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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it would be nice to have the option to put our logo in the reports we generate (e.g. Trial Balance, Balance Sheet, P&L, Cash Flow etc)
it would be nice to have the option to put our logo in the reports we generate (e.g. Trial Balance, Balance Sheet, P&L, Cash Flow etc)
1 vote -
About Loan
Please try to include Loan Accounts in Banking Categorize field.
1 vote -
Have funds
Have funds for those are truly grateful and really need them..
1 vote -
35 votes
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Add Bitcoin as a currency option. My company has started receiving bitcoin as payment for services.
Add Bitcoin as a currency option. My company has started receiving bitcoin as payment for services and I need to simply track this in zoho.
9 votes -
Add option to have a total on reports
It would be nice to have the option to add a TOTAL field at the end of a column on reports.
0 votes -
Audit log of who accesses the client portal
A simple way to track who is accessing the portal to gauge adoption
1 vote -
Add Post Code Lookup + Address Fill
Other vendors provide automatic address fill by postcode. For Example Microsoft use https://getaddress.io/ for NAV and Business Central. This would be a relatively simple yet excellent addition to make and would save a lot of time having to type out addresses.
1 vote -
INVENTORY MOVEMENT REPORT BASED IN PR & PACKAGE
It is best to have individual inventory movement report based on the PR, packages & sales returns. (Example - if you view a item in the inventory valuation report it will show the accounting stock movement based on the invoices, bills and credit notes. Same report based on the PR, Package & Sales returns as well.)
1 vote -
Create a RETAINER INVOICE that I can apply billable hours towards after it's paid
I would like to create a Proforma Retainer Invoice and send it out for payment. I would then like to apply my billable hours for that project against that invoice until it reaches $0 - or if the billable hours goes beyond it will ask me to save the extra time as billable (or ask me to create a 2nd invoice.) Anyone using retainer for services - this is the missing piece in Zoho. Today; I have paid invoices and billable hours, but can not match them up.
5 votes -
1 vote
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I need printed date and time at the bottom of invoice
I want to get time and date on invoice printed.
3 votes -
MTD VAT Groups - Uploading Adjustments so not manual
In the UK we can have VAT groups where several companies share the same VAT number and one company is nominated to collect the VAT figures and submit a combined return.
When MTD was implemented in Oct 2019 there was an allowance for VAT groups that meant although all the companies had to keep electronic records and the return had to be electronically submitted the calculation for combining the returns could still be manual.
From April 2020 this calculation to combine the return must be automated i.e. no manual typing and no copy and pasting.
Could Zoho allow uploading of…
6 votes -
Printing on a Existing Pre-Printed Invoice from the portal. It should be like just a fill in the blanks
I request team to give an feature to print the required information only (i.e. Customer Details, Product and sales details only) on a Physical Pre-Printed Invoice Paper so that invoice copy looks for better.
1 vote -
bulk change tax name
bulk change tax name in any transaction record is very much needed. we are changing the name of an old tax name, so far we have to change tax name one by one. a bulk change tax name is very much needed.
1 vote -
Create project with recurring invoice and recurring bills
For our marketing sales, most projects are fixed monthly rate with fixed monthly expenses. I would like to make a project that can send recurring invoice for fixed amount and create recurring bills for fixed amounts
4 votes -
Please change the stamp from PAID to WRITE OFF on invoices that are written off
Please change the stamp from PAID to WRITE OFF on invoices that are written off. It is very difficult to look back and see which invoices were written off and which were actually paid.
3 votes -
Write checks outside of bill pay. This a pretty annoying over site. Very important for tracking
This is a common part of running a business and should be more streamlined.
2 votes -
Allow a Logo on P&L Statements
Why Zoho does not allow this is beyond me. This is the single most important report in the suite and I can't put a logo on it.
4 votes -
Customer screen list stay while looking through the transactions
It is annoying when you click on a customer in the list on the left and it goes away when the screen changes/list goes away. Keep it there so you dont have to keep going back and forth or even opening another tab to keep track of what you were doing.
1 vote
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