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
6968 results found
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Apple Pay for supported gateways
Strip and Braintree both support ApplePay in Safari for iOS and macOS Sierra. I would love to see integration of this into Zoho Books payments. So many of my clients first see their invoice on their iPhones. It would be so much easier if they could just pay in a couple of taps.
30 votes -
Please customize printing of invoices in Thermal Printer with 80mm width size roll paper
Most of the small retailers in India are using thermal printers and paper roll of 80 mm width size. Please customize printing of invoices in different formats like 80 mm width roll paper type. It would be of great use.
39 votes -
Modifications and batch editing
A simple function would be to modify and edit batch multiple operations expenses or sales (category, vendor, customer).
This would allow a considerable time.
Thanx
4 votes -
28 votes
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Enable customer to change invoice to recurring invoice in portal
Would like customer to be able to switch current open invoice to recurring invoice and enable auto charge on their saved credit card.
3 votes -
Add an option to not allow a item to be in negative
I would like to have an option to decide if I want to permit an invoice to be emited if I´m selling more than I have in my inventory,
8 votes -
Permit invoice same customer on many curriences
Is really import permit generate an invoice in 2 or more curriencies for the same customer. Actually we have to create two different customer one in USD and other in other currency to can invoice them!
4 votes -
Delivery note
Can we have the option to generate part delivery notes within a draft invoice?
Several times deliveries happen in parts on customer request and invoice is generated only with the final delivery.
Therefore to have a feature that would allow for generation of part delivery notes with distinct dates and DN numbers, tracked into the draft invoice from which they are created will be a great boon.
After reading through suggested features on delivery notes here, j believe that a lot of those could be resolved with this option being provided.
Please look into it.
97 votes -
Vendor terms
Settlement discounts as a percentage based on vendor terms.
Lots of vendors offer a % discount if paid within the agreed terms, be nice if Zoho auto deducted this amount automatically if paid on time:-)4 votes -
1 vote
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Customer Statements
Currently you can only send customer statements by going into the customer account and selecting, as we have over 300 customers who we want to send a statement each month is there any development planned to allow customer statements to be sent as a batch, it takes us hours and hours to send them individually.
Can you set up a search range function where you can select a statement period, select debit or credit balances or both and then select or tick the customers who appear so the statements can all be sent.
Thanks
Jason
41 votes -
Sub Accounts - Sales Purchases and journal entry
I can see how to set up sub accounts and they look great and also how the roll up and reporting works which is great.
But when you raise entries in sales or purchases or journals the sub account functionality is limited as you are unable to clearly select or navigate to a sub account
You have to view the whole list which is not practical
the entry screens need to be modified to split the coding structure into two columns one will be parent account and the second sub accountYou then select the parent account and if it…
1 vote -
Need built-in calculator with Cost, Sell, and Margin
A Cost, Sell, and Margin calculator in ZB would be amazing. We use this all the time, but I am not always at my desk. This calculator needs to be accessible on any page through ZB.
1 vote -
Additional user defined invoice & Purchase order statuses
I'd love to have Additional user defined invoice & Purchase order statuses the we can apply & shown on the top right, like the "Open" & "Overdue" on the top left & be able to do reports on them. Such as ...
Invoices: "To be processed", "Ready for dispatch", "Delivered" etc
Purchase orders : "Received", "Part received", "Awaiting production" etc.2 votes -
Dispute a Bill
Sometimes a Bill is posted to the system, and later it might be disputed.
I would like to be able to mark the Bill as disputed, so that it cannot be paid until the dispute is resolved.7 votes -
To associate Bills, Expense and PO to Project & Customer
see the heading
13 votes -
8 votes
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Introduce simple scheduling of reports
It would be good to have the ability to simply schedule the production and distribution of a report to the report user.
An example - it would be good if I could simply schedule a Sales by Sales Person report to output via PDF, XLS etc. to my staff every Monday for the previous week. This would allow them to easily track their progress without having access to the entire reporting module.3 votes -
Bad translation of ZOHO Book (or not translation)
Hello
There are some very bad translation in French that are confusing for our customer:
1- Link Potential (when you create a quote (devis) This should be : Lié à une opportunité
2- Facture impayé >> This is a wrong term
You have Facture en retard (that should have been paid)
Facture à récevoir (which is Invoice to be paid)Impayée is a non sens word for an invoice which shall be paid for the futur.
Please if you do this, this could help our common customers.
Regards,
Thomas
4 votes -
Option of entering Percentage shall be introduced in Quantity field
My business involves projects at Fixed agreed cost. Which require %billing on achieving project predefined milestones. This feature will help a lot just by giving option to show fraction to percentage.
6 votes
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