Zoho Books

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If you have an idea or a feature you’ll like to see in Zoho Books, this is the right place to be. While we cannot promise a ‘date’, we will definitely keep you updated on every feature request you make.

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  1. Price breaks by quantity

    Add the ability to set pricing based on quantity sold. Example:

    If I sell one item the price is $10 / item, if I sell 10 of these items the price become $8 / item.

    38 votes
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      Not For Now  ·  3 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
    • Ability to Add Product Visual/Image to Estimate and Invoice

      I want there to be the ability to add a small thumbnail of about 185x185 next to my items in my Invoice and Estimate to be able to provide a visual reference to my Clients. On clicking the product visual, they can either be taken to the product page on my website(Custom Link) or to a larger version of the image(Image Source).

      37 votes
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        2 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Portal access to more than one account

        We have customers who have more than one site and therefore have multiple accounts set up in order to manage their costs. At present an email address can only have access to the portal for one contact / account it would be useful to be able to have multiple accounts accessed from a single email address.

        37 votes
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          7 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
        • Please integrate Virtual Card Services

          Please integrate Virtual Card Services - www.vcs.co.za with Zoho Books as our clients using the portal are unable to pay us with credit cards and we cant use this to pay this invoice online now with the online payment options. We cant use Braintree , 2Checkout as when ZAR is converted to USD then back to ZAR; when they pay us then we loose a lot with the Forex conversion. Also Paypal doesnt support ZAR.

          36 votes
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            Not For Now  ·  3 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
          • Add VAT to retainer invoices

            Title says it all : it is legally mandatory in France to add VAT to retainer invoices (factures d'acompte).

            36 votes
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              6 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Bank Deposits

              You need a way to group all of the day's deposits into one number in the account, so you can reconcile the deposits against the Bank monthly statement.

              36 votes
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                2 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
              • there is a facility for budgeting and P&L v busget reporting

                as above. recording and reporting budgets with variance from actual

                35 votes
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                  0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                • 34 votes
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                    6 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
                  • Schedule C Estimated taxes

                    include to ability to automatically calculate quarterly taxes

                    34 votes
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                      4 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                    • I want a report that totals expenditure on a project

                      I can see how much money I have invoiced on a project but I can not see how much money has been spent. This is basic project budget tracking and should be a feature on the software.
                      Not adding this will make me move my accounts elsewhere.

                      34 votes
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                        5 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
                      • Report > Account Transaction > To add Description next to Transaction Details

                        This feature allow user to see the description of transactions. For example, a transaction was committed to account "Repairs and Maintenance" but need to show more information for this transaction like it was a renovation the office or air conditioner maintenance.

                        This helps user to track & match the details of transactions with local records on PC.

                        34 votes
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                          5 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                        • Backorder view/report at product level

                          Create a backorder view/report with information at product level.

                          When an Order is not completely invoiced yet, the status is 'Partially Invoiced' and Zoho Books keeps track of the products that are on the Order, but not yet invoiced.

                          However, we need to be able to see all Products/Items that are not invoiced in a View/Report, that shows the information at the Product/Item level, like this:
                          - Product Name
                          - Quantity ordered but not yet invoiced
                          - Sales Order Number
                          - Sales Order Status
                          - Customer Name

                          In addition also orders that are invoiced yet (whole order is a backorder)…

                          33 votes
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                            5 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                          • 33 votes
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                              4 comments  ·  online payment gateway  ·  Flag idea as inappropriate…  ·  Admin →
                            • Integrarte CRM & Books/Invoices at Quote/SO level rather than potential

                              Current,y Opportunities are synced to create invoice/estimate through Trigger. However, there is no point as there is no detail on it - so I suggest you do it at Quote and/or Sales Order level. This keeps sales out of books or won't require them to start quoting through books/invoices.

                              33 votes
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                                4 comments  ·  Zoho CRM Integration  ·  Flag idea as inappropriate…  ·  Admin →
                              • add shipping for ups / fedex / usps

                                1) sales orders from zoho crm flow to zoho books.

                                2) order details flow (address and item info) from zoho crm or zoho books to web based shipping software like shipping easy or ship station

                                3) freight and tracking #'s come back from shipping software to sales order in crm or books.

                                All major accounting systems (quickbooks, zero, myob) provide this functionality out of the box. We love using zoho crm (20 users), but cannot use zoho books until this basic functionality is available.

                                32 votes
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                                  Planned  ·  8 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                                • Batch payments

                                  Use batch payments to bundle multiple bills into one payment transaction (use tick box to select which bills to pay in the batch, and have the amount editable in case you don't want to pay the full balance of all the bills selected).

                                  Bank details will have to be recorded in the system for each supplier, so that you can then export a batch payment file and upload it into your online banking system.

                                  Payments to be recorded accordingly under each bill within the batch.

                                  32 votes
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                                    3 comments  ·  online payment gateway  ·  Flag idea as inappropriate…  ·  Admin →
                                  • provide real-sync between Zoho CRM contacts and ZBooks

                                    Please make sync between CRM contacts and Books real-time, or at least hourly. Or make the forced sync a non-admin level feature for a user. We use Subscriptions, and would like to set up a subscription immediately after converting a lead in CRM to an Account. Today, we need to wait 1 day, or have an Admin force the sync from CRM Setup, which is silly. Why can't this be real-time or a User profile setting that anyone could force to sync??

                                    32 votes
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                                      2 comments  ·  Zoho CRM Integration  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Bill / Assign inventory to a project

                                      Projects may also include costs of inventory items. these are consumed as the project goes along. Upon final conclusion of the project, they may be invoiced in an itemised manner or as a lump sum. Inventory quantities however must be reduced upon allocation of such to a project. Accounting, sales & taxes, should only be updated upon project Invoicing.

                                      32 votes
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                                        3 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Stripe and Bitcoin

                                        Integrate the possibility of paying in Bitcoin with Stripe
                                        https://stripe.com/bitcoin

                                        31 votes
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                                          0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                        • DISCOUNT COLUMN IN PURCHASE BILL

                                          DISCOUNT COLUMN IN PURCHASE BILL

                                          30 votes
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                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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