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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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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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149 results found

  1. 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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    0 comments  ·  Purchase Order  ·  Admin →
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  2. ZOHO BOOKS - PURCHASE ORDERS MULTILEVEL APPROVAL WITH MULTI CRITERIA

    1. Enhance multilevel PO approval with introduction of multiple criteria in the PO approval work flow. i understand this is already available in ZOHO EXPENSE.

    2. for example - The approved PR (in EXPENSE) is converted into a PO (in BOOKS) and this PO is prepared by the Central Procurement department and approved based on delegated authority. The delegated financial power for example have following criteria:-

    INR 0-2.0 Lakhs - approved by Manager CP
    INR 2.0-5.0 Lakhs - to be approved by Director
    INR 5.0-10.0 L - to be checked and recommended by above and approved by VP Finance
    INR 10.0 L…

    1 vote
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  3. Add the ability to designate the department email for out going purchase orders rather than the default email address.

    We have individual department emails and it would be great to be able to send customer statements from Accts Rec or Purchase Orders from Purchasing, etc not just the company main email.

    1 vote
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  4. Show default tax rate at the time of converting SO to PO

    Show default tax rate at the time of converting SO to PO. We have 7500 line of items in our organization. We have to select the GST rate manually.

    1 vote
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  5. Add an option to choose who needs to approve a sale or invoice purchase

    At the moment there is only different levels of approvement but each invoice needs to be approved bij different people from different teams and then in the next level the finance department. Now everyone needs to see and approve it. If i can choose and then in the next level it goes to a higher level it works way better. Make it like a approval three, like the blueprints. Thanks.

    1 vote
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  6. Line # on Screen on Invoices and Purchase orders

    The system prints line numbers on purchase orders - but they do not appear on screen. When I have a large purchase order I need that...

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  7. purchase order items

    When converting a purchase order to bill, some items are not available at the moment so we subtract them during the conversion. Then later on if we go and make a new bill from purchase orders zoho will bring the pending items from the old purchase order.

    So what would be really helpful for many reasons , would be a way to access all the pending items per vendor at any given time.

    Thanks

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  8. Deny purchase order

    Deny purchase order status - that will force a reason and put it back in the creator's inbox to redo the purchase order.

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  9. Show User on Purchase Order and allow filtering

    Good Afternoon,

    It would be great to have the Purchase Order show the user who created it.
    Also, allowing a filter by USER so an employee could see only their POS.

    Thanks,

    1 vote
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