Zoho Books
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6163 results found
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Allow sending (email) individual invoices at a scheduled time.
Allow sending (email) individual invoices at a scheduled time.
2 votes -
Allow sending (email) individual invoices at a scheduled time.
Allow sending (email) individual invoices at a scheduled time.
0 votes -
Allow multiple lines for Clients name
Allow multiple lines for Client name (some client are operating as c/o or in "care of" another company that needs to be displayed properly in the invoice.
1 vote -
Need expenses approval. I need to manage all expenses with my knowledge.
Need expenses approval. I need to manage all expenses with my knowledge.
1 vote -
Stop removing spaces from file names
Please provide an option to not delete the spaces from pdf copies of invoices sent to clients. All modern OSs support spaces in file names, and it makes it harder do find files when the file name is one long string.
3 votes -
Add search field for files in Zoho Books Documents module
Add the possibility to search for a file names in the documents section Zoho Books
3 votes -
Add a BCC to the Email Multiple Vendors
It would be nice to add a new feature to allow sending a BCC email to multiple vendors at once.
2 votes -
Zoho Books Calendar
notify/remind accounts receivable
notify/remind accounts payable
integrate with budget
integrate with email calendar1 vote -
There should be some integration for payment which accepts international payment who has business account. Paypal is not accepting it.
I tried mapping razropay and paypal account one,but both not accepting payment in USD for business accounts i would suggest to bring some integration platform who accepts it.
1 vote -
Limit access to user to different banks accounts
I'd like to reduce the access to certain accounts users have. It will provide more confidenciality to important information.
1 vote -
Allow AR and AP in Manual JVs
We have been using Zoho Books for multiple clients and there is one challenge that everyone faces. We cannot use "Accounts Payable" and "Accounts Receivable" while passing a JV.
There can be multiple use cases when effect is required to be given through a JV in Accounts Payable and Accounts Receivable account. I don't know the reason why the same is restricted in zoho books. Quickbooks allows you to do the same and it works well.
Apart from above there are some small suggestions-
1) One should be able to create a ledger while passing a JV. This is possible…7 votes -
Expense Refund section to review the transaction directly reconciled from the bank feeds
Expense Refund section to review the transaction directly reconciled from the bank feeds.
The refunds are not showing in the vendor dashboards and these transactions cannot be viewed directly in Zoho like expense transactions.
the workaround available now is to filter the bank transactions or check the account transaction report.
Which again will not include the vendor names and references.
2 votes -
Print Adjustment Details
Printing Adjustment Details is not possible in Zoho Books.
33 votes -
Multiple terms of payment
30% payment for the invoice, the balance due will reduce accordingly and only the 70% balance will be displayed.
Show the balance due of the date of the first terms.
1 vote -
set up a flag or alert on invoice and or customer level
Please provide a functionality to set up a flag or alert on invoice lever and or customer level that can be used to document special handling of an invoice and or customer as appropriate.
For example: Customer A is will make a payment within 3 months for invoices in June and July, no follow up needed for the aged invoices.Or look out for new accounting POC email address as a result of merger.
Such flag can be made active, changed to inactive, be deleted or updated.
Also this flag should display on any action attempted on the customer and…
1 vote -
no need for logo in purchase bills
logo needs to be on only invoices and not needed on bills and purchases
1 vote -
Remove Avalara restrictions on Discounts!!!!
There is absolutely no reason that Avalara should be tied into, and therefore restricting, discounts!!!!! Taxes are only applied to item totals and order totals, so why do you have it involved whatsoever??
1 vote -
Remove Quantity details from invoice
Remove Quantity details from invoice for the services i.e. there should be no Qty details for the invoices for the services
6 votes -
1 vote
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Dear team , we need to add one more colum in sales order ? request you to please assist us
Request you to help
1 vote
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