Zoho Books
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6410 results found
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Update invoicing to align with Projects
Currently, I have Projects set up for billing. I set each Task to the revenue account to which it belongs, a sub-account of Sales. Each month when the invoices generate, your automated workflow overrides my setting and classifies all revenue to Sales rather than the sub-account I've selected. I should be able to set the revenue account once in Task and expect sales to show up there. Please address this shortcoming.
1 vote -
Mercedes workshop Dubai
Welcome to the website of Munich Motor Works, an independent German and European used car sales and service center established in 2009. Specializing in BMW, Audi, Mercedes, Volkswagen, Bentley, Rolls Royce, Range Rover, Land Rover, Jaguar, and other German & European and prestige brands in Dubai, UAE.
1 vote -
Add Total Discount Overview for Transaction Level Discounts
It would be really great if we would be able to see the total amount of discount given for transaction level discounts as well. At the moment, we just see for example the percentage but it's not possible to see the overall discount given nor total price before discount. It would be enough if customers would be able to see the display of total discounts given at the "subtotal" or even below "Total" in smaller letters. It's a simple detail that would really bring more value to the whole thing. Thanks a lot!
1 vote -
1 vote
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inventory adjustments print
It should be possible to print inventory adjustments or download as a PDF file. Currently there is no option for either, only edit or delete
1 vote -
Please enable merging of customer and vendor's statement
If a same company is your vendor and customer as well then need to have single statement of company.
2 votes -
Retention taxes that basically means negative rates. In Mexico, some kind expenses vendor sell, they must retain -4%. Freight as example one
Retention means Vendor must retain that tax from you and report directly to Tax Goverment agency. Example, if vendor sells a freight service to you by 1,000 pesos. They charge 16% of our main tax (we called IVA) but also must retain -4% (IVA) so :
Subtotal 1,000
+IVA (16%) 160
-Ret IVA (4%) 40
Total $1,1201 vote -
20102278603648.
20102278603648.
3 votes -
At the available inventory of an item, change from "Total stock at hand" to "Available for sales".
When I am offering a product and I see next to the item the inventory at hand, it looks like I have product to sell because it is in the warehouse. But somethimes the Item is reserved and there is no product to sell anymore. When you click the inventory number you can look in the inventory and see what is available for sales but I think it is a better idea to have that number next to every item.
3 votes -
vendor payment terms
Credit terms are common with suppliers, 30% deposit, balance in 60 days. There is no mechanism for this in Books. It would make sense to use this option both in vendor terms and customer terms, automatically calculate balances in A/P and A/R based on these terms. Currently, users are required to manually modify balances outside of Books to properly reflect these balances.
1 vote -
Memorize/Autofill Expense account associated with Vendor
There should be a MEMORIZE or AUTOFILL feature that can be associated with vendors in expenses. For example if my vendor is EXXON and I have entered the expense account as GAS 10 times it should memorize it or allow me to associate GAS with that vendor so when I enter that vendor the expense account is already filled. Its just time saving
1 vote -
GST TDS
GST TDS and TCS needs to be implemented in the Zoho when my clients/customers deduct GST TDS. This is extremely important for businesses supplying goods/services to Government entities or through E-Commerce.
6 votes -
Paypal balances should be in Paypal account currency, not base currency!
Please can Paypal account balances be accounted for using the currency of the Paypal account, not being converted to base currency as highlighted here: https://www.zoho.com/books/kb/banking/paypal-multi-currency.html
I cannot understand the rationale behind doing things that way, as Zoho is a multi-currency system and other bank accounts are maintained in different currencies, why not Paypal? Alternatively, put an option to deactivate the currency feed conversion, so that it becomes optional.
1 vote -
Remuneration to partners
there should be an option to calculate remuneration to partner. For that we have to enter the details in tally and then check.
1 vote -
Reports across months in a fiscal years - monthwise
Need to be able to view sales / invoices / purchase monthwise in a financial year
1 vote -
month wise and year wise sales comparison
we should be able to download month wise and Year wise sale data to easy comparison to analyse sales . also give options to see month wise data - Customer wise/ SKu wise etc,
2 votes -
There should be a field for email address with the billing information
When we enter information for a new customer, the billing address is often different that the shipping address. Although Zoho has a separate area to enter billing information, there is no place to put a billing email address. Most organizations prefer that invoices be emailed rather than mailed to them, so it would be great if that feature would be added to the billing information section of the customer set-up.
1 vote -
Hope on the zoho books could add a feature in Sales Orders that could tranfer bulk invoice but without mixing everything on 1 invoice.
We really need that option cause they have differente shipping address and orders so cant be quiet annoying transfered 1 by 1.
3 votes -
Sales module, need to see the balance qty
Sales module, need to see the balance qty that we haven't and have shipped/invoiced to client
for example : the SO qty 5 pcs, shipped/invoiced 2 pcs, balance 3 pcs
thank you
5 votes -
user restrictions based on individual contacts
Option to provide user restrictions based on individual contacts so certain user can only access to certain contacts and certain user will be restricted to access certain contact.
1 vote
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