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If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

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While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

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6410 results found

  1. Kiya Mal credit card

    1 vote
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    1 comment  ·  Admin →
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  2. Recording Interest expense and installment notes tutorial

    I just saw the module on how to create a loan account in Zoho.
    However the repayment instructions does not address the interest paid in the note repayment. Say for example that you borrow $1,500 with a promisory note to be paid monthly for 6 months at 3%. ow do you account or record the interest expense and installment notes?
    I can see doing the following for this example fixed payments of $252.19 - every month the interest will vary - but lets look at month 1:
    Debit
    Interest Expense $3.75 ans Installment notes $248.44
    Credit
    Cash $252.19

    So how…

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  3. adding 'Record Payment' feature to Bulk Update

    Currently, i am unable to mark all unpaid invoices as 'Paid' by using bulk update feature. pl include it as individual invoices needs to be marked as 'Paid'.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  4. Create and send bulk Payment links

    1 vote
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    0 comments  ·  Admin →
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  5. ACCOUNTING

    HOW TO DO?

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  6. Increase the page border padding code for the bottom of the bank accounts register.

    The page margin padding code at the bottom of each page's transaction register should be readjusted to allow the last transaction on the register to be fully visible above the (Total Count) transactions control bar at the bottom of the register. It would also be helpful to have the (Total Count) transactions control bar at the top of the register, preferably just above the "Date, Statement Details, Deposits and Withdrawal" section.

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  7. Record expenses from SMS received

    I pay for most of my expenses by UPI and thus receive SMS for amount paid. I would like Zoho Books to be able to read SMS and automatically create expense. Also an option internally to force read SMS which would then force creation of expense based on SMS received from Bank or Credit Card Company.

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  8. Payment receive approval

    How to Make customer Payment Receive transaction with approval stage

    Right now software has no provision to approve this transactiona but we can make some custom field with Drop down option (Draft, Approval,Reject) so that other user can edit and change the status of the transaction and we can track it.

    2 votes
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    0 comments  ·  Transaction Approval  ·  Admin →
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  9. I REQUEST TO OPEN INDIVIDULA LEDGER OF CUSOTMER OR VENDOR AND EXPENSES

    LEDGER

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  10. Opening Balance - Negative Figure

    Dear Team,

    There is one difficulty I faced while migrating one of my clients was the opening balance upload of parties with -(negative) figures.

    you must allow entering negative figure in the opening balance

    7 votes
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    0 comments  ·  Migration  ·  Admin →
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  11. Party to Party balance transfer voucher

    Dear Team,

    Some times we may need to transfer the balance from one party to another party. that option is not available.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  12. please allow to pass journal entries in AR & AP

    3 votes
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    0 comments  ·  Accountant  ·  Admin →
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  13. I filed gst online, but zoho, though connected to my gst account, says its unfiled

    I filed gst online until November 2020, but zoho though connected to my gst account says returns for gstr3b for october 2020 is not filed. Thats pretty wierd. I should just get a feature "Sync GST" button and it should just download all status.

    Also Zoho should send email reminders automatically before respective due dates of GST and annual filing on both email and mobile.

    1 vote
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    0 comments  ·  Admin →
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  14. remove the thanks for your business line from invoice templates

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  15. Ability to enter manual journals inclusive or exclusive of GST in the price.

    Hi - please allow us to enter manual journals inclusive or exclusive of GST in the price. Currently it is only exclusive and its very frustrating and error prone to have to manually calculate the ex GST price of all entries.

    3 votes
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    0 comments  ·  Manual Journals  ·  Admin →
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  16. Packing slip total # of pieces

    We sell physical goods and when packing the items, it would be very helpful to have a "Total # of pieces" option at the bottom of the packing slip.

    That way, after packing goods a quick look at "total # of pieces" would help the shipper verify if everything has been picked.

    5 votes
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    0 comments  ·  Invoices  ·  Admin →
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  17. Add income tax filing to the zoho suite.

    Add income tax filing to the zoho suite. Or atleast have an integration to another company that you can use Zoho details for importing into the income tax software.

    3 votes
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  18. Stripe payments to be marked as paid only when Stripe deposits funds,

    Allow Stripe payments to be marked as paid only when Stripe deposits funds, this can be updated manually or by direct bank feed. When reporting on a cash basis, this needs only be reported on when funds are in bank. Perhaps an option of PAID/AWAITING FUNDS, to remove the invoice from overdue

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  19. Need to separate access for Invoices and Recurring Invoices

    I would users to be able to create Invoices for a customer but, not see or edit any recurring invoices.

    2 votes
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    0 comments  ·  Users & Roles  ·  Admin →
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  20. Add a context field or comment field for additional addresses

    Many Customers have multiple locations and invoices are created in context of a specific location. I need some sort of description field for each address that is only there to help identify the location. Even a simple customizable categorization (Home, Work, Business etc) would be helpful. This is provided in every contanct system I am aware of.

    2 votes
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    1 comment  ·  Customers  ·  Admin →
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