need more spaces to field "Item number"
from my experience need 1.more spaces for field 'Item number'
2.Shipping cost must be taxable by USA Law
(please serious pay attention about this because this look unprofessional) .1 vote
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