Zoho Books
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7026 results found
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Add authorized signature in purchase order
It will be nice if you add authorized signatory (signed document) in purchase order templates, since many vendors in UAE still insist a signed purchase order only.
6 votes -
To limite The view on invoicing
Users can only see the invoices that they have made
3 votes -
Paypal pro for Australian and NZ editions
Can we have Paypal pro made available to AU and NZ customers?
3 votes -
sku
Since Zoho forces the user to create a unique SKU for each item, we should be able to USE that SKU also. It does not show on REPORTS, PO's, INVOICES or anywhere else where it is ABSOLUTELY NEEDED. This is not a wish list item, it's a NECESSITY. If you have more than a dozen or so items, how are you supposed to identify them from invoices, reports or po's????
10 votes -
It would be great to have the slide bar on the right hand side of the program wider, it is so narrow and hard to navigate.
It would be great to have the slide bar on the right hand side of the program wider, it is so narrow and hard to navigate.
1 vote -
enable multiple currencies
For companies that use multiple currencies, maybe having items in a different currency than their transactions and invoicing, etc. I believe this idea has been posted for several specific needs, but in general it's enabling invoices for a single client in multiple currencies, having prices for items in different currencies, etc.
42 votes -
custom fields
custom fields visible on the quote, but not on the bill.
for completion times for example - useful on the quote, useless on the invoice once the work
19 votes -
create a detailed income and expense report per customer that shows each expense transaction and each payment transaction by customer name
The system should have an option to be able to create a transaction detailed report that shows all income and expense activity on each customer account. It should have a balance sheet at the bottom showing a total of the total income received and the total expenses paid on each customer account showing the bottom line total profit or loss for that account.
9 votes -
Support Korean banks
I'd love it if zoho books could support interacting with Korean banks.
1 vote -
Integration with prestashop
Zoho books and Zoho Inventory need to be integrated with PRESTASHOP
1 vote -
Airline tickets
selling Airline tickets is a commision based thing, or flat rate thing, this means i may sell 2 tickets on the same plane , both economy class, both sits next to each other , but one cost/sell 800/1000 , and another one is 1600/2000, so when invoicing each of these client i will have to go to the items menu and change the cost and selling, otherwise i can never know my true profit.
someone suggested me that i create a new item each time i create an invoice that would be easier BUT this way i will be having…3 votes -
Multi-currency Vendor
It will be nice to have a vendor multi-currency,
1-Invoices in different currency (foreign and default)
2-To make payments with diffent bank account currency (foreign or default)46 votes -
in the basic view of any accounts/chart of accounts, it will great if we have more columns as per our choice. so we dont ned to go to report
in the basic view of any accounts/chart of accounts, it will great if we have more columns as per our choice. so we dont ned to go to report
2 votes -
Ability to set a default payment option for online payments.
When multiple payment methods are accepted, (eg Credit Card, PayPal) we need the ability to set a default for the customer online payment experience. If a customer decides to pay online via the link supplied to them in the Invoice email, currently PayPal is selected by default. 99% of my customers will pay via credit card, so that's an additional step for them. Additionally, I wish to encourage payment via credit card since my business receives a better transaction fee for CC over PayPal.
So either Zoho is pushing PayPal as the preferred option, or it's random, but either way,…
5 votes -
when creating an invoice, there should be an option to enter amount paid at the time of sale
This is important for cash sales. Where i can send invoice paid in just one simple step.
4 votes -
Combine Retainer Invoices and Traditional Invoices
When I look at outstanding invoices I would like to see retainer invoices in the same place so I can see everything that is overdue in one place. Also, when receiving payments I would like to be able to apply the payment to an invoice or a retainer invoice or both. If a client writes us one check for three separate retainer invoices I have no way to apply it to all three invoices. It would make sense to include outstanding retainer invoices as an option when choosing "Payments Received". Today I received one check and am going to have…
18 votes -
Share Particular Expenses Account to User
IN this Feature.
Suppose that You have 5 Salesperson . Some Sales Person Expense something byself. but if admin of books allow to create Expense. Then Salesperson see all expense of company.1 vote -
Sales Order Total minus Purchase Orders Made to that Sales Order
For a sales order, have a field or view that deducts the total sales order value from purchase orders made on that sales order to give "Remaining Profit of Sales Order."
This really should be sales order level or a report could work too. This would give a running "Profit" of the sales order vs "Loss" of purchase orders made under that sales order.
6 votes -
Customize Recurring Invoice Handling Not Default
Currently there is a setting on how to handle recurring invoices. create, create and send, etc... You set these under company preferences.
I have 80% of my invoices that should be handled a specific way, but the other 20% a different way. For example, I want the default to be to create the invoices. But for 20% of my recurring invoices, it is OK to email them without being reviewed.
I would like the ability to specify whether each recurring invoice follows the default, or is handled differently. This way, anything that can automatically be sent will and I only…
10 votes -
when importing bank feeds to also include check images provided by the bank
Automatically upload check image provided by the bank to "Attach Receipt" drop down list in banking feed. This will allow you to stay in zoho and not have to open bank page separately in order to see who the check was made out to.
4 votes
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