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If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

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While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

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46 results found

  1. Ability to call Custom Functions from Custom Buttons

    We have written several Custom Functions that work in the Automated Workflows, but some of these we also use for Custom Buttons so they can be called on demand.

    Right now, even though it's the same code, we have to manually copy and past the complete code into the Custom Button. This can lead to problems if the code is updated and we forget to update all the custom buttons.

    Solution: Provide a way to call the Custom Function from buttons, for example if we name the custom function "po_userevent" call it from the button by doing something similar to:

    …

    1 vote
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    0 comments  ·  Automation  ·  Admin →
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  2. be able to use oanda as automatic currency converter

    enable the use of oanda as currency covnerter instead of open exchange rates

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  3. Bank Feeds Schedule & Address Auto Fill

    1. Having moved from another system the one time saver was their auto look up on any address you cut/paste when setting up a new customer. Just paste the entire address and select when a match is found. Then the system auto populates the fields.

    2. Bank feeds seem to need manual intervention to update each day. It'd be great to schedule multiple updates each day. For example once in the morning before work starts so the latest information is waiting and a couple of times during the day to check for any further payments. It would mean we could action paid…

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  4. tax filing reminder

    Please allow reminder setup for tax dates. GST tax dates are so frequent that a small self-run business can find it difficult to track and remember.

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    0 comments  ·  Automation  ·  Admin →
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  5. Automation workflows - add new fields

    Please add possibility to add automation based on GL entry, chart of account, time sheet and projects

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  6. Allow sending (email) individual invoices at a scheduled time.

    Allow sending (email) individual invoices at a scheduled time.

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