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Zoho Books

Welcome to our feedback forum!

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

Feel free to post your ideas, comments, or suggestions in this space.

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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147 results found

  1. 1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  2. Add sorting by STATUS and BILLED STATUS in Purchase Orders and Sales Orders

    Add sorting by STATUS and BILLED STATUS in Purchase Orders and Sales Orders

    1 vote
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  3. Link purchase order to Poential in CRM (Deal)

    Link purchase order to Poential in CRM (Deal) like with Invoices

    1 vote
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  4. To have different approve workflows for POs and for Bills

    Currently, purchase approval is same for both PO and Bills. I recommend having a separate one in place, so that PO approval is done by one person, and bill when received is approved by another approver. Different workflow.

    1 vote
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  5. Approval Process in Purchase

    We want the approval process for purchase order only and not for all fields in purchase.

    1 vote
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  6. 1 vote
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  7. Landed Cost on PO

    We cant do Landed Cost on PO. We raise PO on transporter. Transporter gives a bill. WE book the bill and allocate landed cost. Does Zoho thinks things happen differently in any company. Show me one.

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  8. Stock item should be recorded when a purchase order is issued

    Stock item should be recorded when a purchase order is issued

    1 vote
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  9. Provision to feed/upload customer PO

    Provision to feed/upload customer PO and OR Work Order which can be linked to the raised invoices on the work processed corresponding to the PO. That way the POs received can be stored in the system at one place, also easy to track the progress of the PO, link invoices generated with the PO quantities, track balance quantities, track P&L of the certain work/PO/Work Order and understand performance graph of individual order/customer/item to a specific period, get reports of orders in hand, balance order etc.

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  10. Creating single PO for 2 Sales Oder

    Creating single PO for 2 Sales Oder

    1 vote
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  11. Purchase return order

    1. Purchase return ( When we created purchase return order and Credit SMS to the vendor on Final approval ) . I wan to create a workflow rule for Purchase return order but the option is not getting in automation.
    1 vote
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  12. 1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  13. when creating purchase order from salse order then in customer detail should automatically add in bill in customer details option

    if any purchase created through salse order-purchase order-bill
    then if at the time of recording bill if mention customer name and after that make invoice either salse order will be pending or bill show to be invoiced

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  14. Price Comparison of a product from vendor

    a price comparison option will be very helpful for Zoho user when they want to send PO, we know that particular item you can get it from different vendors and you are not aware of the price, hence if we have an option to save vendor price list compare the price at the time of purchase that will be very useful.

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  15. catalogue management for procurement

    Typically in an organization, there would be a rate contract for some items which would be purchased on a periodical basis. The trigger for the purchase would reorder level or value in some cases due to high volume. The standrard catalog process would generate a PO and send it to the vendor for supply. these are not high-value items. Open to looking at alternatives for a solution example recurring invoices with value or quantity for trigger. or other option

    1 vote
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  16. Can the Transaction Posting Date be added to the UK version of Zoho?

    Please add this into the UK version so we can account in the correct month of posting the transaction

    1 vote
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  17. Export Purchase data to google sheets

    Export Data under Purchase Module to Google Sheets

    1 vote
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  18. zoho books

    Please create a new Zapier trigger:

    Everytime a Purchase order is created on Zoho books,
    than,
    Create an event on google agenda
    Thanks

    1 vote
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  19. Fractions of bills with PO attribution.

    No all bills are 1 to 1. Some bills are one to many. This would accommodate dispersal of POs across one bill. Shipping is a good example. Many deliveries on one one bill.

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  20. Best Resort in Bali

    A Village Best Resort in Bali Desa Seni is a leading eco resort, Nature art and yoga resort, organic resort, personal yoga retreats and personal yoga packages in Bali.

    More info :- https://www.desaseni.com/

    1 vote
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