Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com
6176 results found
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Have a sister module that's built more for solopreneurs
I'd love to see Zoho roll out a projects module that's more for solopreneurs. I'm using Zoho Books now and would love to be able to move more of my applications under the Zoho umbrella. Unfortunately, Zoho CRM and Projects is just too unwieldy for me as a solopreneur. I'd love to see Zoho have something more like Dubsado or 17Hats. A key thing would be the ability to send emails / monitor email from within the app itself (as opposed to having to switch out to CRM).
Zoho seems to be made for large organizations, and there's absolutely nothing…
1 vote -
SHOW STOCK AVAILABLITY IN INVENTORY DROP DOWN SEQUENCE
SHOW STOCK AVAILABILITY IN INVENTORY DROP DOWN SEQUENCE, IT WILL HELP IN MAKING BILL, FIRSTLY I HAD TO CHECK MY STOCK, NOTE IT DOWN ON A SEPARATE PAPER THEN HAD TO CREATE A BILL
1 vote -
Make Projects Able to Be Bulk Edited
At the very least I'd like to be able to mark them Active / Inactive in bulk. But there are a lot of other options that could be added to a bulk update feature.
1 vote -
1 vote
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Improve Books ---> CRM sync
The way the fields are synced now between Books and CRM make it a confusing wreck. Account needs to be Company Name, and contact needs to be Primary Contact. The fact that Display Name automatically links up with Account (no way to change it) and contacts have to be added as additional contacts (with Primary Contact in Books being totally ignored) makes syncing contacts a train wreck of data duplication and confusion.
1 vote -
Add additional payment type options to print checks besides just to a vendor
All businesses are not cut and dry to where a payment is directly tied to a vendor per se. For example, in applied research, there are times when you compensate individuals for their participation in a study or focus group, etc. In this case, an organization would like to easily print checks without recording every person as a vendor. Let's say I have 50 people who participate in a study. They are not vendors. I don't care to have to add all 50 persons as a vendor and create a bill just to print a check. In other words, there…
1 vote -
Inclusion of User and Contact Module for workflow automation
When we sync contact from CRM to Books it is not associated with the particular user to show to only the contact owner as the contact owner field left blank after sync process; We have tried to do the same with custom function but user and contact module is not available with workflow automaton in Zoho Books. Please add this feature for easiness.
1 vote -
Delivery Note - non-roman language support
Currently the delivery note and packing slips do not support printing in some languages. Many of our customers information is entered in Thai language and therefore does not print on the delivery note or packing slip. This is not a problem with invoices and other customizable templates.
1 vote -
Add the ability to clone a credit note, and make recurring if possible.
We would like to be able to clone credit notes the same way that we can clone an invoice. We have regular adjustments that we make during our regular billing process and it would be helpful to be able to clone existing credit notes, and even make them recurring (best case scenario).
1 vote -
Custom field under the total amount in the invoice
We face an issue in Lebanon where we invoice in US Dollars. We have a VAT tax which value should be mentioned in local Lebanese pounds on the invoice under the total amount. This means that even when the invoice is in US Dollars, the tax value should be displayed in US Dollars. Since it seems impossible for ZOHO team to develop this feature, we are requesting a custom filed under the invoice total that we can call TAX Value in LBP & then input this conversion manually on each invoice. Thx.
1 vote -
1 vote
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return items
would like to see a return item not credit note which will be posted on the customer invoice and removed from inventory so the custome
1 vote -
Recording GST Payment
In your FAQs you are suggesting that we create an expense to record the payment, and put that it is out of scope for GST treatment. This will create trouble as it will show in the GSTR - 3B as a nil rated expense. I suggest you create something different specifically for this
1 vote -
add a line item ability for date. meaning the ability to date each item i am adding to the invoice.
I would like a column for "Date" on the invoice. I simply put that in the description right now but it would be great to have as a separate column. It would also be great if it was a searchable field in within the client so i could look at what work was done on a date. But that i am sure would be much more difficlut
1 vote -
Please set up sync with the Paypal Mastercard
I have a Paypal Mastercard (by Synchrony) and I would like to sync it. Though I can sync my paypal account, this card does not appear. Other Synchrony cards seem to work. This card uses the same logon credentials as the paypal account itself.
1 vote -
Allow retainer invoices to be applied against customer's prepayments
Currently if i received an advance paymnet from customer then I craeted a Retainer invoices, I cannot apply the retainer invoice against customer's prepayments, it is only applied against final invoice
1 vote -
Creating a Area wise Summary
We have distribution network in the entire city and we make bills according to the areas. We used Foxpro before this and it gave us an areawise summary which helped us remove only those products in the quantity that are mentioned in the bill which helped us save time to pack the good. Now we have to remove the items invoicewise which is really a waste of time as we have to visit the godown/storeage very frequently for each product. please get this done soon as this is also the issues other distirbutors are facing and we may have to…
1 vote -
Can we have Grand Total in expense window ?
Can we have Grand Total in expense window ?
1 vote -
There should be more freedom to edit the sections of the Invoice.
We are facing limitations for the same to adapt our offline format. The Invoice format should be easily editable or allow us to import our codes or formats.
1 vote -
In the Payment Made Template to change the font color of Reference Number - Paid To - Payment Mode - Paid Through to black color.
In the Payment Made Template to change the font color of Reference Number - Paid To - Payment Mode - Paid Through to black color.
1 vote
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