Zoho Books
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6188 results found
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I would like interest income to appear as Other Income
Allow interest income to be Other Income
1 vote -
Delivery Challan- Challan type has fixed values
Surprised that the Delivery Challan module dropdown field Challan type has fixed values and there is no way of adding or editing like other dropdown fields
1 vote -
Paypal Refund transaction
Can we have a Paypal Refund transaction. This would have field for amount of refund and amount of fee credited. Currently I can either input an adjusted amount that doesn't match the statement or enter a journal to account for the credit but this also looks strange on the reconciliation. Thanks
1 vote -
Placing a description, not just an invoice number, in the pmt line
When sending a statement to allow the payment line to show the invoice number and description so that customers don't have to try and track down the invoice to see what it was.
1 vote -
I need report in which i can see outward gst, inward gst, gst difference of outward and inward gst
I need report in which i can see outward gst, inward gst, gst difference of outward and inward gst in single report
1 vote -
"issue date" in Customer Statement
The Customer Statement in ZOHO Books should have function to show the "issue date".
1 vote -
Link purchase order to Poential in CRM (Deal)
Link purchase order to Poential in CRM (Deal) like with Invoices
1 vote -
"Tax Invoice" written on the customer invoice.
In our country it is mandatory to have "Tax Invoice" written on the customer invoice. The available templates does not have such a template
1 vote -
Vendor Credit and Credit Note - Set Expiration Date - Write Off when Expired
For my business, we issue Credit Notes to customers which expire in varying time periods (10 days, 30 days, or 1 year). I would like a way to set an expiration date so the customer cannot use that credit note after the date.
More importantly, the credit should show on the Balance Sheet from the date of issuance to the date of expiration, and afterward should not be seen on the balance sheet. It is an actual liability if used and Zoho Books should record it as such and allow it to remain active for a certain time period.
The…
1 vote -
1 vote
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Preserve item ownership when syncing to/from CRM
When syncing products, contacts, etc, to and from CRM, the default behaviour should be to preserve the record ownership to the same user that owns the record on the other side of the sync relationship, if that user has access rights to create the record in the appropriate system.
Currently, everything synced to CRM ends up as "owned" by the admin that set up the sync relationship, and this isn't always the right thing.
1 vote -
Please Enable multiple options in single payment entry ( Split entry - Cash, Card, Giftvoucher simultaneosly)
Please Enable multiple options in single payment entry ( Split entry - Cash, Card, Giftvoucher simultaneosly)
1 vote -
1 vote
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Zoho Showtime : watch videos on-demand on mobile device !!
Zoho Showtime (mobile app=showtime viewer) does not allow on-demand content (pre-recorded videos) to be viewed on mobile phones, which is very annoying for users who take online courses on this device, for example. At the time of "mobile first", it seems urgent to allow this functionality.
1 vote -
Option to disable email auto populate in "Send To" field
Would like to suggest an option to disable auto populate of customer contact (email) within the Send To field under Email function of Sales Order, as Sales Order is meant for internal in my company practise. We insert cost price and ordering details in sales order, with the email function available in sales order, it reduces the hassle by sending through the system. By disabling the email auto populated in Send To field, this can avoid the user to accidentally sending the email to external.
1 vote -
Invoices: State appearing in wrong line
I have created a customer entry in Zoho Books. However, when I download the invoice as PDF, I see that the state initials appear in the wrong place. Example:
Bill To
Customer Name
123 Main Street 2nd Floor
New York
10018 NYCorrect should be:
Bill To:
Customer Name
123 Main Street 2nd Floor
New York, NY 10018Please fix this ASAP.
Also, please add a colon after "Bill To".
Thanks.
1 vote -
Need Proper Reports
Reports Page is not helpful. for ex: if we go Bank Leger its shows all transaction but if we done any edit in one ledger after that it will not go again the bank ledger its struck only the edit ledger. so again we want go bank ledger manually.. which is taking more time and more effort. please give more modules in accounts like Sage 50
1 vote -
1 vote
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1 vote
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Funds Received on Behalf of Customers for Paying Taxes
In case of Chartered Accountants Firm Funds are received from Clients to make payment for Income Tax, GST etc. In Zoho Books a feature is requested to park this figure under customer ledger and later on use the same to make payment to Government. As of now we need to park this amount in individual GL accounts in name of client. Since the customers are increasing day by day it is now becoming difficult to create those many ledgers. Kindly develop a feature that will handle this scenario.
1 vote
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