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
6406 results found
-
Date calandars
Please will you standardise the date selection calendars.
Some are different and some are tricky to select custom dates.
Also it would be nice to have an "ALL" feature so you can select all the transactions for a report without having to put the dates into the custom calendar. A customers of vendors entire history on the system.
0 votes -
Template
The report templates take up a huge amount of space and are a waste of precious paper.
Please could we have some control over the layout such as size of print, spacing of lines, spacing of columns, page numbers titles and headers.
We definitely need headers and page numbers on the report pages.
0 votes -
bill approval by user
We would love to be able to allocate bill approval by user please
0 votes -
Recurring Invoices
Why was the "next" option removed when the recurring invoice is stopped. It was just there the other day. Can you please put it back? It only shows up now when the invoice is active.
0 votes -
sales account
Make the dropdown box with the account selection (i.e the revenue account to be credits) always visible instead of hiding it behind the additional information area.
0 votes -
Vyapay merchant services - ACH Payments
Add Vyapay to the available providers. This is a new company and their rates and services are really groundbreaking! They currently tie into QuickBooks Online. The rates and services are so superior to anything else we have seen that it is making us take a long look at QBO. We would hate to leave ZOHO and really don't plan to, but it would be an absolute plus for ZOHO to enable Vyapay.
0 votes -
Foreign currency Adjustment IMPORTANT
Foreign currency adjustment matching routine sets up the adjustment transaction for the current dat, i.e today. This is not correct. The adjustment date should be same date as the actual underlying transaction. Or the system offer the opportunity to the accountant to set the adjustment date.
0 votes -
Add contact or option onthe fly
In journal entry there is a field for Contact. This is important field and great. But, if the contact doesn't already exist the user must exit that screen, setup the contact and return to screen. Should be an option to clieck and setup new contact on the fly.
0 votes -
Setup contact
Currently a contact must be either a Vendor or Supplier. No other choice. There should be "free"contacts that are not tied to particluar currency or sale or purchase. For example, shareholder, employees, counterparties. This will allow much more flexibility when associating transactions.
0 votes -
Transaction input, sales and payables
A sales invoice need not be only for posting transaction to a revenue account. Sale invoice can be used for posting transaction to an equity account, i.e company sells shares to a shareholder, sales invoice credits equity account, debits receivables.
0 votes -
Benchmarking to Quickbooks
Quickbooks does many things better and easier than Zoho, but also somethings Zoho does better. If Zoho wants to be the better product Zoho needs to look at the quickbooks functionalities and improve on those functions. In some ways Zoho is clumsy and too flexible. In other things it is briliiant. I use both QB and Zoho. I thought Zoho could be THE solution, but now I see there are instances where I should be using QB.
0 votes -
purchase order from quote/estimte
Please allow the ability to convert an Estimate/Quote into a Purchase Order.
0 votes -
Apply correct rate table to invoices created from bills
We use rate tables for our clients. When an invoice is created for a client tagged to a rate table we expect that pricing to be applies. However if we import a vendor bill the rate table price is not applied unless we remove and re-tag the rate table to the invoice. We need to have an option, or prompt, to enforce the rate table pricing and not default to the vendor bill line total.
0 votes -
Migrate from Xero to Books AU
Has anyone done this? Seems a fair bit of work re chart of accounts..
0 votes -
Clubbing of Bank Accounts & Cash Accounts in Banking Overview page
We Have 15 Petty cash accounts & 15 bank accounts.
Can you provide an option of grouping and sub-grouping to consolidate all relevant accounts under one head.0 votes -
Using Khmer language in organization level
We need to choose Khmer language in the organization level. It means that we can have the interface with Khmer language.
0 votes -
Sales & Purchases - Should be Customers & Suppliers
I am not sure why on ZoHo books - Customers are called Sales and Supplieres are called Puchases??? This root is adding 2 extra clicks 100's of times each and every day we use books. We have to click on sales then on customers and the same thing for the suppliers.
You should replace Sales with Customers - when clicking on customers tab then the tab will open with Estimates, Sales Orders, Packages Invoices etc.
Can zoho team make this change asap as it will save zoho users hours of work for every user each year????
0 votes -
Bank Feeds - reduce the number of clicks and default to todays date
It takes 5 clicks to update a bank feed:
1. Select the account
2. Select Refresh Feeds or Sync now
3. Select Date
4. Pick the date
5. Click RefreshThis is very time consuming when you have multiple accounts (I have over 10).
It would be better if:
a) There was a quick refresh option on the Banking Overview screen defaulting to todays date - ideally for all bank accounts at once, or next to each accountb) the date pop-up automatically defaulted to todays date - one can always move it back if required
0 votes -
Disable requirement for a custom subfolder on portals with custom domains
I find it ridiculous that if I have a custom domain setup with CNAMES (books.zylker.com) that I then have to add ANOTHER folder on top of portal AND it can't be something basic because it needs to be "unique." So now I have the custom URL of
books.zylker.com/portal/zylkerWe should just be able to do books.zylker/com/portal
To add insult to injury, you can't do something like books.zylker.com/portal/books because the system says someone else already has that. No, they don't. That was the whole point of setting up a custom domain. The custom URL looks trashy. Sorry.
Thanks.
0 votes -
The ability to pay multiple invoices with a credit card
Please add the ability to select and pay multiple invoices with a credit card in one transaction.
0 votes
- Don't see your idea?