Zoho Books
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- 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
6409 results found
-
calendar
I would like to suggest a great feature for all type of vendors that work in the event field. This would apply to many types. Among them for instance:
Musicians
Photographers
Caterers
Event florists
Event planners
Funeral homes
Performers
My suggestion is for Zoho would be, to integrate a visual calendar (that will sync with google or yahoo calendars etc).
In Zoho settings there should be an option, in any existing date/calendar field, to "show" or "not show" in the new "Zoho Calendar"The purpose of this is, that any vendor that deals with events can see an overview in…
13 votes -
Add an option to create an estimate (quote) from normal and recurring invoices
Many customers require a quote so that they can generate a purchase order before they are invoiced. Please add an option to create an estimate (quote) from normal and recurring invoices.
13 votes -
In the chart of accounts, first, have the ability to see the current balance (like in QuickBooks), second, allow sorting by account code ins
In the chart of accounts, first, have the ability to see the current balance (like in QuickBooks), second, allow sorting by account code instead of alphabetical in the COA and also in the Reporting tab. So in the P&L sort by account code, not alphabetical. There is a reason that we have codes, we want those to show up first.
13 votes -
Addition of "Past Due" or "Previous Balance" to Invoice
For clients that have an outstanding balance when generating a new invoice, add a line item for that amount. This would allow clients to see their Total Owed without having to manually add a charge and write off the old balance.
13 votes -
packing slip
Good day, most of our orders are drop ships. It would be really practical to be able to send a packing list to our supplier with the purchase order so they could send it with the shipment. Now the packing slip is only available at the invoise level. Thanks much and keep up the good work!
13 votes -
Petty cash accounts in foreign currencies
Please make it so we can handle petty cash accounts in forgiven currency, we are a global company and this is critical for us
13 votes -
Add HSN Column in Item List
Add HSN or Customized Column in Item List in Invoice
13 votes -
Print Chart of Accounts Report
It would be nice to be able to print out the chart of accounts in a report format. I'm not talking about the ability to export it to Excel, where it needs to be formatted each time. Adding or modifying accounts in the CoA is very common and we need an easy way to print out a fresh copy. Also, many people use a printed copy of the CoA to write account codes on source documents or to quickly find accounts when posting entries.
I have worked in the accounting field for almost 3 decades and every other software I…
13 votes -
allow for column width adjustment
because some times column are too wide or too narrow, makes data break from line and go to next line.
2336.00 is correct but it becomes
2336.
0013 votes -
Required Monthly Invoice Report With GST and HSN Code for Manual GSTR Filing
Hi,
It'll be very use if we get Monthly Invoice Report With GST and HSN Code for Manual GSTR Filing.
13 votes -
Time tracking for service items
the ability to track time for service items
13 votes -
Sage Pay Integration
Integration of Sage Pay payment gateway. This is a very large payment gateway provider in UK and the rest of Europe. It would make sense to have it integrated into Zoho Books.
13 votes -
OFFLINE BILLING
please give an option to be able to issue bills/invoices in offline mode also. Preferably by giving an optional syncing mode like in onedrive. This will allow us to issue bills during bad or no connectivity.
13 votes -
Integration with Paypal HERE
Ability to use a tool like Paypal Here or Square to take payments on the go, and easily recognise with sales orders or invoice after.
I attend my conferences and seminars when there is a lot of hustle and bustle. Very important to takes sales but also link to basic customer details.
13 votes -
add EBICS
This is the only banking communication protocol
I don't kno why you show so much banks in zoho books as most of them don't accept any connection and don't even know which kind of integration you made as the all rely on EBICS13 votes -
INDIA GST Delivery Challan For Job Work
In India GST_Delivery Challan for Job Work :
1. you have provided format for Delivery challan for Job work as per India GST. We are sending the materials for Job worker to our vendor ( Not to our Customer) accordingly the starting point "TO" must have Vendor details instead of CUstomer details.After completion of Job work our vendor sent back the goods to us, there must be a provision to make entry to close the process and have make automatic entry in purchase also.
As per India GST, those who are sending goods for Jobwork have to file return…
13 votes -
Post Dated Cheque Posting / tracking
Need to have post dated cheque posting / tracking features and statement of account generated with or without pdc effect.
13 votes -
Fixed Discount per client
We have to manually enter discount per item in every invoice. Would like to have an option to fix the discount per client so that every time the discount amount or percentage pops up automatically. But this with an option to change the discount in special cases.
13 votes -
Add serial number for items already in transaction
Hi,
currently Zoho only allows you to include serial number for items which have not had any transaction. We would like this changed.
We have not been keeping our inventory well until we started seeing the benefit of zoho. When we put our stocks in zoho and requested for strict serial number tracking, some items had the error "this item has already been transacted", so we could not do anything.
kindly make it possible for us to make sure at every stock count, we are able to confirm, edit, delete etc to make sure ONLY serial numbers that are available…
13 votes -
Create PO automatically from Low Stock Items list.
Just a single click from email notifications & from the items list or somewhere). So the PO will be created based on their vendor or combined for the same vendor for the low stock's items list.
This is very helpful who has big inventory.
No need to choose one by one.Would be exciting for zohobooks user / zoho inventory user.
13 votes
- Don't see your idea?