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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6729 results found
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clearly guide us to select different sales account while creating a sales entry
i am unable to know how to elect a sales sub ledger such as credit sales, cash sales etc.
1 vote -
Change of Estimate Status to Draft even after send
When we create a Estimate---> Approve--> Sent. Then client will come back with comments to revise the estimate. When there is a revision, the status of the estimate has to change to Draft again, then the estimate has to go through the process of approval before submission
1 vote -
Get the summary of the Outstanding owed by each client in the DashBoard
With the summary of the outstanding by each client we will be able to know which client owes us the money and how much with out going to the reports and downloading the report.
1 vote -
Allow memo lines to be printed with checks (i.e. - Job name)
We use the same vendors for multiple projects and it gets confusing when a check goes out without the job name on it. Adding this will simplify things for our vendors!
1 vote -
In case of more than 50 lacs single invoice TCS tax is applicable, but in few case it's not applicable. those details are missing in FAQ.
In case of more than 50 lacs single invoice TCS tax is applicable, but in case of Trading this tax is not applicable, but in your FAQ in this not mentioned.
Please provide more details on TCS tax.
3 votes -
enter part payments on expenses and have the option of payment pending
Not all expenses are paid for immediately. There are expenses which are paid after a period of time, fixed asset purchases are made in parts over a year, which needs tracking.
Currently payments are made over the year and recorded as advance payments. But you cant select multiple payments and match it with an expense bill. which has been paid for by multiple accounts. Expenses should have a payment pending status just like the bills.As of now I record payments as advance and the expense says paid through prepaid expenses.
But net effect I have an advance under my…3 votes -
Printing check to blank check paper
I'd love to see the ability to print to generic blank check paper and have the system add in the check information (routing, account, etc) which Xero supports instead of having to buy pre-printed checks and store them with the risk if the checks are stolen they are usable (vs storing blank paper). This is the one function preventing me from leaving Xero completely.
1 vote -
Be able to transfer money between banks with different currencies
If you have multiple bank accounts and need to transfer money between them how do you deal with this?
1 vote -
Export Overdue Invoices List in PDF Format
It would be great if you could add an option to export current view of overdue invoices in PDF format.
6 votes -
Delete Audit Reports
I am now unable to edit / delete Audit Reports. I think Admin should be given the flexibility to edit / delete Audit Reports if needed.
3 votes -
Enhance page numbering on PDF
Enhance page numbering from displaying page numbers to displaying page number followed by total pages.
2 votes -
Monthly Recurring Revenue Report MRR
We need a report that let us know the projected revenue we have in recurring active invoices. MRR is essential in any billing software.
6 votes -
Transaction confidentiality per Branch
We want to have a login option per branch and confidentiality of branch transactions. The list of customers, invoices, and other transactions per branch is only visible to the admin and branch user. Other branches should not be able to see other branches' customer lists and transactions.
Also, we want to have a feature that you can create a customized report including the sales, invoices, payments received, expenses, etc. on a single report, to avoid the number of papers used per report.
Hope this will be considered.
Thank you.
3 votes -
Set Discount Per Line Item as default
Allow Discount Type to be set as "At line item level" as the default setting.
7 votes -
DELETE scheduled reports
We should be able to Delete scheduled reports instead of only being able to mark them Inactive. Inactive is useful, but eliminating the clutter of unused reports by deleting them would be very helpful and User friendly.
7 votes -
Not display invoice copy
Would it be possible to deactivate the link that displays actual invoice.
Indeed we are not using Zoho invoice template.
Setting up clickable link shall be offered to Zoho customers.1 vote -
Separate Field customisation for Vendor and Customer and Mandating them
We would like to have separate fields for customers and vendors as both are supposed to be different categories. Also there should be option to mandate the fields as users may miss out some vital information
1 vote -
Email template dynamic if then else tags
Allow us to add %if% tags to email templates. So, for instance, we can do things like:
%if:OverdueDays>0% Overdue by: %OverdueDays%!! %endif%
%if:ProjectName% Project: %ProjectName% %else% No project. %endif%
1 vote -
3 votes
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Import the Recurring Invoices - Overwrite Function please
Please allow us to import with OVERWRITE for the Recurring Invoices. This will allow us to export existing Recurring Invoices, make necessary changes in Excel, then import it back into ZOHO. This would greatly help when we want to add a one-time note on all "Next Invoices" or if we decide to update a particular field that was previously unused. The bulk update only allows updating of fields 25 at a time.
1 vote
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