Zoho Books
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6411 results found
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Impossible to change currency for a customer!??
By integrating Books - CRM - Projects, we realized that Customer are imported from the CRM into Books and they have at this stage the expected currency is associated with the customer (say USD). Then when Project is integrated, something strange happens: Projects and timesheets are pushed with their own currency and if different from the original customer one (say EUR), it is changed by the system (then to EUR). When you want to change it back to USD, the system tells you it is impossible because "transactions are existing". After analysis we realised that these "transactions" are not invoices…
7 votes -
Creating Delivery Challan from Invoice
Is there any option to create Delivery chalan from the invoice directly ? It will reduce time for creating new Delivery Challan.
3 votes -
i can do transaction discount while do payment and payment received
i can do transaction discount while do payment and payment received
1 vote -
1 vote
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unlimited reporting tag
500 limited for reporting tag in one tag is not enough
1 vote -
Bank Charge default with bank account currencuy
when i am working on foreign bill payment by using local Currency, the bank charge need to do the calculation the foreign bank charge.
Would like to default the bank account currency , let us no need do the calculation again...1 vote -
Project Summary Report - Ability to remove/hide Cost amount
The Project Summary report shows budget and actual hours AND budget and actual cost.
We want to share this report with our staff so they can see the time consumed - but do not want to share the budget and actual cost.We need the ability to remove or hide the budget and actual cost amounts from this report - or have a separate report.
1 vote -
Can you please increase the number of the Dropdown options in "Customers and Vendors/Field Customization”.
Can you please increase the number of the Dropdown options in "Customers and Vendors/Field Customization”.
2 votes -
stripe
Can you please add Stripe as an online payment method for the Indian edition now that Stripe is fully functional in India?
7 votes -
enable printing checks from the expense window
We need to be able to print checks for expenses.
8 votes -
Data based access management
In my org, I would not want certain users to not see certain transactions. For eg, expenditures made of certain chart of accounts should not be visible to certain departments. Currently we can set module based permissions only and data within module based permission.
12 votes -
Role based transaction approval with additional criteria
Currently Zoho books is limiting us to setup a specific user to approve transactions and this is restricting us in a horizontally wide organization where there are multiple departments and multiple roles within each. In such cases, I cannot have one person to be approving all the sales or purchase transactions.
3 votes -
Create a button when generating invoice link
After generating an invoice link it would be great to be able to copy and paste this into an email so that it appears as a button rather than a long URL.
3 votes -
restrict roles
The Staff - Assigned Customers Only states Access to all modules, transactions and data of assigned customers and all vendors except reports, settings and accountant.
If you assign a customer to the user it is assumed that they can view / create purchase order, expenses, etc only for that customer. However, this user is able to see company wide expenses and Purchase Orders which is quite bizarre. This role should restrict the user's permissions across all modules for the assigned customer. Else it defeats the purpose of having this role.
4 votes -
show Net invoice amounts on views
Views only show the gross amount of an invoice. In the UK we also need to report on NET for p&l purposes
4 votes -
ENTRY POSSIBILITY FROM ONE CUSTOMER TO ANOTHER OR ONE PAYABLE TO ANOTHER. ALSO CHOOSING MULTIPLE CUSTOMER ON THE RECIPT OF THE MONEY EITHR
possibility of transfer entry fROM ONE CUSTOMER TO ANOTHER OR ONE SUPPLIER TO ANOTHER
1 vote -
Please add traditional Chinese language set.
Zoho inventory & books only have simplified Chinese language. Please
Please add traditional Chinese language.9 votes -
Discounts during customer payment
Discounts should be allowed, when the customer makes a payment at a later date
5 votes -
Show inter-branch transactions report
like inter branch transfer of materials, funds, paid on behalf of one another etc.in a single report or ledger.
1 vote -
1 vote
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