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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6203 results found
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Show credited invoices as "credited" rather than "paid"
When in a customer record, in the "sales" tab, currently, invoices show as "paid" when they have a credit against them. This is fundamentally wrong - they should be marked as "credited".
4 votes -
Add TDS (Tax Deducted at Source) section in ZOHO Books.
Add TDS (Tax Deducted at Source) section in ZOHO Books.
4 votes -
Create a historical trial balance that can be reported by month
Currently a trial balance can only be extracted by month for the past 11 months. What if it's April 2021 and I want to see the full year 2020 reported by month as a trial balance to then be able to present management accounts?
4 votes -
Follow-Up email for Estimates
Provide a way to send Follow-up E-mail messages for Sales Estimates already sent out to clients.
Currently, only Invoices can be sent a follow-up e-mail.
4 votes -
need to apply Turn over discount as Vendor Credits to Several Bills, and currently there is no such function in Zoho Boooks
I need to apply Turn Over discount (monthly or quarterly basis) as Vendor Credits to Several Bills, and currently there is no such function in Zoho Boooks
4 votes -
Monthly Financial Reports
Can we please have a monthly financial reports? This way we can analyse each month vs prior month. Also we can do trend analysis for the 12 months.
Thank You
Dhana
4 votes -
Invoice Furnishing facility
GST system allows for MSME entities to opt for QRMP scheme. Wherein till 11th of next month invoice can be filed under Invoice furnishing facility.
Invoices which are furnished through invoice furnishing facility need not be filed again in GSTR 1.
There is no provision to track this on Zoho currently.
4 votes -
Categorize bank transactions in bulk
every month I receive over 100 small ACH processing fees from a vendor. It would be really nice to select these all and categorize them as "bank fees" rather than opening and manually categorizing each
4 votes -
Crypto currencies support
Hi, Currently you support traditional currencies, but I have clients who use crypto and furthermore, these use up to 6-8 decimal places wheres you system can only support up to 2 decimal places.
4 votes -
Zoho Sign integrate to portal
I suggest client can access easily on zoho sign and see all their files signup
4 votes -
Allow tax override/manually edit in Bills as can be done in expenses
Need to be able to adjust / manually edit tax amount in Bills as we can do in expenses since some supplier doesnt calculate the taxes like us and have to adjust +- 0.01 $ - 0.02 $ in GST or PST to reflect the bill received.
4 votes -
Allow inventory reorder point emails to got to someone other than the primary.
The primary email is the President of our company. I want inventory alert emails to go to me, the manager. Not an unusual scenario. Please allow alerts to be set to any user OR an admin at the very least.
4 votes -
4 votes
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Add stripe surcharge
It would be great to be able to charge the Surcharge for payment gateways to customers at checkout. ie it doesn't show on the total, but adds in when the payment method is chosen
4 votes -
Restrict Bank / Cash Accounts
There should be an option di allow/restrict individual bank/cash accounts as I don't want a user to see all of the business's accounts. For example, I only want user X to maintain a petty cash account without being able to see all of the other accounts.
4 votes -
Credit Notes visibility
I believe Credit Notes are not visible for the customers through client portal. Please make this available.
4 votes -
Finnish bank integrations
It would be great to have Finland banks (Osuuspankki (OP), Danske, S-pankki, Nordea etc.) integrated to Zoho!
4 votes -
Free Item Column
Adding a Free Column to the item table in bills & Invoices
4 votes -
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4 votes -
WAY MORE Zapier Update Actions with Support for Custom Fields and Payment Gateway
We need the ability not just to create an invoice or customer but to FIND and UPDATE an existing customer or invoice. Right now this is not possible and makes zoho books which is otherwise a pretty good program, difficult to use. It also needs to work with the custom fields and with the payment gateway options(IE enabling the gateway for a customer). Adding Zapier functionality is ALWAYS a good thing.
4 votes
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