Zoho Books
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6198 results found
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Inventory Adjustment Bulk Update
In zoho books accountant section, Bulk update is not covered inventory adjustment.It must be inclueded in bulk update.
2 votes -
Write checks outside of bill pay. This a pretty annoying over site. Very important for tracking
This is a common part of running a business and should be more streamlined.
2 votes -
Additional Address and GSTIN for Vendors
You have recently added a feature to add additional address and GSTIN for customers. However, it is not available for Vendors. It would help to issue Purchase orders to the same vendor with different locations and GSTIN.
2 votes -
Display the total value of discount give at the end
After applying the discount at the transactional level. The total discount given should be displayed at the bottom and then the taxes have to be calculated on the discounted prices.
2 votes -
Custom Templates In Estimates need to be previewable
Now that templates are customizable, I need to be able to preview my new estimate in Books. Without this ability, I have to create the entire quote, save it, download it as a PDF, then view it. Please make customized templates previewable.
2 votes -
Customize Portal by Client
//i would like the ability to choose what is available on the portal according to the client/project. I would also like the ability to show hours billed/unbilled with or without detailed time entries. I would like the abililty to choose to show tasks or not.
2 votes -
Project Budgeting should include cost of goods
Project budgeting should also have an option to budget for items/goods that will be purchased for completion of the project.
Currently project budgeting has option for only incorporating the services/man-hours.2 votes -
attach file option for 'create new transaction'
when on the bank reconciliation process, within the 'create new transaction' should also have the option to attach a file.
similar to categorize manually has 'Attach Receipts'
2 votes -
Restrict Sharing option of master and transaction for certain roles
Restricting Export, Print and PDF is a very essential security option for our company, as the accounts is handled by executives who are in direct touch with our channel partners and competitors. They record all transactions related to our multiple branches. We would like to avoid sharing of our company data to people outside our organisation. As this concerns our security policy, kindly try to make modifications to help us protect our data.
2 votes -
IMPROVE THE REPORT CONFIGURATION LAYOUTS, SO BASIC AND LOOKS UNPROFESSIONAL
IMPROVE THE REPORT CONFIGURATION LAYOUTS, ADD MORE OPTIONS; CURRENT IS SO BASIC AND LOOK UNPROFESSIONAL. I.E: THE ALTERNATIVE ROWS GREY COLOR OPTION DON'T SHOW CORRECTLY, SUBTOTALS ARE NOT DIFFERENTIATED; HEATHER COLOR ARE NOT CUSTOMIZABLE.
2 votes -
Quotation request to vendors
We want to send a quotation request to the vendor before send the purchase order, then, accept this vendor quotation and convert it to PO.
2 votes -
As an online seller we only confirm and procure/produce items on orders after receiving advance from customer.
Need to send payment link as part of email communication to the customer so that they can simple click and pay. Otherwise lot of reconciliation effort is needed as many times orders is in name of spouse paid by the other and we are left wondering who has paid. Or many customers only give first name and it is problem to find out which "Nita" paid.
2 votes -
Custom logic for Books to select the appropriate Invoice Email Template
We have mutiple Quote/Invoice Email Templates. We would like to setup some custom logic that says if select the appropriate Email Notification Template this could be super helpful if like us you have various departments and what a nice branded email notification.
2 votes -
Pls add lorry/ truck no. and eway bill no. column in Invoice
Pls add lorry/ truck no. and eway bill no. column in Invoice as it is necessary in my all invoices.
2 votes -
Book TDS without payment received from client
There is an disadvantage in Zoho Books that at the time of closing books of accounts, clients whose payment is not received at the end of Financial Year, but i have to book TDS (Advance Tax) for that client, it is not possible in Zoho Books, so my request you to add this feature in Zoho Books
2 votes -
Need a way of knowing what invoices were paid via a single deposit
When doing a reconciliation - it is preferred that there's a column that indicates what invoices were paid by a single deposit.
Or - preferably - a way to show the Payments Received report that is grouped by actual deposit.
It is a little difficult right now being able to align multiple payments to a single deposit.
2 votes -
better font types for Traditional Chinese PDF
I think zoho books can have one or more options for better Traditional Chinese Characters to be shown in PDF.
Example:
https://fonts.google.com/specimen/Noto+Sans+TC#standard-stylesThanks.
2 votes -
2 votes
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Syncronize documents between diferent Zoho Books organisations
When two companies work using Zoho Books, and one is vandor , it would be great that vandor can just chose and sync created invoices to his clients zoho books acount. In that way client account will automatily recive those invoice as bills / expenses and vandor will be sure that all invoice are surely sent.
So both companies would in more easier and secure way work, without need of manually adding those invoice in Zoho Books or scaning them using document scaning feature.
2 votes -
Add Tax Payable to manual journal for US
While the automatic Tax Payable system may work well enough for Sales Tax, there are other taxes which I am obligated to record and pay that it does not handle so well. For example: in my state it is a requirement that we pay Use Tax on items which we do not resell and were not charged tax when purchased. There is no module for entering this type of tax, so I must make manual expense or journal entries. I would like to put these amounts into the Tax Payable account, but I am not allowed to post any entries…
2 votes
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