Zoho Books
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6971 results found
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Need for additional Fields
Need the fields customer name and tin number in Tax report
1 vote -
outstanding balance next to contacts
I want to see the past due or overdue balance next to the name in contacts as we used to in zoho invoice but now we went to zoho books and it doesnt come up,
4 votes -
Allow hiding company name in "Show Organization Address" on Invoice Templates
Invoice templates allow hiding or showing the company address with the "Show Organization Address" option under the Template Properties of an invoice template. However, this also displays the company name.
This can look redundant for some users who display a company logo right above this.
Some business names are too long, which causes wrapping, and makes that section look awkward.
So, having the ability to show the address without the name might be important.
5 votes -
Please add date rage selection for invoice list view.
Can you please add date rage selection for invoice list view. This will help in bulk print of invoices with date range.
7 votes -
Assign items to a vendor
Assign purchased items to a vendor. The purchase information can be entered for an item, but the vendor field is not visible. When the items are exported, the field is in the export.
8 votes -
In the item view, allow the selection of multiple items, and then an action to generate a quotation from the items.
In the item view, allow the selection of multiple items, and then an action to generate a quotation from the items. This should be coupled with a better display of the items in the item list (e.g. description should be visible) as we use the name for the product code.
1 vote -
packing slip only
I need to make a custom role for driver to have access on invoices as packing slip only
3 votes -
Negative amount on Invoices
To make cancellations, corrections, and others.
6 votes -
Open Links in Tabs
Right now, it is very cumbersome and difficult to use Zoho Books in any in-depth manner.
For example, I need to do lots of inspections of items in the general ledger. Once I get to the ledger, I have to click an account. Then, to see the items in that account, I click them. After examining one item, I have to click the back button to go back to the ledger entries for an account. Each time I do this, I lose the scroll position I was previously at. So, I have to scroll down again, hope I find where…
6 votes -
1 vote
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Import
Import an Reimbursible expense into a vendor bill.
1 vote -
Extend Availablity of html Template Editor
Currently the useful (but hidden) html editor for templates can only be used for Estimates and Invoices. I need to be able to create additional templates for Credit Notes and Proforma Invoices (based on a Sales Order).
This is an urgent requirement for me.
45 votes -
Task pricing for Projects
add the ability for a price to be entered into a specific task for a project and then carry that pricing over to the invoice when adding all unbilled time for a customer. right now you have to enter the price at the invoicing screen.
3 votes -
3 votes
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To convert an estimate or sales order into a purchase order
It would be really helpfull to convert an estimate to a purchase Order to vendor and the only thing that would need change is the pricing.
But It will cut a lot of steps if you are able to do it.
Can be either from an estimate or Sales Order.25 votes -
update invoice date when sending invoice
We will often create an invoice while work is being done, but not send it until the job is completed. This may be several weeks later.
It has occurred a number of times now that we sent an invoice, and just a couple of days later, the late payment notice was triggered because we did not update the invoice date when changing from draft to live invoice.
Of course, this is not very good . . .
At the very least, a warning message to update the invoice date would be very useful.
Or it may make sense to change…
3 votes -
Booking of combined tax within a Tax Group
I have created a Tax Group to combine two different taxes existing in Spain for certain small companies:
• Value Added Tax, which is a positive tax
• Withholding Income tax, which is a negative tax
So, when I create a bill from a supplier who is subject to that tax group, Zoho Books calculates correctly the net amount payable to the supplier. However, both tax types, the positive and the negative, are booked over the same book account, the VAT payable account, which is, accountingwise wrong. Even being calculated from the same tax base, both tax types are conceptually…7 votes -
Sync Zoho Books contacts with both Zoho CRM Lead and Contacts
Currently Zoho Books only does have a job at syncing contacts with Zoho CRM. You can only assigned Leads or Contacts but not both. I think it should have the option to do both.
2 votes -
Print checks from banking
Create new checks and print them within banking(bank account)
44 votes -
mileage tracker
Having an integrated mileage tracker for those of us that can bill for mileage would be a great help.
12 votes
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