Zoho Books
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- 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
6411 results found
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Print Name on Delivery Note so the customers signs and prints name
Print Name on Delivery Note so the customers signs and prints name
9 votes -
Export data with attachements (invoices paiements & attachements)
It will be perfect for us to export all informations (not only csv) but attachements two.
Best9 votes -
Enable cloning Payment entries, just as Expense entries can be cloned and edited
Enable cloning Payment entries, just as Expense entries can be cloned and edited
9 votes -
Template for customer statement of account to be editable
Template for customer statement of account to be editable
9 votes -
item discounts should be shown on a per piece basis.
As opposed to seeing the total of a line discounted, we need to see the discounted price of an item. So if a widget costs $100, and I apply a 20% discount, I should see that the price per item is $80, as opposed to what I see now, which is that they cost $100 ea. but that the total of 2 costs $160.00
The customer wants to know what they are paying per item, as well as what their total cost is.
9 votes -
tips
Please allow customers to pay more money than requested for great service as a tip....
9 votes -
I'd like to have the possibility to hide tax in template for estimates
I'd like to have the possibility to hide tax in template for estimates.
The amount without tax is the most important in B to B.Thanks
9 votes -
9 votes
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Duplicate expense detection
Other software detects when there are two expenses that are potentially duplicates. Instead I have to manually go through the transaction list and identify them one by one. Please create a better detection system!
9 votes -
Have budgets for financial performance in Zoho to enable us to compare the same the acutals and also have grouping facility in the p&l
We would like to have budgeting facility in Zoho which enables us to compare the actual financial performance against the budgets which enables us to arrive at the variances and take business actions on it accordingly. Also, we would like to have a grouping facility on the on the Profit and loss account which would enable us to group the expenses into 1.marketting 2.HR 3. IT & R&D 4. G&A etc. Please take action on this asap as these facilities are already available with your competitors like Xero and quickbooks. Its high time yall catch up with them.
9 votesHey,
The Budgeting feature is live now. You can plan for the upcoming financial periods by creating budgets and evaluate your business performance.
To know more about this feature, check out our:
Blog:
https://www.zoho.com/financeplus/blog/budgets-in-zoho-books.html
Help Document: https://www.zoho.com/books/help/accountant/budgets.htmlIf you need any further assistance feel free to reach out to us at support@zohobooks.com.
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Deletion of excluded transactions
when you link an incorrect account feed it would be nice to rollback the import or have the option to delete excluded transactions
9 votes -
Computation of Income Tax
Zoho books should provide a computation on income and tax calculation with both Normal provision and MAT provisions.
9 votes -
check printing
Need Check printing option for Indian edition as well.... Its unfair to not have these features for Indians and only for US & Canadians
9 votes -
invoice - contacts - client portal - client has the ability to upload files (PDF, JPG, etc.)
The client portal under Invoice - Contacts is very powerful, but currently it is restricted to just viewing estimates, invoices, and payment history. We would like the portal to include client upload file privileges.
9 votes -
Bank Refresh please provide a refresh button on the Bank Over Screen
It would be great if the Bank Overiew screen had a "Refresh all" button so all account could be refreshed with one click, or individual buttons against each bank account to refresh.
9 votes -
custom status for purchase orders
I would like to be able to have my Project Managers review their PO's before closing a job. Can there be custom statuses for PO's similar to the functionality that exists for Sales Orders?
9 votes -
Allow customization of notes and terms & conditions within different invoice templates.
I want to be able to create multiple invoice templates and have the ability to have different Notes and different Terms & Conditions for each invoice.
9 votes -
Also add Proforma invoices ,order numbers and Quotations
Add proforma , purchase orders, orders, quotation on the dashboard
9 votes -
Consolidated Invoicing
There needs to be the ability to define a parent / child relationship between customers so that you can perform consolidated billing. It is very common for companies to have multiple locations or branches where the head office requires that vendors raise invoices against the individual branch or location however the invoices are all consolidated against the HQ for payment etc. Very typical in the retain environment.
9 votes -
Invoice Template-Details printed on the first page like PO no,Invoice No,Organisation Info to be printed on all pages
When the line items exceed 1 page,want details printed on the first page like PO no,Invoice No,Organisation Details to be printed on all pages of invoice and estimate.
9 votes
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