Zoho Books
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- 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
5803 results found
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give users the ability to print refund checks from credit memos and over payments under a customer
give users the ability to print refund checks from credit memos and over payments under a customer
47 votes -
47 votes
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Multi-currency Vendor
It will be nice to have a vendor multi-currency,
1-Invoices in different currency (foreign and default)
2-To make payments with diffent bank account currency (foreign or default)46 votes -
Customize Dashboard...
It would be Great if we could remove or rearrange blocks. I would prefer to move the CashFlow chart down below a couple other rows or possibly turn it off.
46 votes -
sales person commission on sale payment received
sales person commission on sale payment received
1. commission % depends on item
2. it will be payable on sales payment received
3. commission % is different for each sales person depends on performance of sales person46 votes -
The ability to swipe credit cards using a usb card reader.
The ability to use a usb card reader to swipe credit cards when accepting customer payments. This will save time, as opposed to having to type in credit card information every time.
46 votes -
Stripe and Bitcoin
Integrate the possibility of paying in Bitcoin with Stripe
https://stripe.com/bitcoin46 votes -
Customizable Dashboard
Please make the dashboard customizable.
I should be able to create a report, and be able to throw it on to the dashboard for me to see as soon as I enter Books.The variable fields should be more easy to choose. E.g. Date Range, Year range.. Graphs that allow Year-on-Year / Month-to-month comparisons between multiple years
46 votes -
Customizable packing slips - attention field, special instruction field
Invoice & Packing Slip - more customizable
(1) Attention Field - essential for billing and shipping products attention to the person who placed the order
(2) Item & Description - not all items on an invoice can be shipped, ie design service, packing charge, etc, so best to make it modifiable on packing slip
(3) Shipping Address - client might have multiple shipping location, it would be great if this field is modifiable or if we are allow to save multiple address under the same contact44 votes -
Make reporting tags visible on all SOs, POs, Invoices, and Bills
As it is, you have to click on Edit for each transaction, and then on the ellipses next to each item, just to make sure every transaction is being reported correctly. You should be able to see if a reporting tag is assigned to an item just by looking at the item table on the transaction.
44 votes -
Purchase requisition
It will be nice if you can add a feature to create purchase requisition to an specific department in the same company. So for example if a department needs to buy a new computer, then the manager of that department can create a purchase requisition or request to the procurement department and keep track of them. And after it's approved then we can create the Purchase Order to buy the item. Thanks!
43 votes -
Inventory reports by vendor
I would like to be able to generate individual inventory reports by vendor.
43 votes -
Add VAT to retainer invoices
Title says it all : it is legally mandatory in France to add VAT to retainer invoices (factures d'acompte).
43 votes -
Send customers Sales Orders via the client portal
Currently you can send sales invoices and estimates through the Client Portal. Could you make it possible to send Sales Orders through the Portal and give them an acceptance button as with Estimates?
Client has developed integration through CRM and the ability to generate Sales Orders in CRM to be transferred to Books and if the client had the ability to see and accept through the portal this could make life very easy.
Thank you
43 votes -
Allow discounts at individual item level and/or at invoice level
This applies to all item level documents (Estimates, Sales Orders, Purchase Orders, etc).
In Settings -> Preferences -> General -> Do you give discounts? you can only select one (Radio Button) of the 3 options:
- I don't give discounts
- At individual item level
- At invoice levelI would like to suggest that a document may have BOTH item level and document level discounts.
43 votes -
Make reporting tags less tedious
As brilliant as I find the reporting tags feature, its implementation is rather odd. Instead of being limited to associating tags for each line in an invoice or purchase bill, why not also have the option to associate the whole invoice or purchase bill with a reporting tag?
I'm trying to use reporting tags to generate profit and loss statement per project. All I have to do is create a tag for that project and associate it with purchases and sales for that project. Unfortunately, with the current implementation that's a tedious process.
Don't get me wrong. I can see…
43 votes -
DISCOUNT COLUMN IN PURCHASE BILL
DISCOUNT COLUMN IN PURCHASE BILL
42 votes -
Extend Availablity of html Template Editor
Currently the useful (but hidden) html editor for templates can only be used for Estimates and Invoices. I need to be able to create additional templates for Credit Notes and Proforma Invoices (based on a Sales Order).
This is an urgent requirement for me.
42 votes -
PayFast payment integration
PayFast.co.za is a South African based payment gateway and we would like to be able to integrate this into Zoho Books as most of our customers make a bank transfer and PayFast.co.za is able to accomodate this feature.
42 votes -
Automatically import Paypal fees
This is MUCH needed for those of us that use Paypal with shopping carts (non-invoice transactions).
The current Paypal integration only imports the net amount of sales (total amount minus Paypal fees). While there is a field to manually add the fee to the transaction, this is incredibly laborious when you have hundreds of these (not to mention looking up the individual Paypal fee for each transaction).
There has to be a way to automatically import the Paypal fee separately like you do with the Stripe integration. I understand that Zero does this.
PLEASE add this and save us untold…
42 votes
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