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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6170 results found
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sales
Allow inventory allocation on creation of a Sales Order. This avoids selling equipment that has already been committed to. Also, allow the creation of a committed items report based on Sales Order.
1 vote -
American Express Middle East
Kindly need to have American Express Middle East (Bahrain) as it is not in the list of banks having automatic feed
1 vote -
1 vote
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Make possible to change Amount receive at Retainer Invoices.
Make possible to change Amount receive at Retainer Invoices.
1 vote -
CUTOMIZED REFUND OTIONS
I had faced this problem in my transaction. unknowingly i have sent money to vendor for three times intead of one time. the vendor also credited the excess payment in a single transaction. but the problem arise when i tried to categorize the same. it was not allowing me to split the refunded amount to categorize and we forced to do some manual entries.
1 vote -
1 vote
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I would like to see the Client as the first option in Log Time screen.
If I have the Project name "support" for multiple clients I cannot tell the difference in the Log Time Screen. It would be helpful to select the client and then the project rather than starting with the project.
1 vote -
Allow merchant to decide to save customer payment information for future transactions
Remove the check box asking the customer to allow this and enable the merchant to require this by default BUT let the customer know at the bottom of the payment form before submitting.
1 vote -
Project payments based on total costs not hours
create a way to have project cost split into payments based on total project cost and agreed upon terms.
1 vote -
Ability to markup an expense on the Record Expense tab.
Much easier and quicker than having to go through the price list option.
1 vote -
Allow for Bulk Tax imports or other Tax integrations
The ability to import in bulk different taxes. Avalara does not allow for line item discounts. Allow for other tax software integrations that do not have this limitation.
1 vote -
To Edit items while making an estimate.
A great place to add the item edit button would be in the new ! icon that we have to see the product cost. With all of the changing prices with Tariffs and stuff there is a lot more fluctuation than normal on having to change the item price.
1 vote -
Production Planning
Can we have a module where we can release work orders for production planning and allocation of production on our machines
1 vote -
what happens to my data if don't renew? No viewing rights = No exit from zoho.
what happens to my data if don't renew? No viewing rights or just excel export or print is not suffice. No exit from zoho without having full viewing rights online or offline. Legally i paid for the software and data for that year which i should be able to access forever.
1 vote -
In the item view, allow the selection of multiple items, and then an action to generate a quotation from the items.
In the item view, allow the selection of multiple items, and then an action to generate a quotation from the items. This should be coupled with a better display of the items in the item list (e.g. description should be visible) as we use the name for the product code.
1 vote -
How can I see my future cash flow (recurring invoices) by month ?
I am a subscription business and want to plan my year ahead based on expected income. What I need from my books is a Future Cash Flow (Sales) report based on my recurring invoices. I need to see expected income by month based on these recurring subscriptions.AT present there is lots of historic reporting but little in the way of future projections.
1 vote -
Enable viewing folders in Google drive attachments
When "Attaching receipts" to a transaction from google drive you cannot view via folders, you can only search via file name, makes it impossible to find the files and clunky. Its such a great feature but its not worth using without this simple addition to its functionality. Thanks!!
1 vote -
Industrial Automation, PLC Programming, scada Pid Control System
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1 vote -
Ability to sort Sales Orders by Due Date instead of origination date
PLEASE PLEASE Provide a way to add a DUE DATE column to Sales Orders view so that I can sort all of my open Sales Orders not only by origination date but also by DUE DATE!!!! THANK YOU!!! THIS IS SO SO CRUCIAL!
1 vote -
BANK ACCOUNTS SHOULD SHOW UP FIRST IN TRANSFER FUNDS BANKING WINDOW
When doing a transfer to another account it is a time waster to have asset accounts show up there first. It should default to the bank accounts at the top of the transfer to window as 99.9% of the time the transfers are between bank accounts not asset accounts and having to scroll through to find my bank accounts each time is tedious
1 vote
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