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
6185 results found
-
1 vote
-
Batch Invoice a Group of Customers
I'd like to be able to group customers and then be able to batch invoice a group. We have several customers that receive identical invoices and it would be nice to be able to group customers and create an invoice and apply it to all applicable groups of customers.
14 votes -
Add option to classify income and expenses
Sub accounts are great too but I need to classify each expense to different trainings. I use both sub accounts as well as classification. This is pretty standard so I am surprised it is not in development yet.
9 votes -
I would like to be able to customize more the templates of the invoices or estimates
I would need for example to show only the subtotal but not the total and taxes, stuff like that.
28 votes -
in zoho book apps add the item in the invoice like iges plus app
we are the distributor of food products take the order and supply instantly we are discussed earlier for this idea Create the invoice in mobile app is very difficult and time taking. We suggest add item in the invoice like iges plus that means in item list screen also add the qty two or more item and then add to invoice this is very help ful for our distribution
1 vote -
37 votes
-
We need an additional Contact classification: EMPLOYEE.
Employees are paid thru Zoho Books, therefore they must be classified as "Vendors" The problem is we cannot not give any employee access to "Vendors", because then they will have access to other employee's payroll data, which is supposed to be confidential information. This is a mayor handicap, since I have employees that must deal with vendors, for quotes (RFQ) and purchases.
4 votes -
a column showing prices with tax for each item separately
My costumers want a price with tax without calculating them
1 vote -
0 votes
-
Reminder for upcoming due bills
Send an email notification X days before a bill payment is due
4 votes -
4 votes
-
Get live feeds of exchange rates from xe.com or some other source to automate conversion between currencies
Can you add a feature that allows live feeds of exchange rates from xe.com or some other source to automate conversion between currencies. Exchange rates are too fluid.
8 votes -
Customize views to filter by customer
It would be ideal to have additional filters for projects, so that you can view all projects for a particular customer. This is particularly useful for those of us with multiple projects per customer and multiple customers.
7 votes -
Some feature missing
- ADD SUB total to invoices
- Able to add a new items any where in invoice not at the end and move
- Search in name and description when adding item in invoice (actually just in name )
- add serial number ,family to items for classification -able for profile ( vendor) to see the items price but not the purchase rate
6 votes -
Create lead times for recurring invoices
Zoho Invoice > Preferences > Recurring Invoices
This functionality sends a renewal invoice on the day that it is due. No company can pay an invoice on the day they receive it. They have to go through approvals, etc. This means that their account WILL expire, which creates headaches for the customer and for us. We would like to send the renewal invoice AT LEAST 30 days BEFORE the contract due date so that the customer can pay it before their account expires, and there is no break in service.
7 votes -
We want to integrate the estimate form
We want to integrate the estimate form into our website so that our customers can select their products and buy them online.
They do not have accounts in zoho books and the payment must be done in our platform, not in zoho.
Is their a way to embedd the estimate form in an iframe and access it anonymously (not logged into zoho books).3 votes -
We need Zoho Point of Sales
We need Zoho Point of Sales
27 votes -
Add date filters to the expense list view
Go to the Purchases menu and click "Expenses", you will see all your expenses listed. However, what if I want to see all the expenses of June? Or from August 15th to August 31st?
There's no way to do that as far as I know. It would be nice to add a date picker for filtering the list by date. Shouldn't be a difficult improvement and adds a lot of value.
Thanks
6 votes -
Allow PO numbers in projects
Currently the PO number can only be entered on invoices. It could be defaulted from a corresponding project.
19 votes -
We´d like to down the inventory when we use sell orders.
We use sell orders to do recurrent services and we´d like to associate our inventory when we use it.
6 votes
- Don't see your idea?