Zoho Books

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  1. Countrywise or Currencywise

    Sales reports to be shown per Countrywise as well as Currencywise for different customers listed

    1 vote
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  2. SALES INVOICE INCLUDING GST

    NEED FEATURE IN SALES INVOICE LIKE INCLUDING OR EXCLUDING GST

    1 vote
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    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  3. When running reports, display on report if cash or accrual.

    When running reports, display on report if cash or accrual so distinction can be seen at a glance.

    1 vote
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  4. canada postal code

    The postal code and province on Canadian invoices is displayed incorrectly.

    It should be city "City, Province Postal Code". It is currently displayed as "City Postal Code Province".

    Correct: Victoria, BC V8X 4E2
    Incorrect (what Zoho does): Victoria V8X 4E2 BC

    1 vote
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    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  5. make liability accounts visible in the banking view, not just chart of accounts

    These are only visible in the chart of accounts and it's unclear how to enter transactions as instructed here....
    https://www.zoho.com/us/books/kb/expenses/record-loan-amount.html#toc_2

    please enable transactions to be entered....

    1 vote
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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  6. We use lots of Retainer Invoices. Why no keyboard shortcut? How about Shift-R? It is not being used

    We use lots of Retainer Invoices. Why no keyboard shortcut? How about Shift-R? It is not being used

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. 1 vote
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    0 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
  8. ADD A FEATURE FOR LOAN RECIEVED FROM ANY ORGAINSATION OR PERSO

    I didn't found any feature for receiving/giving loans from/to any organization or any person. Please add it

    1 vote
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    0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
  9. diary on ZOHO Books Dashboar

    It wold be nice to have a diary on ZoHo Books Dashboard.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. ZOHO Books for Transport Company !!!!

    Hi Team,
    I have one transport company, that billing and management of trailer are different from normal sale and purchase billing. we also need to track trailer expense. keep track of tolls, traffic challan etc.

    That will help for all transport company's are still using excel for manage business entry.

    If u make this type of model in ZOHO books or make another model for transport companies that will open new business model for you.

    Let me know if u consider this request.

    Thanks and Regards,
    Arun Kumar
    kumar.arun@outlook.com

    1 vote
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    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  11. Transaction Updates Details

    It will be fine to get the details when a transactions are updated in SO,INVOICE by getting :

    - Items Added and or Deleted
    - Price Item Change

    Actually when SO,Invoices are updated by adding or deleting items we only get a comment as updated and it's not possible to know which updates made .

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Integrate with Etsy

    I'd like Zoho Books to be able to integrate with Etsy. Many e-commerce shops that sell handmade or vintage items sell on Etsy, and it would be very useful to have Etsy integration. Especially as I charge in USD but pay fees in CAD, using Zoho's functionality for multiple currencies would be ideal for Etsy transactions. Having to manually upload a formatted CSV each month adds to my bookkeeping time.

    1 vote
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  13. Please enable multi-currency in zoho books

    Please enable multi-currency in zoho books. we are facing problem when we are generating Estimates/Sales Order/Invoices it is taking Customer Currency only by default.

    If i want to give estimate to a customer in two different currencies here we are facing the problem.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Auto generate Purchase Order after creating Sales Order for made-to-order products

    For made-to-order products, there is no options to create workflow that allows automatic generation of PO from Sales Order

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Remove all of the ZOHO marketing and 3rd party marketing. We pay for the product. Seeing ads is inappropriate.

    To see the ads for Zoho products in various spots and 3rd party (Fundbox) in the system along with the getting started link and refer a friend link that we can't remove is annoying. I'm fine with it being there if there was an option to remove it. I also do not mind at all the notifications that appear at the top every once in awhile that I can read and then remove/close. But the permanent ads and the two other links should have an option to remove them.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. to make it possible to create a customer and to divide it by its branch like a chain supermarkets.

    For example we had a costumer that has 5 supermarkets around the country, and at the end of the year we need to have a statment for all transactions in one place.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  17. ability to send test emails

    After updating an email template I'd like to send it to myself to see if all parameters are showing correctly.

    1 vote
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    0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
  18. 1 vote
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    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  19. Add sales rep and account number fields to the "Sales by Sales Rep" report. Also, a Summary Report of all transactions by rep, all reps

    Add a Summary option so all sales rep info can be used by clients to calculate commissions. Also, please add the sales rep field and an Account number field, or option to use Custom Fields from Subscriptions and Invoices.

    1 vote
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  20. autocharge

    Currently, Zoho Books autocharges with GoCardless on the day the invoice is created. This then charges the customer approximately 5 to 8 days later.

    We provide 30 days for some of our customers and it would be helpful if we could set the autocharge date (or number of days after the invoice date)

    Can this be added as a feature please. Thanks

    1 vote
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    0 comments  ·  online payment gateway  ·  Flag idea as inappropriate…  ·  Admin →
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