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
6163 results found
-
When matching uncategorized deposits from bank, ability to match remainder to account
Currently when I have a deposit at my bank, the deposit usually is made up of several "payments" or other monies that have come in over a time period. Most of the time I already have the bills/payments entered, so I can easily match the items to the list on the right (in banking). Occasionally, there might be a payback, or personal check for work done, or something that I haven't make an invoice, payments, or bill for.
It would be nice to be able to take any remainder from the match process, and apply it to a new transaction,…
3 votes -
Tax Summary report needs to be split between Sales and Purchases
The way that the "Tax Summary" report works is that is combines the sales and purchases on each tax code.
This is wrong.
Each Tax code needs to show its sales and purchases (Net & Tax) separately.Shay Rohan
Ireland9 votes -
Contact Type
in the Contacts you have to add another contact type which is both ( customer and vendor in same time ) it is already available in mobile apps but not in web app
4 votes -
add a option to pay advances to suppliers
its so much complicated and double work while creating bills and receiving goods.
it should be simple like this:
create a PO with/without items
pay advance by clicking button on same PO(which shows status as partially paid)
there should be a button "received goods" (enter the amount of goods received, if received partially status will be partially received or some thing like that...)
if i want to refund some of those goods we need to see options at that PO or purchase invoice.
same goes for sales module
but now
why is it so much complicated to create advance payments…
12 votes -
add a column for "merchant name" on zoho books
im using zoho books and zoho expenses.
we need merchant column in zoho books also like in zoho expenses
or atleast on zoho books > expense reports.
now its time taking to know to whom we paid
2 votes -
Grouped Invoices
There should be a feature to be able to divide one invoice into multiple invoices. For example, the project costs 500000 I should be able to generate an invoice of 500000 with different sub invoices of 100000 for advance, 200000 for an instalment and another 200000 for final instalment
7 votes -
Should be able to enter a refund receipt in Expenses
Already discussed this on the phone, but just in case.
When a portion of a receipt, which had been entered in Expenses, and linked to a customer as a billable expense, is refunded, the new refund receipt should be entered in Expenses with a negative amount, again linked to the customer. That way, a pool of expense receipts are billed to a customer as an invoice/part of an invoice at a later date, the difference is accounted for, and there is no room for error.
20 votes -
Support Delayed Charging in zoho books
whenever an estimate is created , there should be option to "delay charge" . So that when it is converted to invoice and then charge is made until then Amount is in HOLD. Most of the payment gateways support "pay now and charge later". For example , Stripe support "charge/capture" to capture the amount in hold.
4 votes -
change the account type of an account in the account charts
change the account type of an account in the account charts
8 votes -
Transaction Description Search
When trying to reconcile many transactions (such as when you have imported a bank statement) you may have many transactions from or to the same place i.e. suppliers or customers.
A very simple, but vital requirement would be to just be able to search the transaction 'Description'. Currently, (using the advanced search) you can only search the 'Reference', but in the UK (for example) they do not provide a reference, only a description, therefore you have to manual go through each of the entries and locate the same ones which takes forever.
Strangely, using the search option at the top…
77 votes -
Sales IQ potential sale made via chat
When you make a sale via SalesIQ and convert directly into a potential...that information doesn't get automatically generated into ZOHO BOOKS. Since it is no longer a lead, there is no way to easily get the potential's name into ZOHO BOOKS and you have to manually add all of the info. IF a sale is made online via SalesIQ, THEN you should be able to create an invoice directly from the information that was gathered.
1 vote -
Sales Price range for Items
Should be able to give minimum sales price and maximum sales price for an Item
9 votes -
Please consider adding PayFast online payment gateway to your app as the others dont work in South Africa.
Please consider adding PayFast online payment gateway to your app as the others don't work in South Africa with ZAR
22 votes -
Please make ability to set common defaults
Would like ability to set common defaults such as
1) Ability to set default country when entering contacts, payment information in credit card fields, etc. We only deal with US customers, for example, and need to keep selecting the country each time.2) Ability to set default account when receiving payments. It appears it defaults to PETTY CASH... which is probably the least used account by everyone in general (unless you're running a cash register or something)
10 votes -
Sales by month report
Report that shows a snapshot of all of the sales per month.
List broken up by fiscal year to show a total for the year.
11 votes -
Sales reports by state
I would like to know in which state we are doing better or worse. Another reason is for Sales Tax. Since we have an employee there we have nexus with the state so we have to pay sales tax. We need to have a way to calculate that.
4 votes -
Choose which projects can be seen in the portal.
Ticking the show projects in the portal will display all projects held for the client. I only want to share time billing projects not fixed cost projects.
0 votes -
Integrate more payment gateways like CC Avenue, Payfort and more
It's getting real costly! All your payment providers support only US transactions. This means more costs for us. We would really appreciate if you can integrate payment providers from the Middle East or even India. This could help a lot of us.
54 votes -
allow text boxes on templates
it would be great to be able to input text boxes so that we can customize the appearance of invoice templates to our exact specifications. Right now customization is rather limited.
9 votes -
Card Number on the Account
I would like to be able to track the account number of my credit card on the account itself - just like it does for checking accounts.
0 votes
- Don't see your idea?