Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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136 results found
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we really need you to fix this silly thing where you have to enter both invoice date and payment date on supplier bills. we need payment ter
we really need you to fix this silly thing where you have to enter both invoice date and payment date on supplier bills. we need payment terms
1 voteHi there,
To provide payment terms for bills, kindly navigate to the Bill and enter the required payment terms in the ‘Payment Terms’ field next to the ‘Due Date’ field while creating a bill for a vendor.
Regards,
Zoho Books team -
Adding attachments in Project (e.g. under Notes)
I would like to have the ability to add attachments in the project, for example under notes. Usually our customers have a written sigh-off for the hours spend on projects, we want to organize these written sign-offs in the project.
7 votesHi all,
We have the option to add attachments to the Projects. Go to the project > Click on the attachment icon on the top right > here you will be able to upload the files.
Best regards,
Zoho Books Team -
vendor payment terms
Hi. Please as a matter of urgency make it possible to enter vendor payment terms. That way we will nor have to enter two dates on supplier invoices which will save a lot of time,
14 votes -
Link emails sent from zoho books to zoho crm
when sending an estimate or invoice from zoho books we can not see the email as a sent item in Zoho CRM Email or in Zoho Mail.
the email does not show as well in the communications sent to the customer under the (contact, or potential ect..)
23 votesHi there,
We now have the option to integrate Zoho Mail and Zoho Books. Please take a look at this link for further information on this https://www.zoho.com/books/help/integrations/zoho-mail-integration.html
Hope this helps!
Good day
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I want a report that totals expenditure on a project
I can see how much money I have invoiced on a project but I can not see how much money has been spent. This is basic project budget tracking and should be a feature on the software.
Not adding this will make me move my accounts elsewhere.46 votesWe now have a report to view the expenses of a particular project.
You can go to Reports → Expenses by project.
Hope this helps.
Good day!
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Customer Credit Report
It would be great to have a report (or column in the customer list) to see if a customer has a credit yet to be applied. I have customers who occasionally make deposits for services I have not yet charged for.
1 voteHi all,
We have the option to view the available credits for the customer in the Customer Balance Report.
In the customer’s profile overview, you will have the Unused credits amount as well.Regards,
Zoho Books Team -
ipad pro app
Please do a iPad Pro App. i would LOVE to see that!
3 votes -
add a job costing module
Add a job costing module so that sales invoices, bills and expenses can to allocated to a job to show job profitability.
115 votesHi all,
With reference to the Job-costing module, in Zoho Books we have the Projects module where you can create a project and associate Invoices, Bills & Expenses, as well as run the Profit and Loss report for the project.
Please refer to this Help Document for details – https://www.zoho.com/books/help/timesheet/timesheet-create.htmlRegards,
Zoho Books Team -
Add Employee Field on Expenses
Will be great to add Employee field in the setting to add all employee name and ID# and in the expenses we can choose between this expenses for customer or employee with dropdown list of employee names to assign the expenses to employee such as salary or any other benefits
28 votesHi all, We now have the option to associate employee to expenses. You will have to enable this option under Preference > Expense > Associate employees to Expense. When you create the expense, you will have the Employee option where you can add and manage the employees.
Have a great day.
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Display information in description field in general ledger automatically
To display information in description field in general ledger automatically allows users to have quick idea of the nature of the transactions. It save user's time to understand the nature of a particular transactions, and allow users to compare and scrutinize the overall transactions in a particular account.
Actually, this is a common and a must function of any software providing accounting information!
16 votesHi there,
We now have the option to include the description field in the Detailed General Ledger report.
To do so, please go to Reports→ Select the Detailed General Ledger→ Click on customise report and include the description field by clicking on the +icon → Run the report.
Hope this helps.
Regards,
Zoho Books Team -
remove Terms & Conditions
We are a project based company and this Terms & Conditions are not applicable for our company as we deal only with cheque / online transaction through RTGS. But we are unable to remove this line from standard invoice formate.
1 vote -
Option to record Bank charges is required while recording the payment of the Bill:
Record the payment from customer: when we select the invoice to record the payment, the option to record bank charges is available but when we record the payment of the bill there is no option to record bank charges.
31 votesHei all,
We have added the Bank Charges field for vendor payments. This bank charge is exclusive of the amount paid to the vendor.
As of now this field is not available for the India, UK, KSA and UAE editions as these regions apply a tax for bank charges.Regards,
Zoho Books Team -
Create one invoice from multiple Sales Orders
Many companies as mine have several orders from a customer during the month (I use the Sales Order function for these), but we invoice them one a month, so at the end of the month we take all the orders and make a unique invoice... will be amazing if we can just join several orders from the customer and convert into one single invoice...
116 votesHi all,
The option to create an invoice by associating multiple Sales Orders is available.1) Create new Invoice > Chose the customer > Include Open Sales Order (below the item table) > Choose the sales orders to be converted into the invoice > Add.
2) Sales Order module > Bulk select the Sales Orders that you want to convert into an invoice > Bulk Actions > Convert to Invoice.Regards,
Zoho Books Team -
More Email Templates
It would be great if we could create various email templates for Estimates, Invoices, etc.
18 votesHi all,
Except for Bills, Vendor Credits and Expenses, multiple email templates can be created for all other Sales and Purchase transactions in Zoho Books. To do so, go to Settings→Email Templates.
Regards
Zoho Books team. -
27 votes
Hi all,
We have added the option to chose the AR and AP accounts for the Manual Journals. Refer to this Help Document that will elaborate on this option – https://www.zoho.com/books/help/accountant/manual-journal.html#mj-receivable-payable
Regards,
Zoho Books Team -
8 votes
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I would like to send my customers sms notifications and balances outstanding
I would like to notify my clients via SMS for the following:
Balances
Amounts due
New Invoices
General Messages and notifications.We could purchase SMS credits or prepay for credits which we will use.
81 votesHi all,
We now have an SMS integration with Twilio which enables you to send notifications to your customers via SMS.
You can use this for creating the below as of now-
- Invoice Notification
- Automatic Payment Reminder
- Payment Thank You (this option will be enabled by default to all Users)
Please take a look at the link below to know further about this integration.
https://www.zoho.com/books/help/integrations/twilio.html
Regards,
Zoho Books Team -
YTD Column for Profit and Loss Reports
I would like Zoho Books to add a Year-to-date ("YTD") column at the end of profit and loss reports that adds up all months.
7 votesWe now show the YTD in profit and loss report.
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Automation and WebHooks in the invoice module
Hi, is a pleasure see which was added automation and WebHooks en the quotes module of "Zoho Books"
Thank you for that, but I think this functionality should be included too in the invoice module, with that and some development we will achieve generate electronic invoices in the fiscal framework of our country. - México -
Regards !!
59 votesHi All,
We have added automation and webhooks for the invoice module in Zoho Books. With that we now have workflows for invoices and quotes. Please give it a spin and let us know your feedback.
Regards
Prashant -
Report > Account Transaction > To add Description next to Transaction Details
This feature allow user to see the description of transactions. For example, a transaction was committed to account "Repairs and Maintenance" but need to show more information for this transaction like it was a renovation the office or air conditioner maintenance.
This helps user to track & match the details of transactions with local records on PC.
52 votesHi there,
We now have the option to include the description field in the Account Transactions Report
To do so, please go to Reports→ Select the Account Transaction Report→ Click on customise report and include the description field by clicking on the +icon → Run the report.
Hope this helps.
Regards,
Zoho Books Team
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