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
-
4 votes
-
Simple oData Feed for Excel
The Rest Api is simply to complicated for novice user without development skills.
Add support for oData and allow Excel to easily connect to Tenant Service
2 votes -
Track Cost per Task, or Resource
Calculating realtime profit via Timesheet, requires Tasks and Resource Cost
5 votes -
Create a Bill for each Resource during Timesheet Invoice creation
The ability to assign a Cost per Task, or Resource. Task currently track rate per hour, but not cost per hour.
During the "Create Invoice" from Timesheet process create a Bill and associate it to the respective Client and Project.
The Bill could in the future, be "Wired", "Check Created" etc. and reconciled to the respective project.
4 votes -
Retainer Invoices Mobile App
Add the option to create retainer invoices for the mobile app.
18 votes -
Create a Global Admin for Client Portal
Create a global admin so you can see the customer's client portal. I want to be able to log in and see what each customer will see when they log into the client portal.
10 votes -
Email packing list to warehouse
It would be helpful to be able to email a packing list (invoice) to the warehouse. We have two different warehouses, so we would want to choose which warehouse to email. We do not want the packing list sent to the customer, just the warehouse.
4 votes -
405 votes
-
Allow for PayPal Payments Pro to integrate with certificate, not solely by signature.
My shopping cart system requires that my API is linked via Certificate with PayPal Payments Pro rather than a signature. Because of this, and since PayPal only allows 1 option for API access I am unable to integrate with ZOHO as it requires the signature option. I am sure that other people are in the same position as me, I think offering the option of either or is a a great thing to integrate so that users in my position can better utilize the amazing zoho books system.
5 votes -
Show timer in lock screen
It would be great if once you run the timer in the app, that it shows the timer while in Lock screen on the iPhone. At the moment, you forget if the timer is on or off. need some sort of way to see this quickly or access it while in lock screen.
4 votes -
Allow PO and Quote/SO in CRM to map to Books as PO and Estimate
If you create a PO in CRM you need to create it again in Books and it should automatically map over. Same goes for a Quote as an Estimate or an SO. Or at least be given the choice to avoid duplication of entries.
8 votes -
4 votes
-
Stock & Warehouse management + sales commission
1) different stock can enter the item list with expire date
2) add shipping status
3) sales commission features upon payment received.
4) sales profile and commission rate linked to different items
5) search of the items should be enhanced.
6) add item category + sub-category482 votesHi there,
We now have a Zoho Inventory Add on option for Zoho Books. You can take a look at that. You can achieve a lot of these features using Zoho Inventory.
https://www.zoho.com/in/books/help/items/advanced-inventory.html
Regarding your requirements,
1- You can use the backtracking option to achieve this in Zoho Inventory. https://www.zoho.com/in/inventory/kb/sales-order/so-back-order.html
2- We have default shipping status based on the carrier in Zoho Inventory
You can refer this link – https://www.zoho.com/in/inventory/help/sales-orders/shipments.html3- You can use the custom function feature to calculate the sales commission.
4- sales profile and commission rate linked to different items – We currently do not have this option
5 – search of the items should be enhanced – For queries on this you can send us an email at support@zohobooks.com
6- We are working on item category in Zoho Inventory and will definitely update you.
If you have any further questions you can write to support@zohobooks.com
-
Custom categorize invoice
I need to "mark" or categorize invoices to have easily access to them, for example: "product shipped", "work in progress" or others.
6 votes -
Deepen the salesperson integration.
I would like to request some bolstering of the "Sales Person" feature. I understand Zoho added Sales Person to the invoice and estimate documents, which is great. Here are some improvements I think can be made to the Sales Person field:
(1) Integrate it with the "staff" role of the Users preference pane. If I invite users to join my books.zoho.com organization, then it is a fair assumption that at least some of them will be my sales people. I would like the Sales Person box to populate from that list [but don't lose the ability to type in for…
23 votes -
Link SO, Invoice & POs with a common value
Linking Sales orders, invoices and purchase orders would enable easy tracking of the transactions between all three.
We'd like to see one common value that links all there and can be used as reference # for invoice and PO at the same time. This common value can be used by the "organization" to track related transactions between customers and vendors
180 votes -
Create a Work Order document type
The Sales Order document module is a little different, dealing with expenses and what not - It is not ideal for using as a work order system. I like Zoho Books. It is nearly a start to finish product for our business. But here's an idea:
What our company, which is service oriented, needs is something similar to a dispatch or work order document module.
Currently we use the Estimate module for both estimates and work orders, but this can cause mild confusion to our customers who receive a copy of the estimate at order creation as well as at…19 votes -
Change the way you handle price list
Sorry to tell you that but the way you handle the price list and prices for items is not good at all...
I am dealing with 3 currencies and exchange rates, Having to export my items to a cvs file then modify ONE FILE per currency is just a pain....
Why dont you let us set the prices per item for all the currency and add a text box saying something like "Overwrite default exchange rate" or "use system currency exchange" to calculate the price.
Working with CSV is really a pain especially when adding new items on a daily…
6 votes -
allow time sheet users to add tasks to a project
When I have a time sheet user work on a project, I always have to have the specific task already in there for them. It would be nice if they could add a task to the project to help detail what they are working on.
6 votes -
8 votes
- Don't see your idea?