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
6817 results found
-
Email a supplier invoice straight to Books for processing
sometimes supplier invoices are received by a named usr instead of being sent to a generic accounts payable address.
It would be good if the user could forward them by email to a queue in Books ready for coding0 votes -
Add a weight field. In addition to a description field there should be a way to show the item's weight.
I would like to have a column that shows the weight of an item sold and a total estimated weight at the bottom of the invoice. Their should be an option to list the weight as you would a part number or item description.
19 votes -
Add address information to Reports
Allow fields for reports to include address information.
1 vote -
Categorize the Estimate in PDF view
Can you let us to categorize the Estimate with the functions to be more clear for customers for example :
I am working in smart home solutions and need to categorize the estimate for Lighting section to contain all lighting equipments and HVAC to contain all materials it need and so on just one bar line to identify the content of the following itemsand this option should be marked from setting to enable or disable it and add different category for each Estimate
5 votes -
Work better with Yodlee for image security layer
I contacted Yodlee to ask why my bank's image security layer doesn't work with Zoho and vice versa. They said: "As you are aware currently Gardner Bank account is not supported by Yodlee due to security images for authentication feature at the end site, as of now we don’t have an ETA by when this site will be available. We would request you to contact Zoho Books and file a service request to Yodlee for tracking purpose."
3 votes -
ADD A FEATURE FOR LOAN RECIEVED FROM ANY ORGAINSATION OR PERSO
I didn't found any feature for receiving/giving loans from/to any organization or any person. Please add it
3 votes -
custom report - contacts not buying since long time 1month/2/3
customers not buying since long time custom search for the past lets say 6 months or a year
2 votes -
Report for providers
Hey,
It would be great if a report existed compiling all the debit and credit by provider (in a profit & loss fashion) - in order to track the monthly expenses by provider.1 vote -
Recurring Payments which are not expenses such loan principal repayments.
I need the capability to record recurring payments which are not expenses. Ideally it would come under banking and would be able to record a number of entries for non-expense, expense and tax categories as a single loan/lease/hire purchase repayment often contains a number of different elements, It could thae the form of a Recurring Journal entry facility
6 votes -
Allow .xlsm files to be attached to invoices
Our company produces fairly complex work statements that rely on macros & scripts to produce final prices. The invoice from Zoho is a simple "final dollar amount" which is described in detail in the work statement which is attached to the invoices. Because of the macros I must save from Excel in the .xlsm format. Zoho allows .xls attachments but prevents attaching .xlsm files. Please remove this filter - it forces me to resave each work statement as a quasi-duplicate file.
1 vote -
sells partner
i see this feature also in Erpnext that i can set internal option for sells partner who help to close the deal and set his margin
and sells partner can be a reseller for my products1 vote -
comissions for sells person
i have see this feature in erpnext that i can set the comission for the sells person in the invoice and its auto add to Comissions in the journal
3 votes -
adding multi items to Estimates when i select one item
we are selling hardware and software and we offer with it some services like installation ,tranining ,local support
each product have different price for the services so what am looking for is when i select ITem A the system will auto add the services items with it as a sperate items1 vote -
1 vote
-
Allow Supplier Item Pricing in a Different Curency
I distribute products from suppliers arounmd the world. Their price lists are not in my base but their local currency - USD, JPY, EUR etc.
I need to be able to enter supplier currencies for each item. At the moment their prices have to be converted into the base currency. This means that when a Purchase Order is created in their currency the pr9ices are always wrong (as exchange rates change) resulting in me having to manually update each price from a paper price list.
This wastes a lot of time and could be avoided.
10 votes -
Purchases Orders (PO) from client portal
Ability to client to make His purchases Orders directly from Client Portal and will be updated in Zoho Book
28 votes -
Split accounts for payments received
Single customer payments (checks or wires) received sometimes need to be entered into different income accounts/subaccounts.
2 votes -
Factura Mexico - Integration to issue invoices with official government procedure
Create an integration in order to be able to generate official invoices as Mexican Government requires CFDI
39 votes -
SKU
I'd like to display the Sku on every documents that shows items (invoices, orders, etc.).
It would be great if CRM and Books could sync every fields they contains.
Tanks!
4 votes -
Work flow automation Estimate to Sales Order
When a customer accepts an estimate the next step should be available as an automated work flow. ie: Upon accepted estimate create an open sales order. This should happen if the client self accepts the estimate via the portal or if the Zoho user accepts the estimate for the client.
19 votes
- Don't see your idea?