Zoho Books
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6159 results found
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Auto-Incrementing Bills
We have auto-incrementing everything else, why not bills?
7 votes -
Central Excise duty billing format
Recently registered for Central Excise duty
Since separate fields are to be displayed for Central Excise teams, we need 2 compound tax functions in a tax group and display additional tax fields in both estimate and invoice. If possible Subtotal to be made so the final VAT calculation can be seen separately. In government not all bodies are agreeing to the compound tax format as displayed in our Invoice. They insist to follow the same old format though the total sum display the same value. I follow only Zoho Books for all calculations and no separate billing format followed. Kindly…7 votes -
Alter Bills Template - for self billing.
I currently use Zoho books for one of my business' and was thinking of using it for another but the second business is a little more complex.
In the second business we make commission payments to introducers of business, we send them a statement and an electronic payment of the funds we owe them at the appropriate time.
In zoho Books we could use the bills area to create these self-billing statements to send to the Business Introducer however this is the only area on Zoho Books where we can not alter the template to make it appropriate.
Please add…
7 votes -
Add due date and discounts to retainer invoices
Please add option to include due date and discounts to retainer invoices. It should be possible to add all the from a regular invoice to the retainer invoice.
7 votes -
There should be option to make adjustment of amount in Bills. Just like the one in invoice. Many vendors while taking payment from credit ca
There should be option to make adjustment of amount in Bills and Credit notes. Just like the one in invoice. Many vendors while taking payment from credit ca
7 votes -
7 votes
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Create lead times for recurring invoices
Zoho Invoice > Preferences > Recurring Invoices
This functionality sends a renewal invoice on the day that it is due. No company can pay an invoice on the day they receive it. They have to go through approvals, etc. This means that their account WILL expire, which creates headaches for the customer and for us. We would like to send the renewal invoice AT LEAST 30 days BEFORE the contract due date so that the customer can pay it before their account expires, and there is no break in service.
7 votes -
Customize views to filter by customer
It would be ideal to have additional filters for projects, so that you can view all projects for a particular customer. This is particularly useful for those of us with multiple projects per customer and multiple customers.
7 votes -
Invoice - Charge without sending mail
My purpose is to maintain only accounts. So, i dont want to send invoice email. Currently there no option without sending mail and it adds up one additional step in invoicing process. kindly add up this feature.
7 votes -
Move columns in templates
It would be great to be able to customize layouts by switching the sides of the columns. So if your template has a logo on the right, you could move it to the left, and if you have the client address on the left, you could move it to the right.
In our case, we want both the logo to the right and the contact address to the left below and the templates we use don't allow for this.
7 votes -
SUB-accounts and DIMENSIONS (Department and Project tracking)
SUB-accounts and DIMENSIONS (Department tracking)
7 votes -
Allow users to change the name of the modules
Users should be allowed to change the name of the Modules. Eg, The user should be able to change the Invoices module's name from 'Invoices' to 'Proforma' and so on.
7 votes -
Receiving partly payment besides the net payment
Due receipt only shows net15,net30 or net60. There should be also function for receiving partly payment from customers like after every 15 days or 7 days , etc.
7 votes -
Flagging PO's, invoices and estiamtes
A way to highlight problem PO's that may need a claim filed with the vendor, invoices with issues or estimates that can not be modified. A simple red flag or star that can be seen when looking at the lists or individual PO, invoice or estimate.
7 votes -
7 votes
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A customer called Marketplace
We sells our products through multiple online Marketplaces like Amazon, Flipkart etc. These market places send us Orders from individual customers. We INVOICE with the name of the Individual customers. However the Payments come in from the Market place less their charges like Commission, Shipment other. Can you create an entity called Market place, where we can add these Individual customers, the charges from the Marketplace and the Payments so that we can track the payments from these marketplaces.
7 votes -
Add Petty Cash to Bank Reconciliation Transaction Difference Adjustment
Scenario - Customer pays say Rs. 6215 in cash against an invoice, which is usually deposited into a Bank account. however, while depositing in a machine based bank, the change is not accepted, hence only Rs. 6200 is deposited and the Rs. 15 is handed over to the office for petty cash expense. The current system allows to add an expense or income, please add petty cash also to this allowed list.
7 votes -
Desktop Edition
Would be great to have a Desktop Software for Zoho Books which can sync across the servers. I dont have good internet connectivity.
7 votes -
Map Accounts for WePay Transactions
Currently, you can map your accounts for Stripe transactions using the edit setting button which allows you to select the account to use for fees, sales and taxes. When you setup the WePay integration, you are not able to select the account settings. As an example, when a payment is made through WePay, the fee is put into the account Bank Fees and Charges. It would be nice to select a different account such as WePay Fees.
7 votes -
Pause feature for Zoho Books timesheets
At the moment we can only 'start' and 'stop' a timer. It would be very welcome to have a 'pause' function on the timer - as other apps such as 'Fanurio' have.
7 votes
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