Zoho Books
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6410 results found
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Associating Pricelist with Customer
We can have custom pricelist for each customer so that while invoicing & we already know the pre set prices for any customer.
1 vote -
Books : Reports - sort items by Account Code
Sort line items by Account Code. So, for example, all my expenses would be listed alphabetically since that how I numbered them.
1 vote -
Add Mandatory option under Reference for Payment Made
Please add in preferences the ability to set Mandatory option for Reference for payment made.
3 votes -
Payment Made for multiple Bill
When we make Payments of the Vendor Bill, there is no option to send mail of the in the payment received Tab. This feature of sending mail is similar to the Thankyou mail sent on receipt of the payment. We have to manually go to individual payment made and send Email.
1 vote -
1 vote
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Customer Parent Account or Sub-Customer Account
Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they make it from the HQ and its including more than one branch overdue invoices. On top of that, in order for them to clear the outstanding of some branches balances, they use many Credit Notes was issued for different branches to deduct from the total outstanding balance to issue the final payment.
SO, is it possible…
67 votes -
1 vote
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1 vote
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SAML Login
Please enable SAML login for client portal so that we can facilitate client with SSO facility.
1 vote -
merging 2 bank account into one
2 separate bank account were generated for the same bank on zoho books. now need to merge it into one (similar option is available on quik book app)
1 vote -
Airwallex integration
Airwallex integration for both bank accounts and credit cards so payments and receipts can be automatically imported to Zoho.
5 votes -
Need to be able to reconcile account even if no activity.
Need to be able to reconcile account even if no activity.
7 votes -
Introduce Vendor Batch Payments
We make up to 100 weekly payments to vendors per week, during our busy periods. Is there a way of creating a payment batch (via our vendor module, of approved vendor expenses) that we upload onto our online banking platform, for vendors to be paid in bulk?
This could save us numerous hours per week.7 votes -
automate all invoice emails to go out with my trustpilot link in the bcc section?
Trustpilot provides a link to go in the BCC section of an email so that they can follow up later with the customer for an unsolicited review. To save cutting and pasting this in (which I often forget) can invoice emails add this automatically?
1 vote -
3 votes
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different templates for invoices in books and subscription
When preparing invoices in subscription now, it is not possible to put a different template for Subscription and for Books.
....and nobody can tell me, that in the automatic generated subscription modul there are the same information´s like in books.
This is part of good marketing!
1 vote -
Default sales tax assigned by customer
Please create a new field in the Customer module that allows a user to assign a sales tax code (created in the Sales Tax module) to each customer (according to their location) that will then auto-populate the sales tax rate when an invoice is created for a specific customer. This is important when a user has to abide by destination-based sales tax requirements. Otherwise the sales tax code and rate has to be applied manually each time an invoice is created.
For those users who don't need to abide by a destination-based sales tax requirement, they can simply leave the…
1 vote -
Categorize bank transactions in bulk
every month I receive over 100 small ACH processing fees from a vendor. It would be really nice to select these all and categorize them as "bank fees" rather than opening and manually categorizing each
4 votes -
Client Portal As a Tool of Document Exchange
Client portal should also be used as medium of document and information change between Business entity and Vendors and same should not only be restricted to documents related to invoices so under option along with Convert to invoice and reject another option must be added of accept document even without converting into invoice
2 votes -
1 vote
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