Zoho Books
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136 results found
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All sales reports need to take into account "Sales without Invoices"
Working with a Non-profit where the majority of sales are donations we enter sales transactions using "Sales Without Invoices". Problem is that when you need to report on Sales by Customer no record of the "Sales Without Invoices" is displayed.
15 votes -
Online Invoicing accessible from mobile device
Allow merchants to send out invoices via their cell phones to their customers who can then pay them online.
6 votes -
VAT option for non-VAT registered users
Please allow VAT in purchases even if the user is not registered for VAT, to avoid having to calculate the amount inclusive of tax each time.
5 votesHi there,
We have options to provide VAT in purchases for non-VAT registered contacts as well. It would have to be entered manually by selecting the required tax treatment listed in the drop down while creating the purchase transactions.
Hope this helps.
Regards,
Zoho Books team -
Bill / Assign inventory to a project
Projects may also include costs of inventory items. these are consumed as the project goes along. Upon final conclusion of the project, they may be invoiced in an itemised manner or as a lump sum. Inventory quantities however must be reduced upon allocation of such to a project. Accounting, sales & taxes, should only be updated upon project Invoicing.
32 votesWe now have the option to associate projects to bills.
You can take a look at this link to know more about this :- https://www.zoho.com/us/books/help/bills/#bill-customer
Hope this helps.
Good day!
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Have chapters in estimates and invoices
When you have long estimate, it is important to divide it in chapters for the customer. An estimate with 30 position without chaptering is very difficult to understand for the end customers. With chapter, and subtotal per chapter, it is easy to understand estimate from construction for instance.
201 votesHi all,
For categorising the items in the transaction, we have the option to add Item Headers in the Estimates, Invoices and Recurring Invoices. Create Invoice > Add Item Header(below the item table)
However, we do not have immediate plans to implement the subtotal under each header section.Regards,
Zoho Books Team -
Ability to attach document to Vendor Credits
When a vendor issues me a credit note/refund statement etc I enter it manually into books however I have no way to attach the actual statement to the credit as I would if I were entering a Bill.
This seems like something that was overlooked and easily remedied, I'd love to see it integrated so we can better keep a full record of our business.
6 votesHi there,
You can now add attachments to vendor credits by clicking on the paper clip icon at the top right corner while navigating to the required vendor credit.
Note: You can upload a maximum of 5 files, 5MB each.
Hope this helps.
Regards,
Zoho Books team -
Enable addition of project field in invoices.
Add ability to pick a project on sales invoice and bills. Not just raise an invoice by going through timesheet mode.
If you have a batch of expenses/bills to add, you have to keep chasing timesheet, project name, raise expense. This could be improved by the addition of a project field in the main invoice/bill templates.58 votesHi all,
We now have the option to associate the Project to the Invoice/Bill line item.
Invoice : Click on the three dotted icon at the end of the line item > Add additional information > Associate the project.
Bills : Chose the customer detail on the Bill line item > Click on the pencil icon > Add the projectRegards,
Zoho Books Team -
Mark invoice as sent without sending
When creating an invoice sometimes you do not have a customer email address but need to set an invoice as sent to show against the account. At present you have to "send" the invoice or go back into it to mark it as sent. I think it would be a great option to have an additional button to "Save & Mark Sent".
Also when using the API if the send parameter is set to true it should mark the invoice as sent when there is no email address set for the client.
16 votes -
Filterable Project View
Allow for filter options in the Project section of the mobile app to allow for quicker access to project time sheets. The current setup lists all projects active or inactive, billed or not. This makes it difficult to find current projects when invoicing and managing projects through the mobile apps. The ability to set the view to only active projects would make finding relevant projects much easier.
9 votesHi all,
The option to Filter the Projects as Active or Inactive is now available in both iOS and Android apps.
Regards,
Zoho Books Team -
Departments and/or Locations
Allow transactions/reports by department/location. In my case I have an engineering business and a farm that I run together but need to be separated out for the taxman. Other users may have several shops (for example).
14 votesHi there,
We would suggest you to make use of Reporting Tags to have reports based on locations/departments. Please take a look at this link to know more about Reporting tags:
https://www.zoho.com/in/books/help/settings/reporting-tags.htmlHope this helps.
Good day!
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Custom Reports
Allow to create custom reports. That would be great to create reports that fit different countries and tax regulations needs.
484 votesHi all,
We now have the option to create custom reports in Zoho Books by integrating Zoho Reports. We apologise for the delay in updating this thread.You can refer this link to know more about the Zoho Books and Reports integration
https://www.zoho.com/books/help/integrations/advanced-analytics.htmlThank you.
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Create custom mail merge fields that can be linked in email templates and reminders
To be able to create a custom field, I work in the property/real estate industry and it would be VERY useful to be able to create a custom field with the 'property address' and then be able to use this in the email templates and reminders as follows
INV-XXX for %propertyaddress% from %companyname%
12 votesHi all,
Custom fields can be created under Settings→Preferences→Contact→Field Customisation.
After creating a Custom field for ‘Property Address’, go to Settings→Email Templates→Invoices to insert the placeholder for the newly created custom field in the Invoice email template.
Regards
Zoho Books team. -
Add a BCC to the Reminder Templates
It would be nice to add a BCC to the reminder templates so as to email yourself without having the client see your personal email address.
As of now you can only do a CC.6 votesHi all,
Now, BCC field is available in reminder templates. Click on the BCC dropdown in Email Templates or Reminder templates to select the organisation email addresses from the list.
Regards
Zoho Books team. -
Submission of UK VAT Returns to HMRC
Most accounts packages can submit VAT Returns online to the government gateway. It would save time and errors if Zoho Books could do it too.
61 votes -
Create VAT reports in Zoho Books
Create HMRC compliant VAT reports in Zoho Books for filing VAT returns in UK.
0 votesHi all,
Zoho Books is now listed in HMRC’s list of software suppliers for MTD. Early access for VAT filing under MTD is now open in Zoho Books. You can participate in the MTD Pilot by signing up for it from the dashboard. Also, you will be able to see the banner message in the dashboard only if you’ve registered for tax and have disabled International Trade in your Zoho Books account. If you have any further questions, please drop an email to support.uk@zohobooks.com, so we can assist you.
Regards,
Zoho Books Team -
Apply discounts while recording Vendor Payments
Being able to apply the discounts while recording the payments received from a vendor.
13 votesHi there,
You can apply discounts at Bill Level while creating a bill using the ‘Discount’ field under the Item description table.
Hope this helps.
Regards,
Zoho Books team
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