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
-
Print Option
Would like to have direct print option to a handheld printer instead of saving as PDF and then print.
4 votes -
CSV file format - sales order confirmation and invoice
Can we please have the option to send sales order confirmation and invoices in CSV file format?
4 votes -
change the dashboard to reflect the reporting basis of the organization
i'm a cash based company. i'm set up that way in my org profile. but the dashboard always displays in accrual mode. for most of things, it's not a big deal, but when i get down to the accounts watch list, things like sales don't accurately reflect what is on my books.
yes, i know that i can get the information from the reports module, but isn't the purpose of a dashboard to display information in the way i need to see it?
4 votes -
Entering Company Details without GSTIN, and Changing Invoice Numbers in Retail Invoices
1) Make it possible to enter companies' details without making it mandatory to enter their GSTIN number, and
2) Make it possible to change invoice number while making retail invoices
4 votes -
You should be able to see the full amount of deposits which make up multiple payments.
When you bring in the deposits from the bank feed, you should be able to see the full amount of the deposit in your reconcilements instead of individual amounts. Because it is difficult to reconcile for that month without seeing the full amount that the bank shows on your statements. It does not help to match deposits up with what the bank shows on their statements. Which makes it difficult to be able to reconcile.
4 votes -
Implement the creation of a common task list for all projects
The user should be able to implement and utilize a common task list for all projects to simplify time entry on a project. This would be useful for users who regularly utilize the same tasks over and over. This would enable the user to avoid having to re-create the same tasks for every new project.
4 votes -
DEBIT NOTE FOR FREIGHT
Sir, Many times i pay freight for the goods i sold and then i issued DEBIT NOTE FOR FREIGHT to the client. Plz ad this feature
4 votes -
Zero convenience fees to the customer paying directly from zoho interface using linked banks with auto-recorded payments
Instead of payment gateway providers like RazorPay or others, if it was a linked Bank like State Bank Of India, HDFC, ICICI, etc from which customers could pay directly which would be auto-recorded in zoho journals with no convenience charge to either customer or the merchant. Similar to direct bank transfer, through zoho with auto recorded payments. It would save a lot of time for small businesses who usually do a lot of multitasking to run their business, like me.
4 votes -
Invoice size
We should have more freedom in configuring the size of the invoice template. Also what we can make bold and and what is not highlighted. That control should be with us.
4 votes -
Permitting to change invoices structure (blocs alignements, margins) like Zoho CRM canvas view
Canvas View, in Zoho CRM lets us sculpt an exclusively personalized view of our CRM records.
It will be great to adapt it on Estimates, Invoices, orders...pdf export. This will be great to customize the way the invoices structure are displayed depending on the business necessity. Changing the alignments, margins of field types, grouping similar field types and much more4 votes -
Tags Assigning to Particular User
Tags Assigning to Particular User
We have different locations and want to assign each user a particular Tags so that he doesn't see and use other Tags for transactions belonging to their particular location.
This will help us in a better control of transactions belonging to different locations and will help in generating class-wise reports user, Tags (locations) belonging to other users.
Since this feature is not currently available in Zoho Books and Zoho Inventory.
It is requested that this feature may please be incorporated in Zoho Books and Zoho Inventory.
4 votes -
sales reports by brand
Could it be possible to build a feature where we could see sales reports by brand or manufacturer or maybe we could use a filter to do so?
4 votes -
Compare with previous year tool for Sales report
Add "compare with previous year" tool for
sales by Salesperson, Sales by customer, Sales by items report
(this tool in financial statement works so great).4 votes -
Imporve the Project Section on the Mobile App
The import task feature seems to be the only thing missing from the project section on the mobile version.
4 votes -
Combine Paypal Payment & GST Credit Card entries to one transaction
With Australia now demanding that all online services collect GST Paypal have decided to add an additional transaction to collect GST
i.e. Credit Card statement shows Charge from Vendor ex GST = $20.00
Paypal charges an additional amount in a separate transaction = $2.00How to best enter this so that the GST charged is attributed to the correct BAS account & the Card Statement can be reconciled?
4 votes -
Quantity as 1 without decimals when creating an bill
When i have to create a bill in my phone or in the PC, I make errors because i have to delete all the four digits and then write the real quantity that my customers want. (im not talking about price, i talk about the amount of items my customers want)
4 votes -
Change tasks and projects while timer is active
Change tasks and add notes while timer is running. Also, the ability to pause the timer and even start a second timer for another project while the first is paused. Currently it requires too much navigation and generates too many entries to use the onboard timer.
4 votes -
Email packing list to warehouse
It would be helpful to be able to email a packing list (invoice) to the warehouse. We have two different warehouses, so we would want to choose which warehouse to email. We do not want the packing list sent to the customer, just the warehouse.
4 votes -
Allow better reading of .csv information from quickbooks
Allow me to import all of my inventory data from quickbooks enterprise solutions.
-Item Name/Number
-Manufacturers Part Number (MPN)
- Unit of Measure (U/M)
- Description on Purchase
- Description on sales
- Cost
- COGS Account
- Preffered Vender
- Sales Price
- Income Account
- Asset Account
- Reorder Point (Min.)
- Max to order
- Quantity on handAlso easily editing multiple items at a time would be very helpfull. Like using an excel program within the item list.
4 votes -
Add profit margin in sales and inventory reporting
1) Report margin based on sales by item
3) Report average margin based upon inventory summary, allow expansion to see individual related transactions.
4) Report average margin on sales by Customer, allow expansion to see individual related sales transactions.4 votes
- Don't see your idea?