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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Refresh all feeds with single button from bank over view screen
Have one button that refreshes all bank feeds at one time instead of having to go into each account and refresh individually.
16 votes -
FNB South Africa Bank Feed
Please enable bank feed for FNB South Africa and maybe other popular South African banks.
Xero does this but I don't want to switch. I love #Zoho
16 votes -
Support for XML and digitally signed documents
My request is to add additional file formats as allowed attachments to transactions. There cases where I have to attach an XML file or a .P7M file (a digitally signed file) to a transaction. Since those documents are generated by government agencies (Italy), they cannot be converted in other formats but must be kept in their original format.
16 votes -
Zoho docs integration to allow customers to upload files
I have the need to share (send & receive documents) beyond just an estimate/invoice through the client portal. If it just had a link for the customer to access a shared read/read-write folder that would work too. But it would have to have the ability to create a folder and set permissions from the backend. This is so I can use one place to communicate documents with the customer related to their account, it would be preferred over having to also send them a docs folder invite separately.
16 votes -
Progress billing for Service oriented companies
Multiple Invoices from one Sales Order for service industry
16 votes -
link purchase orders to projects
With the recent update to integration between zoho projects and books.
Is there now a way to link a purchase order and open/closed bills to certain tasks in projects16 votes -
Allow contacts to access client portal for multiple customers
Often times one person is responsible for managing and making payments for more than one of our clients. We need a person, single email address, to be able to log into the client portal for multiple clients.
16 votes -
Ability to add multiple Stripe accounts for payments
We have 2 lines of business, each with its own Stripe account, so the ability to add multiple Stripe accounts in payment options would be helpful.
16 votes -
16 votes
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invoice subject on statment of accounts
Invoice subject to be mentioned in Customer Statement.
16 votes -
invoice
PLEASE ALLOW US TO CUSTOMIZE THE FORMAT FOR INVOICE, WE SHOULD BE ABLE TO USE OUR LETTER HEAD FOR INVOICE INSTEAD OF YOUR PRE INSTALLED TEMPLATES. WE SHOULD BE ALLOWED TO CREATE OUR OWN TEMPLATES WHICH CAN HAVE ADDITIONAL COLUMNS / ROWS
16 votes -
add zelle and venmo options
Would like offer payment link that gives customers option to pay via Zelle and Venmo.
15 votes -
Cost price and markup or margin on item section.
On the item section, there's only adding rate (like selling price).
Base on the cost or purchasing would be great feature if we can enter the cost price, setup the markup or margin and having group items. (like assembly line)
Also if you can add barcode scanning feature and or S/N with barcode would be great.
Right now I can only enter the selling price, and it's hard to remember how much was my cost or average cost and each customer can have different level for pricing.
In fact I am doing this whit Excel and it's simple formula in…15 votes -
Tax payable account in manual journal
Option to post manual journal for tax payable account - global edition
15 votes -
Add Payment details to Statements as well as Invoices
Currently only the invoices have payment details. It would be useful for statements to also have these details to make it easier for customers to pay.
15 votes -
Banking - User Roles - 1 User To Have Access To Single Bank Account.
We have various locations and each location has to manage it's own expenses and is allocated/manages one bank account (sometimes in different currencies) - we need to be able to have one User/Accountant/Manager to have access to only a single bank account. By default the company Accountant can access all accounts.
15 votes -
A project related report that lists all transactions
At the moment, the project reports are limited to staff and tasks, with no feature of invoices or expenses. To get a whole view of a project these items need to be incorporated into a report.
15 votes -
Timesheet/Support Staff User Role
Be able to have more granular control of user roles, in order for employees (i.e. support team), not to be able to see sensitive information of the company (i.e. invoices, expenses, customer balances, etc.). In addition to current timesheet access, I would like to be able to give my support employees to:
1. Create new tasks (currently they can only select from existing tasks)
2. Have the ability to create Fuel/Mileage expenses when they travel to customer site for support15 votes -
Be able to print individual project/task timesheets and link with invoices
I need to send timesheets with invoices to clients and it would be extremely useful to be able to pull up individual client (customer) timesheets rather than bulk export and have to separate them all out.
Even better would be the ability to automatically link the timesheet for a particular period with the invoice when setting the billable time.
15 votes -
Sales order from partially invoiced to invoiced manually
Not all of our sales orders are fully invoiced as we work on a re-imbursables basis. We therefore have many SOs that are in Partial Invoiced status but fully Invoiced as far as our business is concerned. Would like to be able to manually change a SO status from partially Invoiced to Invoiced.
15 votes
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