Zoho Books
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6165 results found
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provide an option to compare expenses per month of the curent year and the previous year.
this option would make it possible to compare the costs of particular expenses (by item) of the previous year at the same month. for instance At the begining of a new year I make plans to cut expenses on contribution on Booking.com by putting more effort to get bookings through other channels. Iwould like to know if I've succeeded in this goal and compare this expense item with january 201. So please add a dashboard feature where I can do this with bars stacked.
1 vote -
completing ideas
Feedback for this uservoice page... In searching for to see if an idea I had already existed I noticed two features (api limit remaining for the day) and sending an invoice via api without actually sending it. Both of these features exist today in zoho books via the report page and the api markInvoiceAsSent methods. It would be nice to either purge out completed requests or mark them as complete / comment on them when they are done.
1 vote -
Report Output
When we take an output for cash or Bank, the VAT amount is not displayed. If it is there showing separately, it would be easier to check.
1 vote -
1 vote
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Twikey integration
Is it possible to set-up an integration with Twikey? It's one of the leading company's in Europe for SEPA direct debit & recurring payments https://www.twikey.com
1 vote -
Admin to Admin Approval Options
If an Admin needs another Admin to review an Approval there should be a drop down to pick the Admin that needs to approve/review it.
Ex: 2 Admins; #1 was on the Sales Call and knows the details. #2 Admin creates the Invoice but needs the #1Admin to check it before it's sent. Just pick from dropdown Submit To: Admin1
If not there is a list of approvals #1Admin does NOT need to approve.
also; If approvals is enabled; being an Admin you shouldn't have to go to a separate page to approve and send; it should be exactly as…1 vote -
In Mobile app while creating invoice vendor address need to display and has an option to change multiple address of that vendor.
Need to have a future of importing and exporting of Delivery challan.
1 vote -
Remove one column in report
I need to remove the column of transaction reference in report of any account transaction. And would be happy if Transaction details column be larger
1 vote -
Need a column Sales-Invoices-Custom Report Primary Contact name should be displayed
We have created a custom report in Invoices by using your custom column.We need one more column like Contact name and Primary Contact name against customer name
1 vote -
Unadjusted credits adjustment
Please have a feature to have the unadjusted credits adjusted even if they are created using a journal
1 vote -
Tax Summary in Base Currency
Tax Summary in Base Currency Required
1 vote -
Please give Alert Message at the time of line item deletion
Please give alert message / Pop Up at the time of line item deletion in Estimate, Sales Order, Purchase Order and Invoice
1 vote -
spanish PGC
Hi,
we just started using Zoho Books.I have many questions:
1-Is it possible to register the movements following the Spanish PGC?
2-Is it possible to have every invoice related to a salesperson without showing it to the invoice but having it as a report by sales?
3-Is it possible to present the taxes model in Spain using Zoho?
4-Can I integrate all contacts from Zoho CRM to Zoho Books?
Thanks,
1 vote -
Bilingual
we need to have Bilingual options to create invoices etc. as here in Saudi Arabia we are required by Saudi Authorities to show our invoices in English & Arabic both Languages. we have been given time till end of March, from effective 1st April,, invoices only in English will not be acceptable.
1 vote -
1 vote
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Print Option for All Draft Documents - Add water mark option.
Draft Documents should have water mark. if not we can't identify the difference between a draft copy and finalized copy .
My team preparing draft Invoices and sending to business partner and editing @ will as per the business needs.
1 vote -
Apply Discount in the Estimates after total instead of item basis
Feature which should be added because its very common when creating quotes to show the discount applied after the total as a lump sum
1 vote -
Why no bank transfer option in retainers? ONLY CC options there? Make no sense.
Why no bank transfer option in retainers?
ONLY CC options there? Make no sense.
Bank transfer should be possible on all invoices and retainers.1 vote -
Allow bank charge account to be specified when receiving customer payment against invoice
When I receive payments, I would like to include the credit card processing fee when entering the customer Invoice payment.
Invoice payment allows for "bank charges" to be specified, but they are hard wired to use a generic bank charges account, which is not applicable if the charge is part of Cost of Goods Sold (COGS) - I would like to have the flexibility to change this, so that it goes to a (COGS) credit card charges account.
A benefit of this, would be that I would not have to enter a separate transaction to mop up the difference between…
1 vote -
no totals in reports
provide totals in every report that is generated eg: in GSTR 3B form there is no total for amount, IGST, CGST and SGST Columns.
This makes the checking and verification of any report a very cumbersome task.
1 vote
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