Zoho Books
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6163 results found
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Customer Payment Custom Field
Please enable custom field in Customer Payment received template to allow us to add Images of Cheques received using Printer scanner or from the Computer
2 votes -
Sales receipts
there should be an option to create sales receipts
2 votes -
in the invoices list, keep an option to use the ( HOME, END, PAGE UP, PAGE DOWN) button, this will decrease the mouse scrolling time.
in the invoices list, keep an option to use the ( HOME, END, PAGE UP, PAGE DOWN) button, this will decrease the mouse scrolling time.
and also add page next and page previous button on top of all the pages, this will help in scrolling time.
it should be on all the pages like, delivery challan, invoices, estimates, payments received, sales order, credit notes
2 votes -
add field for picture
Add a field for pictures. Like expenses that you can add a picture of receipt, i want to add a picture of check
2 votes -
I would like to have the Tax Summary Table enabled in all my invoices especially in the Aed Currency
I would like to have the Tax Summary Table enabled in all my invoices especially in the Aed Currency
2 votes -
Add new Data feild
Please add CGST AND IGST data field to be pulled in customize reports from ZOHO Books. It will resolve 2 issues:
1.Item Total will not be wrong
2. Item TAX % break up will clearly be visible in the report.
3. The same data feild is already present in Sale module of reporting2 votes -
enable crop images when uploading receipt images
enable crop images when uploading receipt images
2 votes -
2 votes
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search option for chart of account
Search option for a chart of account. It's more convenient if Zoho adds this functionality.
2 votes -
mark cancelled items in the Sales Order PDF
Items that are cancelled from a Sales Order are still visible in the PDF. I would like to see some text alongside the item in the PDF that says 'cancelled'.
This could be implemented by have a toggle switch in the template to indicated whether the user wants to see this or not.2 votes -
there is a flaw with your price list
You cant have just 2 ways of discounting , what if there are more than 200 items that needs discounting and same item discount is not valid for other customer. and if i select price list that will discount my whole sales voucher which i obviously dont want. it shud be item specific, and there should be provision for making group for particular item and that list should have discount, so when i add pricelist , any item that falls under that price list will be discounted and all other items in sales voucher should have normal prices. please check…
2 votes -
The Sales order should have a button named as "Order Accepted"
Once the order is mailed by the seller to the buyer the seller is expected to mail back the order acceptance confirmation to the seller. Most of the buyers do not do it promptly as they have to write a mail for that. Therefore i suggest that the Sales Order should have a button named as " Order Accepted". A click by the buyer on this button should auto generate an order acceptance confirmation email to the seller.
2 votes -
thank you note via bank matching
Add the option to send a thank you note when match transactions from the banking side not just in contacts and recording payments
2 votes -
Bank Reco
Please add bank Reconciliation feature as we have Post Dated Instruments which we have to account for. Until this feature is there we do not come to know the balance as per Books and as per Bank.
What if the deposited cheque gets misplaced by the bank? We would never come to know until we manually sit n verfy the books with physical bank statement.
2 votes -
Multiple branches to share expenses & Financial reports
We need one expense / Bill to share among different branches. This could be acheived by Branch selection line by line on Expense / Bills Forms. For Sales it should be one branch to select at top of Invoice.
2 votes -
pie chart on dashboard
I would like the ability to see an itemized breakdown of 'others' in the dashboard pie chart when I click that category.
2 votes -
MAKE A PAYMENT VIA ZOHO DIRECT PLEASE !!!
Why cant ZOHO make the Payment directly via the System ?
2 votes -
I sometime buy a case I.e 4 x4L , that's the only way the supplier sell but I want to resell per unit 1 x 1L there should be a way of enter
I sometime buy a case I.e 4 x4L , that's the only way the supplier sell but I want to resell per unit 1 x 1L is there a way of enter it?
2 votes -
2 votes
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Auto generate payment terms
There is an option to enter payment terms in the contact record in Zoho Books, but the payment terms field in estimates are not auto generated, which they should.
2 votes
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