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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Purchase requisition
It will be nice if you can add a feature to create purchase requisition to an specific department in the same company. So for example if a department needs to buy a new computer, then the manager of that department can create a purchase requisition or request to the procurement department and keep track of them. And after it's approved then we can create the Purchase Order to buy the item. Thanks!
49 votes -
48 votes
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Ability to Add Product Visual/Image to Estimate and Invoice
I want there to be the ability to add a small thumbnail of about 185x185 next to my items in my Invoice and Estimate to be able to provide a visual reference to my Clients. On clicking the product visual, they can either be taken to the product page on my website(Custom Link) or to a larger version of the image(Image Source).
48 votes -
Add Instamojo as online payment gateway. It is very popular with startups.
Add Instamojo as online payment gateway. It is very popular with startups.
48 votes -
Batch payments
Use batch payments to bundle multiple bills into one payment transaction (use tick box to select which bills to pay in the batch, and have the amount editable in case you don't want to pay the full balance of all the bills selected).
Bank details will have to be recorded in the system for each supplier, so that you can then export a batch payment file and upload it into your online banking system.
Payments to be recorded accordingly under each bill within the batch.
48 votes -
Add VAT to retainer invoices
Title says it all : it is legally mandatory in France to add VAT to retainer invoices (factures d'acompte).
47 votes -
Tax Shipping
Currently, tax rates only apply to items. It does not apply tax to any shipping charge that may be on the order as well. However, shipping charges are taxable in NYS. Please add the ability to apply tax to the shipping charge on an order.
47 votes -
give users the ability to print refund checks from credit memos and over payments under a customer
give users the ability to print refund checks from credit memos and over payments under a customer
47 votes -
Multi-currency Vendor
It will be nice to have a vendor multi-currency,
1-Invoices in different currency (foreign and default)
2-To make payments with diffent bank account currency (foreign or default)46 votes -
Stripe and Bitcoin
Integrate the possibility of paying in Bitcoin with Stripe
https://stripe.com/bitcoin46 votes -
Allow discounts at individual item level and/or at invoice level
This applies to all item level documents (Estimates, Sales Orders, Purchase Orders, etc).
In Settings -> Preferences -> General -> Do you give discounts? you can only select one (Radio Button) of the 3 options:
- I don't give discounts
- At individual item level
- At invoice levelI would like to suggest that a document may have BOTH item level and document level discounts.
46 votes -
The ability to swipe credit cards using a usb card reader.
The ability to use a usb card reader to swipe credit cards when accepting customer payments. This will save time, as opposed to having to type in credit card information every time.
46 votes -
Extend Availablity of html Template Editor
Currently the useful (but hidden) html editor for templates can only be used for Estimates and Invoices. I need to be able to create additional templates for Credit Notes and Proforma Invoices (based on a Sales Order).
This is an urgent requirement for me.
45 votes -
Customizable packing slips - attention field, special instruction field
Invoice & Packing Slip - more customizable
(1) Attention Field - essential for billing and shipping products attention to the person who placed the order
(2) Item & Description - not all items on an invoice can be shipped, ie design service, packing charge, etc, so best to make it modifiable on packing slip
(3) Shipping Address - client might have multiple shipping location, it would be great if this field is modifiable or if we are allow to save multiple address under the same contact44 votes -
Inventory reports by vendor
I would like to be able to generate individual inventory reports by vendor.
44 votes -
Make reporting tags visible on all SOs, POs, Invoices, and Bills
As it is, you have to click on Edit for each transaction, and then on the ellipses next to each item, just to make sure every transaction is being reported correctly. You should be able to see if a reporting tag is assigned to an item just by looking at the item table on the transaction.
44 votes -
Make reporting tags less tedious
As brilliant as I find the reporting tags feature, its implementation is rather odd. Instead of being limited to associating tags for each line in an invoice or purchase bill, why not also have the option to associate the whole invoice or purchase bill with a reporting tag?
I'm trying to use reporting tags to generate profit and loss statement per project. All I have to do is create a tag for that project and associate it with purchases and sales for that project. Unfortunately, with the current implementation that's a tedious process.
Don't get me wrong. I can see…
43 votes -
Different tax accounts per tax code
It would nice to define variable tax G/L account per tax code.
43 votes -
Send customers Sales Orders via the client portal
Currently you can send sales invoices and estimates through the Client Portal. Could you make it possible to send Sales Orders through the Portal and give them an acceptance button as with Estimates?
Client has developed integration through CRM and the ability to generate Sales Orders in CRM to be transferred to Books and if the client had the ability to see and accept through the portal this could make life very easy.
Thank you
43 votes -
Print checks from banking
Create new checks and print them within banking(bank account)
43 votes
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