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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6159 results found
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Add PaymentSpring as online payment gateway
Add PaymentSpring as an online payment gateway https://paymentspring.com.
6 votes -
Attachments via phone camera using Zoho Books App while working on Browser
When I want to attach a document to any transaction in Zoho Books on the Browser, an option should be available "Attach from Phone Camera".
This will trigger a pop-up on the smartphone where Zoho Books is signed in with the same user, and a photo or multiple photos can be taken of the attachment(s), up to the size limit.
Scanning becomes so much easier.
6 votes -
Project or Timesheet Fixed Fee option
We only have Fixed Fee Projects.
Need a way to create a projects with tasks that can be set to completed with the option to put the date started and ended.
Then have proper reporting to view the completion of or the timeline completion.
Seems this option has been ignored in the past posts and never looked into in either Timesheets or Projects.
6 votes -
In Blueprints & Workflows make recurring an option for a task or action
Tasks can be "turned" to recurring once they have been created and are in the different modules. There is no place to make tasks or actions that are added to workflows and blueprints recurring. This hinders automation.
6 votes -
allow time sheet users to add tasks to a project
When I have a time sheet user work on a project, I always have to have the specific task already in there for them. It would be nice if they could add a task to the project to help detail what they are working on.
6 votes -
bi-monthly option in the "Date Range"
INclude an option in the "Date Range" drop down menu for reports to select bi-monthy periods
6 votes -
Increase HTML characters in E-mail template
Currently HTML characters in E-mail templates is supporting up to 5K characters which is low if you want to design a HTML e-mail template contains logo, icons & text the average of HTML characters are 30K and zohobooks only support 5K.
6 votes -
We´d like to down the inventory when we use sell orders.
We use sell orders to do recurrent services and we´d like to associate our inventory when we use it.
6 votes -
add inventory to reports on mobile app
add inventory to reports on mobile app
6 votes -
add 'Group By Task' in project reporting
please, add the GroupBy Task in project activities reporting, to group data by task
6 votes -
shipping company
hello,
pleas, allow users to have a shipping company different of the billing adress.
6 votes -
HTML template customiser - allow Google Fonts
We had the HTML template customiser activated so we could integrate Google Fonts. It turns out that is not possible and the customiser removes all <link> tags that imports the Google Fonts.
Allowing for this would let us truly customise the templates to fit with our corporate branding.
6 votes -
Negative amount on Invoices
To make cancellations, corrections, and others.
6 votes -
set the default ship to as the customer on purchase orders
set the default ship to/deliver to as the customer on purchase orders.
6 votes -
Territory based tracking for transactions & contacts
i need every transaction & contact to have an assigned territory. then i need to be able to filter & organize my reports by territory. this field should be per line item on the transactions for max flexiblity, but a transaction level field is fine too if it means the feature is available sooner.
additionally i want to control user permissions by territory too (but that can come later).
6 votes -
customer deferred payment invoices
customer deferred payment invoices
Payment notices to invoices remotely 30 days 60 days 90 days based on payment method
the customer must receive notice of payment amount divided
eg . bill 01.01.2016 amount € 1,200 payment in 3 installments in 30-60-90 days
first notice 01/02/2016 amount € 400
second notice 01/03/2016 amount € 400
third warning 01.04.2016 amount € 400
6 votes -
Recurring Payments which are not expenses such loan principal repayments.
I need the capability to record recurring payments which are not expenses. Ideally it would come under banking and would be able to record a number of entries for non-expense, expense and tax categories as a single loan/lease/hire purchase repayment often contains a number of different elements, It could thae the form of a Recurring Journal entry facility
6 votes -
Sales Order Total minus Purchase Orders Made to that Sales Order
For a sales order, have a field or view that deducts the total sales order value from purchase orders made on that sales order to give "Remaining Profit of Sales Order."
This really should be sales order level or a report could work too. This would give a running "Profit" of the sales order vs "Loss" of purchase orders made under that sales order.
6 votes -
Exclude Shipping Charges from Sales by Sales Person report.
Exclude Shipping Charges from Sales by Sales Person report. This would allow us to use this report for calculating commissions.
6 votes -
Cannot Reconcile An account if no transaction in that month. This should be able to be reconciled.
Should be able to reconcile a bank account for the month if no transaction were done in the month.
Today we get error "Please select a transaction and try again."
6 votes
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