Zoho Books
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6725 results found
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assign sales person to customer account
I would request that sales persons be selected/assigned per customer and not at the time of creating an invoice.
Some of the reasons would include:
- credit sales to one customer done by several sales reps
- companies structure usually assign sales reps to customers
- difficult to compute commission and analyze outstanding amounts if sales reps are captured per invoice
- reporting becomes difficult to analyze, for example, aging report should show balances per sales person (this helps it calculating commissions).12 votes -
Allow customer to enter sales order through customer portal .
Allow customer to enter sales order through customer portal .
12 votes -
please create a report customer wise products wise total sale.
please create a report customer wise products wise total sale.
12 votes -
Consignment
Our vendors (farmers) transfer their "annual" crop harvested to us on "Consignment". The items are billed as and when the items are sold for the quantity sold. The received quantity reflects in the inventory even though it is not billed.
It is a industry wide practice to avoid distress sale by farmers to avoid low prices during peak season.
Reference: Consignment | Definition, Meaning & Working Model - Zoho Inventory
12 votes -
TAX Summary
I would prefer to have a Tax Summary on every invoice. if possible
12 votes -
12 votes
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View sent estimates and invoices
It would be great if one could view the body of historic emails sent through the estimates and invoices modules. A link to this email can be placed in the updates above the invoice or estimate. "9 Jun 2015 06:25 PM Estimate emailed to mail@mail.com. Click here to view email"
12 votes -
Purchasing / sales by item reporting for customers in the client portal.
I would like to see a feature that you can select in settings for the client portal to reflect sales / purchases by item type and date range. I think several entities like to provide customers with custom monthly reporting of purchases / services by item both in numeric form and pie chart / graphic form not just by having to go through each invoice one by one. We have been considering zoho books / invoicing and would be more adept to switching if this were a feature.
Thanks for your consideration!
12 votes -
add a option to pay advances to suppliers
its so much complicated and double work while creating bills and receiving goods.
it should be simple like this:
create a PO with/without items
pay advance by clicking button on same PO(which shows status as partially paid)
there should be a button "received goods" (enter the amount of goods received, if received partially status will be partially received or some thing like that...)
if i want to refund some of those goods we need to see options at that PO or purchase invoice.
same goes for sales module
but now
why is it so much complicated to create advance payments…
12 votes -
mileage tracker
Having an integrated mileage tracker for those of us that can bill for mileage would be a great help.
12 votes -
Please consider to add gothic font support for Chinese characters in PDF templates.
there's only one font "New Sung" in font list which can support Chinese characters in PDF template, however, it is not good enough for all business documents. Please consider to have "Hei" font option available.
12 votes -
12 votes
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Create Complete Projects
- Create a Project, for example - Project A
- We will add, Client Details, Billing Address, Shipping Address, email Id, tel number etc. (this could also be an existing client in my contacts)
- We will also add other contacts associated with this project (could be new or they could be existing contacts in My contacts)
- We can then create estimates / invoices related to this project and its details.
- This way different projects with different clients or same clients can have common contacts, who can view all documents (estimates / invoices etc.) with a single login id and password. which is…
12 votes -
Taxable task
It would be smart to be able to set individual tasks as not taxable. As it is, I have to manually edit each non-taxable task every time I generate an invoice. It's repetitive, time-consuming, and invites error.
12 votes -
when invoice written off (bad debt), the tax attached should be deducted at tax payable
When an invoice being written off (bad debt), the tax amount attached should be deducted also. Current zoho books is the whole written off amount is included tax, it should be separated.
Example, invoice with $100 + $6 tax = $106, payment received $53, overdue $53. Payment haven't received for few months hence written off $53. In such, $50 will go to bad debt $3 will be deducted from "tax payable" at the written off date.
12 votes -
Add Service / Work Order Module
Hi, we need a simple form to register work orders data, because we have a line of business where we need register equipment to repair and on site maintenance and is very functional have a work order form where we can register the following data: (Some of this data already are in the books, like customers and inventory)
- Order Number
- Order Date 2.1 Order Status
- Customer
- Time: Like Qty Hours or Start and End Time
- Type of Service:
- Type of Equipment
- Equipment Model
- Equipment Serial Number
- Equiment Details
- Service details.
- Send Email to customer on order submit
- Maybe if when…
12 votes -
Asset Management and Tracking (EZ Rent Out)
Also add custom field to invoice that computes into final number
12 votes -
plz add barcode sytem to the software and multiple outlet feature
adding bar code will make it more easier to do billing and if some one has multiple outlets it is easier for them to do stock transfer and manage outlets
12 votes -
show total discount on estimates and invoices
at to bottom of estimates and invoices calculate total $ amount of discount the customer is getting or received.
12 votes -
Invoice Discount Option- Line-by-Line or Entire Invoice- on Create Invoice Page rather than in Settings
Create the option to choose the line-by-line discount option or to apply the discount to the entire invoice on an invoice-by-invoice basis, with the click of a button, rather than having to go into settings to change the default discount option. I am constantly having to switch the discount option to accommodate both types of discount options which I regularly apply to customer invoices. Choosing the discount option on the Create Invoice page would be most helpful.
12 votes
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