Zoho Books
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6176 results found
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Pin Favorite Reports
I was going through a bunch of reports, each time I go into reports, I have to crawl through different set of reports and find my favourite one. How about we give an option under reports to pin it so that the report show up on the left panel or somewhere on the top as a drop menu or something (You guys are already on clouds of creativity) that is always visible as my favorite reports.
Best Regards,
Syed H5 votesHi there,
We now have the option to set up favourite reports. This would work similar to pinning a report. By doing so, the reports you have favourited will be listed at the top under the the ‘My Favourites’ section. Please take a look at the screenshot below.
Hope this helps.
Regards,
Ann -
items on sales order report
I would like to be able to get a report on items that are on sales order.
5 votes -
In the Items section, allow the option to have this amount not go into AR but a suspense account so that we don't overstate accrual income.
We hold monies (not income to the co.) for clients as a liability and convenience to them. We need to be able to classify this onto a Balance Sheet account (suspense account) and not in the A/R. I tried the ... option to the right of the item selected on the invoice portion. However, it is still added to AR as income.
5 votes -
I would like to see an option within invoice/packing slips enabling a customer to digitally sign for a delivery on my pda/phone.
I have several customers that require a signed hard copy of the paperwork to pay us. Emailing the invoice without the sig is not allowed. Access to a printer is rarely an option. Asking the customer to print out the invoice and sign is unprofessional.
This would be similar to signing for a credit card purchase on Square. The digital signature would then be incorporated into the packing slip and/or invoice and emailed to the vendor.
5 votes -
Develop a report to Group bill/expenses based on custom fields
Even though we are entering data in custom fields for bills or expenses we are not able to generate any report in books or even in reports( custom fields don't get imported into reports). I would like to see a report where we can group it by data in the custom fields.
5 votes -
Match Transactions
The automated algorithm only searches by transaction date.
Your filter option is unwieldy with a large client base and impossible to use in relation to bulk invoice payment in single transactions.
Can we get a search bar/filter that runs by client name, invoice number or amount ALONE? The filter makes me enter more data than I wish every time. This is especially annoying if you have bulk numbers of invoices being paid in one transaction.
5 votes -
when you part invoice via sales order, the sales order should be updated so it only shows value of outstanding orders and not total sales or
Sales order value should be adjusted once part invoice is raised and posted
5 votes -
Need to create item groups (this will have multiple items in a group)
Items will be grouped into an item group and the item group needs to have the ability to have an price list adjustment as well. As of now you can only add price list to the whole contact account and not the individual item (or group)
5 votes -
reporting tag to an account in my chart of accounts
The ability to add a reporting tag to an account in my chart of accounts.
For example, I have a reporting tag named Tax and have "Deductible" listed under that tag. Having this feature would enable me to run a P&L and show all items in an account as tax deductible without having to go through the laborious task of adding that tag to each and every expense. It saves time and money!
5 votes -
I need to be able to add multiple sales people at different percentages to an invoice for commission purposes.
We have invoices where I have to put multiple sales people. They each get a different percentage of of the sale. Right now we can only put down one sales person.
5 votes -
Charge customer with card on file in mobile app
It would be beneficial to be able to charge the customer for an invoice using a card on file in the Android/iPhone application just like we can in the web interface.
5 votes -
zoho app for scanning QR/Bar Code
For Inward & Outward of items, instead of typing, please add zoho app for scanning QR/Bar Code to quickly add in the Bills & Invoices through mobile camera/picture or web camera instead of using third party bar code scanners.
5 votes -
Ability to edit time entries in Mac Zoho Books - time tracking
The Mac desktop application allows you to either manually enter or use the timer, but once entered, there is no way to edit there.
5 votes -
I need different invoice ID for different products for sale
I have 200-300 items from different vendors, whose products are also different. I would like to get Invoice nos. different for sale of items from different vendors. I currently making different invoices for for different products to same customer. Eg. I have products from Havells, Philips, Morphy etc. if same customer wants different products from all 3 brands then I have to bill 3 invoices with each invoice having products from same brand. I would like to get Invoice nos. having a prefix that depicts the items it contains for eg. PT/HAV/001 will have only havells items. Similarly PT/PHL/002 and…
5 votes -
Add a tab Alias for Every name and item that we create , this will very helpfull
Dear team,
please add an tab name alias for item name and customer name, that will be helpfull to find the item by it,s code and alias5 votes -
State code
You should also add State Code for Invoice Making
5 votes -
Please Add a Additional Payment Gateway of Indian Currency
There should be one additional Indian Payment Gateway to accept payment from PayUMoney or CCAvenue
5 votes -
Multi location GST compliance in India
Many businesses now have more than one GSTIN, generally state-wise and hence, you provide facility to have multiple GSTIN and multiple locations.
5 votes -
price list
When a price list is de-activated, all the contacts that had that list assigned automatically just stop having an active list assigned. Now I need to go contact by contact by contact re assigning the new list... so that I don't need to do it every time that contact makes a purchase.
My solution:
If a new price list is created and the old one is deactivated, the system should ask something like: "do you want to re assign a specific list to all customers who had assigned this list you're about to disable"?.
Thanks
bye!5 votes -
have a POS integration for Global edition of Zoho Books
some governments have their POS used for all Businesses in the country to be aware of each business's turnover and taxes to pay
It can be much better if zoho allows integration of POS for Global edition to avoid manually recording of invoices from the POS to Zoho Books
Thank you
5 votes
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