Zoho Books
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6410 results found
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Add option to choose a particular date for the fiscal year rather than just month
Have the ability to set the fiscal year to a specific date to make reporting easier. For example in the UK tax year start around the 5th or 6th of April so it would be good to set the exact date not the 1st of the month.
11 votes -
Accept Comma in currency figures
Dear Zoho,
A feature I need is when you paste an amount with comma ... say 3,256.90 it should be accepted with the comma. Many a times we copy from excel or from calculator and it becomes a pain to remove the comma first
11 votes -
Bill.com
Add integration with bill.com
11 votes -
Ability to associate Zoho Projects to Customer in Zoho Books.
When Zoho Projects and Zoho Books are integrated, there is no option now to associate the Project with a customer present in Zoho Books. Hence all Invoice/ Expenses created under a particular Zoho Project cannot be associated to a customer in zoho books.
11 votes -
show on Invoices and estimates the sub total after discount and then show taxes
have the choice to show on Invoices and estimates the sub total after discount and then show taxes
11 votes -
track sales order and purchases orders associated with a project
I would like to have the ability to associate sales orders that contain materials and any purchase orders to a project's budget. We not only sell engineering services but all the materials that are associated with the design. The ability to track all expenditures against the budget is critical.
11 votes -
SKU field missing for manual invoice import
Please add SKU field when manually importing invoices. At the moment there's only item name available, but item name across different selling platforms might vary while SKU ca be kept the same!. Please add SKU field for manual invoice imports.
11 votes -
Check printing and deposit slip printing
After payment Check print option with check details and payment voucher
As we already have the cheque details , why not the deposit slips , banks they accept deposit slips , system generated
11 votes -
Arabic + English language on both invoices
Dear Zoho,
Can you please create a templete for both invoice that support arabic and english language.
11 votes -
Need customizable dashboards
Customizable Dashboard please so that I move the panes around and show the most pressing items at the top of the screen.
11 votes -
RFQ to Vendors
Would like to request to please add the "RFQ" tab under "Purchases" that will be sent to Vendors before placing the order.
11 votes -
Managing the inventory within the warehouse so that I know at which particular area or rack a particular item is located
Managing the inventory within the warehouse so that I know at which particular area or rack a particular item is located
This would help in better internal management of the warehouses11 votes -
for barcode generation
do something for bar code generation for item wise & reading barcode ..its too easy for work...& for invoice also
11 votes -
Multiple GST profiles for each state.
There are possibilities that one customer or vendor has multiple GST profiles for each state. in such situation the customer/vendor master shall have add more button for GSTIN, Address, City, State, PIN, email & Contact Details
11 votes -
Develop direct payment instruction for bank payments.
There should be a list of Payment instructions which can be used as a ABA file for bank payments. Thanks
11 votes -
Estimates - Rearrange item columns (change order of columns)
I would like to be able to change the order the of the item columns on the estimates (and invoices for that matter).
Example:
We have...--- Item & Description --- Qty --- Rate --- Discount --- Amount
I would like to be able to change this to...
--- Qty --- Item & Description --- Rate --- Discount --- Amount
Would also like to move the custom columns in there as well. You would think this would be very easy to do.
11 votes -
Enable inventory tracking after transactions have been recorded
I would like to see an update where you can enable inventory tracking on items which did not previously have it enabled, even after transactions have been made with this item.
You would simply set the system to record the inventory on the item from that day forward.
The reason for this is for example if you have a company which drop ships a particular item, then decides one day to inventory it - you cannot utilize that item already in books and have to create another one. This can become a mess, especially since you cannot use duplciate sku's…
11 votes -
Create returnable delivery challans.
We have the functionailty to record returns on challans, but we need to have challan type as returnable, where all the goods are returned. This is for service providers who send equipment to customer site and take back the same when service is completed.
11 votes -
- Search Bank Transactions Description / Filter possible duplicate transactions in Bank Feed
This option will fix quite few issues related to banking feeds sync
1- sometimes bank doesn't display full description until transaction is fully approved, upon resync it appears as new transaction
2- if we Sync bank transactions when travelling in different country timezone, it display same transaction twice with 2 different dates
3- we should have an option to use search / filters using dates, description to find a transaction if we need to
11 votes -
Please integrate payrexx.com
Payrexx makes it easy to sell through all online channels. Immediately accept Visa, Mastercard, PayPal, Apple Pay, Samsung Pay and further 100+ payment methods as WIR, .
11 votes
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