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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6157 results found
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Axis Bank Integration
Axis Bank Integration with Zoho Books Like as ICICI & SC
2 votes -
Enable mortgage loans against property
This is a sorely missing feature. The software should enable the entry of loan principal, interest rate and term and enable the reduction of the loan and the interest expense to be easily recorded. Keeping two separate accounts for principal and interest and having to enter two transactions per month is cumbersome.
2 votes -
Customer Statement
Can payment received list under the corresponding invoice (transaction) , like debit & credit so we don't have to scroll up and down to match payment received with invoice or partial credit applied?
2 votes -
2 votes
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2 votes
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Ability to initiate bill payments from Zoho to my bank for online bill payment
Currently paying bills with "online bill pay" through my bank website so I don't have to manually print and mails checks to vendors. Quickbooks allows you to initiate these payments through Quickbooks and then sends it to the bank for online payment. So instead of waiting for the payment to go through and then recording it, the advantage of initiating the payment through Zoho allows the future payment to get pre-recorded and can be used for cash flow projections.
2 votes -
Logging the exact time a sales order is made
Add a feature to log the exact time a sales order is made which is only seen by someone as an admin user.
2 votes -
Dropdown Lists of states/provinces in contact address details. Add once Country selected.
When adding a contact or modifying a contact address once country is selected a dropdown for state/province relevant to the selected country.
2 votes -
Allow automations from and to projects modules
I would like to create workflows and automations from the projects module, either in books or using flow, but I cannot select the projects module anywhere. Something is already in place as you can create a project from an estimate, but I cannot link the different fields either.
2 votes -
Granular Restrictions by Roles to only show the data created by the user to that user
If administrator allow Create Expense or View Expense. all user see all expenses of company.
But Give User Right to create expense but not see company all expenses.This is a very important feature. For example, salary goes into expenses and if we give a sales manager access to expenses to record his daily expenses, he will be able to see everyone's salaries, which makes it non-practical.
Ideally, there has to be a permission level, whereby sales guys can create, view, update only the expenses that they have created.
There are plenty of such requests by different users. Listing some…
2 votes -
Print from mobile device
Mobile printer
2 votes -
Purchase bill number validation initially first hand before entering items.
Purchase bill number validation tab should be given next to Purchase Bill number so as to avoid labour or entering hundreds of items in bill and at last encountering duplicate bill number already entered.
2 votes -
provide ability to send automated (scheduled) customer statements
Most online accounting systems allow you to send automated customer statements that can be scheduled with different messages based upon how old their invoices are aged. This is critical for managing cash flow.
2 votes -
Customer to change estimate before accepting in portal
Many times for estimates a customer may want to change a quantity or remove an item before accepting. It would be great if they could do this in the customer portal.
2 votes -
To Assign Customer more then One User
Dear ZOHO Team I want to Assign Specific Customer more then One User (Operator). for example We have two User One Enter Invoice and One Received Payments from Invoiced Customer so i want to assign that customer to Both User but it is not working mean Specific customer can be assign to one user only...
so Pleas Update the following option . thanks2 votes -
Duplicate Transactions
Once click duplicate transaction.
This is useful for entering repeated transactions, such as fixed bank charges, or variable bank charges, subscriptions..etc..
2 votes -
Provide the option "Vendor Advance" in the "Manage Transaction Rules"
That allows us to choose the option "Vendor Advances" within the Manage Transaction Rules in the section "Record as"
2 votes -
Conection to SWIFT Alliance
Would be create if we could connect Zoho Books direct with SWIFT, espcialy for larger cooperation it s important.
2 votes -
Convert Estimate/Invoice to Purchase Order
When will this be added? It is desperately needed. I dont use Sales Orders and never will -- I need this ability. Its too cumbersome to go through all the steps to Sales Order, then to PO when I dont even use SO. Please Help!
2 votes -
2 votes
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