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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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91 results found

  1. Link SO, Invoice & POs with a common value

    Linking Sales orders, invoices and purchase orders would enable easy tracking of the transactions between all three.

    We'd like to see one common value that links all there and can be used as reference # for invoice and PO at the same time. This common value can be used by the "organization" to track related transactions between customers and vendors

    180 votes
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    17 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Printing of Vouchers

    Generally in accounting packages you can print vouchers. Payment Voucher / Receipt Voucher etc. This also has the signature of the person approving the payment and any second signature for checking, and receiving (if payment). This is then filed physically in the files for audit along with supporting documents. Normally auditors look at physical vouchers.

    Right now we will need to print vouchers manually from Excel or use preprinted vouchers. This is an old accounting this but still needed for audit and tax purposes.

    64 votes
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    5 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →

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  3. sales person commission on sale payment received

    sales person commission on sale payment received
    1. commission % depends on item
    2. it will be payable on sales payment received
    3. commission % is different for each sales person depends on performance of sales person

    45 votes
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    5 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Make reporting tags visible on all SOs, POs, Invoices, and Bills

    As it is, you have to click on Edit for each transaction, and then on the ellipses next to each item, just to make sure every transaction is being reported correctly. You should be able to see if a reporting tag is assigned to an item just by looking at the item table on the transaction.

    44 votes
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    4 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Urgent Requirement for use of Zoho Books in Philippines - BIR Accreditation

    BIR Accreditation for use of Zoho Books in the Philippines,, as we would require the POS/Accounting system to be Accredited with BIR. If we do not get this sorted, then we would not be allowed to use the Zoho Books sytem. Request you to please take this as a priority as we would like to use Zoho.

    23 votes
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    2 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Transactions approval at Zoho Books

    To be able to enable approval for each type of transaction and able to establish approval criteria, in such a way that each case had different approvers and that even certain transactions will be approved automatically.

    20 votes
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    1 comment  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →

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  7. We NEED to block some Accounts in the Chart of Accounts, BECAUSE there are some Accounts that SHOULD NOT have any transactions

    We NEED to block some Accounts in the Chart of Accounts, BECAUSE there are some Accounts that SHOULD NOT have any transactions (Parent Accounts) , but just those under them .

    Example:

    General Expenses (Parent Account) : $20

    Sales Expenses : $10
    Office Expenses : $10

    In this Example "General Expenses" should just SUM the total amount of those Account under it.

    My concern is why I couldn't disable these parents accounts from being chargeable in the transactions , to collaborate what accounts should viewed in the transactions and to avoid charging on inappropriate General Ledgers accounts.

    20 votes
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    1 comment  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Increase the number of decimals for FX conversion rates

    We work on an organisation dealing with two currencies: USD and LAK (Lao kip), the base currency being USD.
    The USDLAK exchange rate is in the 10,000 order of magnitude, meaning that the LAKUSD rate needs a lot of decimals for all conversions to remain accurate.

    Example: Current USDLAK = 8,160
    A LAK 1,000,000 amount should be booked as USD 122.55
    Right now it is being booked at USD 123 because Zoho caps the number of decimals in the exchange rate to 6.
    To be safe with LAKUSD we would need at least 8 decimals.

    My question is: would it…

    13 votes
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    3 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →

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  9. OFFLINE BILLING

    please give an option to be able to issue bills/invoices in offline mode also. Preferably by giving an optional syncing mode like in onedrive. This will allow us to issue bills during bad or no connectivity.

    13 votes
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    0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Tax payable account in manual journal

    Option to post manual journal for tax payable account - global edition

    12 votes
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    Gathering Information  ·  3 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Simple calculation within number fields (like quickbooks).

    Enter 2+2 in the quantity field, hit enter and the Quantity shows 4. Sometimes bills have line items of the similar things which we just lump together thing. Extend the calculation function it so we can enter the total, the quantity and then per item price is calculated.

    11 votes
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    1 comment  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Implement Cost Center Management funcionality

    Cost Center Management is a vital tool to analyze each units profitability, por the cost impact of an específicamente unit of your bussiness.

    11 votes
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    1 comment  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Easier entry of discretionary sales-surtax

    In the USA in Florida, each county is allowed to collect a small sales-surtax in addition to the standard state-wide sales-tax. Not all counties choose to collect an additional surtax, but many do. The amount varies from 0.5% to 2.0% if it is collected. When the sales tax is reported, the amount of surtax collected must be specifically stated on the tax return, and any amount with a surtax that differs from my business' county must be likewise specified.

    Currently Zoho Books allows me to set up tax groups, and this allows me to set a base tax rate and…

    9 votes
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    2 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →

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  14. Export data with attachements (invoices paiements & attachements)

    It will be perfect for us to export all informations (not only csv) but attachements two.
    Best

    9 votes
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    0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Cross exchange rate, please!

    I'm using Zoho Books in Serbia with EUR as the main currency. But the exchange rate for example 1 RSD = 0.008113 EUR is very unuseful because I need to setup an accurate end value in RSD. In this case usually we use cross-rate, for example 1 EUR = 123.0023 RSD.

    8 votes
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    1 comment  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Allow the assignment of tax rates to different expense and payable accounts

    When setting up tax rates, these are accounted for in the Sales Tax Expense Account and Tax Payable Account. We need to be able to account tax rates in different accounts in order to track the correct tax payable for each type of tax. For jurisdictions with different tax types, this is essential.

    7 votes
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    0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →

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  17. Configure multi-level approval with specific approvers for Sales Approval.

    It will help people to create a checker in between maker and approver of the transaction for Sales. which help to avoid errors while recording the transaction.

    6 votes
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  18. export and import function to change specific items in PO, SO, INV, Bills, etc.

    I would like to be able to export to an excel file, make changes to specific items and import back again without affecting existing entries. Or if not Excel, maybe to a list within Zoho that when saved would reflect a new entry. For example; changing or adding to an invoice number. Or in sales a change of sales assignment. It would be so much quicker than opening each individual PO, SO, INV, Bill etc.

    6 votes
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  19. Shortcut key for "Clone"

    Shortcut keys for "clone". We use clone a LOT. Preferably will clone whatever is active at the time-Est, SO,Inv, Pmt. And clone an item while entering line items into a SO-Invoice? Save soo much time. Thank you!

    6 votes
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    2 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →

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  20. Allow sales-tax brackets for amounts less than $1.00

    In the USA, Florida (and I believe Maryland) require us to calulate sales-tax at the appropriate rate (county-specific in Florida) for whole-dollar amounts. Then, we must take the remaining amount that is less than one-dollar and look-up the appropriate tax amount in a table and add it to the whole-dollar tax amount to get a final tax total.

    The official documentation states: "Florida uses a bracket system for collecting sales tax on any taxable sale that is less than a whole dollar amount. In calculating the sales tax, multiply the whole dollar amount by the tax rate (6% plus the…

    6 votes
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