Zoho Books
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- 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
115 results found
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Header bars for displayed columns should remain visible during scrolling.
Header bars for displayed columns should remain visible during scrolling. (in Books, CRM, Inventory, etc.
Using an i-frame type display, you could keep the column headings visible. Use throughout Zoho modules5 votesHey All,
We have made the necessary changes in the reports interface. The headers will now remain fixed while scrolling. Kindly have a look at it. If you need any further assistance drop an email to support@zohobooks.com.
Regards,
Zoho Books Team -
digital Signature
Required Digital Signature in
27 votesDear customers,
We are happy to announce that the much-awaited Zoho Books – Zoho Sign integration is live! You can now digitally sign your estimates and invoices before emailing it to the customers. Also, you can receive customers’ signature while they accept the estimates.
(Note: This is not available for the Indian edition of Zoho Books).Here is a help doc for your reference:
https://www.zoho.com/books/help/integrations/sign-integration.htmlCheers,
Reshma -
Unpaid Invoices LIst
Why can't we print the "Unpaid Invoices List"? I would prefer to be able to send that to customers rather than the statements. The statements are confusing.
0 votesHi there
We do have the option to send the unpaid invoices list to the client. You can send the customer the unpaid list by going to the Contact→ Click on More and from the dropdown select Email contact. When you scroll down there will be an option to add the unpaid list of invoices for the client.
Hope this helps.
Thank you
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Integration with Axis Bank Corporate, 2Checkout Payment Gateway, Citibank, American Express Credit Card, ICICI Bank Credit Card
Integration with Axis Bank Corporate
In the Zoho Boks Banking Tab we can see Axis Bank already available but the integration is for Axis Bank Personal not for Axis Bank Corporate.Integration with 2Checkout
We are highly required for 2Checkout Payment Gateway with Zoho Books.Integration with Citibank
Integration missing with CitibankAmerican Express Credit Card
Integration missing with American Express Credit CardICICI Bank Credit Card
Integration missing with ICICI Bank Credit Card
Many of the Banking Features are missing in ZOHO Books Banking Integration.
It is highly requested for this Integrations with Zoho Books for the above mentioned…
3 votesHi there,
We are now supporting 2Checkout in the Indian Edition of Zoho Books.
You can refer this link for further information
https://www.zoho.com/in/books/help/settings/integrations.html#2checkout
Thank you.
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Option to hide purchase rate in Items on role setting
Option to hide purchase rate or in Items in role setting because some data related to company confidential in software cant be show to other users like sales executive, billing clerk etc..
4 votesHi there,
We now have the option to set permissions for users at item level( sales and purchase prices) To know more about this please refer this link.
https://www.zoho.com/in/books/help/settings/preferences.html#item-rates
Hope this helps.
Thank you.
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3 votes
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Estimate Tracking
So Zoho Sign has this cool feature where when you send a document to somebody to sign, you get an email notification saying that the other person has viewed your document. Can we get something like this for Zoho Books?
10 votesHi all,
We now have the icon that notifies that the Invoices, Estimates and Retainer Invoice email has been viewed by the customer. To enable this option, navigate to Settings > Emails > Email Insights > enable the option Track the emails sent to your customers.
Regards,
Zoho Books Team -
Retainer invoice report
Dear Zoho,
Can you please add a feature that can show us just report for retainer invoices?
1 voteHi Adnan,
We currently have a report just for retainer invoices. You can go to Reports and search for Retainer Invoice Details. Hope this helps.
Thank you.
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Attach File(s) On Sales Orders
One feature of Email Template on Sales Order sadly lacking is the ability to add files same as Quotes and Invoices.
Every business want's to be able to attach their terms of business an other information to the sales order. You have this feature implemented on quotes and invoices, I can't comprehend why it was not implemented on the Sales Orders Email Tamplate too.
0 votesHi Nik,
We currently have the feature to attach files to the sales order email template.
Thank you
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For Mandatory fields we need * button with "Red Colour".
For Mandatory fields we need * button with "Red Colour".
In user point of to identify which field is mandatory it is required with red colour.
Do same thing here like in zoho crm for mandatory fields.
1 vote -
Landed Cost
Lot of companies in UAE are required landed cost calculation. But in Zoho Books these feature is not available. When I have contacted the customer support they have given a solution. I have to create two separate bills & do the adjustment manually. When the transaction volume is high the above method is not practical.
Kindly provide a easy solution. In Zoho Books, there is an option to add bill of entry, which can be utilized for additional expenses. What ever the values entering here should distribute in the inventory cost. You should give an option to choose vendor as…
4 votesHi there,
We now have the option to calculate Landed costs in Zoho Books. Please refer this link to know more
https://www.zoho.com/ae/books/help/bills/#landed-costs
Hope that helps!Regards,
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Add an acceptance button on estimates without giving them access to client portal
Add an acceptance button on estimates without giving them access to client portal
97 votesHi all,
We have now introduced the option for the customers to accept or decline the Estimates without accessing the client portal. The customer will be able to access the public URL and accept/decline the Estimate. Please have a look at this Help Document to set this option. – https://www.zoho.com/books/help/estimate/preferences.html#basic
Regards,
Zoho Books Team -
Kindly add the feature for E-waybill under GST for invoices above 50K
under the new GOI regulation all invoices above 50K will have to be accompanied by an e-waybill and it would be great if ZOHO adds this feature on the software itself
17 votesHi there,
We have the e-Way Bill feature in Zoho Books now.
You can refer this link for any additional information on this-
https://www.zoho.com/books/blog/e-way-bill-in-gst-zoho-books.html
Regards,
Zoho Books Team. -
SEPERATE GST TAX SUMMERY FOR SALES AND PURCHASE
There should be seperate sales summery with all gst collected detail and seperate purchase gst summry for tax paid .
right now what zoho gst software shows is combined gst summery.
2 votesHi,
Separate reports are available for Outward and Inward supplies (GSTR-1 and GSTR- 2) under Reports module of Zoho Books.Regards,
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Recurring Invoices
there could be a change in description every month based on the date of Invoice, let Say I have a recurring Invoice for consultancy services the second line of description can be set to change based on the date of Invoice like if the recurring invoice is generated on 30-Sep-17 it can give description as consultancy charges for the month of Sep-17, similarly if the date is 31-Oct-17 the it can populate as consultancy charges for Oct-17 and so on...
3 votesHi,
You can add a date in the description field of each item, to specify start and end date of the recurring invoice. To do this, simply go to the item field and start introducing the necessary placeholders in the ‘Item details’ section. Days are represented with (d), (day), or (DAY), Months are represented with (m), (month), , Years are represented with %(y), (year) or (YEAR) .Regards,
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Approval process is a must.
This will be a great differentiator for Zoho Books because it will ensure proper checks and balances
1 voteHi,
Approval process is available for Purchase and Sales modules in Zoho Books now. Go to Settings→General→Preferences and Check the box to enable transaction approval for Sales Transactions or Purchase Transactions.Regards,
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Please remove the mandatory customer name and details required to enter when generating a bill bcoz being retailers we cant keep doing so
Please do the above mentioned change coz we cannot afford to waste so much of time entering details of each and every customer for purchase of rs 100 also
3 votesHi,
Retail invoices are now available in Zoho Books. Go to Invoices→New + → Retail Invoice. In Retail invoices, you will be able to create invoices without entering the Customer name.
Hope this helps.
Regards.
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import items matched on SKU
When importing item, we need the ability to match existing items on the SKU or the hidden Zoho code. At the moment, you can only match on the Item Code (Name). This makes issues when trying to update item names.
28 votesHi all,
We have included the option to import and overwrite the item based on the Item Name/ Item Code/ SKU. You will be able to see this option in the items import mapping page. Refer to this Help Document – https://www.zoho.com/books/help/items/#import-items
Regards,
Zoho Books Team -
customer support number for INDIA
Where is the customer support number for Indian Customers
1 vote -
Good software
The software must be enabled with a feature of showing the amount in Words as well. For ex: if a invoice is for Rs. 10000, then the same should be shown in Currency as 'Rs.10000' as well as 'Rs.Ten Thousand'.
0 votesHi there
This is to inform you that the currency name has been included for the Amount in words in the templates. The amount in words is also displayed in Indian numbering system format.
You can go to Settings→ Templates → Total. You will find the option to check the option for the amount in words there.
Thank you.
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