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
6164 results found
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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 -
EWAY BILL FOR IPHONE APP
EWAY bill creat by iPhone apps
4 votes -
Allow $0 price for a pricelist item
The pricelist does not differentiate between $0 and null. In some cases may need to include an item at a zero charge on an estimate/invoice.
When entering a $0 price, this is automatically wiped and set to null. Null and zero are not the same.
Currrently you need to remember and override this manually.
3 votes -
customer statement
Customer statement: all historic transactions
When selecting the period for customer statements, there should be a faster default option to select ALL transactions - instead of heaving to go back years in time.
1 vote -
Custom logic for Books to select the appropriate Invoice Email Template
We have mutiple Quote/Invoice Email Templates. We would like to setup some custom logic that says if select the appropriate Email Notification Template this could be super helpful if like us you have various departments and what a nice branded email notification.
1 vote -
Custom logic for Books to select the appropriate Invoice Email Template
We have mutiple Quote/Invoice Email Templates. We would like to setup some custom logic that says if select the appropriate Email Notification Template this could be super helpful if like us you have various departments and what a nice branded email notification.
2 votes -
Inactivate a user from project
Now there is no option inactivate a user project so as to prevent user from accessing the project in future
3 votes
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