Zoho Books
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6729 results found
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set up a flag or alert on invoice and or customer level
Please provide a functionality to set up a flag or alert on invoice lever and or customer level that can be used to document special handling of an invoice and or customer as appropriate.
For example: Customer A is will make a payment within 3 months for invoices in June and July, no follow up needed for the aged invoices.Or look out for new accounting POC email address as a result of merger.
Such flag can be made active, changed to inactive, be deleted or updated.
Also this flag should display on any action attempted on the customer and…
1 vote -
no need for logo in purchase bills
logo needs to be on only invoices and not needed on bills and purchases
1 vote -
Remove Avalara restrictions on Discounts!!!!
There is absolutely no reason that Avalara should be tied into, and therefore restricting, discounts!!!!! Taxes are only applied to item totals and order totals, so why do you have it involved whatsoever??
1 vote -
Remove Quantity details from invoice
Remove Quantity details from invoice for the services i.e. there should be no Qty details for the invoices for the services
6 votes -
1 vote
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Dear team , we need to add one more colum in sales order ? request you to please assist us
Request you to help
1 vote -
We need be able to add costs into our inventory. So we buy a used machine, add our man hours into it and buy parts that are a
We need to be able to add costs into our inventory. So we buy a used machine, add our man hours refurbishing it, and buy parts that are added to it. Maybe it's bought for $6,000 but we add $20,000 of parts and labor to it, all of which have to be associated with that machine and become part of COGS when it's sold. With Sage - our old accounting system- it was possible. Unfortunately we have no way to do this in Zoho Books.
1 vote -
Mark invoice as sent in bulk but it is not showing any option
Mark invoice as sent in bulk but it is not showing any option.
1 vote -
Paperless
we need the option to be able to use tablets for our customers to sign the invoice and delivery note the we can email it to them instantly.
2 votes -
Attachment field vendor portal
Make the custom attachment fields available on the vendor portal.
3 votes -
multi text custom field
Allow a custom multi line text box under the subject line in estimates.
This will then allow us to add additional description details for the estimates.3 votes -
tax filing reminder
Please allow reminder setup for tax dates. GST tax dates are so frequent that a small self-run business can find it difficult to track and remember.
1 vote -
Can We have Accept or Decline Button in the Email Footer itself for Estimates.
I Agree that Zoho Books is doing a great job when it comes to client satisfaction. But i have seen this in other Accounting Software's. The Option to Accept or Decline an Estimate is placed directly in the Email footer rather than clicking the view Invoice button which directs you to the public portal. The Button that says view Estimate will be replaced 2 Choices Instead, "Accept" or "Decline". When the client clicks accept we get notified via zoho books & when the client Declines, it opens a new tab with the Public Link Portal wherein the client mentions the…
3 votes -
Merging Chart of Accounts.
Please add the feature of Merging Duplicate or Multiple Chart of Accounts Into Single Chart of Account. It is much needed feature in Zoho.
9 votes -
Add navigator buttons in the payment page
Sometimes you need to recored a payment for more than 300 invoices at one time, but only for specific invoices by their numbers. However, many invoices are not shown in the list among of sent invoices.
So, it's really demanded that you add navigator button to go next pages and browse all sent invoices to make it possible see all required invoices to be paid.
Example is like this << < 01-02 > >>
11 votes -
POS , Zoho is very very late in introduce PSO
from my two month experience zoho only suitable for item base sales business , its very poor to control manufacturing business
1 vote -
Add Tax Payable to manual journal for US
While the automatic Tax Payable system may work well enough for Sales Tax, there are other taxes which I am obligated to record and pay that it does not handle so well. For example: in my state it is a requirement that we pay Use Tax on items which we do not resell and were not charged tax when purchased. There is no module for entering this type of tax, so I must make manual expense or journal entries. I would like to put these amounts into the Tax Payable account, but I am not allowed to post any entries…
2 votes -
2 votes
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In zoho books :-duplicate customer and contact merging feature is not same as in zoho CRM
even if i merge duplicate customer/contact in zoho CRM ..it is again get duplicated because in zoho books there are duplicate customers/contacts exists..and while syncing zoho crm & zoho books duplicated contacts are fetched into zoho crm ..then again in zoho crm there are duplicated records...and it keep on going...
so pls solve this issue
1 vote -
payroll system per work for temporary employee
payroll for employee like working on per meter wages or like per kilogram in brick manufacture
1 vote
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