Zoho Books
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6166 results found
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add a 'is not blank' option for custom views
for example, if one wants to find all expenses without a vendor assigned, one must list all vendors in an endless series of 'is not vendor 1', 'is not vendor 2', and so on. obviously, this gets out of hand quite quickly, not to mention immediately breaks once you add a new vendor to the mix. allowing 'is not blank' eliminates this mess.
3 votes -
when converting a retainer invoice to a sales order it replaces the REF# with the estimate number
When converting a retainer invoice to a sales order it replaces what was in the REF# field with the estimate number, need the option to retain the info in the ref field that we entered in the estimate
3 votes -
BULK INVOICE CREATOR
I WANT TO IMPORT EXCEL FILE TO INVOICE
3 votes -
Adding reporting tags options directly into Zoho Books
Adding reporting tags options directly into Zoho Books reports, not just in Analytics as it is more complicated and less necessary for basics. Definitely, Zoho needs more capabilities in its reporting module.
3 votes -
In Books/Inventory, please make the "Unit" optional.
Not everyone has the need to describe the unit and it only takes up space on the invoice.
3 votes -
Documents tab in Contacts panel
Would allow user to upload documents related to the customer such as scanned copies of receipts, orders, reports, and so on. This could also be linked to Zoho Docs..
3 votes -
Project users shall have limited rights
Project users shall have limited rights
In Zoho Books, under Timesheet, a user can be added to a Project.
The user's rights can be limited to view only using the roles settings.The problem is that once I add a user to a project then that user can see all invoices, expenses and bills of the entire company. It would be great if he/she could only see the invoices, expenses and bills related to the project, to which he/she was given access to.
This needs an urgent fix to comply with data protection regulations.
3 votes -
Also include notes to financial statements and reference number on each item of the Balance sheet in relation to the specific notes
a reference number on each line item in the balance sheet which will refer the user to the notes to the financial statement which shows the detailed computation/explanations on that specific line item. (as required by our standards - PFRS)
3 votes -
Make it possible to pay an expense (as in a reimbursement) via cheque (check if you're a yankee)
I'm quite surprised you cannot print a cheque to pay a reimbursement. Kind of fundamental.
3 votes -
Need a way to specify the live of a fixed asset and it should automatically post depreciation to each month or year at predefined rate
Need a way to specify the live of a fixed asset and it should automatically post depreciation to each month or year at predefined rate
3 votes -
One Product with all basic features
I found Zoho to be more like if you need this feature use this.. like if you want accounting use Zoho Books, if you need Serial No tracking then use Zoho Inventory..
Most Small Business like MSME in India, don't need heavy features that you have independently but they require basics of all in one place. This is why Tally ERP 9 or Tally 18 stands out in Indian Market.
3 votes -
3 votes
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Акт выполненных работ
Добрый день. В связи с тем, что во все странах СНГ до сих пор используются для закрытия работ акты выполненных работ, а при продаже ПО акты приема - передачи ПО, пожалуйста реализуйте возможность создания актов выполненных работ и актов приема - передачи на основании (с) Инвойса
3 votes -
Email alerts when bank feeds haven't been refreshed for a long time
Since Zoho won't automatically refresh my bank feeds for some reason, it would be nice if I could receive an email reminder if I haven't manually refreshed for some time (ideally a time period set by the user), e.g. if my bank feeds are more than a week out of date, then send me an email
3 votes -
Partial Shipments
If a customer order 100 pieces.
I create a sales order.
I create an invoice.
He Pays.
I then create a package (packing list)
I need the ability to indicate that he is now getting 80 and then I need the system to remind me that I owe him 20.
So the packing list should have the ability for me to enter how many I am actually packing, against how many was ordered. Then the delta should show as still open and needed to ship.
Otherwise, how am I supposed to know what I still owe a customer.
Also, a…3 votes -
Package ref number to reflect Shipment Order document
I would like to see the package ref number also reflect on the Shipment Order document so one can easily reference it back to the package.
3 votes -
Enable use of different SKU from uploaded barcode
When I try to upload barcode from my products to items, the imbedded SKU is populated for the item. But I have a different SKU system I use on Zoho Books.
I would like to be able to edit the SKU after uploading a barcode to an item3 votes -
How do I convert multiple purchase orders into one bill for the same vendor?
How do I convert multiple purchase orders into one bill for the same vendor?
3 votes -
customisation of delivery notes
Produce delivery notes from sales orders that can be customised to show
item weights
items delivered/items out of stock/remaining to be delivered
driver and customer signature lines3 votes -
All accounting heads like tally should be created
All accounting heads same as in tally should be present by default
3 votes
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