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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6411 results found
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Add account codes to Bank Import Templates to auto-reconcile on import
My company uses Xero and one of the most helpful tools it has, is when doing the bank recon, it allows transactions to auto-reconcile on import to the correct account provided the account codes are listed.
Please can this be implemented. I can also provide screenshots if necessary9 votes -
Reporting Tags for COGS
I am using Advance Inventory. Need to associate the reporting tag for an invoice to all income and expense accounts. Currently reporting tags are allocated to the sales account but then when you run a P&L and filter on the reporting tag, you end up with no COGS
9 votes -
Revenue Recognition on Contracts
Since the software allows for annual recurring of invoices, it makes sense to have the revenue recognition feature available so that the invoice can be recognized into income of its life.
9 votes -
let a tab or enter key add another line in an sales order or invoice, rather than having to click "add another line"
Having to use a mouse or trackpad to click "add another line" for every item is not a very efficient way of doing order entry. Using tab or the enter key is much easier.
9 votes -
Custom Dates on Dashboard Charts
The Dashboard charts are awesome. They're beautiful and they let me see exactly how I did compared to... 12 months ago. And no further. I'm a visual person and I need these beautiful charts to reflect the growth of my business over the past four years, or fourteen if I wanted. I want to see a chart that REALLY shows how my hard work has paid off.
9 votes -
Have new facility for Item Groups
We have products that are made up of multiple items, for example a "Promo Pack" might include :
10 x Leaflets
5 x Posters
50 x booklets
It would be good if we could create a new "item group" that included could include multiple line items in predefined quantities that way we could add these groups with a single selection rather than having to enter each individual line.9 votes -
convert expense to Bill
Ability to convert/migrate an expense to a Bill entry.
Finding at times, when an entry is done and it is incorrectly listed as an 'expense' instead of a bill. (eg, multi-entry required), we will have do undo/unlink, delete the expense then re-enter as a bill.
It would be good if we could migrate it to a bill, so we do not have to re-enter each time.9 votes -
pic for items
Can it possible to setup pic on each items added with little pic. so that its easy to identifiy by customer, that we are quoting therefor.
little Pic next to item9 votes -
Add aging of invoices on customer statements
I deal with hundreds of suppliers, ALL provide customers statements WITH aging of invoices in them. This is the norm, not the exception, unbelievable that Zoho Books does not have the ability to customize statements. This IS basic for conducting business.
9 votes -
9 votes
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Add 'Delivered' or 'Received' as a status in Purchase Orders
Instead of converting a purchase order to a bill, it would be nice of one can simply mark it as delivered so that the view can be filtered to exclude these. At the moment one needs to cancel the order to be able to filter out the delivered purchase orders.
9 votes -
Add a date field to transaction line
Service-based firms need a field for Date (in addition to Qty, Desc, and Rate) for when the service took place. Right now, the only way to add it is to include it in the description field.
9 votes -
Ability to change the Invoice, Payment Receipts Paper size...
It would be helpful if we can change the printing paper size as per our wish...
9 votes -
Automatically Create a Potential Sale in the CRM when an Estimate is sent
Pull the quote information to automatically create a potential sale in Zoho CRM.
9 votes -
More kinds of custom fields
Add to the possibilities of customization more kinds of custom fields, especially "pick list" to the moduls of estimates, sales order and invoice.
9 votes -
Add option to classify income and expenses
Sub accounts are great too but I need to classify each expense to different trainings. I use both sub accounts as well as classification. This is pretty standard so I am surprised it is not in development yet.
9 votes -
allow text boxes on templates
it would be great to be able to input text boxes so that we can customize the appearance of invoice templates to our exact specifications. Right now customization is rather limited.
9 votes -
Tax Summary report needs to be split between Sales and Purchases
The way that the "Tax Summary" report works is that is combines the sales and purchases on each tax code.
This is wrong.
Each Tax code needs to show its sales and purchases (Net & Tax) separately.Shay Rohan
Ireland9 votes -
Enable Role where the user can't see transaction done by other users
I want to enable a user to encode expenses, but without them viewing other transactions done by other users.
The same limitations is needed in Invoices and other function.
9 votes -
Ability to create a custom link or a web tab in the client portal. Can be used to link a form or add a custom web page.
Our clients spend a lot of time in our client portal. This feature will allow some customization and functionality giving clients a better experience.
9 votesHi all,
We have the Web Tab option within Zoho Books but not yet for the client portal. Send us an email at support@zohobooks.com with the use case of this requirement.
Regards,
Zoho Books Team
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