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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6163 results found
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Show linked Bills in a Related List to Contacts in Zoho CRM
Currently, only Invoices, Estimate, Sales Orders, and Expenses are linked to Contacts in Zoho CRM. It would be extremely beneficial to integrate linked Bills as well.
5 votes -
Discounts on a client level.
I want to give a client a discount across all jobs I do for him but also be able to adjust that discount when needed when making new invoices for that client.
5 votes -
users having access to a particular Reporting Tag
giving an example:
Different Reporting Tags created as below:
tag1
tag2user1 will have access to tag1 only, he can create, edit, generate report wrt transactions under tag1 only
likewise, user2 will have access to tag2 only, he can create, edit, generate report related to transactions under tag2 only5 votes -
be abble to attach a document to an invoice inside of CRM integration without going into books to attach
books allows you to attach a doc to the invoice to be seen by the customer in there portal...which we like. but with CRM integration you can create the invoice etc...but then have to go into books to attach the doc...can you make it so you can attach inside the crm integration and flow through books and into the portal?
5 votes -
Convert Packing List into Invoice
We would prefer to invoice based of the packing list instead of the sales order. If there was a way to convert the packing list direct to the invoice with same number of quantity and shipping address it would be helpful.
Thank you!
5 votes -
Show the total tax withheld across all invoices for a particular period
See the total tax withheld for a quarter/ FY, so that the same can be verified at government sources and made good.
5 votes -
Direct Bank Feed Synchronisation In Australia
We switched from Quickbooks where we had direct bank feeds with the NAB and CBA banks in Australia. In Zoho books we have to wait 5 days for our transitions to appear. When is this going to be fixed?
5 votes -
preferred vendor in inventory
Make a field for preferred vendors
5 votes -
ICIC BANK Vendor payment remark
payment made through ICICI BANK, have no remark in bank statement
Transaction detail in bank statement
INF/020681776531/uwZ4NAGZCVKmEYAbA06please add custom remark option or auto remark same as vendor name
5 votes -
Total amount of future recurring invoices
It is essential in a billing program to calculate the billing forecast. If I want to know the future billing of a specific period right now it's not possible since the reports do not show the recurring invoices.
There should be a report to obtain this data.
5 votes -
customize the header bars in all modules
I would like to be able to customize the columns in the header bar to the fields that are most meaningful to me, pulling from the fields that are within the specific module.
For example, if I am working in Bills, I would like the header bar to be customizable so that I can add fields from the Bill that I may need and remove fields from the header that I may not need.
I think this would be helpful in every module.
5 votes -
associate sales order on a recurring invoice
Why can we not associate sales orders to recurring invoices?
5 votes -
Shipping Address Advanced Search Options
Please allow using the shipping address as a choice in the Search Criteria/Advanced Search in Invoices/Sales. It's hard to find an old invoice for a customer for a specific shipping address when there are hundreds of invoices for that customer.
5 votes -
WRITE OFF BULK BILLS
THEIR SHOULD BE AN OPTION TO WRITE OFF BULK BILLS. MANY TIMES CUSTOMERS DEDUCT SOME 1-2% AS CASH DISCOUNT, WE NEED TO WRITE OFF THIS AMOUNT FOR ONE BY ONE BILL. THEIR SHOULD BE AN OPTION TO WRITE OFF BULK BILLS.
5 votes -
Create Agent Portal in Books for field sales agents
Copy Client Portal in reverse for field sales agents to see their sales reports and get paid commissions.
5 votes -
Recurring Invoices for a automated updated billing period
I am a service provider, I provide service for a time period,
like I provide broadband connectivity for 1 month and amount I take is Rs. 30000 per month for billing period of 01/03/2019 to 01/04/2019
Right now I am using custom entries to enter billing period but if this could be automated for recurring Invoices for next month billing period could also change to 01/04/2019 to 01/05/2019
that would be great for many of us,
'
Thank You5 votes -
Custom accounts in customer statement
There should be an option to add specific accounts to the customers' statements.
For example I give loans to my clients and would like to include an outstanding balance
5 votes -
Australian Taxation Office TPAR
The Australian ATO requires businesses that use sub-contractors to submit a "TPAR" report to them. It would be good if this feature was added to electronically submit the report to ATO. The "TPAR" reports all payments made to eligible sub-contractors. MYOB uses a check box on the contact page to indicate that a supplier is to be reported in the "TPAR"
5 votes -
To send the invoices to pay in bulk
Hello we need to send invoices to GoCardless and Stripe in bulk. For example select necessary unpaid invoices and send in 1 click to GoCardless. No it took us more than 2 hours to send all the invoices one by one to GoCardelss or Stripe
5 votes -
Cash sales Receipt
Please add a Cash Sales Receipt to take into consideration items sold on cash and also help track individual items sold on cash. It is wrong and tedious to use an invoice and receive payment for a cash sale. Please add "Sales Receipt" as a feature.
5 votes
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