Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com
6151 results found
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mass cloning of invoices
It would be useful to be able to clone the desired invoices en masse by checking them off.
3 votes -
Customize client portal
Not all organizations using books work in the same type of niche or business, so it would be nice to be able to edit the portal menu names/sections/tittles and even be able to select what sections the client can see. This way you can adapt the portal to better fit your type of business
6 votes -
username portal not email
It would be nice if we could have the username to the customer portal not be an email. We have customers who have multiple accounts with us but have a single email as the contact (so they have to provide us with a different email and/or they cannot set up their multiple accounts on the Zoho Portal). It would be nice if that customer (with multiple sites) could create a unique username for each of the sites rather than be forced to have the username as the email.
1 vote -
Add spelling check
Add spelling check for time logging, timesheets and invoicing.
2 votes -
Price List
Sharing the customer specific price list in the client portal could further stream line the process of enq-quote-order process
7 votes -
job no
dear sir,
we want auto generated job no once we generate job can fill basic detail
like customer name and refrence no and we we create invoice and bill want to associate job no with all costing and selling respective to that job
and want to report on the basis of job then lock that job so can be used3 votes -
dear sir,
we want to lock reporting tag once used for invoice and bill
in one reporting tag 500 option suppose we used 1 no out of 500 then we want to lock that no so next time we no use the same3 votes -
Full screen view in Books
I have a 34" monitor, but the budget view in Zoho Books is cut in a half with full screen, it will be really helpful to have a full view when you have a big monitor.
Apparently is limited to 1650px x
1 vote -
add zelle and venmo options
Would like offer payment link that gives customers option to pay via Zelle and Venmo.
12 votes -
1 vote
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would like Zoho Books to add 2 features 1) profit and loss sheet in percentage 2) Balance sheet all month wise
We want 2 separate features should be added by ZOHO , Balance sheet and profit and loss sheet . So that we can compare month wise easily . Integrate these 2 ideas in ZOHO
3 votes -
Indian language support for all text including numbers. Especiall in Marathi
I want to create invoices, POs, quotes, and all other documents in Indian local/ regional language, especially Marathi.
1 vote -
Bank - Customer deposit rules
Customer deposit should autmatically be allocated to customer based on a rule. We receive 1000 of deposits on a monthly basis and very time consuming to post each individual transaction. The bank should automatically recognise customer reference and give the option to deposit it to that spesific customer based on rule like any other transaction
1 vote -
I need a additional (estimate/job card) template
Dear Sir,
I need a customized template under SALES.We have two type of estimates,
1. Product Estimates
2. Service Job Estimates.both estimates having different template & terms and conditions.
so we are having Estimates by default the same we are using for to send quote for products.
Now we need another template (clone of regular estimate) under the SALES Menu.
kindly do the needfull
Regards,
K. N. Naveen Kumar
IT Support
Pavan Machine Tools
94486722551 vote -
I'd like to see a place for the contact person that is associated with the Account or Vendor
linkage to choose the contact that belongs to the account. This will help with follow up if it's not the same sales person.
1 vote -
0 votes
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milestone invoicing
A billing method should be added to be able to bill by milestone/phase of a project. Basically, when a milestone is complete the fee for that milestone comes over to Books as an amount ready for invoicing and then get placed in the invoice when an invoice is created.
4 votes -
Can not void SO if I created a backordered or dropshipment
My customer canceled the order and PO drop shipment was created.
But, I can not void SO even though PO was canceled.In order to void the SO, I must delete the PO.
For accounting record purposes, is not advisable to delete any records.
Please fix this Zoho
1 vote -
When searching for Invoices- to be able to search by month or year
There is no way of searching an invoice using month or year
1 vote -
Enable foreign suppliers & customers transactions to automatically generate into the base currency of the respected countries
Respected Team,
Shall you create one option to generate the statement of accounts in to the base currency of (INR)
if the supplier having his base currency of JPY then the transaction shall be book in to his own currency but that transaction are automatically goes into base currency like "INR"
1 vote
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