Zoho Books
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- 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
1020 results found
-
1 vote
-
Saudi Arabia Legalities
Information required for VAT invoices
The tax invoice must include the below details related to the transaction, provided in Arabic:
• The invoice issue date and the date of supply (if they differ)
• A sequential invoice number to identify the document
• The supplier’s legal name, address, and tax identification number
• The customer’s legal name, address, and, when the customer is self-billing, tax identification
number (and a statement that the customer and supplier have agreed to self-billing of VAT)
• The quantity and type of goods, or the extent and nature of services provided
• The total amount…1 vote -
Admin to Admin Approval Options
If an Admin needs another Admin to review an Approval there should be a drop down to pick the Admin that needs to approve/review it.
Ex: 2 Admins; #1 was on the Sales Call and knows the details. #2 Admin creates the Invoice but needs the #1Admin to check it before it's sent. Just pick from dropdown Submit To: Admin1
If not there is a list of approvals #1Admin does NOT need to approve.
also; If approvals is enabled; being an Admin you shouldn't have to go to a separate page to approve and send; it should be exactly as…1 vote -
In Mobile app while creating invoice vendor address need to display and has an option to change multiple address of that vendor.
Need to have a future of importing and exporting of Delivery challan.
1 vote -
Need a column Sales-Invoices-Custom Report Primary Contact name should be displayed
We have created a custom report in Invoices by using your custom column.We need one more column like Contact name and Primary Contact name against customer name
1 vote -
Tax Summary in Base Currency
Tax Summary in Base Currency Required
1 vote -
Bilingual
we need to have Bilingual options to create invoices etc. as here in Saudi Arabia we are required by Saudi Authorities to show our invoices in English & Arabic both Languages. we have been given time till end of March, from effective 1st April,, invoices only in English will not be acceptable.
1 vote -
Indicate the estimate number on the invoice
I need to automatically enter the corresponding estimate number on the invoice. I do it manually but I think it has to be simple to automate?
1 vote -
Allow bank charge account to be specified when receiving customer payment against invoice
When I receive payments, I would like to include the credit card processing fee when entering the customer Invoice payment.
Invoice payment allows for "bank charges" to be specified, but they are hard wired to use a generic bank charges account, which is not applicable if the charge is part of Cost of Goods Sold (COGS) - I would like to have the flexibility to change this, so that it goes to a (COGS) credit card charges account.
A benefit of this, would be that I would not have to enter a separate transaction to mop up the difference between…
1 vote -
to provide 2 Selectable options in Terms and Conditions
I Just want 2 Different Terms and Conditions in one invoice.
If it is possible please make 2 selectable options from which we can select any one according to our need.1 vote -
Page Setup
Page setup should be added under the Templates, current templates are using more spaces between line items, if we enter more than 10 line items, it will move to the second page.
some applications have the features like Fit to page option. so we are expecting the same1 vote -
Add a Button for Text Amount Due
I would see a text option for sending amount due besides the email option. Maybe this could develop into even more in-app texting records and capabilities Mass texting, Community environment and so on.
1 vote -
Discount Options and auto filled discount rates per line item
- At present the below options are global setting across estimates, Sales Orders, Purchase Orders, etc., instead please provide these options at sales order, invoice , purchase order creation level. In Settings -> Preferences -> General -> Do you give discounts?
- I don't give discounts
- At individual item level
At invoice level
Price lists are helping to provide custom rates to the special category customers but invoice is not showing actual price and discounted price separately, it is very much essential for retail invoices. Please provide this feature as a standard or help us with custom code or field.
OR
Please…
1 vote -
Field level Validation
Need validation on order number when creating an invoice to prevent entering duplicate order number if it already exists on any existing invoice
1 vote -
1 vote
-
invoice to challan
I have been facing 2 issues -
1. When i convert my estimate to invoice the Terms & Conditions changes to the t&cs of last invoice. I would want that the terms and conditions in the invoice should remain same as in the estimates.- We've the create challan's every time a material is delivered, but there is no option to convert and invoice into a challan which becomes a big hassle. Would love to have these features soon on Zoho.
1 vote -
Have an option to turn off Email alerts for auto-creating of draft recurring invoices.
We have several recurring invoices that we send out, most need adjusting prior to sending. We have them setup to create a draft when the recurrence is triggered and that works fine. However, Zoho sends an email alert to our accounting email for each of these invoices. It would be great to opt out of that alert so we don't get hundreds of notices emailed to us.
1 vote -
Retail-standard template- payment modes
Can you please add Payment mode options in Retail-standard template like - balance due & partially payment details on invoice like Zoho's any another template.
1 vote -
Marginal VAT
Marginal VAT invoice is required for those business who are in used car business and Government of UAE have option to do marginal Vat by law, so therefore your ZOHO books is not dealing in this type of invoice
1 vote -
vehicle number in sales invoice
We required text box for vehicle number in sales invoice form.
1 vote
- Don't see your idea?