Zoho Books
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- 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
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Data migration from Zoho books to Tally
It would be amazing if we could have direct data migration from Zoho Books to Tally as our accountants are more familiar with Tally. Also please suggest if there is any other way by which this can be done till the direct migration service is built
6 votes -
Reports. I should be able to select the period and see the breakdown in columns
When I see a report, I should be able to select period eg, financial quarter, last financial quarter, financial year.. I shoul then be able to see the break down in columns for eg in months or Quarters etc along with the totals.
6 votes -
provide whatsapp details about invoice amount , payment reminder and payment received details also
need invoice details(date - amount + some msg) to be sent to customers via whatsapp update... some local and branded software also have that options but zoho dont have that option. if u enable or create this means it will be more helpful for zoho users and also we save more papers and inks... kindly implement WhatsApp update to customer and vendor as fast as possible.
6 votes -
Allow external SMTP configuration for mail sent from Zoho Books.
Allow external SMTP configuration for mail sent from Zoho Books. This will allow mail to be sent verified from an organization's own official mail server vs. "spoofed" and go into spam alot of the time. I had a client behind over a month on several invoices after switching to Zoho books -embarrassingly for us - all our invoicing was going straight to their spam folder because it wasn't routing through our o365 exchange online mail.
This is a VERY important feature to have, and I'm very surprised a paid service does not currently have it already.
6 votes -
Option to consider an advance payment (partial or full) from the customer to a sales order rather than just invoice raised.
In Businesses like custom manufacturing and construction, customers are expected to pay an advance post-confirmation of the order from the customer to the vendor. If multiple projects are being done for the same project considering the advance paid for these projects starts becoming tricky without the option to consider the advance payments for specific orders. Hence, suggesting an option to tentatively consider the advance payment for a specific sales order which is still going on would be very helpful.
6 votes -
WIO Bank (UAE)
Add WIO Bank to be able to connect it with my account
6 votes -
CHECK PRINTING WITHOUT BILL - CASH ACCOUNTING
For Accrual accounting, we understand why it is required to enter a bill and then pay it via check or otherwise. However, In ZOHO you can not write a check without it being advanced payment or via a bill. This should be updated to allow for the CASH accounting method where its not required to enter bills to pay.
6 votes -
purchase by item report
I suggest to add a purchase by item report to know how much I bought from item X for example
thank you5 votes -
The ability to offer Cash from Square as a payment method
A way to add the new cash tag link to the invoice for clients to pay.
5 votes -
pdf preview in Expense
Pdf preview in Expense is not available. We generate PDF copies of all expense bills that we receive but since preview is not available for PDFs we are forced to convert PDFs into jpeg format.
5 votes -
Allow fractional hours in project budgets
Currently, when editing a project with a budget of the "Hours per Task" type, Zoho rejects any number of hours that is not a whole number. For some small projects, it would be great to budget, for example, 1.5 hours for a task, instead of having to round to 1 or 2.
5 votes -
Grouping of transactions for matching
The way some banks post transactions, they break them down and only by grouping them can they be matched with actual postings.
5 votes -
Better integration of product information between crm and books
When I create a product in Zoho CRM and put a cost in the unit price field when the product info syncs to zoho books my cost from zoho crm becomes the sales rate instead of the purchase rate and the purchase rate is blank- this should sync to the purchase rate.
Can we have a feature to syncronize price lists automatically? right now my understanding is that you have to export and import manually
Also, when I mark a product as inactive in Zoho CRM I have to also manually mark it as inactive in Zoho- would like to…
5 votes -
Add the ability to print a project as a "Job Ticket".
A "Job Ticket" with Project Name and Description, including Task List and Task-Descriptions would be very useful to help visualize a work flow.
In addition, an option to label it as either "Job Ticket" or "Assignment Confirmation" would be beneficial for CRM.5 votes -
Custom Income Categories
Our company has 2 revenue streams:
- Website Design
- Website Management
When reconciling the income in Zoho Books, we would like to have the ability to specify custom income categories. If we simply select, "Customer Payment", then all of our income will be added together with no separation for reports and graphs. Currently, we are using "Other Income" and specifying "Management Plans" as a designation under that. Please add the ability to "Add New Category" in the income categories list.
5 votes -
Marking project complete
Request you to enable an option to staff for marking the task as complete and a mail should go to the admin for confirmation of the same
5 votes -
5 votes
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Cancel subscriptions in the Client Portal
Please allow my customers to cancel their subscription in the Client Portal. I dont want to do this manually.
5 votes -
Reports Account Transactions
In the Transaction report for a particular A/c you need to show the expenses and description details.
As of now it only shows description5 votes -
Option to download invoices ( separately ) as a zip file monthly/yearly/customer wise.
Option to download multiple invoices as a single file will be inconvenient to view/categorize invoices. This functionality can be extended to download multiple invoices(separately) as a zip file monthly/yearly/customer wise.
5 votes
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