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
6410 results found
-
Bank transaction notifications
Most banks now provide push notifications when a transaction hits or leave your account, however not all banks have caught up with this technology.
I have a few clients who aren't great at keeping up to date with their payments and am manually checking on a regular basis.
Is there any capability to set up notifications when a transaction hits the bank feed, or better still when it comes from a particular client?
3 votes -
Access to consultants / outside organization
We have external consultants works for us to maintain accounts and audit. We do not have the feature to invite them here in Zoho Books. If the feature is enabled the purpose of subscribing zoho books will be resolved.
3 votes -
job sheet from sales order
The option to create a job sheet from the sales order, a list of items/part codes without prices and a notes space & tick box per item
3 votes -
RC51 forum t shirts
I have two large RC51 Forum t-shirts and a large Repsol t-shirt. These are new never worn or laundered. Looking to get $95 shipped. OBO.
Thanks for looking1 vote -
From email for invoices should have the ability to be from user, not just company
I don't want one default email address when there are 4 sales people emailing invoices, should have ability to have a default for each user. Otherwise we can just share 1 zoho account and use a bunch of aliases, each account should have full functionality, and that includes their own default emails.
1 vote -
catalogue management for procurement
Typically in an organization, there would be a rate contract for some items which would be purchased on a periodical basis. The trigger for the purchase would reorder level or value in some cases due to high volume. The standrard catalog process would generate a PO and send it to the vendor for supply. these are not high-value items. Open to looking at alternatives for a solution example recurring invoices with value or quantity for trigger. or other option
1 vote -
Invoicing from Timesheets
Every month I create invoices from timesheets, I waste a lot of time adding VAT to each line individually - this should be an auto function when setting up a project, it would save hours.
1 vote -
while converting Estimate to invoice, can we have terms and conditions as set in Invoices
When I convert Estimate. to Invoices, the terms and condition and Customer notes are also cloned from Estimates. Can we get Customer note and Terms and conditions as we set in Invoices? Would be very helpful.
Thank you3 votes -
CGST,SGST or IGST bifurcation under GST Section Must Include
In report section, monthly / quarterly sales or bills must include the CGST,SGST or IGST bifurcation for proper understanding by accountant for filing GST (Manually). While downloading in PDF or excel the separate column is not showing. Whereas, currently its only showing "GST" amount.
1 vote -
Allow discounts at both the individual item level and at the invoice level
We know that Discounts can be applied on two levels in Zoho Books:
Item level - Discount is applied individually on each item in a transaction.
Invoice level - A discount is applied on the total amount of the invoice.It would be better if we allow users to select both options simultaneously.
1 vote -
Allow vendors to create an invoice from the portal
Vendors should be able to create an invoice in the vendor portal that can be accepted or rejected. If the invoice is created by the vendor, it will reduce administrative workload for both parties and allow for quicker billing cycles.
1 vote -
1 vote
-
web tab
We use web tabs extensively and find them very useful. It would be great to 1) be able to order them in the Settings/Web Tabs screen and 2) be able to categorize them into folders.
3 votes -
ITEMS: further options to manage creating and editting items for staff
Limit Create permission. Current options: View, Create/Edit or Either of those two choices but need more options: either approval when new Item are created by staff or allow edit to untic create or untic edit. We need to manage the abundance of items being created by staff.
1 vote -
ITEMS: Limit Create permission. Current options: View, Create/Edit. Either allow approval Item created or untic create allow edit.
Limit Create permission. Current options: View, Create/Edit or Either of those two choices but need an approval for new Item created or allow edit but untic create, so we manage the abundance of items being created by staff.
1 vote -
create a timesheet approval on behalf of someone else
All admins and program/project managers to create a timesheet approval on behalf of someone else. This is helpful for when folks need to go out on unexpected leave or leave a company.
1 vote -
create a timesheet approval on behalf of someone else
All admins and program/project managers to create a timesheet approval on behalf of someone else. This is helpful for when folks need to go out on unexpected leave or leave a company.
1 vote -
reset a "user's password"
Give Admins the ability to force a password reset of any and all timesheet users, vendors, or other users.
1 vote -
Integrate with PaySprint payment gateway
Paysprint is a payment application used worldwide to send money, receive money, pay invoices, and get paid at any time.
It would be good to see PaySprint as one of the payment gateways on the Zoho books payment platform.Kindly take a look at what we do at Paysprint: https://paysprint.ca
1 vote -
MSI provides DNS and/or Proxy Servers???
Was attacked today by a Sloppy Shlacker.
Investigated the IP Address back to (web.06.msi.com). Does MSI provide DNS or Proxy servers?
The additional info I gained about this attacker.
IP: 46.244.5.186
host: web.06.msi.com
Org; As51088 A28 IP B.V.
City: Amsterdam
Region: North Holland
Postal: 1012
Country: NL
Coordinates: (removed)
1. Lost count of all the port scans i caught him doing.. even opened a couple just to help him out..
2. Tried to drop Worm in on TCP 1433
3. Tried to drop Trojan using Back Orifice on TCP 1349Any ideas? It really was a terrible attempt so I…
1 vote
- Don't see your idea?