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
6729 results found
-
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 -
Allow to create a sales receipt without an invoice.
Allow to create a sales receipt without an invoice. Many Nonprofits don't issue invoices, but need to send a "sales receipt" or donor receipt for the donations received.
12 votes -
MARK INVOICES IN BULK AS PAID
In the "All invoices" section you need to add a button to "mark as paid" when you have ticked several invoices (no matter which contact these invoices belong to). I cannot go into each contact to mark it as paid as, firstly I haven't got time for that, and secondly I have HUNDREDS to do. this option is absolutely necessary and it must be added as soon as possible. Please consider this to be added otherwise I will have to go back to freshbooks.
12 votes -
Integration with WeChat in China (400million+ users!)
WeChat payments are used throughout China for everything. My business is in China.
12 votes -
Suite para operações no Brasil: Integrações Books e GerenciaNet / Subscriptions e Pagar.Me / eNotas e Books
No Brasil 60% das vendas on-line ocorrem via Boleto. Os gatways nativos do Books e do Subscriptions só operam cartões e com diversas limitações. Para sustentar o crescimento da Zoho no Brasil e permitir o uso da suite completa da zoho, é necessário que haja serviços que operem checkout transparente para cartões no brasil e boletos. Além disso é necessário integrar sistemas de geração de notas fiscais eletrônicas, para viabilizar as vendas on-line em grande escala.
12 votes -
the ability to transfer from currency A to currency C if the base currency is B.
Transfer from currency A to currency C if the base currency is B.
My base currency is HKD and I made a transfer from USD to THB, but apparently this scenario is not currently supported by Zoho.
When I tried, I got the error: "To account currency should either be your base currency or the currency of from account."
12 votes -
12 votes
-
Import Stripe transactions back to a prior date
I'm considering switching to Zoho Books, but I found out it won't import my Stripe transactions prior to whenever I set it up. At this point, that's half a year of data that I can't import for this year. It means that if I decide Zoho is my best option, I'll likely wait until Jan of next year to sign up, so that I'll have a complete picture next year. If you made it so it could grab all my data back to Jan 1, then it would be far more helpful. This should be a priority, just to help…
12 votes -
Integrate Composite items from Zoho Inventory
Add the composite items option box/unbox feature from Zoho Inventory into Zoho books
12 votes -
Please give option of printing payment vouchers and invoices for purchase from non registered dealers
Referring to purchase from non registered dealers in GST
We have to raise an invoice with reverse charge and also issue a payment voucher.
Kindly give provision for the above request.Regards
Varun12 votes -
Sales Report with Date, Invoice, Customer, Item, Qty, UP, Sales & Margin
A details sales report reflecting Inv No, Date, Customer name, Item details, Qty, Cost Unit price, Cost total, Selling Unit price, Selling Total price and Margin with sales person name. If this report is available all kind of sales analysis is possible and helps companies to make different kind of sale reports
12 votes -
Tax Invoice with Transaction Statement Useful for Travel Agency
Dear Zoho Team,
Tax Invoice with Transaction Statement Useful for Travel Agency
Because Commission Agent and he can not Create Air Ticket Tax Invoice..He can Create Tax Invoice only his Service charge....
So accounting Propose....He can Create Tax Invoice Service Charge & other Service like Air Fare + Railway Fare he can create only Debit Memo or Transaction Statement
Please add this function
12 votes -
Import Transaction Rules
We would like to be able to import transaction rules from a spreadsheet. This is helpful when you add a new bank account and don't want to add each rule separately.
12 votes -
offer post code search
I would like to be able to search transactions using a UK post code.
Customers do not always know what name the invoice was generated under, personal name or business name. A post code is a very easy search to ask for.12 votes -
Multiple Image Attachements on an Item
Allow the attachment of Multiple Image Attachments on an Item. Sometimes Technical Drawings or multiple images need to be attached to an Item. Current functionality only allows for 1 Image to be attached to an Item.
12 votes -
Profit and Loss Report by Contact
We desire the Profit and Loss Report to be able to be filtered by Contact. On the sales side we use Customer Account Name : Job Number in our contacts. Accordingly we record sales, costs of sales, expenses to those contacts. Therefore we need to run profitability reports by those contact records.
12 votes -
Post Dated Cheque entry for Rents , Advance payments
How Can I enter the post dated cheques for Advance Rent payment for One year?
12 votes -
Simple calculation within number fields (like quickbooks).
Enter 2+2 in the quantity field, hit enter and the Quantity shows 4. Sometimes bills have line items of the similar things which we just lump together thing. Extend the calculation function it so we can enter the total, the quantity and then per item price is calculated.
12 votes -
Statement of Account
To Customize SOA for the customers and vendors is very important as the current standard template does not show the ref# and description.
Right now we adding the descript in the ref# filed so we can get it the statement in the notes filed ( we made across records ) !!!.
Please, we need to customize statement of account to be included ( Date, Ref, Description, Dr, CR, and balance).12 votes -
Integrate with woocommerce
Need integrations with Woocommerce and shopofy
12 votes
- Don't see your idea?