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
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HR and Payroll software
For an organization growth time saving software are must . Bank transfer is just waste of time. Now its time to switch to new era Payroll management software with savvy HRMS for effective productivity and error free calculations . Software will help you in tasks such as data handling, salary generation and monitoring employee data. Various statutory compliances and receipt generation can be done with help of software with no overbearing cost .
1 vote -
Generation of multi month 2A/2B Report
Generation of multi month 2A/2B Report in excel format. During department audit same need to be provided
1 vote -
Vendor Contacts Sync Between Books and CRM
Currently Vendor Contacts do not sync between Books and CRM - only the vendor itself.
We have many vendors with multiple contacts; however the additional contacts do not get pushed back to CRM.
Please fix this to be the same as the customer sync. All vendor's contacts should be synced with CRM contacts
1 vote -
Add Project Data to the SO header
It's available in Estimates and invoices then why not enable it in sales order so it is consistent across all modules?????
1 vote -
Add Project Data to the SO header
It's available in Estimates and invoices then why not enable it in sales order so it is consistent across all modules?????
1 vote -
Field Visibility in Templates
Currently the ability to control field's visibility in templates is spreaded between the "Show on all PDF's" in customized fields and the template.
Not only this is inconsistent, it limits the ability of hiding/exposing the field on some templates.
Please move the visibility control of all fields into the template preferences so users can choose which fields they want to show/hide in each template
1 vote -
Public Link
Currently the public link for an estimate or invoice exposes the line item with its price and SKU number regardless of the template used for that estimate or invoice.
This contradicts the customization of templates if the user wants to hide some info.
Please implement one of these options:
Remove the line item from the preview and include just the totals from the estimate/invoice.
Add a property for the user to select whether to show or hide the details of the invoice in the preview
3 votes -
Balance Sheet Comparison (It's a Must for UK's Annual Accounts)
Same as Quickbooks have and is much more important than classic Balance Sheet. Even UK's Annual Accounts needs this type Balance Sheet Comparison ONLY. So Quickbooks offer them as 1st option in reports! In Zoho - missing completely.
Including lines:
- Fixed and Current Assets
- Creditors: amounts falling due within one year
- Net Current Assets (Liabilities)
- Total Assets less Current Liabilities
- Creditors: amounts falling due after more then one year
- Net Assets
- Total Capital and Reserves1 vote -
expert opening balance
i can not export opening balance for accounts or vendor / customer
must be export opining balance to match new balance with old data2 votes -
in excel file for opening balance to vendors or customer
in excel file for opening balance for vendors or customers must add code for vendor or customer not depend on name
1 vote -
اضافة رقم العميل او المورد فى ملف الاكسيل لاضافة رصيد اول الفترة
1- اضافة رقم العميل او المورد فى ملف اضافة رصيد اول الفترة للعملاء و الموردين
2- الملف الخاص باضافة العملاء و الموردين لا يدعم اسم عميل او مورد بالعربية1 vote -
DEPOSIT
Prosesing
1 vote -
Project Cost/Revenue Budget = Accepted Estimates/Sales Order Values
Please enable a feature where the Project Cost and Revenue Budget is automatically calculated based on the value of accepted estimates or sales orders.
Currently for each variation cost we receive, we have to manually update the Project Cost. Comparing the project cost, to the total billed amount is the only way of ensuring the project has been invoiced in full and this requires a lot of manual work for something that could be automated.
1 vote -
Partially invoiced estimates
Many of our projects (construction projects) result in having multiple invoices generated from a single estimate as forms of interim payments for works completed during a certain period (ie monthly). Currently the moment I create an invoice from an estimate, no matter the value, the estimate status is changed to INVOICED. But if the invoice value is less than the estimate value what would be more beneficial is to have the estimate status shown as PARTIALLY INVOICED. Once the combined invoice values linked to an estimate matches that of the estimate value, only then should the estimate status be INVOICED
1 vote -
Zoho books app needs to have bill wise outstanding details
Zoho Books App needs to have Bill wise customer outstanding report. One need not login into the web to check the outstanding
1 vote -
Provide Match transaction button on the Bill Screen itself, to cater to pre-payments
This way, the reconciliation and matching of bills with pre-payments will involve lesser screen transitions.
5 votes -
Can we have a list of Zoho Books API scopes similar to the list for CRM API scopes listed at https://www.zoho.com/crm/help/api/v2/#OAuth2_0
Can we have a list of Zoho Books API scopes similar to the list for CRM API scopes listed at https://www.zoho.com/crm/help/api/v2/#OAuth2_0 ? I can't figure out what the scopes are.
1 vote -
Action taken on ideas to be updated
When ideas are submitted and voted, how we do know which has been accepted and been worked upon?
There should be feedback from Zoho on the ideas - and status of Rejected / Accepted / Being Considered - so that we know we're not wasting time on rejected ideas.
1 vote -
clover
Please integrate Clover Payments on Zoho.
Thank you
4 votes -
Depreciation recurring journal based on % of assets' value
Recording depreciation should be based on % of the assets' values. Recording a recurring journal by inputting amounts would not serve the purpose as there might be additions to fixed assets during the year. Also, depreciation is calculated on Reducing balance method rather than Straight Line Method. Therefore, the recurring journal with fixed amounts of depreciation would be redundant. Please provide this feature to easily record depreciation.
3 votes
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