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
6466 results found
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Payroll Options
Would like to see a payroll service implemented; Maybe not a true payroll but at least the ability of tracking payments to employees without making them a vendor.
3,051 votes -
Allow multiple currencies per client
Why do we need to set up a different client, should our client request to pay different invoices in different currencies?
1,195 votes -
Create Budgets plans and reports for the real and for the plan..
On financial we need to plan the budgets eased on periods ( day, month or years), that help a lot to compare the budget plan for a different periods.
946 votesHey,
The Budgeting feature is live now. You can plan for the upcoming financial periods by creating budgets and evaluate your business performance.
To know more about this feature, check out our:
Blog: https://www.zoho.com/financeplus/blog/budgets-in-zoho-books.html
Help Document: https://www.zoho.com/books/help/accountant/budgets.htmlIf you need any further assistance feel free to reach out to us at support@zohobooks.com.
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Profit Margin
Include a way to show the profit margin for each item as it added to estimates as well as show the total profit margin near the total for the estimate. The profit margin should be dynamic in a way so that you could adjust your price and see the change in the item margin and total margin for the estimate. This would also work for invoices. Of course this would only be viewable to the business side.
842 votes -
Add automatic late fees on past-due invoices
Ability to automatically calculate, add and track late fees on overdue balances (with email notifications/reminders).
720 votes -
Invoice numbering per client
When you have clients billed on a regular basis it's very important to maintain automatic invoice numbering per client rather than across multiple clients.
It makes it easier to reconcile with clients in case some of the invoices went missing.
Additionally, it makes it impossible for a client to guess the size of your company by guessing how many invoices you create each month.
663 votes -
Include proforma invoice
Please create proforma invoice link to enable a user to create a PI.
While taking out the reports like sales or P&L, then allow the user to either select PI or de-select PI for report generation.
Also allow the user to generate invoice based on the Proforma Created. This feature is almost simalar to Estimates.
642 votes -
Allow the ability to add an extra percentage if paying by credit card
allow the adding of an extra percentage if paying by CC to recover the processing fee charged by the processing provider.
637 votes -
item search
Would be nice if you can include a comprehensive search feature for Items specially. Example the items should be searchable with any word in the item description
548 votes -
Stock & Warehouse management + sales commission
1) different stock can enter the item list with expire date
2) add shipping status
3) sales commission features upon payment received.
4) sales profile and commission rate linked to different items
5) search of the items should be enhanced.
6) add item category + sub-category484 votesHi there,
We now have a Zoho Inventory Add on option for Zoho Books. You can take a look at that. You can achieve a lot of these features using Zoho Inventory.
https://www.zoho.com/in/books/help/items/advanced-inventory.html
Regarding your requirements,
1- You can use the backtracking option to achieve this in Zoho Inventory. https://www.zoho.com/in/inventory/kb/sales-order/so-back-order.html
2- We have default shipping status based on the carrier in Zoho Inventory
You can refer this link – https://www.zoho.com/in/inventory/help/sales-orders/shipments.html3- You can use the custom function feature to calculate the sales commission.
4- sales profile and commission rate linked to different items – We currently do not have this option
5 – search of the items should be enhanced – For queries on this you can send us an email at support@zohobooks.com
6- We are working on item category in Zoho Inventory and will definitely update you.
If you have any further questions you can write to support@zohobooks.com
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Cashflow forecasting Reports
Is it possible to add some forecasting reports so we can get a picture of future months & years based on existing data within Zoho Books?
There would be the option to select which data such as recurring Invoices or Expenses or budgets are included in the Cashflow forecast (or Projection) report?
I'm new to using Zoho books but would like accounting software which allows a future look at the business.
Ideally the report would also allow us to
Define if we want to include
Only certain aspects of the business such as certain customers.As an example elsewhere I've…
461 votes -
409 votes
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For me it would be perfect if i could customize my dashboard. For example, i don't need report for billable hours and i would replace it.
For me it would be perfect if i could customize my dashboard. For example, i don't need report for billable hours and i would replace it.
391 votes -
Asset register
Need an asset register to hold all assets that can be depreciated and accommodate depreciation calculation as well. This would Zoho Books on a par with the more well know competitors.
377 votes -
Installment payments for Invoices and Bills
We would like to see implemented installment payments.
bills and invoices can have multiple payment dates.
example:
THE)
30% advance on date x
70% balance on date y
B)
50% 60 days from Invoice date
50% 90 days from Invoice date316 votes -
Create PO from Invoice
PO From Invoice - Not only from SO
264 votes -
Allow child/parent contacts
Many large organisations have one financial office that pays the bills with many departments/subsidiaries that place the orders and take delivery. So it would be useful to be able to have a parent contact with multiple children. Quickbooks does this.
259 votes -
Integrate Zoho Books with Amazon.in and other Indian E-commerce Websites
I want you to Integrate Indian E-commerce Websites such as Amazon.in, Flipkart, Snapdeal etc.
248 votes -
Intergrate with whatsapp. PLEASE to send invoices via Whatspp
I would like to be able to send invoices via Whatsapp
201 votes -
197 votes
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