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
6164 results found
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Invoice/Payment Received/Bank Statement Import Log
When we migrating data to a new platform, we somehow missed some things and need to re-calibrate the imported files. Import log with batch delete/overwrite feature will save most of our time than current feature.
1 vote -
Payment record Approval
When a customer Pays his invoice either by Cash/Bank/NEFT
The staff person records the payment.
We wish if there was an option for approving this payment by Admin or other staff. By this process the mistake/fraud of recording payment reduces.1 vote -
Allow association of specific income account with individual project tasks.
We track our income on a more granular level than "sales." However, we must manually adjust the associated income account for each line item in an invoice (because we itemize individual days of work). It would be nice if, when a project is created, individual tasks could be pre-associated with income accounts. "Sales" would presumably be the default, as many organizations most likely do collect all income under this account. For those that do not, such as ours, this would mean that we would have fewer steps to handle bookkeeping when we submit invoices.
1 vote -
status (packed/invoiced) on the Sales Order pdf.
option to display the status (packed/invoiced) on the Sales Order pdf.
1 vote -
"code 128 barcode font" on the PDF
sales order (invoice, estimate) number to display as a computer readable barcode on the pdf
1 vote -
Please add the feature to include the vendor name within the Zoho Books Inventory valuation summary report.
Include the vendor name with the standard inventory valuation report summary.
1 vote -
We'd like to be able to set a template for our invoices for each of our projects - in other words, we have two offices.
We'd like to be able to set a template for our invoices for each of our projects - in other words, we have two offices, and want payment sent to one or the other, depending on which office is leading the project.
1 vote -
We would like to customize the portal so that they can see only the statements
We want our customers to see only the statement of accounts from the portal and hide other menu items. Also can they upload docs ?. Can weuse creatorto modify this portsl?
1 vote -
1 vote
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Better to add some information regarding discount in bills
Better to add some information regarding discount in bills
1 vote -
Direct / Automatic Bank Feed & Sync
Please allow direct feed updates for bank accounts (like PayPal) so it sync in the background and not require manual clicking of Sync button.
1 vote -
Option to Hide Zoho Books logo
Option to Hide Zoho Books logo
1 vote -
1 vote
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1 vote
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make timesheet hour entry 12 hour
Allow free form text on hours on timesheet that would be smart. So 8a = 8:00, 3p = 03:00 pm or 15:00. I hate having to use 24 hour time and my clients don't like it either.
1 vote -
Allow Users to Adjust Default Settings with Zoho Books Timer extension in Chrome
Within the Zoho Books Timer extension in Chrome, users should be able to set defaults so that the extension: 1) opens in the "log time" tab; and 2) within the "log time" tab opens in "set start time and end time" mode.
Currently, I inefficiently waste 2 clicks getting to this point each time I make a time entry.
1 vote -
Please add custom status in purchase order
I would like to add a custom status in purchaser order where after it is approved, the purchaser can request for the payment ahead of time before it will be billed.
1 vote -
1) Add total to Account report groupings; 2) Able to run Account report filtering by Contact
- When we run a report for Account and add a Group By Contact, we want a sum per group
- When we run a report for Account, we want to be able to add Contact as an additional Filter
1 vote -
Adding one Bottom to go the last page of item list and one bottom to the first page .
We have more than 50 pages of 200 each page of items . it is time consuming to move from first page to last page by clicking next each time .
1 vote -
Required Comment Option For Items
There Is an Option Of Commenting On Any Of Transactions. Like Purchase Orders, Bills, Invoice Etc. We Need The Same Of For Items Level. Requesting To Discuss This With The Zoho Developer Team And Get The Feedback.
1 vote
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