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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6407 results found
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Check template
We need more check template. We don't have possibility to customize the template we already have. We have different template in others accounting program for more flexibility we need the same in zoho
15 votes -
Print signature on a check when it prints.
Check Signature
It would be nice to have the signature print on checks when they print.15 votes -
client portal
I have the same primary contact person for 4 customers. The Client portal should allow the same primary contact to login and look at the details relating to all the 4 customers.
There should be an option for login on the basis of client group. There could be multiple clients belonging to the same group.
15 votes -
while invoicing a product to a customer, the previous invoice price of the same product should be displayed in a popup.
I have many customers and I sell the same product to different customers at different prices. The purchase price of the product will also changes often. I would like to have previous selling price display while invoicing a product.
15 votes -
users customization
Small organisations/professionals do not like giving access to all the accounts to their data entry bookkeepers
For example I have 6 bank accounts, 2 of which are personal. I only want my office staff to have access to 4 accounts for data entry through manual journals or banking categorisation.
However, once i give access to banking or manual journals, they can view all my other accounts and transactions as well.
Lack of this feature prohibit me from maintaining my books of accounts in office though zoho books and still depend fully on my CA for full bookkeeping.
The simplest solutions…
15 votes -
Negative opening balance for contacts
Please give us an option to enter Negative Opening Balance for Contacts.
i.e. Credit Balance for Customers and Debit Balance for Vendors.15 votes -
Feature to Select WHO should Approve for each BILL/PO
Currently, the multiple approval is set up for the whole Organization. Please have a feature for the user to should who should the authorizer of each bill/PO for the first stage.
15 votes -
transaction nature wise Approval Process
the current Approval Process is very simple for sale and purchase approval only but if you want to set an Approval process for complex scenario as per below:
1. Sales Invoice Approval
2. Sales Order Approval
3. transaction limit wise Approval
4. Approval where discount given in Sales
5. Credit Note Approval15 votes -
Add tab with Spreadsheets to Invoices, Estimates and Sales Orders
In Estimates (and Invoices and Sales orders?) add TAB with SPERADSHEETS. With this option, we can have all cost calculations used to create current transaction (Estimate, Invoice, Sales Order). When we need create similar transaction, then we can copy old one and modify spreadsheet to get new costs.
At this time we can connect external spreadsheets, but when we copy transaction and open connected spreadsheetand save new data, we will lost old calculations (on old documents we will have connected spreadsheet with last saved datas).
15 votes -
Allow bills to be paid by accounts with a different currency
I pay most bills with the same credit card, regardless of which currency the bill is in - but if the currency doesn't match, I have to choose petty cash and add a note stating which account was actually used, which is an ugly workaround.
Perhaps it would work if we could choose the account and note the amount that was charged in the account's local currency and perhaps also any extra fees (eg currency conversion fee).
14 votes -
Multiple auto numbering of invoices
In Argentina invoice numbering depends on tax condition for the customer and there are invoices of different types: "A", "B", "C", etc.
So it would be great that Zoho can support multiple autonumbering based on a customizable condition.
14 votes -
All data backup / restore to point in time
Although I appreciate backups are constantly being taken by Zoho it would be good to be able to backup / restore the entire organisation at a specific point in time. This would be particularly useful when testing as it would be possible to have a "clean" copy of the account which can be restored when testing is complete.
Ongoing it would again be useful when entering large amounts of updates via the API to be able to "wind back" the data to a point when you know the data is "clean".14 votes -
Reports for Expense Details and Account Transactions need a column that lists the vendor/payee name.
Reports for Expense Details and Account Transactions need a column that lists the vendor/payee name.
14 votes -
Carry Customer PO# from Sales Order to Invoice
It would help a lot if the software includes a field for customer PO number in the sales order and be able to carry it to the invoice upon conversion.
14 votes -
Batch Invoice a Group of Customers
I'd like to be able to group customers and then be able to batch invoice a group. We have several customers that receive identical invoices and it would be nice to be able to group customers and create an invoice and apply it to all applicable groups of customers.
14 votes -
Automatic import of items from square register
Allow automatic importing from other apps, such as square register. So if items are already entered there they will import and sync daily to keep track of inventory that is sold.
14 votes -
Retail POS platform
Zoho Corp can integrated new third parties to have a solution when you have point of sales.
14 votes -
increase the number of contacts
Limit of 50 contacts is really low. Quickbooks has unlimited even for the simplest version. Why can't you make it the same?
14 votes -
Add the PDF to a mail teamplate
I created an automatic workflow: when a client asks an offer, he gets a mail reminder some days before the offer expires. It's great and very useful but unfortunately there is no way to add the offer in PDF directly to the email template. It would be great if it would work because not every client has an access to the portal and/or understands that he/she has to connect to the portal to see and/or accept/decline the offer.
14 votes -
Electronic Signature on Delivery Note/Chalan for Mobile Printing & Delivery
1) Delivery Note should have customer name, date and signature
2) An option to refer to Customer Sales Order
3) Once the delivery us made and customer signs for item electronically then delivery person can just print a copy using a mobile printer such as Zebra etc.
4) The signature will be placed on Zoho Books/ Inventory as delivery with signature5) If this is a cash transaction or even credit card payment option for a receipt and also be made and printed
This is for option is for Zoho Books/Invoice/Inventory
14 votes
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