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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6164 results found
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Mass or Batch update records in Zoho Books
For example: change the value of 100 custom fields in 1 action.
5 votes -
In Payments Received you should be able to select many payments and then total or export a total $ value and total quantity of payments
In Payments Received you should be able to select many payments and then total or export a total $ value and total quantity of payments selected
5 votes -
Add "Set As Default" button for Contact "Billing" and "Shipping" Addresses
There is a "Copy Billing Address" function.
There is a "Mark As Primary" for Contact Person, function.
Just as simple, there should be a "Set As Default Billing Address" and "Set as Default Shipping Address" function when there are several addresses loaded into the contact.5 votes -
In bank reconciliation add sort by withdrawals ascending and deposits ascending
In Bank Reconciliation add an option to sort by ascending and descending against deposits and withdrawals. This is because dates on the statement do not always align with the date of entry in zoho expense and so if zoho was sorted by amount it it easy to see say 12.34 on the bank statement and locate 12.34 in the reconciliation screen.
5 votes -
Import Customers and Vendors from Zoho CRM
With the recent change to how we view contacts all imported contacts from Zoho CRM are entered in as a customer. We used to be able to tell Books which accounts are customers and which are vendors. We need this ability back not all accounts are customers or we need to be able to tell the sync how to map CRM accounts into customers and vendors.
5 votes -
Allow expenses to reconcile with multiple banking transactions. When I have overseas expenses for a client my bank posts two transactions, o
Allow expenses to reconcile with multiple banking transactions. When I have overseas expenses for a client my bank posts two transactions, one for the transaction and one for the bank charge. When I bill the expense to the client both sums combined make the expense so to be able to apply both transactions to the expense would make it clearer for the client.
5 votes -
multi branch account
Hi,
it would be great if we could use one organisation with the facility of multiple branches/ group companies, registered using a single PAN,
5 votes -
customer statement based on shipping address.
My customer has multiple delivery addresses based on their contract works. It will be very useful if I can generate statements based on the shipping address so that the customer finds it easy to have a track of invoices being sent to different places
5 votes -
Add the Timesheet link to the Weekly Time Log so that I can jump to the entry and add my Notes
It's nice to quickly add a time entry to the Weekly Time Log, but I can't add Notes there - I have to click out and around to get back to that entry to add my Notes. If you were to have either 1) a Note entry block, or 2) a link to the Time Entry so that I can quickly jump there and add the Note, that would be awesome!
5 votes -
Allow decimal separators other than point when entering numbers
In many countries, the decimal separator is not a point but a comma. Because of this, the keyboard layouts don't have a "." on the keypad but a ",".
When entering a number in any number field of Zoho Books containing a "," it gets reset to the value it had before.
This is so annoying. And dangerous when writing invoices.
I want my keypad back.PS: That gets even weirder because Zoho obviously knows that there are different decimal separators (see the currencies).
5 votes -
Provide Edit Template for "unpaid invoice list" & automate
Enable the ability to edit the Unpaid Invoice List as a template, but then amend the template per client.
5 votes -
include zaka calculation and filing for GAZT
GAZT requires all companies to file their annual tax ZAKA beside the VAT. it would be great if zoho include feature for KSA customers to calculate the amount of zaka and generate the required files.
5 votes -
allow description of line items on the budget
On the budget you can put in a dollar amount but it doesnt let you write in what the dollar amount is for. For example, if i have a budget of $300 for Dues and Subscriptions per Month, i would love to have a note or separate line items for what that entails (say $50 for Zoho, $150 for canva, $50 for shakr, etc) so you could see what the budget includes.
5 votes -
SMS Notification
Please make a change in sms notification. It means sms notification for bills and payments should be send in business name only not in zoho book name. Another thing please enable group message sending option for saved contacts to sending common messages like offers and etc..
5 votes -
Creating and Saving Custom Reports
Many of us that are coming from Quickbooks really need the flexibility of creating custom reports. My accountant was not happy with the default reports and asked me to create a couple of reports for him. After doing so, I was told that there was no way to save them. As a result he was unable to use the system and asked that I consider going back to QB.
5 votes -
Page number and total page number should be a placeholder in footers (Page N of N)
There is only one option for page numbers and it puts the number way to the right of the template. The footer should include a placeholder for page and total pages so we can display them. It would look like "Page 1 of 3".
5 votes -
5 votes
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Arabic Language Support for Reports
I wish I can download PDF reports with an arabic support because my accounting accounts are named in both arabic and english.
5 votes -
Allow for staged payments
We offer the following payment terms:
50% Upon Order
40% 1 Week before Delivery
10% Upon Delivery Of GoodsAll estimates and invoices to show these terms clearly with Due Dates.
When a payment is received, the invoice will show that the payment is received, the date paid and remaining balance.
5 votes -
Ability to customize dashboard items
Zoho Expense claims automatically import into the "Employee Reimbursement" account under current liabilities in Zoho Books. Because of this, the outstanding balance payable to my employees does not show up in the "Total Payables" section of the Dashboard. In turn, this inaccurately reflects what is coming in and what has to go out. Being able to customize what is being included in these Dashboard sections would be of great help to reflect what I want to see.
5 votes
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