Zoho Books
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6531 results found
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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
29 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 -
Add IntegraPay as online payment gateway
Add IntegraPay as online payment gateway
28 votes -
CRM Closed won potential trigger auto create zoho invoice ONLY for selected accounts
Right now the trigger applies to all accounts with a new closed won potential, I only need invoices to be auto triggered for a few selected accounts, is there a way to do it?
3 votes -
Allow to enter notes in weekly time log
It only allows project, task, and hours. If I could enter notes right there, too, it would be great.
26 votes -
Sync Data with Shopify Store/Bank Account
QuickBooks online offers an app that Sync my shopify data and my bank data so I don't have to do any imputing.
Their system is horrible though. I love zoho and wish zoho could do this so I never have to use quickbooks again.
20 votes -
7 votes
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need to manage raw materials costs and cost of finished products.
For example:
I Buy raw material (milk) to make cheese.
1- I add milk expense
2- add the cheeses manufactured in inventory
3- When I sell the cheese doubles the cost109 votes -
Projects that can have multiple customers or contacts linked to it
Similar to profit report by project, but I would also like the option to have a project that might have many customers beneath it.
7 votes -
Configured SMTP server for outbound emails
Allow user-defined SMTP server for outbound emails.
25 votes -
Sales by item report should have some changes
In reports, sales by item seggregating the details of invoices generated in the specified month but actually it should show the item detail whichever payment has been done in the mentioned month. For eg while am generating payments received report am geeting the total collected amount as Rs.500000/- but while generating sales by item report it showing only Rs.430000/-. Here I guess that it is displaying only the receipts generated in sepcified month. The receipts which hold previous month date has the specified month payment date will not display here. kindly provide us that feature
3 votes -
Allow multi deletion of zero value transactions
We have many zero value transactions when importing bank feeds. These are all set in uncategorised transactions and have to be manually deleted one by one. Would love a way to select multiple items and delete.
3 votes -
Create a way to Void Invoices in Workflow or Batch
We are automatically generating thousands of invoices a month for customers. We want to void out any invoice older than 30 days. We cannot change the status field in workflow and we cannot use the batch feature on Invoice search to void invoices. Right now we have to manually click through thousands of invoices to void each individually. Please vote this up!
9 votes -
will be nice that put a small line of text under: "Proceed to Payment".
once customers get my invoice with the paypal link, if customers click that link, it will open the invoice, then once customers click the "Pay" button, it will only show one option: "Paypal" under the "CHOOSE YOUR MODE OF PAYMENT" section.
some of my customers stop there because they want to pay by credit card. and they don't know once they click the: "PROCEED TO PAYMENT", it will have an option to pay by credit card (without Paypal account).
Suggestion: will be nice that you can put a small line of text under 'PROCEED TO PAYMENT" green button, say: "you…
1 vote -
INTEGRATE WITH SHOEBOXED
to import expenses and receipts into zohobooks
10 votes -
Auto-Charge Retainer Invoices with customer's credit card on file.
Interested in having the retainer invoices that are created to be AUTOMATICALLY paid with the customers credit card on file.
There is NO sense in having to charge a customers credit card manually NOR to ask a customer to go back into the portal and pay it if they have already given permission AND added a credit card on file for their expenses. (Aside from auto-generating recurring invoices)1 vote
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