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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6160 results found
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I Request Zoho Team to Integrate Google pay and Phone pay and UPI id paymets in the payments intergration to receive and send payments.
I Request Zoho Team to Integrate Google pay, Phone pay and UPI id paymets in the payments intergration to receive and send payments.
2 votes -
user ID should be included in each transaction,
user ID should be included in each transaction,
2 votes -
2 votes
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want to convert Estimate or Sales order to Proforma Invoice
Need option to create Proforma invoice
2 votes -
Bank Reconciliation Reports - Cleared and Uncleared Checks
It would be useful if Zoho has:
1. Ability to print Bank recs report both for cleared and uncleared checks for certain period.
2. Ability to print report from Advanced Search under banking cor certain period with a mark of Cleared transaction and Uncleared transactions2 votes -
Primary warehouse by item
Select a primary warehouse for each item.
2 votes -
To know the purchase rate while invoicing
My customers are always in a hurry and while invoicing they need to know the item price [we have 2000+ items] and we have different pricing for each customer, so we need to check the item purchase price to convince the customers in the invoicing page.
2 votes -
Prior year sales tax liability transition
You need to allow the entry of an opening balance in the Sales Tax Payable account. This will allow the user to enter the payment in the current period for the prior period. Entering the history to build up to that number is a tedious/inefficient task.
2 votes -
Make a way to email top clients
Do you realize there is NO way to email your best clients?
There is not a connection to any part of Zoho that allows you to target them.You can manually tag them as they are spending but there isn't a process to automatically tag or update or filter and then send a campaign or marketing hub journey to them.
We need this integration.
2 votes -
Can we see that which user has viewed or modified the Journal/invoice at what time. if we can see tthe version history of any entry for audi
I would want to see the version history of any JV/Invoice for Audit trail purpose
2 votes -
Ability to Read Emails Sent From Within Zoho Books
We are able to send via email invoices, estimates and also stand-alone emails from within Zoho Books. However, there is no way to read the content of those emails once they have been sent. As far as I know, they also do not appear under individual Accounts in Zoho CRM. Apparently there is integration with GMail and Outlook Live but I use neither of them. This would be very helpful to review the emails sent here: https://cl.ly/76abcd
2 votes -
basic physical stock 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.
You can add basic physical stock inventory in zoho books ( for Ex. inward stocks ,outward Stock & Stock Available2 votes -
Inventory Adjustment Bulk Update
In zoho books accountant section, Bulk update is not covered inventory adjustment.It must be inclueded in bulk update.
2 votes -
Write checks outside of bill pay. This a pretty annoying over site. Very important for tracking
This is a common part of running a business and should be more streamlined.
2 votes -
Additional Address and GSTIN for Vendors
You have recently added a feature to add additional address and GSTIN for customers. However, it is not available for Vendors. It would help to issue Purchase orders to the same vendor with different locations and GSTIN.
2 votes -
Display the total value of discount give at the end
After applying the discount at the transactional level. The total discount given should be displayed at the bottom and then the taxes have to be calculated on the discounted prices.
2 votes -
Custom Templates In Estimates need to be previewable
Now that templates are customizable, I need to be able to preview my new estimate in Books. Without this ability, I have to create the entire quote, save it, download it as a PDF, then view it. Please make customized templates previewable.
2 votes -
Customize Portal by Client
//i would like the ability to choose what is available on the portal according to the client/project. I would also like the ability to show hours billed/unbilled with or without detailed time entries. I would like the abililty to choose to show tasks or not.
2 votes -
Project Budgeting should include cost of goods
Project budgeting should also have an option to budget for items/goods that will be purchased for completion of the project.
Currently project budgeting has option for only incorporating the services/man-hours.2 votes -
attach file option for 'create new transaction'
when on the bank reconciliation process, within the 'create new transaction' should also have the option to attach a file.
similar to categorize manually has 'Attach Receipts'
2 votes
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