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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6171 results found
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Price Comparison of a product from vendor
a price comparison option will be very helpful for Zoho user when they want to send PO, we know that particular item you can get it from different vendors and you are not aware of the price, hence if we have an option to save vendor price list compare the price at the time of purchase that will be very useful.
1 vote -
Base approval workflow on organization structure and set approval limits
Enable to set an approval workflow that mirors the organization's structure with approval limits in amount to each level of the organization
1 vote -
1 vote
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Permit client based time entries
Timesheet entries should be permitted according to clients and/or projects rather than according to projects only. Currently, time keepers are unable to select the relevant client and project of that client. They can only see the project name. Some clients have the same project names and it causes confusion for time keeping staff.
1 vote -
Document the password restrictions for the Zoho/Yodlee integration
When adding a new bank, I received the error below. This is because the Zoho/Yodlee integration is truncating passwords at 40 characters. If I change my bank's password to 41 characters, I get that error. If I change my bank's password to 40 characters, it's accepted and I can add the bank to Zoho. This is not specified in the docs or help articles. The message is so generic that it doesn't explain what the problem is. Please document this. It's not that hard. Changing the message to indicate "passwords more than 40 characters will cause problems" is simple enough.
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1 vote -
MUST create export capability to XLS for the Budget function in Books
To share and jointly collaborate on Budget development, there must be the ability to export budgets into Excel. A company may not want to give many users access to Books just so they can make inputs into the Budget. Also the inability to export the Zoho Books budget template to XLS format means to send out a template to our department heads, it has to be created manually. Totally unnecessary headaches here
1 vote -
Payment Number Suffix
There is no guide for the map fields when importing transactions. For example - what is a *Payment Number Suffix when importing payments received?
1 vote -
Allow changing of warehouse
Could you add the ability to change the warehouse AFTER a Sales Order is converted to an Invoice? Right now, after a Sales Order is converted to an Invoice, the warehouse can no longer be changed in either the Sales Order or the Invoice.
1 vote -
when paying Vendors can we have the ability to notify them in a single email. So 3 invoices paid -notify with 1 email with invoice numbers o
Instead of sending separate emails to the same supplier when I pay multiple bills, can we have a grouped email that would list all bills paid?
1 vote -
When setting up a customer in Books you should be able to designate and email or emails as the primary one for invoices.
Currently the primary email for a customer in Books is the default email. This presents a problem when sending invoices. In most cases the primary contact and the invoice person are different. We should be able to designate an email las an invoice email.
1 vote -
state name change in the state tax code page
The state names of few are changed like pondicherry to puducherry. Please make those changes like pondicherry/puducherry and Delhi/New Delhi in the state coloumn of GST tax page.
Its link I have attached below
https://www.zoho.com/in/books/kb/gst/valid-state-codes-list.htmlThank you,
Soumya1 vote -
AR related
When i tried to enter opening balances in AR as CREDIT BALANCE i am unable to enter - there should be a field to enter CREDIT BALANCE in AR as well as Debit balances in AP as there may be some debit balance in vendor would also be there,.
Also, when entering the opening balances, we must be able to enter the same invoice number and date wise as this will be helpful in future when we extract the outstanding receivable.
1 vote -
TOTAL AMOUT IN WORD IN THE SALES ORDER
We have started recording quotations using Sales Orders. But the total amount isn't appearing in words and the option to do so cannot be found in the template as well. We would like to suggest to add this option to the Sales Orders.
1 vote -
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Provide an option to print the attachments in Bills
Provide an option to print the attachments along with the details in the bill.
It will be very useful for our organisation.1 vote -
Allow option to print my business name on checks or enable HTML editor for Check template
Allow option to print my business name on checks. My checks don't have my business name on them. My previous accounting software (Quickbooks) had the option to print my business name and address on the checks in the upper left corner. It would be great if this was an option, or give me the option to use the HTML editor on the check template and I could add it myself.
1 vote -
Bill Creation for Service Expenses like Telephone Bill, Rent etc
Presently we can only create a Bill for Items. But in practical life we get bills that are due in the future for Services as well. Want the bill functionality to be extended to recording the Bills for Service type expenses as well like Telephone Bill, WIFI Bill, Utilities Bill and Rent bill and other similar bills.
1 vote -
save customer credit card
When a customer clicks a payment link within an invoice and they make the payment, we cannot reuse that card for future transactions. We have to request card info or send a new payment link. Can you enable it so that the customer makes the first payment and then refers to that card in the future.
1 vote -
discount expiry
It would be fantastic if you could add the ability to only offer discounts for a specific amount of payments cycles on recurring invoices.
Eg. Only offer 10% off for the first 2 payment cycles and then reverts automatically to full price.
1 vote -
Add a report for Reminders
It would be good to have a report showing the reminder emails that have been sent over a period of time. It's difficult to track these when the only visiblity of reminders is on the invoice itself.
1 vote
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