Zoho Books
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6411 results found
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Pls create a module to store Transporter Details which can be used while creating sales order, delivery challan, invoice and e-way bills
Our different customers have their fix transports most of the times, so when they place the orders we are supposed to use that specified transport. We store the transport name along with account module. then this is auto -populated while creating sales order, then delivery challan and then e-way bills and invoice. We are using a different software and now we are evaluating the Zoho books. If you need more information pls let me know. I can show the demo in our current software for same.
5 votes -
Please make it possible to tag tax exemptions and rates as inactive when there are transactions associated that make it impossible to delete
Due to initial import issues, the drop down menu for sales tax exemptions and rates is lengthy and hard to navigate. I can't remove exemptions or rates with prior associated transactions. It would be helpful to hide them.
1 vote -
Allow Zero Entries in Journals
I like to clone a journal twice per month to enter my FBA payments. There are many accounts associated in this journal. However some months a field might be zero. If I delete it, then the following month it's a real pain to re-enter it because you can't just insert it in the middle. If i create a generic journal with all the fields, I can't leave it blank with zeros.
Maybe somebody has a work-around for this.
3 votes -
1 vote
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1 vote
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Payment Methods via Portal
It is very important for us to be able to control how a client pays via the portal. We can choose to let them pay only CC, but we do not have the option for them to pay only ACH. We need this badly. We love the portal and our customers/vendors are enjoying the visibility into their accounts, but we CAN NOT have a customer paying a 100k invoice with a CC. The fees are just too high. So we really need the option to have ACH, but not CC. Please, please, please.
20 votes -
Rental Business
Rental Business - is a standard business where in some items are given on rent by taking a advance and deposit . Party is charged monthly rent and Gst . And all this are used for tracking inventory at each client sites and total Qty received from each party and balance in our Godown .
This is applicable for Decoration Party / Computer Printer / Projector leasing Firm / Table sharing Etc
1 vote -
single Sales order for Multiple for Estimate
need a single sales order against multiple Estimates.
1 vote -
Need two tax withheld field or more then that
Need to make more tax field here like sale tax withheld and income tax withheld but in zoho books there is only one option for tax withheld.
4 votes -
PLEASE, PLEASE, PLEASE Add Profit margin as a percentage in Zoho Books Projects
This needs to be a standard feature
1 vote -
ZOHO INTERGRATION WITH MPESA FOR KENYAN CLIENT
WE WOULD LIKE INTEGRATION WITH MOBILE MONEY WALLET AND TILL NUMBERS
17 votes -
attach file option for 'create new transaction'
when on the bank reconciliation process, within the 'create new transaction' should also have the option to attach a file.
similar to categorize manually has 'Attach Receipts'
2 votes -
I Need to change my invoice format
because of am introduced new schemes to buyers. i have to mentioned invoice also. In that we are giving a free items that will shown in beside of Qty Coloumn.
1 vote -
Increase Characters HTML Template to 100k
I would strongly suggest to increase the character limited in Invoice Notifications from 30k to 100k. I have simple temples which I would like to use which already have 70k HTML characters.
1 vote -
QR code addition facility
QR code addition facility on every invoice in zoho books to add documents digitally which can be accessed by customer upon scanning
4 votes -
Additional permissions for estimates
Add additional permissions for estimates which would restrict an estimator to only be able to see estimates they created/their department creates or that they are given access to. This is currently not possible and different parts of our business are segregated, we do not want all estimators seeing every single job in the business.
6 votes -
Feature to Select WHO should Approve for each BILL/PO
Currently, the multiple approval is set up for the whole Organization. Please have a feature for the user to should who should the authorizer of each bill/PO for the first stage.
15 votes -
allow date format in the ISO 8601 format (YYYY-MM-DD).
ISO 8601 gives a YYYY-MM-DD format, which is very helpful as it ensure s valid chronological sorting of items that use the data as a sortable field. It is also visually better (in my opinion), than the current option of YYYY MM DD, as it clearly ties all the digits together into a single entity.
1 vote -
Insightly with Zoho Mail Extension
Curious to know what needs to be improved on this extension.
https://marketplace.zoho.com/mail/insightly-crm-for-zoho-mail
1 vote -
unsettled payment details
unsettled payment further details should be avialable.
1 vote
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