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
6156 results found
-
Can't enter quantities in fraction for batch tracked stock item
Can't enter quantities in fraction for batch tracked stock item
3 votes -
Retainer Balances by Client
Zoho books needs a report that shows the retainer balances by client and date. Currently, I had to create a separate/custom module to generate this report. It takes me 5-6 extra steps to get a report that should be standard in Zoho Books.
3 votes -
Allow Cancellation of Non received items from partially received purchase order
Some times we need to cancel some of the items from purchase order but zoho do not allow it for partially received purchase order.
Please allow to cancel the items from purchase order which are not yet been received from a partially received purchase order
3 votes -
to incorporate cheque printing option with zoho book
Cheque printing option from Zoho Book
3 votes -
While making sales invoice please add such option to convert in to purchase bill. likewise, making purchase bill to sales invoice.
While making sales invoice please add such option to convert in to purchase bill. likewise, making purchase bill to sales invoice.
3 votes -
Adapt the input format (e.g. for Invoices and Expenses) to the usual local number format.
It would be good if number formats could be adapted in the input masks.
Countries that use a comma as decimal separator (133.15 vs. 133.15) usually have a comma between 0 and Enter/Return at the numeric keypad (e.g. QWERTZ layout).
Currently, the system converts a value of 133.15 to 0.00000. The amount is therefore entered correctly (according to local practice), but is not recognized by the system.Translated with www.DeepL.com/Translator
3 votes -
Need New Module "Debt collecting"
Need New Module "Debt collecting". I am a finance manager and use Zoho Books for the invoicing process. But i found a big pain for us is absence of such module "debt collecting".
Currently it is very uncomfortable to monitor the customers debts. Now we use Zoho Books "Reminders" to remind the debt. But we also need to call the customer and notify somewhere the results of the negotiation:
- to enter expected payment date for the invoice. Now its possible only in one place in invoice where i can enter expected payment date (Invoice/more/expected payment date). But we need…3 votes -
Invoice Ref Number is not printed in Credit Note
When creating Credit Notes, the Invoice number for which the credit note is being given has to be referenced and printed on the PDF. This should be mandatory information. As of now, it is not so in Zoho Books.
3 votes -
Profile Name optional on new Recurring Invoices
It is inconvenient (waste of precious human time) to manually specify a unique value for Profile Name when creating a new recurring invoice. Freshbooks does not require one to specify a unique Profile Name. Zoho Books should either make this field optional or automatically populate this field with a default value which can be optionally altered.
3 votes -
Payments Made Statement shows the net balance after deductions like TDS etc.,
Payments Made Statement shows the net balance after deductions like TDS etc.,
Please redraft the report to show the original invoice amount, deduction if any, then amount payable and Payment made
3 votes -
Quote to PO!
Please allow the ability to convert an Estimate/Quote into a Purchase Order. This would save HUGE time! Thanks,
3 votes -
Customise printing of ledgers
Please enable customisation for printing of the ledgers. some columns are too narrow and the numbers overflow to the next line. Perhaps can enable to change from potrait to landscape or resize the fonts.
Current printouts have too much unused area that are wasted.3 votes -
Integrate with AutoEntry
An integration with AutoEntry would be very welcomed as we would be able to scan purchases and sales invoices in, as well as expenses reports, suppliers and bank statements.
AutoEntry uses OCR (optical character recognition) to pick information from PDF or pictures such as invoice date, net, gross and tax amount, supplier or customer, it is a fantastic system which learns and populates fields on invoices, making bookkeeping and data entry much simple and quick. AutoEntry already integrates with a large number of accounting packages (Sage, Quickbooks i.e.)
3 votes -
allow actions to occur from a task being closed or completed
A task being completed or closed can be the trigger for a new action in workflows.
3 votes -
Envelope and label printing
Many times we need to post hard copy of invoice/ Delivery Challan so for that there should be envelope printing and label printing option. so we can directly print it from zoho books.
3 votes -
3 votes
-
The salesperson should not be adaptable
The salesperson should not be adaptable, it should be filled automatically. This way it can be avoided that someone writes invoices or creates credit notes in the bottle name.
3 votes -
For the customer address format customization on a template level.
For the customer address format customization on a template level. where in it will only applied to where template you customize it. Because we are using different format or layout in specific templates. Hope this feature will be applied. Thanks.
3 votes -
Create Expenses in offline mode
Let the user to add expenses in offline mode and then it upload when internet is available like the following:
1) user can create expenses with offline database in phone app
2) offline expenses has offline flag
3) if expense details dose not math zoho requirement like photo size or empty field, expense status can be "pending"This can be the start of offline mode for zoho books.
3 votes -
can u add itemwise by customer report. which shows item wise qty and amount and average sale price for each customer in one report.
can u add itemwise by customer report. which shows item wise qty and amount and average sale price for each customer in one report.
3 votes
- Don't see your idea?