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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6167 results found
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digital signatures for Macbook
Currently digital signatures are supported on windows machine it would be very useful if we can get it on Macbook too
4 votes -
2 votes
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Allow staff to view and create expenses in specific categories instead of all or nothing
Currently if I want to provide my employees with the ability to record expenses I have to grant them permission to view ALL expenses for the entire company. It is against privacy policies to simply allow staff to view each other's salaries and the financial situation of the company simply so that they can track their own expenses. I propose the ability to assign specific Expense Categories to specific staff members so that they can track expenses appropriately.
3 votes -
see available stocks within a price list
view and export an available stocks list that includes a specific price list? So basically, i want to view all items that are on hand with the current selling price and ALSO the wholesale price on one spreadsheet. Wholesale price is in Price Lists.
1 vote -
provide an option to give the associate tags for TDS column
provide an option to give the associate tags for TDS column
1 vote -
provide the branches option without gst number
provide the branches option without gst number
1 vote -
Track link of orders and deals
Currently we need to go order by order to see whether they are linked to a deal or not.
In order to make this much easier please can we include this information in the export file of sales orders?
The same would apply to Estimates and Invoices.
Thanks
3 votes -
applying discount while recording customer payment
I want to apply a discount while recording the customer payment, you already have a discount at invoice level, but that is not enough, for me, many times, customers request a discount when recording their payment.
6 votes -
I would like to be able to post negative time against a project in Zoho Project. So I can see what has been CR to the cust. in Projects.
I have billed time in Zoho Timesheet and issued the customer an Invoice in Books. Customer disputes it, I issue a CR Note in Books, but I also want to be able to log a negative timesheet in Zoho Timesheet so that anyone can see what has been credited back. This would show a wash out from the orginal Zoho Timesheets so it's a balance entry. Entry in and then a entry out.
1 vote -
JOURNAL ENTRY TEMPLATE CUSTOMIZATION IS NOT CONSISTENT
IT LET YOU CUSTOMIZE TABLE COLOR, TABLE FONT AND HEATHER CONTENT, BUT SUBTOTAL AND GRAND TOTALS, TAX ETC REMAIN WITH DETAULF FORMATING, VERY INCONSISTENT.
1 vote -
IMPROVE THE REPORT CONFIGURATION LAYOUTS, SO BASIC AND LOOKS UNPROFESSIONAL
IMPROVE THE REPORT CONFIGURATION LAYOUTS, ADD MORE OPTIONS; CURRENT IS SO BASIC AND LOOK UNPROFESSIONAL. I.E: THE ALTERNATIVE ROWS GREY COLOR OPTION DON'T SHOW CORRECTLY, SUBTOTALS ARE NOT DIFFERENTIATED; HEATHER COLOR ARE NOT CUSTOMIZABLE.
2 votes -
Transfer the balance of one party to another party through manual journal
There are the cases where the balance of one customer is transfer to another customer due to the reasons like the parties may be sister concern and alike.
In such case these transfer of balance should be allowed through manual journal.
20 votes -
After This Feature in CRM Branch option is not populating
This Branch option should be populate in CRM Finance
1 vote -
allow warehouses to be created in different states
Warehouse creation in differnt state than the organistion is not allowed . In this case how can branches across differnt states be attolted warehouses ?
1 vote -
3 votes
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Intervals of month aging
Request for "intervals of" month in "Customize report". The current options are "week" and "days".
0 votes -
There should be an option of import/export to tally for accounts and inventory
Most CAs use tally and force business owners to share their data in tally
If there is an option of exporting and imporitng data as per the columns in tally as it is, it will be very helpful3 votes -
Tried linking Axis bank current account to our zoho books account. As of now, the link lands on savings account login page
Tried linking Axis bank current account to our zoho books account. As of now, the link lands on savings account login page. In the case of ICICI, it lands in a common page & we are free to select any type of bank account like savings or current account. Please help.
1 vote -
Preffered TAX Mode In Vendors
Hi,
From Selling Aspect, One can choose whether the tax is Tax Inclusive/Tax Exclusive/Tax Inclusive or Tax Exclusive
Why is it not in the Vendors Preferences Also?
3 votes -
Allow linking to the Invoice in Sales > Invoices for faster review of Draft Invoices in Notifications
Notifications are great to review draft documents before they are sent to clients.
Currently, when building an invoice notification for administrative purpose we don't have access to a link that would open the invoice in Zoho Books. The placeholder we have link to the invoice from a Customer perspective, not from a staff perspective.
Please add a placeholder that would allow linking to the invoice in the accounting application.
3 votes
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