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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6198 results found
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Integration of more banks in the banking of ZOHO
Please integrate HDFC as it is the largest bank in the India
1 vote -
Add Zapier triggers for updating contacts
I'm thrilled that Zoho has Zapier integration, but I'd love to have the option to search for a client by email, and only then add a new contact. On the flip side, I'd like a trigger that if a contact is UPDATED, then do XYZ.
1 vote -
Transfer Order
Custom Fields on Transfer Orders.
1 vote -
ID empresa en Información general del negocio
Información general del negocio
- Beneficio y pérdida
- Estado de flujos de efectivo
- Balance general
Me gustaría que (ID de la empresa) puede verse reflejada en documento PDF Información general del negocio, ya que para colombia es un requisito que el (Beneficio y pérdida, Estado de flujos de efectivo, Balance general) tenga debajo del nombre de empresa su ID EMPRESA.
1 vote -
Enable a file to be generated of due payments that can be uploaded to online banking, particularly needed for 20th month payments.
We need to be able to generate a file out of Zoho of payments for our online banking. This is an activity that is needed on a regular basis. It is surprising that shch functionality has not been provided as standard as every business needs to make payments.
1 vote -
UNITS FOR ITEMS
how to add units for items
1 vote -
Ablity to track the discounts given customer wise and date wise
Under discounts, we are currently unable to track how much discount we have given to each customer in a time period like month, year etc. It is important that we can track how much discount was given to each customer in a month or year as we generally have an upper cap for this customer wise.
1 vote -
Invoice viewed
With out the client creating a portal you should send notifications when the invoice is opened after being sent.
1 vote -
Copy & paste Ship to field
We sell to the same customers repeatedly but due to the nature of our business, we rarely ship to the same location. In Quick Books we could copy and paste the address. In Zoho, we have to Set up a one time address and that takes up valuable time. We had to add a Ship to item to make this work for us. I suggest you provide both options.
1 vote -
Attach a document to tax payment
Within Taxes (Reports section), should have the ability to attach a pdf document with confirmation that the payment has been made. Most other section of Zoho Books has functionality to attach document. Unsure why this functionality is not in the taxes section.
1 vote -
print check in another currency
Currently Zoho only allows you to print checks in your home currency. I have several clients that only accept USD so would like to have ability to print them check from our US dollar bank account.
1 vote -
in report iRR
Option to calculate IRR in report page. Company valuation
1 vote -
allow option to switch books transaction templates in CRM
when creating a zoho finance sales order in CRM we can't change the transaction template. Some times we require a signature and some times we don't but there isn't a way to switch like we can do with email templates.
1 vote -
Seikyusho report for Japan regions
In japan it is must to provide customer monthly statement details including each and every invoice and balance. It is called as seikyusho.
Please add this feature otherwise we can not use this in japan.
1 vote -
Notes on Bill lines - using GL Account code
When entering a Bill with a GL Account code, I want to be able to put a note to the line so that it is clear what the transaction was for.
1 vote -
Comments
Feature to include comments in the bank reconciliation process.
It would be helpful to flag and comment on items that have not been reconciled so the reason for failure to reconcile can be explored and rectified.
1 vote -
1 vote
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GST RCM
Enable an option to creating separate ledgers for RCMGST it will helpful for bifurcation of normal output and RCM output during ledger reconciliations
1 vote -
Reports in Portal: total amout paid and balance for each vendor not for each invoice
We need this reports in Portal: total amount paid and balance for each vendor not for each invoice
1 vote -
PACKING LIST WIZARD THAT SELECTS ITEMS TO INCLUDE LIKE WEIGHT, CBM, PACKAGE OVERSIZE, ETC
PACKING LIST WIZARD THAT SELECTS ITEMS TO INCLUDE LIKE WEIGHT, CBM, PACKAGE OVERSIZE, ETC
1 vote
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