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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Group item wise report and Item wise profit margin
Group item wise report and Item wise profit margin
1 vote -
1 vote
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Follow-Up email for Estimates
Provide a way to send Follow-up E-mail messages for Sales Estimates already sent out to clients.
Currently, only Invoices can be sent a follow-up e-mail.
4 votes -
Validation cotation in books
Hello, An interesting feature would be that the customer to whom we send a quote can validate it online at (a link zoho books) Thank you. Fr
1 vote -
Change of type of acounnt
I have wrongly classified one particular account in long term liabilities intead of other liabilities. I am unable to change its type. Pl help to modify , when i edit the transaction.
1 vote -
I would like to make a vendor advance payment and print the check through the system
We need to make vendor deposits ahead of getting an invoice. I would like to be able to print those types of checks through the system, like print via check
1 vote -
Dashboard Customisation
The Receivables and payables ageing on the Dashboard has a standard ageing interval 1-15,16-30,31-45>45. You can give the user of setting the predermined intervals as aginst above interval..
1 vote -
All email templates have multi-lingual options
Although some email templates currently allow multiple templates, for example one for each language, others simply do not have this option.
These include:
- User Invite
- Client Portal Invitation
- Timesheet Client Approval
- Payment Request Information
- Payment Initiated
- Vendor Credit Notification1 vote -
Capability to modify the email template for sending a Payment Link.
Capability to modify the email template for sending a Payment Link.
2 votes -
ERP GOLD
ERP Gold
How does a multi-channel inventory management system work?
A multi-channel inventory management system makes it very efficient for small businesses usually selling their products via different selling channels such as physical storefronts, warehouses, websites, and marketplaces (eBay, Amazon, Walmart) to manage their inventory from a single source.
For further information about ERP GOLD inventory management software, click on the link below
https://www.erp.gold/multi-channel-inventory-management-software-necessary-small-business/1 vote -
Wrong code given for Andhra Pradesh.
Need to correct Andhra Pradesh code which was given wrongly as "AD",
1 vote -
Change colour of paused task to yellow or orange
When a timed task is running, it is green. When you pause it, it remains green, so it's possible to miss this fact. Can we please change it to yellow or orange to indicate it's not running?
1 vote -
set default bank account to make payment from
Set the default account to populate upon starting a new expense. Currently it is Undeposited funds with no way to change it save the drop down list
0 votes -
Customer Portal can have reports pushed from Zoho Creator
Currently we are working on setting up production reports for our customer in zoho creator and will be making mit available for our customers via the customer portal but this will be a different login, instead if there is an API availale to make these reports to be shown on the books portal itself, the customer wouldnt have to login multiple times.
1 vote -
Crypto currencies support
Hi, Currently you support traditional currencies, but I have clients who use crypto and furthermore, these use up to 6-8 decimal places wheres you system can only support up to 2 decimal places.
4 votes -
Create a historical trial balance that can be reported by month
Currently a trial balance can only be extracted by month for the past 11 months. What if it's April 2021 and I want to see the full year 2020 reported by month as a trial balance to then be able to present management accounts?
4 votes -
Please add Date Column in Bank Reconciliation while matching the transaction as tick mark
Please add Date Column in Bank Reconciliation while matching the transaction as tick mark
6 votes -
Ability to change the template on the Books application.
Currently we cannot change the template when we generate a document on the Mobile application. We have to go to the web browser, make the change and then go back to the mobile application which is not productive. I suggest adding the ability to change the template when generating a PDF on the Zoho Books mobile application.
1 vote -
Batch pay bills Via A Check in the Bills section
There is not a way to Batch pay bills VIA A CHECK. Meaning the option to PRINT a check. The only way to batch pay bills Via a Check is to go to the Vendor List, which is counter intuitive. It should be able to be done right in the bills section. Why isn't "Via a check" an option in the "record payment" screen of Bills?
3 votes -
Allow for reminders to be turned on based on customer, vs 'all or nothing'.
Some of my customers do not need reminding, they simply have a big AP process and reminding is unnecessary, however other customers do need reminding, and at different intervals depending on my past transactions with them. Like "Bob" likes to "forget" and needs to be reminded every 7 days, while "Jim" gets a 15 day 'unspoken' grace period before I start nagging him. And no, simply chaining the due date won't work bc if Jim thinks he doesn't owe it for 15 days, then I won't see it for 30. So at the customer level, I'd like any invoice made…
1 vote
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