Zoho Books
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com
6152 results found
-
Allow option for entering start time and end time in invoice line items
Zoho Books should have functionality that pulls "start time" and "end time" entries from timesheet and appropriately enters it in invoice.
1 vote -
Need to have Negative values to enter into the Accounts Receivable and Accounts Payable Balances
This issue occurs when doing the opening values due into the Accounts Receivable. The entering of the Outstanding Opening Balance for the Accounts Receivable does not allow a negative amount to be entered. This can happen when a client pays us up front for his monthly services or even just over pays for a invoice. Please allow negative values ie. the Account Receivable clients has a credit amount - we own the client not what is due to us by the client to us.
16 votes -
0 in amount or enter notes
While creating estimate we add some items for the customer to bring by themselves so is required to show the amount by 0 or show notes in the amount as (By Customer) in order to don't increases the total amount of the estimate. Please note the rate and Qty fields should have values.
3 votes -
Bank Fee Report
There should be a pre-defined report (listed among the other reports) for Bank Fees. Zoho Invoice has this as a pre-defined report. Now you must request a Custom Report under Accountant > Account Transactions.
1 vote -
Please include an option in the timesheet calendar that would allow you to classify by users.
Please include an option in the timesheet calendar that would allow you to classify by users.
1 vote -
Ebay with Zoho CRM Integration
Forget spreadsheets, time-wasting sync-ups or manual data transfers. Get these two apps happily teamed up, making your life easier.It sync data such as Customers, Sales, Invoices, Products to Zoho CRM from eBay store to Zoho CRM,which enables businesses to run more efficiently & enhance efficiencies in the business processes.
We have integrated Zoho CRM with eBay(2-way Sync), which provides you the following business benefits;
Auto synchronization of customer data to Zoho CRM.
Auto Synchronization of Products to Zoho CRM.
Auto-sync orders & invoices to Zoho CRM.
Get a complete view of your transaction information from one place.
Sales in your…3 votes -
Select 2 or more modules when creating a workflow
I would like to be able to select 2 or more modules when creating a workflow. If implemented, this would enable me to select a greater range of triggers under the same workflow.
6 votes -
Base Currency adjustment at end of Year(Pending invoices or advance payment)
While doing finalization of books of accounts,for exporters it is requirement of currency adjustment which is available in zoho books but its effect is not going on customer balances and it is on 'accounts receivable' only.So please do arrangement of balances of customer while currency adjustment.
1 vote -
Please advise your developer to add this functionality and they can let us know when it is available. We would like to be able to attach fil
Please advise your developer to add this functionality and they can let us know when it is available. We would like to be able to attach fil
1 vote -
Integration with sales wholesale business platform "Brandwise"
Please integrate with Brandwise. It is a sales platform that is used by wholesale gift industry
1 vote -
Please don't put attachments to the right side of notes or terms and conditions
Your recent update moves the Attachments options to the right of behind the notes field (bills) or the terms and conditions field (invoices). This makes it hard to see when scrolling down and makes the forms feel awkward. Please put it back to the left side under the notes or terms and conditions, so it is easier to see and when scrolling down and entering information.
1 vote -
Automatic or Manual Accrual of Vendor Invoices to Proper Period
The whole point of the accrual system is to match income with expenses. A lot of vendors will use an invoice date that is in a period before or after the actual period the expense should be recorded.
Utilities are worse and usually use the generation date as the invoice date which is usually after the period of the service.On the vendor bill screen, a simple "Accrue" checkbox with the corresponding "month to post" should suffice. The bill will then be debited against the expense just like any other bill but the user will have the option to accrue…
3 votes -
Automatic Prepaid Transactions & Reconciliation
What business does not have to deal with prepaid expenses? Vendors like insurance companies, leasing/licensing companies, & service companies commonly bill in quarterly, semiannual, and annual increments using invoice dates prior to the periods covered. It is a pain to divide the amounts to the periods they apply which usually leads me to record the entire expense in the same period as the invoice.
The vendor bill creation screen could utilize a special "Prepaid" classification that requests the period start and length for the prepaid expense. The bill will then be debited to the designated "Prepaid" asset account in the…
3 votes -
TAX management in Books
The possibility to track taxes in 2 separate accounts for inbound / outbound is a nice feature, but it needs to be improved to make it more usable (at least for EU)
1 - be able to have sub-accounts in the inbound / outbound tax accounts. All EU accountancy uses different VAT accounts for different TAX % + intra EU tax + outside EU TAX which have to be declared differently.
2 - for the items, it is highly possible that the inbound and outbound tax are different. So a separate field for Purchase tax would be a great addition.4 votes -
In Zoho Books - When I update the Reporting tag for an existing transaction - the profit and loss statement continues to reflect old tag
In Zoho Books - When I update the Reporting tag for an existing transaction - the profit and loss report continues to reflect old tag.
The reports should get updated when the tags are updated
4 votes -
Autocharge Customer on Due Date
When an invoice is created and the customer has payment method in Zoho books, the system should be able to execute the charge on the due date. As it stands now, I have to remember each customer that prefers to be charged automatically and remember to go back and execute the charge on the due date. And there is not much help from within ZOHO Books to identify this customer or help with a reminder.
8 votes -
Auto share retainer invoice link after estimate is accepted
The great thing about Zoho is that you can quote customers via a "share estimate link" (a kind of unique public portal) where customers can immediately accept your estimate. And if it is accepted, and automated, your customer will immediately receive an email with an invoice for x% of the quotation.
At this time, customers must walk away from the estimate to dive into their emails, search for the retainer invoice, think one last time over it and then make the effort to pay it.
As a golden rule to never let customers walk away from what they want to…
1 vote -
Enable sector profitability reporting using Reporting Tags against items
I have added reporting tags to specific items to only just learn via chat that only the sales will report for these items and not the associated Cost of Goods Sold for the items sold. This renders the functionality useless for the purposes of Sector profit margin reporting
1 vote -
Ability to Read Emails Sent From Within Zoho Books
We are able to send via email invoices, estimates and also stand-alone emails from within Zoho Books. However, there is no way to read the content of those emails once they have been sent. As far as I know, they also do not appear under individual Accounts in Zoho CRM. Apparently there is integration with GMail and Outlook Live but I use neither of them. This would be very helpful to review the emails sent here: https://cl.ly/76abcd
2 votes -
Can we see that which user has viewed or modified the Journal/invoice at what time. if we can see tthe version history of any entry for audi
I would want to see the version history of any JV/Invoice for Audit trail purpose
2 votes
- Don't see your idea?