Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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6159 results found
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Enable inventory tracking in basic subscription
Enable inventory tracking in the basic subscription. This is crucial feature and accessing it only on professional is too expensive for startups in Africa
3 votes -
Create a button when generating invoice link
After generating an invoice link it would be great to be able to copy and paste this into an email so that it appears as a button rather than a long URL.
3 votes -
Role based transaction approval with additional criteria
Currently Zoho books is limiting us to setup a specific user to approve transactions and this is restricting us in a horizontally wide organization where there are multiple departments and multiple roles within each. In such cases, I cannot have one person to be approving all the sales or purchase transactions.
3 votes -
Creating Delivery Challan from Invoice
Is there any option to create Delivery chalan from the invoice directly ? It will reduce time for creating new Delivery Challan.
3 votes -
Job Costing
Adding the ability to Job Cost from Zoho Books is greatly needed. All of the components are already tied and just need to be fine tuned. CRM registers everything as a deal/potential and books sees them under expense as a potential already. All that has to be done is allow the software to tie that potential to the invoice and allow it to report on it.
Job costing is one of the most basic of bookkeeping and is essential to a business owner that provides services of any kind. Having to recreate projects in the projects module is double work…
3 votes -
Bulk print "Payments Made" like invoices
In the event that a check stub is not available (payment by CC or 3rd party like Bill.com) a Payments Made "statement" can be printed and attached to a paper bill. These currently have to be printed off one-by-one and it would be great to print in bulk.
3 votes -
Minimum payment or deposit required field on invoice
Hello
I would love to see the next update by adding "minimum payment or deposit required" field directly on the invoice so the clients have the option to make minimum instead of changing the amount themselves on payment. A lot of vendors like me require deposit from clients in order to reserve our service for their wedding date.
Please note that I've tried for days working with Invoice Retainer but it's not the same as to request clients to make deposit.
3 votes -
3 votes
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Please add payroll option
Please add payroll option it can help us lot..
3 votes -
Ability to generate invoices on the LAST day of each month.
Having the ability to generate invoices on the LAST day of each month would be beneficial. As you know there are 28, 30 or 31 days in a month.
You can only generate recurring invoices on specific dates.
3 votes -
Inactivate a user from project
Now there is no option inactivate a user project so as to prevent user from accessing the project in future
3 votes -
Allow $0 price for a pricelist item
The pricelist does not differentiate between $0 and null. In some cases may need to include an item at a zero charge on an estimate/invoice.
When entering a $0 price, this is automatically wiped and set to null. Null and zero are not the same.
Currrently you need to remember and override this manually.
3 votes -
Add a new gateway provider
We want to add our gateway provider "CardPointe" to the current list. Could you help?
3 votes -
DBS corporate bank link
Hello Sir/Ma'am,
Please add DBS corporate bank (DBS Ideal - https://ideal.dbs.com/loginSubscriberv2/login/pin) linking for automatic fetch transaction and it is most helpful. I am using Zoho Books since last four years and i don't wont to leave zoho. So please add DBS bank.
Thank you!
3 votes -
Reporting on initiated transactions showing Forte/Elavon unique transaction ID
Is there a way to report on invoices with initiated payment (showing transaction ID) that are still settling? This is needed to reconcile deposit discrepancy due to ACH settling time 5 to 7 business days
3 votes -
Add a feed for Mercury Mastercard, by First Bank & Trust, Brookings, SD. 866-686-2158/Card Services, PO Box 84064, Columbus GA 31908
Add a feed for Mercury Mastercard, by First Bank & Trust, Brookings, SD. 866-686-2158/Card Services, PO Box 84064, Columbus GA 31908
3 votes -
When creating an invoice, rather than having to click each individual unbilled project, add all unbilled projects at once
When creating an invoice, rather than having to click each individual unbilled project, add all unbilled projects at once. Right now you had to add each one individually, which is time consuming and unnecessary.
3 votes -
show which projects are inactive while making invoice
If I add an inactive project to an invoice, rather than just tell me one of the entries is inactive, show me which project it is and let me switch it to active without losing all my work on drafting the invoice.
3 votes -
We have to be able to set default COA for invoice based on customer currency
Please make the setting for set default COA for invoice that is created by Zoho Project, so we dont need to change the item's COA one by one manually on invoice
3 votes -
Create a cost centre option for Cost of Sales/expenses and sales
Create a cost center option for Cost of Sales/expenses and Sales to find out the cost incurred against sales
3 votes
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