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
6410 results found
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Write Checks Feature
There needs to be an option to write and print checks without a bill or invoice. I need to write checks from my checking account frequently that don't have bills associated with them.
11 votes -
Avoid duplicate customer by using mobile number
When ever I entered mobile number of customer I should get details. And should not get mobile number duplicate in other names.
11 votes -
Enable SKU only for purchase orders
Please add the option to only show the SKU on purchase order PDFs. We never show our SKU on our quotations so our admin teams must manually enter our SKU for purchase orders. Adding the SKU manual in the description is slowing down our process and causing errors.
11 votes -
Allow Sticky Submenus
I would like to be able to keep certain sidebar menus open permanently, such as Sales and Purchases, so that I don't always have to click into those areas before I can get to the submenu.
11 votes -
Allow for all types of accounts to be denominated in Foreign Currency
Many international companies borrow in a currency outside the base curreny. Such transactions create liabilities. The system doesn't allow for accounts to be currency denominated. This means the system doens't allow for anything other than a bank account or trade receivable / trade payable account to be revalued automatically. Quickbooks is far ahead of Zoho in this regard.
11 votes -
Custom template "simple" cannot able to adjust line height table so it effecting invoice creating more page when we add 3, 4 items
Currently the height of rows in invoices is fixed and can not be changed and this might leave a lot of white space in the invoice,
I suggest that height of rows should be made flexible and the user should have the ability to put max and min values11 votes -
Add navigator buttons in the payment page
Sometimes you need to recored a payment for more than 300 invoices at one time, but only for specific invoices by their numbers. However, many invoices are not shown in the list among of sent invoices.
So, it's really demanded that you add navigator button to go next pages and browse all sent invoices to make it possible see all required invoices to be paid.
Example is like this << < 01-02 > >>
11 votes -
Sync American Express Business Checking Accounts
Currently, Zoho syncs with American Express Credit Cards, but not with their more recent business checking accounts. It would be great to add this ability as soon as possible.
10 votes -
Create a Global Admin for Client Portal
Create a global admin so you can see the customer's client portal. I want to be able to log in and see what each customer will see when they log into the client portal.
10 votes -
Write off for bills
The payment screen should give the option of writing off a remaining amount after payment (payment/exchange rate difference), which would prevent many outstanding bills with a just a small amount left.
10 votes -
Bulk actions in timesheets
Not only delete but change the project assigned, the task, the billable status, ...
Also enhance the selection criteria to manage timesheets, not only by status and dates, but by client, project, staff name, task,... in order to perform bulk actions more effectively.10 votes -
date format option
A few more options for date formatting. - the US version of mm/dd/yy and mm/dd/yyyy should be a simple option to add - this is available in simple programs like Microsoft Excel.
10 votes -
Combine multiple invoices into 1 Invoice or 1 PDF file.
I have several customers who want 1 big invoice at the end of the month instead of several small invoices which we create for different days of the month.
10 votes -
Add Totals to Billed and Unbilled Amounts in Reports
On Reports -> Projects & Timesheets -> Project Summary report under "Billed vs UnBilled" there is total row that shows the totals for the hours (both billed and unbilled) but not a total for amounts. Not sure if this is a bug or something that was not fully completed during development. I want to be able to see on my projects the total for unbilled.
Here is a screenshot: https://www.dropbox.com/s/60gjrxmztzeb92p/Screenshot%202015-04-11%2017.06.35.png?dl=0
10 votes -
10 votes
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Multiple delivery address options for customers accounts
Can we have multiple delivery addresses to hold additional delivery address information for our customers. Our bussiness deals with alot of customers with multiple sites and it is frustrating to continusly change the data befre submiting invoices.
10 votesHi Everyone,
We are happy to announce that, “Now you can add multiple addresses to contacts”
With this feature, you can quickly and easily deliver items to multiple addresses.
Kindly have a look at our help document in the link mentioned below.
https://www.zoho.com/books/help/contacts/contact-actions.html#addresses-contacts
Do give a hands on try and if you have further queries feel free to get back to us at support[at]zohobooks[dot]com.
Regards,
Reshma -
Worldpay Business - Integration
ZoHo should really consider integrating worldpay business for UK clients.
We were advised prior to singing with zoho that the software was capable to integrate with worldpay they failed to advise that zoho support only corporate gateway accounts - this is very unfair!
Please action this ASAP?????
10 votes -
Quebec taxes Report (QST TVQ)
In the Canadian version add the tax report for the Province of Quebec (QST).
Dans la version Canadien, ajouter le rapport de taxes pour la province de Québec (TVQ).
10 votes -
Estimates for Prospects or Leads
I am so grateful that Zoho CRM contacts can be syncronized with Zoho Books. Most of my estimates get sent to Leads though, and not Clients. This means I have to convert a Lead to a Customer prior to creating an estimate for them. When they don't actually buy, there is no way in CRM to revert them to a Lead, and I have to re-create them. This is causing a lot of extra work (both to send the estimate, and to revert them to a Lead) and headache.
10 votes -
INTEGRATE WITH SHOEBOXED
to import expenses and receipts into zohobooks
10 votes
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