Zoho Books
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6163 results found
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Batch pay bills Via A Check in the Bills section
There is not a way to Batch pay bills VIA A CHECK. Meaning the option to PRINT a check. The only way to batch pay bills Via a Check is to go to the Vendor List, which is counter intuitive. It should be able to be done right in the bills section. Why isn't "Via a check" an option in the "record payment" screen of Bills?
3 votes -
Attachment field vendor portal
Make the custom attachment fields available on the vendor portal.
3 votes -
format for INVOICE
the format of invoice for each entity is different. the style, size, color and placement of logo and other mandatory fields like date, invoice number, HSN code etc.
Pls allow for option to customise the standard formats / templates available in zoho books.
Introduce placeholders for each field. Each of these can then be modified for its placement, shape, size, color etc etc.Once done, this can be saved by the user for future use. Makes it standard and unique for each business.
3 votes -
make a project be able to be created when creating a Sales order.
When creating a sales order, you need to be able to create a project linked to it.
This is the same function that is available when you are creating an estimate but is not available in Sales Order.
Normally you would not create a project until the Estimate has been accepted and you raise a Sales order.3 votes -
Flexibility to use account names as sub-accounts under multiple parent accounts
It would be very helpful to have the option of using the same account name within different types or Parent accounts.
3 votes -
View customer portal on behalf of specific customer
Would be good to be able to display customer portal for a specifc customer, in order to check what they can see.
This would allow better support (tutorials with screenshots, etc.) and monitoring projects to be invoiced that they can see3 votes -
Allow for default universal/advanced search across the entire Zoho Books database
Zoho Books holds a lot of information, just like any accounting system.
It would be great of Zoho Books had the ability to automatically do an advanced Advanced Search across all modules instead having to drill down into a specific module each time you are trying to find a transaction, expense, PO amount, etc.For example, if I am need to check and ensure a purchase order was created for a specific dollar amount, I currently have to click Purchases > Purchase Orders > select the drop down search by clicking on the magnifying class > enter the dollar amount…
3 votes -
3 votes
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Add Mandatory option under Reference for Payment Made
Please add in preferences the ability to set Mandatory option for Reference for payment made.
3 votes -
Add income tax filing to the zoho suite.
Add income tax filing to the zoho suite. Or atleast have an integration to another company that you can use Zoho details for importing into the income tax software.
3 votes -
Ability to enter manual journals inclusive or exclusive of GST in the price.
Hi - please allow us to enter manual journals inclusive or exclusive of GST in the price. Currently it is only exclusive and its very frustrating and error prone to have to manually calculate the ex GST price of all entries.
3 votes -
3 votes
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Record expenses from SMS received
I pay for most of my expenses by UPI and thus receive SMS for amount paid. I would like Zoho Books to be able to read SMS and automatically create expense. Also an option internally to force read SMS which would then force creation of expense based on SMS received from Bank or Credit Card Company.
3 votes -
Change in company name at Sales Order Stage
I think that changing the client name is something very common to have especially when they change it into their company name from their personal one.
So the client should be able to decide to change on whom he would like these invoices.
Since its not permeted to change the client name once its converted from ESTIMATE to SALES ORDER, to delete a sales order I need to Delete all the PACKAGE SHEETS done and shipments its a very complicated and time-wasting process.
Not to mention if three were changes from Estimate to SALES ORDER you will need to make…3 votes -
Enable invoice payment through Stripe ACH without client portal
When I send an invoice to a customer/client, I would like for them to be able to pay the invoice by clicking the "pay now" button on the web version of the invoice without enabling the customer portal. I want the client's experience to be as simple as possible. A portal opens a can of worms with all of the associated complexity and extra information.
3 votes -
Fix the Avaza to Zapier zap
There is a bug in the current Avaza (a very good time/projects + billing system) to Zoho Books implementation (zap) that I have sent several emails to Zoho support about which has been going on for several weeks now without news on the fix. The bug seems to be random as far as I can tell (hours and hours of testing and resets later) and the Zap fails with a "Cannot read property '0' of undefined" error message. I have been on the phone to support too but I can hear/see no progress on this. Zapier integration is great feature…
3 votes -
3 votes
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allow different transactions of the same category type to be included in a named rule
Allow transactions from different vendors to be automatically categorised without naming a separate rule for each vendor. eg if using several restaurants/coffee shops, allow auto categorising under the one rule named Restaurants & Coffee
3 votes -
Allow individual timesheet entries to appear on invoices
I work with a lot of lawyers, who always want to see exactly how time is kept when I work on a file. An option to post all timesheet entries with my notes on invoices would really help automate legal workflows.
3 votes -
Allow return of inventory item on sales invoice or order directly without having to issue a credit memo.
It is cumbersome to create a separate credit memo against an open invoice especially in a POS situation. Should allow customer to return items on same sales receipt (and especially if there is no prior sales order to return it against).
3 votes
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