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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1020 results found
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invoice template half of A4 FOR FEW ITEMS PAGE IS WASTE FOR FEW ITEMS
invoice template half of A4 Size FOR 5 OR 6 ITEMS IN THE BILL
1 vote -
Report required that ages by "expected due date"
This report should bucket for each invoice, grouped by customer all invoices in buckets of month and week based on the expected date of payment. Where the expected date of payment is blank, it should default to the due date of the invoice. This will be a very useful tool for collection agents to follow up with customers for payments.
1 vote -
Edit Time Entries from Draft Invoices
When editing a time entry from a Draft Invoice (in edit mode), the system should also update the source Time Entry (in Timesheets). This is useful when employees are reviewing/approving Draft Invoices prior to sending to the client.
1 vote -
Territory Management
There should be separate invoicing and reporting system
1 vote -
Invoice - "Order Due Date" Field - NOT Custom Field
We send out estimates all the time, the customer places an order for the products from us after recieving that estimate, we then convert the "estimate" into "invoice - Draft", It has to be draft because we have not made and delivered the parts yet. When the customer sends us the order, they have given us a "requested delivery date". We are a components manufacturer, so the customer tells us when they need the order by". If we could have a field on the invoice "Req Delivery Date" and this date is available in the "Main Draft Invoice List", then…
1 vote -
Bug: Tax exempt customer should not be rebilled for taxable expense
When a customer is tax exempt, one should not rebill the customer for recoverable taxes paid on their behalf but instead recover those taxes from the tax agency. Zoho does this incorrectly, in violation of accounting rules (certainly in Canada, probably elsewhere for all recoverable value added taxes).
Example:
-Create a tax exempt customer
-Create a taxable expense associated with this tax-exempt customer
-Create an invoice to re-bill for the expense
-The expense will be entered as a taxable line item, with no option to changeAs a workaround, one can set a tax for the customer, which curiously enables…
1 vote -
Credit Card HTML5 Field Input Field Type
When a customer is paying an invoice on their mobile device the credit card number and the CVC fields should be <input type="number"> or some other method to make the mobile keyboard display numbers only - much easier for customer to input. Not to mention that this would also keep letter and other characters from accidentally being entered.
1 vote -
Put currency on invoice
It's not clear is it US dollars or CA dollars on invoice.
1 vote -
sells partner
i see this feature also in Erpnext that i can set internal option for sells partner who help to close the deal and set his margin
and sells partner can be a reseller for my products1 vote -
Allow .xlsm files to be attached to invoices
Our company produces fairly complex work statements that rely on macros & scripts to produce final prices. The invoice from Zoho is a simple "final dollar amount" which is described in detail in the work statement which is attached to the invoices. Because of the macros I must save from Excel in the .xlsm format. Zoho allows .xls attachments but prevents attaching .xlsm files. Please remove this filter - it forces me to resave each work statement as a quasi-duplicate file.
1 vote -
Comments and History feature
In Books, the new comments and History feature is not helping the Finance Team process. Its hard for us to track the EPD notes . Its quite difficult to search and find the comments from all the auto reminder notifications.. Pls consider going back to the Classic look. Thank you.
1 vote -
accent
enable the option to seach invoces or contacts without accents, like "corrección" ("correction" in english).
These accents are part of the Spanish spelling :D1 vote -
While making an invoice, if a discount percentage is entered, it should show as an amount on the printed pdf.
At the time of making an invoice, it gives us an option to give discount as a percentage or an amount. I need to give the discount as a percentage but need to show it as an amount on the pdf. So, even though I select percentage and enter a percentage at the time of creating an invoice, it should calculate the discount as an amount and show it on the pdf as an amount and not as a percentage.
1 vote -
Hi, I've just agreed for the basic package. But it seems everything is blocked : I can't implement any invoices for the client, and any inv
Hi,
I've just agreed for the basic package. But it seems everything is blocked : I can't implement any invoices for the client, and any invoices from the supplier. Really we are lost : the program asked me to update again ???? Can you explain ??? It's urgent.
Thank you1 vote -
It would be great to have the slide bar on the right hand side of the program wider, it is so narrow and hard to navigate.
It would be great to have the slide bar on the right hand side of the program wider, it is so narrow and hard to navigate.
1 vote -
associate expenses to invoices
all i want is, to associate every expense that may belong to a particular sale that i made. for example, lets say i sold you a shirt for $100. you paid me $100 and now you received your shirt and you are happy......
now i have to calculate the cost of everything that had to do with that sale, for example... the shirt cost me $50. the shipping of the shirt to you cost me $10. the sewing material that i needed to buy in order to fix the shirt (before i could have sold it to you) cost me…1 vote -
Editing Options For Salesperson Name Under Invoices
It would be nice to if I could edit or change a sales person name for invoices without having to delete them and loose all data.
1 vote -
1 vote
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canada postal code
The postal code and province on Canadian invoices is displayed incorrectly.
It should be city "City, Province Postal Code". It is currently displayed as "City Postal Code Province".
Correct: Victoria, BC V8X 4E2
Incorrect (what Zoho does): Victoria V8X 4E2 BC1 vote -
Apply partial retainers to one invoice at a time
I want to have the ability to take a retainer and apply a portion of it to one invoice. Currently, either you apply entire retainer to one invoice or you have to create multiple invoices at one time and then apply the retainer across them. I want the functionality to be able to say, apply x amount to a particular invoice. AND, to be able to see that in draft form so that I am able to review for accuracy prior to sending to the client.
1 vote
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