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
6169 results found
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enable multiple currencies
For companies that use multiple currencies, maybe having items in a different currency than their transactions and invoicing, etc. I believe this idea has been posted for several specific needs, but in general it's enabling invoices for a single client in multiple currencies, having prices for items in different currencies, etc.
42 votes -
Automatically import Paypal fees
This is MUCH needed for those of us that use Paypal with shopping carts (non-invoice transactions).
The current Paypal integration only imports the net amount of sales (total amount minus Paypal fees). While there is a field to manually add the fee to the transaction, this is incredibly laborious when you have hundreds of these (not to mention looking up the individual Paypal fee for each transaction).
There has to be a way to automatically import the Paypal fee separately like you do with the Stripe integration. I understand that Zero does this.
PLEASE add this and save us untold…
42 votes -
Write Checks Feature
There needs to be an option to write and print checks without a bill or invoice. I need to write checks from my checking account frequently that don't have bills associated with them.
42 votes -
Schedule C Estimated taxes
include to ability to automatically calculate quarterly taxes
41 votes -
Customer Statements
Currently you can only send customer statements by going into the customer account and selecting, as we have over 300 customers who we want to send a statement each month is there any development planned to allow customer statements to be sent as a batch, it takes us hours and hours to send them individually.
Can you set up a search range function where you can select a statement period, select debit or credit balances or both and then select or tick the customers who appear so the statements can all be sent.
Thanks
Jason
41 votes -
Set language by user
The language of the interface and customer portal should be possible to set as per each user. I have staff who speak multiple different languages and it will be necessary for them to be able to log in and interact with the data in the language they are comfortable in.
41 votes -
whmcs integration
I use WHMCS, the most popular shopping cart for recurring revenue billing.
41 votes -
Add UK credit card bank feed
Since the introduction of the PSD2 directive, we have lost all bank feeds for UK credit cards.
These were previously available via Yodlee but Zoho have now moved to Token for PSD2 compliant feeds.
We are currently using Marks & Spencer (M&S Bank) due to their points incentive but we would be happy to move to any supported credit card in the UK.
41 votes -
40 votes
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Different tax accounts per tax code
It would nice to define variable tax G/L account per tax code.
40 votes -
40 votes
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Print checks from banking
Create new checks and print them within banking(bank account)
40 votes -
Batch payment of bills
Please include an option to record batch payments of bills, wherein the user can select multiple bills using a check box next to them, and give ‘Record Payment’. Also, an option to generate one single remittance notification email for all the bills payed at one time.
39 votesHi there,
We now have the option to record payment for multiple bills.
This option is currently available in the Open, Overdue, Unpaid and Partially Paid filters.
Bulk select the bills(which are of the same currency) and click on the More option. You will find the Record Bulk payment option there.
Hope this helps,
Regards,
Zoho Books Team -
Factura Mexico - Integration to issue invoices with official government procedure
Create an integration in order to be able to generate official invoices as Mexican Government requires CFDI
39 votes -
allow sub-accounts to be created for credit cards
We have 4 employee credit cards that are all part of one corporate credit card account. We would like to have them listed as sub-accounts of the corporate account so we can simply reconcile the corporate account. When we click on the accounts they don't have that option. All 4 employee cards pull bank feeds automatically. Reconciliation is a nightmare at the end of the month.
39 votes -
Add SEPA and SOFORT payment gateway to Stripe
Hello,
right now only the credit card is possible via the Zoho Books Stripe gateway. It will be very helpful to offer also SEPA and SOFORT in the future.
So i hope a lot of people like the idea to vote this forward.
Thank you very much.
Best Regards, Markus39 votes -
Add budgeting to Zoho Books
a mirror of the COA, with a periodic budget (preferably against a budget model - i.e. you can make different budget models such as best case, worst case, most likely case, and a Monte-Carlo) - budgets can be set manually, or via a formula (i.e. times x% of previous period, based on actuals of that period, or based on previous budget). Budgets can be assigned monthly, quarterly, or yearly. Reports on budget performance - budget versus actual.
39 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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add shipping for ups / fedex / usps
1) sales orders from zoho crm flow to zoho books.
2) order details flow (address and item info) from zoho crm or zoho books to web based shipping software like shipping easy or ship station
3) freight and tracking #'s come back from shipping software to sales order in crm or books.
All major accounting systems (quickbooks, zero, myob) provide this functionality out of the box. We love using zoho crm (20 users), but cannot use zoho books until this basic functionality is available.
38 votes -
Salesperson should not see the entire company's numbers
Sales people should not be able to see the entire company's sales figures. They should only see their numbers so they will know how far they are at achieving their quotas.
Sales people should see their own sales and receivables but certain user levels (sales managers) should see the total figures for their team.
38 votes -
unit
Multiple Unit of Measurement for one item
Alternate Unit like 1 Dozen = 12 Nos.38 votes
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