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
6159 results found
-
Multiple contacts for each customer/company as a dropdown menu
We have multiple contact people for each company we do business for. They look after separate activities and we would like to keep invoices separate for each contact but still under the same company umbrella. There is currently no option to select from a set list of contacts for the same company. You can add contact persons to each customer/company but when making an invoice it's impossible to select just one person to send a specific invoice to. It's a bit ridiculous really because Zoho gives us the option to select our own salespeople from a dropdown list but not…
3 votes -
PDF table update; add item SKUs to table as new column
There is more than enough room to add another column to show the SKUs for each item. Instead of the SKU being listed below the item name. This will take up less space in each row and allow many invoices to remain a single page. Also the SKU will be more visible for the customers and sales people to place future orders.
3 votes -
3 votes
-
Change BAS frequency without having to delete and refile all previous BAS
Ability to change BAS Frequence without deleting all previous BAS filed.
3 votes -
Require Reference# on sales orders to be a unique number to prevent duplication of order entry.
I would like to be notified whenever I enter a new purchase order from a customer for which the Reference# is already found in the system.
3 votes -
Balance Sheet for Project
Create a balance sheet for a project.
3 votes -
Project number must be unique number which must be tracked in transfer order as well
Project number must be unique number which must be tracked in transfer order as well.As currently there is no facility to issue material to projects.else there should be facility available to issue material for each project.After issue material to project it can be bundled and sent by invoice.
3 votes -
able to update bank account final ballance and record the transaction detail later
since mostly I open zoho books on android version, I find it not efficient for me to wirte down bank accounts final ballance, calculate the margin either plus or minus, and then enter that on zoho books.
It would helped a lot if you just let me update the final ballance on zoho books, you (zoho) calculate the different and I assign the proper category for the transaction. Than I would be happy
3 votes -
Add Select Brand Option in Invoice, Bills,expenses and all other modules
Good afternoon,
We are running company Rise Agro Infra Pvt Ltd and under this company there are 4 Brands(Trademarks) we are operating. So we want to add brand option in invoice,bill and Expenses and any other income and loss. After that we want that we can generate brand wise report in zoho books so we can Analyse Brand performance.
For Example we have two Brands A and B.
when we generate invoice/Bill/Expense/Credit Not/Payment made/received voucher there should be select brand option required.
So when we generate report, Brand wise report shows that A brand Income and B Brand Income so…3 votes -
3 votes
-
Store shipping instructions for each shipping address
We would like to store shipping instructions for each shipping address. Some of our customers have several shipping addresses with unique shipping instructions for each address.
3 votes -
Assign different rates per task under time tracking
i need to be able to charge different rates for different tasks on the same project. it would be nice if i could change the rate on a task-by-task basis inside of a project.
3 votes -
Add currency drop-down on invoices when receiving a payment
Let us say the base currency is USD, and invoices are issued in EUR for whatever reason. Customers will then make a transfer in base currency (USD). It would be efficient to have the ability to choose from a drop-down (like expenses) several currencies.
3 votes -
Scan already uploaded document
Newly added auto-scan document feature is nice. Ideally, I want to use bank sync for recording them as expenses. However, I would still like to use auto-scan feature cash expenses.
I want to setup a workflow where I will upload all the expense bills in Zoho. Attach all expenses from bank in corresponding expense entry and auto-scan all cash expenses (in a dedicated folder).
As of now, there is no way to auto-scan already uploaded documents by selecting a folder or by selecting specific document/s.
Having this feature added will greatly simplify recording expenses.
3 votes -
Invoice printing support for thermal printers
Better invoice size support , A4 and letter size paper for invoicing a single item etc seems like a waste.
3 votes -
Add paperclip icon when a document is attached in banking transactions view so we can see where this is an attachment vs where one is needed
Add paperclip icon when a document is attached in banking transactions view so we can easily see which line item/expense has a receipt attached or where this is an attachment vs where one is needed
3 votes -
Add an emailaddress field in the billing- and shippingaddress
I want to store an emailaddress by addresses.
In the billing address for sending the invoice
In the shipping address for example to send the track & trace data(note, in my opinion you could remove the field 'fax', while who is using a fax these days!!)
3 votes -
Edit client details inside the invoice without opening a new tab
Whenever i want to edit client details i have to open a new tab. i suggest having it with (View customers details) whenever we are creating an invoice, estimate, sales order, etc... we can adjust it directly.
thanks
3 votes -
Books for italians companies
In Italy companies have some needs related to the tax aspects of the country that ERPs meet but are not present in Zoho:
1. The management of multiple payment deadlines is missing (the classic combinations of payment extensions 30-60-90 days from the end of the month or bank transfer, bank receipt, SDD transaction or a combination of these)There is no generation of an XML path that allows sending to the Revenue Agency for electronic invoicing and electronic fees
The management of special VAT treatments such as declarations of intent, split payment, etc ... is missing.
How we could use…
3 votes -
Mark estimates as viewed, without customer needing to login to portal
Mark estimates as viewed, without customer needing to login to portal. This is available as standard for a long time on other online accounts / invoicing applications like Zero, Freshbooks, Quickbooks etc.
3 votes
- Don't see your idea?