Zoho Books
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6174 results found
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When a historical report is executed, the invoices should show the payments and balances as per the date selected and not current balances.
example: if I execute a report of invoices for last fiscal year, the invoices which were partially paid in the last year but got fully paid in the current year before the report execution date, the report wrongly shows payment and amount details as per execution date and not as per the date range selected. It will not show the balance amount. So I cannot get account receivables or invoice receivables as per previous dates or last fiscal year which is a very important report.
1 vote -
1 vote
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ermitting to change estimates pdf structure (blocs alignements, margins) like Zoho CRM canvas view
Canvas View, in Zoho CRM lets us sculpt an exclusively personalized view of our CRM records.
It will be great to adapt it on Estimates, Invoices, orders...pdf export. This will be great to customize the way the invoices structure are displayed depending on the business necessity. Changing the alignments, margins of field types, grouping similar field types and much more1 vote -
Invoice export based on date paid
Invoice export based on date paid, currently you can only export invoices based on date invoice was created and if it is paid. Not helpful for cash-based accounting
1 vote -
add contract to costumers profile
would like to see options after registration a costumer to be able to send contract to him so hi can accept and sign so that can be on file, and aso be able to send qoute to costumer :
PS I will print 10000 boxes with you name, do you agree to take them all and in case you sell business or change the name have pay them.1 vote -
Making some provisions for NGOs
For an NGO, "sales" or "customers" are not applicable. For receiving simple donations, we are required to first create invoices, then authorise them and then receive them. Can we please have a direct way to account receipts as donations?
Secondly, since tags are equivalent to cost centres, can we have some columnar comparison reports between various cost centres instead of generating one report at a time?
1 vote -
Reversal of Bill/Payables in following periods.
Zoho is flawed as it does not allow you to clear errors in bills that extend into another fiscal period where the prior one was closed and taxes remitted. The system only allows you to delete or void a bill that should not be there for whatever reasons. Being a new period either method is not appropriate as it will change the past fiscal period numbers that have already been filed. The correct way is to prepare a journal entry against that Bill in the current period and then clear the balance from the Payables report. Zoho does not provide…
1 vote -
Notifications timeframe
I really suggest to implement a functionality to define a specific timeframe for the notification (example 8a.m. 6p.m.) the inventory reorder are coming just after the midnight every day, this is painful.
1 vote -
It would be helpful if zoho would manage basic business needs such as employee attendance and more
Unlike tally, there are no other accounting software which would provide with basic business needs such as employee attendance, manpower, payroll and petty cash maintainence
1 vote -
Adding The Dot Matrix Printer Option
Adding the dot matrix printer option on ZOHO books it will help using the carbonless paper to print Invoices,customer payments and others
1 vote -
Printing shipping labels - format change
Have a preview for the shipping label (just like the shipment and package slip) and have the default size be that of an actual shipping label not a full letter size page
1 vote -
Opening Balance of Contacts
is there any option for opening balances of contact. as we started the books in zoho from 01/04/2018. so how can i add opening balance of Last FY
1 vote -
Allow HTML formatting of banner area and / or a notes section
I'd like to be able to post a note to all clients regarding invoices, but I really don't want it to be as large as the welcome text in the banner area. If we could edit the font / text display--just basic formatting like bold, italic, size--that would be great. Alternatively, a notes section that's displayed in a smaller font would work.
1 vote -
Please Zoho, post answers to all our BOOKS/FINANCE questions.
Please can you give at least a response to the suggestions and questions all the eager Zoho users make. It is noticed that most questions/suggestions in INVENTORY are responded to quite well but mostly all those in other categories especially BOOKS/FINANCE you do not respond to. Please help out all the loyal ZOHO users that help make your business a success :) :) :)
1 vote -
To create a feature where you can move easily up and down movements and transactions.
You should add a feature where you can easily move up and down transaction in the transaction list (ex. by dragging them with the mouse). This is because when I have multiple transactions on the same date, it's complicated to order them according to the bank account registration.
1 vote -
pls include a way to know the actual/real profit of the business on the basis of total purchases and sales
pls include a way to know the actual/real profit of the business on the basis of sales and purchases.
1 vote -
Create an option to choose whether the "Paid Through" field should be restricted to Cash and Bank accounts only.
Under settings for Payments, there should be an option to restrict the GL codes that can selected under the "Paid Through" field. Same for Expenses and Bank transfers.
1 vote -
Zoho books and zoho reports integration- please allow a sync field for current item stock from zoho books
I would like a report for items that have no sales or low sales... i would like to identify these items to have a stock clearance. Item on stock needed in books and reports sync.
Please consider.1 vote -
automate syncs with gocardless
Sync gocardless automatically currently you have to select sync eveytime like banking fees would ideally be automatic update
1 vote -
Printer Notificacion
Please is posible add notificacion if invoice printing and the user send printing, this idea is not double printing invoice.
1 vote
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