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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6166 results found
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Day book should be available with period and all option of Cash Book, Bank Book, Journal etc. Like Telly and it will be add value in your pr
Day Book will be available with all day book and period from date to to date. It will be add value to your product
4 votes -
Bill of Entry to be enabled in Standard Version of Zoho Books
There are lot of small businesses who are importing the products from abroad and selling them in India. For them buying the premium version is not affordable. If this feature is enabled in your standard version itself it will be helpful for the small businesses with turnover less than 1cr
4 votes -
Please add account type accumulated depreciation. Thank you.
Please add account type accumulated depreciation. This will permit us to track the accumulated depreciation from year to year.
4 votes -
Profit & margin selection in line items on estimates and invoices, including manual entry items.
Profit & margin selection in line items on estimates and invoices, including manual entry items.
I have different margins for clients on a wide range of products,it would be a lot easier to have this done with a drop-down selection box for margin and/or profit percentage not to have to calculate each entry.4 votes -
We need a profit report by item, Invoice, Customer, and etc
We need a profit report by item, Invoice, Customer, and etc
If my Customer "X" has 300 invoices with Discount, Tax, Adjustment, i need know how profitable is my business with that customer.
Like product profitable or collection of products.
4 votes -
Allow Expenses to be refunded from within the Expenses tab
We have an employee who enters and processes our Expenses. Sometime we return items we've purchased and need to account for the refund. As it stands now, we can only created Expense Refunds from the Banking module. However, we don't want to share the banking module with our employees. There should be another way to create Expense Refunds (either a negative expense, or just directly from the Expenses module.)
4 votes -
Adding Credit Note in Zoho CRM Integration
Hello Everyone
It would be very helpful for our sales team if they can have the list of related Credit Notes created for a client in Zoho CRM Finance Module, and if they could be able to create a credit note directly in Zoho CRM as well.
Only Invoices, Estimates and Sales Orders are synced with Zoho Books.
4 votes -
Enable Change Tracking/Audit Log for US edition in "Activity Log" Report Like Already Available in Other Versions
Implement the already existing "Activity Log" features found in the non US version that are documented at this link below. This is a critical component needed to track changes to the critically sensitive financial data. Without this feature, how is anyone ever going to be able to ensure the integrity of the financial data, especially when ther eis more than one person with access to the system? https://www.zoho.com/books/kb/reports/audit-trails.html
4 votes -
form
We request the ability to customize forms to meet our needs. The software we used in the past allowed us to customize forms. If we could add/remove forms, such as is allowed in CRM, it would resolve quite a few issues we are facing in migration.
4 votes -
Show available stock when converting sales order to purchase order
A client is complaining that when he creates a purchase order directly from the sales order (via More - Convert to purchase order) he cannot see the available stock in the quantity column. However, the available stock is shown when he creates the purchase order from scratch. He creates almost all his purchase orders by converting them from the sales order, so he definitely needs to see the available stock. Could add that functionality, please?
4 votes -
VAT complaince !!!!
Hello. We have been using Zoho for over 2 years now and it has been brought to our notice that the invoice format in Zoho does not comply to legal statutory requirements of FTA in UAE.
The invoice is supposed to show individual VAT amount for each item which is not the case presently and there is AED 5000/- fine for non-compliance.
The same is the case with the Credit note format as well.Please advise.
4 votes -
Composite items on Sales order become the single items on Purchase order as an option
When converting a Sales Order to a Purchase Order the composite items on the Sales Order should become the single elements of the composite item. An option on the composite items could switch this option on/off.
4 votes -
We need to be able to record the customer advances received. So these should be linkable to the Sales Order that is being generated.
We need to be able to record the customer advances received. So these should be linkable to the Sales Order that is being generated. This is the most common practice followed across industries, where a PO is received, and we send a Sales Order / Proforma Invoice and then the advance payment is received, which needs to be recorded and linked to a Sales Order
4 votes -
GSTR 1 FILING
I pushed june month gstr1 data from zoho to gst portal. then there where one mistake, i currected it in zoho but can't save it saying pushed data cannot be edited. so i edited that from gst portal and filed from there. once again i came back to zoho for filing another quater gstr1 at that time its disabled and massage showing as "GSTR-1 filing for the selected month will be opened only after you file the GSTR-1 for the previous month in GSTN portal and mark the return as filed in Zoho Books." even i already filed that gstr1…
4 votes -
Vendor Payment
Need Schedule payment for bills When doing vendor payment through Zoho & ICICI
4 votes -
Mobile Friendly View
Please make the Zoho Website mobile friendly. Zoho App does not have all web features
4 votes -
Zoho Books' view to have same image orientation as Zoho Expense
Apparently Zoho Expense auto-rotates to fix picture orientation of receipts, which is great, but zooming in on one in Books does NOT have the same/fixed orientation.
Please make them both fixed/consistent.
Apparently this is a feature and not a bug according to Zoho Books' support. I disagree but nevertheless here we are...
4 votes -
Add reminders for retainer invoices
I'm honestly pretty shocked that reminders aren't already in place for retainer invoices. They should operate the same way invoice reminders do.
4 votes -
We need OCBC velocity (Business)banking interface to import the transactions from bank.
There is only OCBC Singapore interface which connects to personal banking, But OCBC velocity is the business banking portal. Most of the businesses have accounts with OCBC Business banking, not the personal banks. So please provide interface with OCBC Velocity business banking.
Thank you4 votes -
there should be Trading Account
there should be Trading Account is it available in this Zoho books
4 votes
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