Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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6729 results found
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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 -
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 -
A transaction that has been filed in a tax return can not be changed.
Give the opportunity to modify a transaction even if it enters a tax return. Simply indicate the difference and take it into account in the following statement.
11 votes -
Allow Supplier Item Pricing in a Different Curency
I distribute products from suppliers arounmd the world. Their price lists are not in my base but their local currency - USD, JPY, EUR etc.
I need to be able to enter supplier currencies for each item. At the moment their prices have to be converted into the base currency. This means that when a Purchase Order is created in their currency the pr9ices are always wrong (as exchange rates change) resulting in me having to manually update each price from a paper price list.
This wastes a lot of time and could be avoided.
10 votes -
Link 26AS to Zoho Books
Hello Zoho Team,
Kindly add one most important feature which is Link 26AS to Zoho Books, this is needed to all clients, so kindly add this as soon as possible.
10 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
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