Zoho Books
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6156 results found
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export dashboard view
Make it customisable. Also dowanloading graphs as visuals are good and one dont need to make reports again for monthly reports
1 vote -
Calculate profit margin percentage in project profitability
Please show margin profitability as a percentage
4 votes -
Add Unbilled Expenses to Recurring Invoices
I almost fell over when I realized this is not in the options. We can set all sorts of ways to have recurring invoices configured but the expenses cannot be added to them. You cannot even manually add them until the invoice is generated and by then the invoice was sent to the client. How did the development team not add this to the options. How has this not been suggested already?
6 votes -
Automatic change of price increases for subscriptions for all customers at the same time
It would be greatly appreciated that when the subscription prices increase (we do it every year or every 2 years), that we can change the price in the product and that we can activate it for all new subscriptions and previous subscriptions from now or even choose the date.
Because manually increasing prices is extremely long and we can forget several!3 votes -
New column for notes/discussion when reconciling accounts
There are currently 4 columns available when you are reconciling an account. Date, Details, Deposits, Withdrawals.
Please add a 4th for notes/discussion. I need to be able to go through all the transactions and make notes on each one for my accountant to review and perform the required work.
Thanks1 vote -
price list tax
They should add that in the price list it is possible to select which type of tax to apply automatically and thus it is possible to assign the type of tax to a specific customer, according to a given product, the same tax does not always apply to the same product or the same customer
1 vote -
vendor gstin for purchase order should not be mandatory
As for purchase order vendor GSTIN does not affect accounting.
So vendor GSTIN should not be mandatory until a purchase bill needs to be created. While creating the purchase bill updation can be made for GSTIN
Please remove vendor GSTIN from being mandatory as this feature is available in quickbooks3 votes -
Add variables for all Contact Persons. Example: "Dear %FirstNameContact%".
Add variables for all Contact Persons. Example: "Dear %FirstNameContact%". Sometimes I send an invoice to someone else in a company and would like the "Dear xxx" to reflect this.
1 vote -
To be able to print a bank reconciliation summary that shows cash book balance and statement balance
Bank reconciliation summary
1 vote -
bulk payment of invoice from multiple clients
- in the invoices table select list of invoices
- enable receipt of bulk payment of selected invoices
4 votes -
Independent Sales approval process for estimates, sales orders and invoices
the approval process for estimates or sales orders or invoices in the sales process should be independent. currently only one settings which means all the 3 process are activated for approval. customers should be able to set different appovers for each transaction type. Also, multi level approval should be possible based on transaction value.
1 vote -
It would be great to set extra rules for Best Matches in uncategorized bankstatement lines
Hi,
We import bankstatements and match them line by line. We handle a lot of invoices with the same amount and it would be great if we could add Payee and/or Invoice# (as description) to the rule of Best Matches.7 votes -
kindly add item wise discount column while purchasing
kindly add item wise discount column while purchasing
1 vote -
I want to GST column and Discount column in retainer invoice
I want to GST column and Discount column in retainer invoice
1 vote -
Turkish language support will be active in zoho books
Hello there
Turkish language support will be active in zoho books
We have been waiting for Turkish language support for more than two years
Best Regards4 votes -
identical PAN no. in Vendors
Currently We can create two vendors having same PAN no, which is impossible. kindly fix this issue
1 vote -
1 vote
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Customize Portal by Client
//i would like the ability to choose what is available on the portal according to the client/project. I would also like the ability to show hours billed/unbilled with or without detailed time entries. I would like the abililty to choose to show tasks or not.
2 votes -
Recurring invoice - Repeat Every Week, change default (weekly) options
Recurring invoice - Repeat Every option is default set per week
Problem: default is weekly, but we have only yearly invoices.
Solution: allow us to change the default option.1 vote -
Hi i need to Generate and have Report for Project and have Both Cost and revenue in one page and even have few project report in one page
Hi i need to Generate and have Report for Project and have Both Cost and revenue in one page and even have few project report in one page and even have Few project in one page
1 vote
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