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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6410 results found
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Multiple estimates to be included to an invoice
Like the multiple projects feature, it can be lifesaving to be able to have multiple estimates in an invoice. Cause multiple projects can be added in an invoice but then you cannot monitor the uninvoiced estimates
1 vote -
Allow return of inventory item on sales invoice or order directly without having to issue a credit memo.
It is cumbersome to create a separate credit memo against an open invoice especially in a POS situation. Should allow customer to return items on same sales receipt (and especially if there is no prior sales order to return it against).
3 votes -
Allow integration of Stripe payments made other platforms like Bookwhen
We use Bookwhen for our bookings and take payments through stripe, please integrate these transactions and the stripe fees so I don't have to put them in manually.
1 vote -
Invoice Furnishing facility
GST system allows for MSME entities to opt for QRMP scheme. Wherein till 11th of next month invoice can be filed under Invoice furnishing facility.
Invoices which are furnished through invoice furnishing facility need not be filed again in GSTR 1.
There is no provision to track this on Zoho currently.
4 votes -
PNL
It would be great to have the option in the PNL to compare all the months next to each other. at the moment you can only compare 2 months, or 2 quarters or 2 years with each other. But it would helpt to see the whole year month by month.
1 vote -
To select an invoice template depending on the checkout page is coming from the sale
to be able to select an inovice template depending on from which checkout page is made the automatic sale
1 vote -
multiple users can access multiple selected customers
Important for client servicing account managers and executives
1 vote -
Allow individual timesheet entries to appear on invoices
I work with a lot of lawyers, who always want to see exactly how time is kept when I work on a file. An option to post all timesheet entries with my notes on invoices would really help automate legal workflows.
3 votes -
allow different transactions of the same category type to be included in a named rule
Allow transactions from different vendors to be automatically categorised without naming a separate rule for each vendor. eg if using several restaurants/coffee shops, allow auto categorising under the one rule named Restaurants & Coffee
3 votes -
mdmostofa899753@gmail.com
md.mostofa
1 vote -
we want manufacturing
we want manufacturing and bill of materials
1 vote -
Print invoice with option to print packing & delivery notes also
Print invoice with option to print packing & delivery notes also maybe using a tick box in the print option.
1 vote -
Clone invoice to sales order
It would be handy if you could clone an existing invoice into a new sales order.
1 vote -
1 vote
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bulk delete delivery challans
i want to delete multiple delivery challans instead of one by one. why is this option not enabled
1 vote -
RBAC in Zoho Books based on accounts
It would be awesome to have an RBAC system in Zoho books to grant access to only some accounts.
In Zoho CRM we have territories and can restrict users and admins to only see some accounts.
In books we need the customer owner to do that but hat only works for one person.
What if we want users from a whole Team, a whole branch to view only a subset of accounts ?1 vote -
Integration with Melio Payment Process
Please consider adding Melio as a payment processing option.
27 votes -
Allow tax override/manually edit in Bills as can be done in expenses
Need to be able to adjust / manually edit tax amount in Bills as we can do in expenses since some supplier doesnt calculate the taxes like us and have to adjust +- 0.01 $ - 0.02 $ in GST or PST to reflect the bill received.
4 votes -
It would be very helpful if there was a way to move different parts of the check printout
It would be very helpful if there was a way to move different parts of the check printout around so that proper alignment of checks can be achieved. In addition, it's essential that the system allow multiple check printouts to be edited and stored so that users with different printers/printer drivers can print checks without having to buy a bunch of new hardware.
1 vote -
would like thank you note to be able to be sent when matching customer payments to invoices
Background - Thank you notes can only be sent while receiving online payments, recording payments offline and accepting payments through client portal.
But they CANNOT be sent to a customer while matching transactions. This makes matching transaction pointless if one wants to send a thank you note as we do otherwise customers keep asking us if we have received payment. it is also common business courtesy to thank them and inform them that payment has been recevied.1 vote
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