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
6411 results found
-
Split one expense into multiple payment methods.
Sometimes I purchase items using multiple payment methods. For example, I buy something for $100 and pay $30 in cash and $70 in CC. Would be nice to be able to create 1 expense entry (for the same account) and be able to provide multiple payment methods. This happens a lot when I buy from a store where I have store credit and/or gift cards.
9 votes -
Timesheets, weekly view, the ability to add a note to a time entry would be fantastic. You have go back to the list view to add note now.
Timesheets, in the weekly view, the ability to add a note to a time entry would be fantastic. At the moment you have go back to the list view to add note.
9 votes -
Fully Customized Invoice Template Editable With Drag And Drop Features
Fully Customized Invoice Template Editable With Drag And Drop Features
9 votes -
Budget vs actual
Budget vs Actual Report - allow the date range to be customized. Ex: I'd like to see this report from 1/1 - 9/30. The native report with Monthly periods shows expenses for 12 months, and the revenue has 9 months. This does not help me know where I stand through the end of Q3 in profit and loss, as the additional Q4 of budgeted expenses just shows a straight loss.
9 votes -
Journal Entry ability to ALL accounts in COA
Need ability to make Journal Entry to ALL accounts in COA (currently cannot do this to stock, AP and AR)
9 votes -
Invoice Detail Report.
A new Report needs for a given period lists invoice details such as Invoice number, item description, Qty and Unit Price. Current Invoice Detail report only includes Invoice summary - but not the deail.
9 votes -
reference number when categorising bank feed Deposits.
Ability to manually add an internal reference number when categorising "match transactions" in bank feed Deposits.
9 votes -
Export items by category and/or item search
We desperately need the ability to export any item at any time without exporting the entire list of items. In other words, we need to be able to isolate the item exported by category sometimes and other times by search results.
For example, if I search blower pulley...then the only items that should come up to be exported are blower pulleys. This will allow me to more quickly reset pricing and/or shift information without having to extrapolate out of a master spreadsheet.
Also, we need to be able to export only individual categories. A simple drop down to export by…
9 votes -
Sync Zoho Books Budget to Zoho Analytics
Make budget available in Zoho Analytics for us to expand budget capabilities and cross data from other services against budget.
9 votes -
Ability to budget for ALL Types of Accounts
We would like the flexibility to enter budgets for any type of account (not only P&L).
Considering we have significant capital expenditures, it is important that we:
- have robust budget to actual reporting capabilities for a variety of reports (BS, CF and P&L)
- can track timing of expenditures by specific account (i.e. cash flow purposes)
- project timing of capitalization (asset balance & depreciation)
This will help determine performance but allow us to make important business decisions.
9 votes -
Inventory adjustment, accounting / physical
Adjustment of the accounting stock and physical stock independent.
9 votes -
Put more information on normal invoice of the retainer invoices already paid
In final normal invoices, when a retainer invoice has been paid, it is shown at the right bottom of the invoice the amount of the retainer invoice paid in red, ok.
In order to be more clear for us and for the customer to remember which retainer it is, could you please add more information about that retainer invoice paid like :
Retainer invoice Number
Retainer invoice date
Retainer invoice % (percentage of the total final invoice)example :
Retainer already paid : RET-0001 - 01/24/2020 - 50% 10 500 $
Thanks for taking in consideration that request
9 votes -
Please add traditional Chinese language set.
Zoho inventory & books only have simplified Chinese language. Please
Please add traditional Chinese language.9 votes -
Need restriction branch level user role
please note that in the current software which you have provided us need some customization, as we want limited access of data to our branch/sub-divisions.you are requested kindly guide us for the same so that limited excess can be provided to the concern team.
9 votes -
Seperate module for Salary & Wages to restrict access of Staff to know other employess salary
Salary & Wages should be a seperate module as this is a sensitive data & not to be accessed by the Data Entry Staff .
9 votes -
Add Bitcoin as a currency option. My company has started receiving bitcoin as payment for services.
Add Bitcoin as a currency option. My company has started receiving bitcoin as payment for services and I need to simply track this in zoho.
9 votes -
Have the same schema of numbering system for retainer invoices than normal invoices
Please could you allow your users to choose if they want the retainer invoice number to follow the same schema as the normal invoice numbering???
and do not have a separate system of numbering?
In france and in many others countries, it is not authorized by governments to have different numbering systems for invoice and retainer invoice !!!
All our french user cannot use the current system...
All invoice types (normal invoice & retainer invoices) should have the same numbering like follow :
RETAINER INVOICE 10455
INVOICE 10456
RETAINER INVOICE 10457
INVOICE 10458
and so on....Could you please allow…
9 votes -
Option to filter projects based on the custom fields
Please have the option to filter projects based on the custom fields
9 votes -
TDS
TDS REPORT RECIVABLE
TDS REPORT PAYABLEBOTH ABOVE ON MONTHLY BASIS AND YEARLY BASIS MISSING.
ON 7TH I NEED TO PAY TDS TO MY CA TO FILE REPORT, IT SHOULD BE AT A SIMPLE CLICK AND SAME IS FOR RECIVEABLE AT YEAR END FOR RECONCILLING.
9 votes -
Currency symbols for all prices
At the moment, in templates a currency symbol only appears in the total amount/sum. It would be helpful to have currency symbols for ALL prices like item prices, taxes and discounts (if given as amount and not as percentage) and subtotals as well.
9 votes
- Don't see your idea?