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
6163 results found
-
Invoice item name can be timesheet date
Invoice item name can be timesheet date. When invoicing right now it allows you to select the task name, project name, etc to use as the item name, however we would like to also see timesheet date as an option to select. This way when we are showing all timesheet details and notes from the timesheet entry we can show our customers the date of the timesheet entry instead of just the task name.
6 votes -
Ability to Auto Import
Look at a feature of allowing auto import into zoho books through other conventional accounting softwares. Most companies are on ERPs or other traditional softwares but which supplement their core manufacturing or service activities. It is not practically easy to change those softwares. Allow an option wherein data from those softwares can be imported through FTP or even an auto email with attachment. An API cannot be used or integration method will also fail as in most cases these software companies do not want users to shift from their softwares to Zoho. Zoho Books is a good product but unless…
6 votes -
Automate exporting invoices
Scheduled automation of invoices export to google drive or other cloud services.
6 votes -
custom price list
The ability to create a Custom Price List that contains only the products you require for a particular project, scheme, or group of customers. Easy to use, quick to find the products required and removes ambiguity or error.
6 votes -
Allow sales-tax brackets for amounts less than $1.00
In the USA, Florida (and I believe Maryland) require us to calulate sales-tax at the appropriate rate (county-specific in Florida) for whole-dollar amounts. Then, we must take the remaining amount that is less than one-dollar and look-up the appropriate tax amount in a table and add it to the whole-dollar tax amount to get a final tax total.
The official documentation states: "Florida uses a bracket system for collecting sales tax on any taxable sale that is less than a whole dollar amount. In calculating the sales tax, multiply the whole dollar amount by the tax rate (6% plus the…
6 votes -
6 votes
-
Project sorting option by date
It would be nice if we have an option to sort the project both on the Dashboard and on the Project section too to sort by date so we can easily recognize which project came first.
6 votes -
Purchase Reports by vendor currency
Add an option to select the currency of the report.
Currently it show the home currency but its best to see the values in the vendor currency.6 votes -
Expense Detail Report
In the expense detail report please break out the category lines when a particular expense has more than one category type (i.e. if we add a line that's a different category when entering the expense, it should show up as different lines in the Expense Details Report). Also add the ability to filter the Expense Detail Report by Reporting Tag & Project.
6 votes -
Make changing addresses easier in purchase orders....
Make changing addresses easier in purchase orders.... badly needed. Quickly needed. Make it so that it works, like in estimates, sales orders, and invoices.
6 votes -
Retainers to be automatically applied on Recurring Invoices
Retainers to be automatically applied on Recurring Invoices. At the moment, true feature of recurring invoices cannot be availed due to the fact that retainers cannot be applied automatically. They have to be done manually.
6 votes -
Allow to email be marked as received and opened by customer
I know that is possible to do make a hook when an email when is opened and seen by their recipients, so when we send an email, mainly invoices, check if customer received and read the email.
6 votes -
'Issue Debit Note' option
When purchased goods is damaged/not as per sample we should return the goods to vendor. In this time we should issue them a Debit Note for getting us a credit note & for their transportation of returned goods.
6 votes -
Please allow turning packages into invoices.
Currently, if i am shipping 500 items out of a sales order of 600 items, i need to go to the sales order --> create invoice --> edit the amount to invoice to match the amount of item in the package.
That is a waste of time and source of errors.
6 votes -
6 votes
-
Make Bill Numbers Optional
It is a requirement for a bill to have a bill number entered - and this is a nuisance because I have to then take the time to enter data that I generally don't need to capture.
If want to see full details of the bill, I can open the PDF attachment of the original bill that I will have uploaded to Books when creating the bill.
I know that it is mandatory currently, and I understand the reason/benefit of having a bill number field, what I'm asking is that this field simply be made optional.
In the interest of…
6 votes -
I would like to add profit and loss monthly and yearly comparison basis as percentage (%).
I would like to have percentage right side of profit and loss statement (%) of comparing between periods.
6 votes -
6 votes
-
Credit Note Refund
The means to refund a credit note associated to a Customer directly to his/her bank account via ACH Payments.
6 votes -
When Saving Invoices/Estimates: Please add option to "Save and Mark as Sent".
Several of my Customers use their own platforms for invoices and proposals. I always need to create my own invoice/estimate in Zoho. It would be great to skip the extra steps to Mark as Sent.
6 votes
- Don't see your idea?