Zoho Books
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136 results found
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Multiple Bill of Entry for single import
Currently, we can create only one Bill of Entry (BOE) for one bill. But there are cases where there will be 2 or more BOE for same bill. For example, when we import the material and move it to Bonded Warehouse without payment of duty and GST. Later the same shipment can be custom cleared multiple times by filing Ex-bond BOE with duty and GST payment. At every clearance when we file Ex-bond BOE, we need the option to create Bill of Entry in Zoho under the Bill to capture the duty and GST amount.
5 votesHello,
The option to create Multiple Bill of Entry for a single Bill is available now. You can create and associate multiple Bill of Entry for the same Bill until all the line items in the Bill have been associated to any of the Bill of Entry created.
Note: This is supported in Indian, GCC and UK edition of Zoho Books.
Regards,
Zoho Books team -
Auto number or Manual number for Manual Journal Entries
Please allow to have both options for numbering manual journals.
same options which we already have in other modules, like invoices, Purchase Orders etc.
5 votes -
Would like to set the credit limit to each customer so we do not do over trading with one customer.
Would like to set the credit limit with each customer to avoid over transaction with one customer.
5 votesHi all,
We have added the option to set a Credit Limit for customers. When the credit limit is exceeded, you can set the option to restrict from creating/editing an invoice (or) show a warning message and continue creating/editing the invoice.
Refer to this Help Document that will elaborate on this feature – https://www.zoho.com/books/help/contacts/credit-limit.htmlRegards,
Zoho Books Team -
VAT option for non-VAT registered users
Please allow VAT in purchases even if the user is not registered for VAT, to avoid having to calculate the amount inclusive of tax each time.
5 votesHi there,
We have options to provide VAT in purchases for non-VAT registered contacts as well. It would have to be entered manually by selecting the required tax treatment listed in the drop down while creating the purchase transactions.
Hope this helps.
Regards,
Zoho Books team -
Return to Supplier / Return to Vendor
I would like to be able to create a Returns Note for returning goods to suppliers/vendors. Then when the supplier/vendor provides a credit note to convert this to credit note against the supplier/vendor.
This would be like Purchase Orders and Bills, but in reverse.
So I can track all return to suppliers and when the credit notes are raised.
5 votesHi there,
We have the vendor credits option that helps you track the money you’re owed until it is either paid by said vendor at a later date i.e refunded, or subtracted from any future bill amount due to that vendor.
Kindly refer this link ( https://www.zoho.com/books/help/vendor-credits/vendor-credits.html ) to know more about this features.
Hope this helps.
Regards,
Zoho Books team -
Project allocation to ALL invoices - not just billable expenses
We need an option to allocate any invoice to a customer to a project, not just anything we've been billed. We don't get billed for everything we invoice!
4 votesHi there,
The option to associate any invoice to a project is currently available. You can create an invoice and associate it to any project linked to that customer.
You can do this by clicking on the Ellipsis icon (…) at the line item level and selecting the project from the dropdown.
Hope this helps.
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Request to add Bank Charges in payment made
Need to add bank charges in payments made
4 votesHello,
We have added the Bank charges field for vendor payments. This bank charge is exclusive of the amount paid to the vendor.
As of now this field is not available for the India, UK, KSA and UAE editions as these regions apply a tax for bank charges.Have a great day.
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See the diferent prices of an item in item details page
It will be great to see the different prices applied to an item in the item detail page depends on pricelist , as actually there is no way to get this information in the product detail the only way now is to create an inoice and apply the pricelist !
4 votesHi there,
In the Item Overview page we now have the option to view the different prices of an item based on the pricelist that is selected.
In addition you will also be able to edit the price of an item in a price list in the Item overview page itself.
Please refer the screenshot to know more about this feature.
Good day!
Regards,
Zoho Books Team -
Resize the logo in the invoice
For me, the logo in the invoice is way too big and distracting. Unfortunately there's no way to scale them down.
3 votesHi all,
We have added the option to resize the organization logo in the templates > header section. This option is currently not available in Checks and Receipts Templates Groups.
Regards,
Zoho Books Team -
Option to Edit the Voucher after Bank Reconcilliation
After Bank Reconciliation, voucher entry needs to be edit by administrator if require.
3 votesHi all,
We have added the option to Undo Reconciliation (last reconciliation) so that you can edit the transactions and process the reconciliation.
Regards,
Zoho Books Team -
Salesperson added to Estimate Details Report
It would be helpful to have "Salesperson" added to the Estimate Details report.
3 votesHi all,
We have added the Sales Person filter for the Estimate details report. Navigate to Reports > Estimate Details report > Customize report > Advanced filter > here you can choose the sales person and run the report.
Regards,
Zoho Books Team -
Include "unbilled projects" option when creating a new invoice in from a timesheet project..
I would like the "Include Unbilled Items" option in an invoice made from the timesheet project window just like when I create an invoice outside of it.
3 votes -
Put the reporting basis on the P&L Report
Would you add the reporting basis to the header or footer section on the Profit & Loss Statement so it shows whether the reporting is either accrual or cash basis?
This is important in the U.S. because it impacts certain taxes and the reports must support the numbers submitted to the tax agencies. The reports also become permanent records in case of future audits.
I personally have no preference as to where you have the report show the reporting basis. It could either be part of the report title or somewhere in the footer section.
3 votesHi there,
In the header section of the profit and loss report we now display the reporting basis(accrual or cash).
You can write to us at support@zohobooks.com if you have any queries regarding this.
Hope this helps.
Regards,
Zoho Books Team -
Delivery Challan
Delivery Challan is mandatory in so many cases after GST implementation. It's a must in Zoho books. Can it be added, please confirm.
3 votesHi all,
We have the Delivery Challan feature for the Indian edition. Please refer to this Help Document – https://www.zoho.com/in/books/help/delivery-challan/
Regards,
Zoho Books Team -
ipad pro app
Please do a iPad Pro App. i would LOVE to see that!
3 votes -
Need Number Format for INR- Need 1,23,400.00 (one Lakh twenty three thousand four hundered
There is no Indian Currency Format available in ZOHO Books, Please develop this option as your customer I need this option.
3 votesHi there,
We currently do have the option to have the number displayed in the required format.
Please go to the template → Click on Edit → Footer → You will find the option to display the amount in words.
Hope this helps.
Regards,
Zoho Cares -
to add the ability to add custom fields to Vendor credits
As per our business requirements, we need to capture more information regarding a vendor credit, thus we need have custom fields for vendor credits also. Therefore could you please add the ability to add custom fields to vendor credits also.
3 votesHi there,
To create custom fields for Vendor Credits module, navigate to Settings >> Preferences >> Vendor Credits >> Field Customization >> +New Custom Field.
Regards,
Zoho Books team. -
add an option to put discount in item level to automatically transfer to invoice when item is added.
Have a box where you edit an item to put a discount % that will automatically be brought in when doing an invoice. As of now I have to keep another tab open and go find that item and open its details to see what the discount % is for that item. Very time consuming.
3 votesHi Jake,
We believe setting up Pricelists might be the right solution for your requirement.
You could either create pricelists that can markup or markdown the prices of all the items on the invoice (or) you can selectively enter custom rates for the different items.
You can take a look at this help page to know the exact steps: https://www.zoho.com/books/help/items/price-list.html#apply-price-list
Kindly give this a spin and send your feedback to support[at]zohobooks[dot]comRegards,
Reshma. -
Bank Charges for International Vendor Payments
When paying Vendors, especially International ones, there's always a bank charges involve. There should be a separate box to enter this figure on the payment page.
At the moment, I have to go to 'Bills', then create a separate bill for these bank charges. I feel it will be faster to simply be able to enter the bank charges at the same time when the payment to the Vendor is being made.
Hope I'm making any sense, thanks for your support.
3 votesHello,
We have added the Bank charges field for vendor payments. This bank charge is exclusive of the amount paid to the vendor.
As of now this field is not available for the Indian, UK, KSA and UAE editions as these regions apply a tax for bank charges.Have a great day.
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New Zealand Payment gateway
Hi It would be good to see a New Zealand payment gateway supported.
I have just gone down the WorldPay route, but they no longer seem to support New Zealand as a Payment Gateway3 votesHello Everyone,
We are happy to say that Zoho Books is integrated with New Zealand supported Payment gateways, such as PayPal PayFlowPro, 2Checkout & Braintree. Also, PayPal PayFlowPro supports Recurring payments as well.
To read more on this, please refer to the help documentation here :
https://www.zoho.com/books/help/settings/integrations.html#online-payments
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