Zoho Books
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6171 results found
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Allow %Balance% (Total Customer Balance) in Invoice Emails
It would be immensely helpful if the %Balance% tag from the Statement email template would work on the Invoice email template. I want to show my clients their total balance due, along WITH their current invoice amount.
Total Due %Balance%
Invoice Due %DueDate%
Invoice No. %InvoiceNumber%
Invoice Amt. %Total%
Invoice Date %InvoiceDate%3 votes -
Add UK credit card bank feed
Since the introduction of the PSD2 directive, we have lost all bank feeds for UK credit cards.
These were previously available via Yodlee but Zoho have now moved to Token for PSD2 compliant feeds.
We are currently using Marks & Spencer (M&S Bank) due to their points incentive but we would be happy to move to any supported credit card in the UK.
41 votes -
Allow for the customisation of Zoho Books Notifications such as when a customer accepts a cost estimate
Currently the notifications sent by ZohoBooks when a customer performs an action (e.g. accept estimate) are not customizable. Please can you enhance these notifications by allowing for the customisation of alert templates?
1 vote -
ability to format invoices to reduce white space so that an invoice will print on a single page
The format options are much more limited than I expected. We can't get a commercial invoice to print on a single page, even when it only contains 2 items - the invoice goes to 2 pages with a single line on the second page, even when I reduce the margins to 0.1. There is loads of white space not being used!
1 vote -
Improve the GoCardless Integration
We need a more integrated GoCardless experience in Zoho.
A few ideas that I've seen implemented on other bookkeeping/finance systems are,
Multiple mandates per client, Zoho can only have one GC mandate per client, but GC supports multiple.
Sync a single Zoho Customer to it's GC account. At the moment you only have the option to refresh ALL GC mandates.
Have a better connection between GoCardless and Zoho than just the company name.
Have automatic invoice payments from a primary GC mandate.0 votes -
How to show TDS deducted on Customer advance received
Suppose A customer paid an advance Rs 90000 bank transfer and 10000 TDS on March 2018, We generate Invoice in April 2019.
Then the closing balance is not showing TDS difference in March, It comes only when we showed the payment against Invoice. We need to show advance tax received in March along with payment recieved1 vote -
1 vote
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Add Zoho Books Australian account support to Chrome Extension
I was wondering why the extension would never sign in, therefore being useless. Then I looked in the extension settings, and the list of Zoho domains it supports, and books.zoho.com.au is missing, so the extension can't work for any Australian businesses. Could this be fixed so we can use it with Australian Zoho Books accounts too please?
3 votes -
there can be a point where your system is so cumbersome that it doesn't pay to change
how do I change the language of the program
1 vote -
sale orders
conert to invoice automatically
1 vote -
Integrate importing payroll entries from Payroll Relief
Payroll Relief, an Accountants World program, has an export feature for QuickBooks and CVS files. Zoho's import journal entry requires a lot of data manipulation to the CVS file to get it to be imported into Zoho.
For Example:
The account number field is numeric in Payroll Relief, but a text field in Zoho or
Payroll Relief doesn't create a Currency field, required by ZohoIf Zoho support would focus on integrating with other payroll programs it would have more time to resolve the over 1000 system enhancements suggested. Put Zoho payroll on the low priority list for now.
1 vote -
Approval Process in Purchase
We want the approval process for purchase order only and not for all fields in purchase.
1 vote -
basic physical stock inventory
Most Small Business like MSME in India, don't need heavy features that you have independently but they require basics of all in one place.
You can add basic physical stock inventory in zoho books ( for Ex. inward stocks ,outward Stock & Stock Available2 votes -
Please add payroll option
Please add payroll option it can help us lot..
3 votes -
Allow to export invoice comments into zoho analytics
Right now We are using invoice comments to keep the team up to date with each invoice.
When preparing a report in zoho analytics we have realised that these invoice comments are not available to sync with zoho analytics so we lose the history and context in our zoho analytics report.
1 vote -
Please integrate with PesaPal to provide coverage for Africa https://demo.pesapal.com/
Please integrate with PesaPal to provide coverage for Africa
Full free sandbox and documentation for integration available at
https://demo.pesapal.com/1 vote -
Comments & History View/ Edit Restriction on different users/roles
Hi,
Some of the comments & history should not be viewed/edited by certain roles.
Important comments once deleted cannot be reverted.
1 vote -
I would like to see more connectivity Between books (or upgread Project in books) and Projects and have the ability to connect contacts
- I would like to be able to add vendors or just persons to the project because they are connected to the transaction. The system only allows for client users. I need other people that are associated with the transaction to be connected just to keep everyone together without having to use another software.
1 vote -
Project filter in timesheets
Can you please extend the project filter when logging new time to contain the search query rather than 'begins with..'
3 votes -
recurring invoice report by item
Create a "Recurring Invoice Details" report that includes Item detail and amount rather than just total Invoice amount.
3 votes
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