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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6133 results found
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match email attachment with expense, or bill from zoho mail extension
It would be nice to attach print version of email, or attachment, to a zoho book or zoho inventory transaction from the zoho mail app plugin.
Right now I download or print to pdf, then I go to transaction in zoho books and attach. This is very time consuming
3 votes -
i want a free column while estimate, sale order , invoicing,
need a free column while creating estimate, sale order, and invoicing, i have a medicine trading business, we are giving free pc/strips like for eg, crocin tab 10 quantity+2 free quantity, and it should be less in stock also ...
3 votes -
Can We have Accept or Decline Button in the Email Footer itself for Estimates.
I Agree that Zoho Books is doing a great job when it comes to client satisfaction. But i have seen this in other Accounting Software's. The Option to Accept or Decline an Estimate is placed directly in the Email footer rather than clicking the view Invoice button which directs you to the public portal. The Button that says view Estimate will be replaced 2 Choices Instead, "Accept" or "Decline". When the client clicks accept we get notified via zoho books & when the client Declines, it opens a new tab with the Public Link Portal wherein the client mentions the…
3 votes -
multi text custom field
Allow a custom multi line text box under the subject line in estimates.
This will then allow us to add additional description details for the estimates.3 votes -
create the ability to share landed cost items from one bill to multiple bills
make the amount field in the allocate landed cost "changeable/editable". This will allow for sharing of landed cost elements from one bill to multiple bills
3 votes -
Add search field for files in Zoho Books Documents module
Add the possibility to search for a file names in the documents section Zoho Books
3 votes -
Stop removing spaces from file names
Please provide an option to not delete the spaces from pdf copies of invoices sent to clients. All modern OSs support spaces in file names, and it makes it harder do find files when the file name is one long string.
3 votes -
Zoho Books > Documents > Email forwarding to Documents using a simpler email like accounts@mydomain
One of the biggest issues is using the zoho documents email because you can't give it to 3rd party suppliers without them messing it up.
It would be far easier to create an email in zoho mail like: accounts@mydomain, then using the filters to forward this to the email in zoho mail to the address supplied by zohobooks for the document scanning.
This would create a easier workflow and less admin for the team!
3 votes -
urgently needs recipient name & tel number on deliver order
urgently needs recipient name & tel number on deliver order
3 votes -
I want cash as default like bank in deposit to or paid through because i have multiple cash A/c
1.cash counter1
2.cash counter 2
3.cash invoice, Default as cash counter in Deposit to3 votes -
Payment Receipt link via sms
A link to payment receipt should be included in the payment thank you sma, So the customer can download Receipt from the sms link
3 votes -
allow transaction entry into a register.
Clicking "add transaction" between each transaction is not efficient. I would prefer a register view like quickbooks. I shouldn't have to change the date for every transaction that is not recorded for today.
3 votes -
Itemizing expenses should show remaining balance
When itemizing an expense (especially for an imported transaction where the total of the expense is known), Zoho auto totals all of the line items but it does not automatically calculate the remaining balance of the expense. I commonly split out certain fees or taxes from my expenses that import from my credit card and I have to do this with a calculator every time. It would be nice to have a button that enters the NET on a particular line, or at least just do the math for me.
3 votes -
Debtor & Creditor Reporting
I would like to see Books have the ability to keep more comprehensive reporting for debtors and creditors. In particular the liabilities and the lenders of those loans. Currently a 'customer' can be matched against the loan, but it really isn't a customer, it is a creditor. By reporting correctly, users should then be able to run a creditor report showing creditors and the balances. This should also be able to be done for debtors.
3 votes -
Ability to continue time entry from previous day
In a single click, be able to clone a time entry with a time value of zero and start the timer
3 votes -
Purchase order notification on Zoho before expiry
Option to add Purchase order on Zoho received from customers and get notified automatically before its expiry
3 votes -
Purchase order notification on Zoho before expiry
Option to add Purchase order on Zoho received from customers and get notified automatically before its expiry
3 votes -
Adding time period of service
for service providers , It is better to enter the details for the time period services are rendered rather than one single date .Hence will be helpful in sales reports too
3 votes -
supplier credit notes need to show on deposit slits
we need to see amounts of supplier credit notes on deposit slits
3 votes -
Customized Reports from the Invoice and schedule report
Require a fully functional customized report from invoice and Bills. It could be really helpful in analysis.
Analytics Report is not really helpful in certain way as it not real time and 2 way sync. Hope this may implemented soon.3 votes
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