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
6407 results found
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Integration with Tide Current Account
These guys (https://www.tide.co/) seem to be gaining some traction in the small business current account market. I believe they are currently 'reviewing' integrations. Would be great if Zoho Books gets integrated as I have just opened an account with them and looking to move all my business banking to them shortly, as I have no doubt other small business owners are too.
25 votes -
PayStack Payment Gateway Integration Option
Dear Zoho,
I am a user of Zoho One.
As a Nigeria focused charity we accept donations and take payments in naira. Although Stripe allows us to take Naira payments our prefered payment gateway is PayStack. As your API does not allow for 3rd party payment gateway integration can you please look into adding PayStack as a payment gateway option.I have been in contact with Stephen Amaza at PayStack, where they are more than happy to be considered as a payment gateway alternative.
I really hope we can make this happen and I hope to hear from you soon.
…
25 votes -
Be able to create multiple purchase order item wise / vendor wise from single sales order
Should a sales order have multiple items that may be sourced from multiple vendors, then the system should generate multiple purchase orders based on item and vendor.
24 votes -
markup
markup option for expense category
24 votes -
RMA & Vendor Returns
would like Option to create RMA for customer for return, as well when return is taken we should have option to put item back to inventory or going back to vendor,
24 votes -
Investment in shares and Investment in MF
Hi,
Investment segment is missing .
For Investment in share and MF required Accounting Like Stock.
Please consider this feature in Zoho Books
24 votes -
petty cash voucher
i would like to suggest you to add petty cash voucher it would be easier for me to manage my petty cash
24 votes -
Add chinese/japanese/korean character support for Noto Sans font
Noto Sans CJK supports additional character sets. It would be convenient to have a single invoice template for all languages.
24 votes -
Recurring Statements and Invoices
Recurring Invoices, along with Statement
It would add great value if you could provide an option to include the latest statement when emailing the recurring invoice every month.This would mean the customer would receive the invoice, along with the statement.
This will save hours, in having to send each customer a statement each month. It will also reduce requests. I am so tired of being requested to email the statement.
It would really help to have both recurring invoices, along with statement. It kills 2 birds with one stone
24 votes -
Reporting tag mandatory and its visibility!
Reporting tag is a good feature provided by Zoho Books. However, we suggest you to incorporate following points to make it more helpful:
1. Make reporting tag Mandatory: Most of the time, while entering voucher, user forget to enter "Reporting Tag" as it is not visible on face itself and system allows him to save transaction without reporting tag. Please create feature to make it mandatory.
2. Make reporting tag visible on face of Voucher: Reporting tag is a significant information needed at the time of review and audit. However, every time we need to drill down the voucher to…24 votes -
23 votes
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Deepen the salesperson integration.
I would like to request some bolstering of the "Sales Person" feature. I understand Zoho added Sales Person to the invoice and estimate documents, which is great. Here are some improvements I think can be made to the Sales Person field:
(1) Integrate it with the "staff" role of the Users preference pane. If I invite users to join my books.zoho.com organization, then it is a fair assumption that at least some of them will be my sales people. I would like the Sales Person box to populate from that list [but don't lose the ability to type in for…
23 votes -
More details of activity on an invoice (similar to Freshbooks)
Every activity on an invoice (credit card charged, credit rejected, invoice sent, etc) should be listed in a history area for each invoice. This is similar to what you see in Freshbooks here: http://screencast.com/t/cAFr0gIG
As part of this I also suggest the following general codes to be shown (and color coded for easier viewing): http://screencast.com/t/VSRURH6xHD
23 votes -
Item Merge function
There should be a way to Merge Duplicate items, just like you can merge contacts.
23 votes -
Integrate with PostFinance in Swizterland
It's the biggest bank for small and medium sized businesses in Switzerland. The fact I can't get my bank statements from it is a PAIN :) Please have a think about it (or at least, ask your 3rd party to think about it)
23 votes -
Import and Export from Tally
If Zoho Books has to get accepatibility in Indian Market. You need to provide easy Export / Import option from Tally. Otherwise you can just forget it as 90% of the CAs use Tally in India
23 votesHi everyone!
We have come up with a video on Tally migration. This video is a step by step guide for migrating your data from Tally to Zoho Books. You’ll be seeing how you can bring in your Tally data into Zoho Books effortlessly. If you have any queries, you can right to us at support.india@zohobooks.com
https://www.youtube.com/watch?v=Vz4I4rvwFWI&feature=youtu.be
Thank you.
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Urgent Requirement for use of Zoho Books in Philippines - BIR Accreditation
BIR Accreditation for use of Zoho Books in the Philippines,, as we would require the POS/Accounting system to be Accredited with BIR. If we do not get this sorted, then we would not be allowed to use the Zoho Books sytem. Request you to please take this as a priority as we would like to use Zoho.
23 votes -
interest calculation
- Interest calculations for Unsecured Loans
23 votes -
add a feature that allows for bulk tagging of transactions of any type with reporting tags.
Currently, tags can only be added one transaction at a time unless the transactions are added through an import file. This is extremely cumbersome. There should be a way to assign reporting tags to multiple transactions of any kind in the same screen at the same time (in a checkbox format for example). Allowing tags to be assigned based on rules would be another great way to make use of the reporting tag feature.
23 votes -
Allow transaction rules to be copied to other bank accounts
For businesses with multiple bank accounts, it would save time to be able to copy/duplicate transaction rules from one account to another.
23 votes
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