Zoho Books
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6168 results found
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Change Invoices so they can stay open even though the bill has been paid in full.
Currently when invoices are paid they are moved to end of line because they have a zero balance. But that doesn't indicate that it has completed the job or service.
I would like to have a notification showing that it has been paid but job is not complete. When job is complete or delivered to customer then it will be closed.
3 votes -
Simplify Foreign Transactions
I sometimes get paid from a client in Australia in AUD$. I send them the invoice in AUD$ and they pay via bank transfer to my US bank. To reconcile it I have to know the correct exchange rate. Because of the time of day it was sent, the rates are different. I have to keep guessing by trial and error until I can enter a rate that changes the US$ amount to what appears in my US bank. It wastes so much time!
PLEASE make it so that we can edit the final amount in US$ to match what…
3 votes -
3 votes
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3 votes
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Improvements in Retail Invoice
Retail Invoice displays payment mode only as cash or card. It should allow us to select any payment mode, e.g. check, bank transfer, the same as what accepting Payments allows us.
3 votes -
Changing dates on payments without unlatching entries
We need to be able to change the payment dates after they are matched, without having to unmatched the payments to change the dates and then having to rematch the payments to the deposit again. This makes it difficult when you have to put payments in different months to reconcile for a previous month.
3 votes -
I want to add my company certification in the footer part of my invoice
My company has various certification and i want to add them in the footer part of my invoice so request you to suggest me how to do that.
Thanks3 votes -
"Last Modified" field in invoices list view when viewing Drafts
Invoice Date & Due Date are available. I would like to add an additional column for "Last Modified Time" and original "Created Time"
3 votes -
Quick Edit for Sales Orders/Invoices to edit summary data only
We have many Sales Order/Invoices that contain hundreds of line items, which makes them very slow to edit. We would like to see an option to edit only the Sales Order / Invoice summary details in order to speed up the edit, as it can take MINUTES to edit 1 field eg Salesperson as the system can be exceptionally slow for these large orders.
3 votes -
enter amount and Books finds rate
Enter a amount in the Amount column (Total Price of an item) the Books calculate the Rate (Price each)
3 votes -
Print out in A5 Format
to save paper need prinout in A5 format. that will save papers usage and would be environment friendly also.
3 votes -
Add billable/non-billable hours indicator to timesheet calendar view.
We can see the total number of hours recorded for a given month on the calendar view of the timesheet. It would be very helpful to see a split between billable and non-billable hours on both the overall monthly total as well as the weekly totals. As it stands, we need to run reports any time we want an accurate total of billables for the month. This is cumbersome.
3 votes -
Add a revision system to the estimation system
so that you can issue revised quotes but still be able to "convert to invoice" any of the previous revisions. This way you dont have to recreate the estimate when the customer goes with an earlier version.
3 votes -
Dashboard 'Your Top Expenses' Pie Chart and 'Expenses by Category' report to include manual journal expenses
The 'Your Top Expenses' pie chart and 'Expenses by Category' report are deceptive because they ignore expenses that have been created via manual journals.
Expenses created via manual journals are perfectly legitimate expenses and should be included in this pie chart and report - just as they are included in the P&L report and the other two graphs on the dashboard.
Even if there were a particular reason why this pie charge and report should not include expenses via manual journals, then why would the P&L report and other dashboard graphs include these expenses?
This is not a feature request,…
3 votes -
3 votes
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Addition in Invoices
1.Adding discount at item level in each line even if price list is selected.
2. I should be able to block a user to view my purchase price for all items. Thats ways if a user is assigned for generating invoice only, he should not be able to see my purchase price.
3. When making price list, instead of selecting individual item , i should be able to select Item Group, that ways making a price list will be much faster. (just imagine going through 500 items every-time
when you are making multiple price lists.
4. in Custom rate in…3 votes -
integrate calendar with timesheets
As a consultant/service provider I'd like to auto populate Timesheets with my calendar items. This will save me the weekly grudge of manually inputting the data that is already available in the tool that I use anyway (Calendar) to manage my time and meetings.
3 votes -
3 votes
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3 votes
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3 votes
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