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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6130 results found
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Reporting on initiated transactions showing Forte/Elavon unique transaction ID
Is there a way to report on invoices with initiated payment (showing transaction ID) that are still settling? This is needed to reconcile deposit discrepancy due to ACH settling time 5 to 7 business days
3 votes -
Composite items components full descriptions should be visible on estimates/invoices
You should be able to show all of the items within a composite item with their full descriptions, pictures, and details underneath the main composite item. The current text list with only the items name is just not a good solution.
1 vote -
Sales order balance
Balance quantity of each sales order should be available as a report. This can help me to keep a track on all items whatever is pending from my side from delivery to customer.
17 votes -
new line to enter GSTIN of customer ship to address
Dear Zoho team, can you please add new line to enter GSTIN of customer ship to address. Normally it takes by default Bill to GSTIN for Ship to address. where for same customer when ship to address is different than place of supply that GSTIN of ship to address should reflect in invoice.
1 vote -
Make things easy
Make things intuitive! UGH!
1 vote -
Search engine should search globally through all key fields, in all data types
The search field should be a global search and organize the search results by type of data. It would be nice to enter a value, and know that search is looking through all major data points to find the term. As of now, the default is for the search to look at Customers. If you want to search Invoices, you need to first select invoices, or set the search parameter for the search to Invoices.
As a reference, your own Zoho CRM, and the competitive Quickbooks both function with global search.
0 votes -
Preprinted invoice
We need an option for preprinted invoice stationary
1 vote -
In the portal customer should be able upload their orders in zoho books
The customer should be able to upload his order once we enable him in the portal.
This will help in a big way1 vote -
I would like to be able to print checks for refunds off customer payments.
Currently you can only print checks as payments to vendors. Often times customers request to be refunded for projects and would like it in the form of a check, which I can't accomplish out of Zoho and need to hand write. This feature would be great.
1 vote -
Insert a new category for Gift & Cashback income
Insert a new category for Gift & Cashback income. There is no option for categorizing Gift & Cashback
1 vote -
DBS corporate bank link
Hello Sir/Ma'am,
Please add DBS corporate bank (DBS Ideal - https://ideal.dbs.com/loginSubscriberv2/login/pin) linking for automatic fetch transaction and it is most helpful. I am using Zoho Books since last four years and i don't wont to leave zoho. So please add DBS bank.
Thank you!
3 votes -
Total operating income (after deducting bad debt) to display on dashboard
Please display Total operating income (after deducting the bad debt)on dashboard in Income and Expense section. Also, if possible to have a setting or a way to set up what other expense want to display in dashboard based on custom user roles/access.
1 vote -
4 votes
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Pending Sales Orders Customer and Item wise
Please add report which can give us details of pending sales orders customer wise and also item wise with available stocks, so that we can make purchases if there are any short of items.
7 votes -
Price List Locking
I would like to lock the price lists for my users and only admin accounts or certain profiles to make changes to a customer's price list which will enable my employees not to give out whichever price list they feel.
6 votes -
Have the client portal link API for integration on any website
instead of accessing the portal through the email link, clients should be able to log in on the business website and manage payments. This can also be integrated with Zoho bookings.
4 votes -
Add a new gateway provider
We want to add our gateway provider "CardPointe" to the current list. Could you help?
3 votes -
1 vote
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Upload Budgets in Zoho Books from Excel
Creating budgets (sales, expenses, etc.) in ZOHO Books is manually 100% except for auto complete. Also, if you want to download it, you'll only have the PDF option not Excel or CSV option, which is not friendly. Please create the option to upload and download budgets from Excel or spreadsheets because that's the software most people use to create, analyze and modify budgets. Thank you!
4 votes -
Dashboard
It is great to have the option to choose the financial year. My requests are the following
1. Provide options to choose the period (in the dashboard)
2. Provide options to the bank accounts (one or multiple)Further, once we choose, the bank, it would be ideal to choose the dashboard out of the bank account. It will help to manage multiple bank accounts more effectively.
1 vote
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