Zoho Books
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6592 results found
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2 Bank Accounts of Different Branches
Bank Account details has to be set up in Invoice Template and selected Invoice template becomes default for the entire company. When we activate Branchwise accounting this creates trouble. Suppose 2 different branches may have 2 different Bank Accounts and each expects payment from client to be received in their respective Bank Account only. In such case when Invoice is generated it always shows the Bank Details which are mentioned on default template and thus creates trouble for Invoice creation.
4 votes -
digital signatures for Macbook
Currently digital signatures are supported on windows machine it would be very useful if we can get it on Macbook too
4 votes -
Move Address on Customer Statements
Having the ability to adjust positioning of customer address on statements so it align with window on envelope
4 votes -
Allow the users the option of making line item level discount as "only in percentage" or "only in rupee" or "both" in the preferences
Settings -> Preferences -> General -> Do you give discounts? you can only select one (Radio Button) of the 3 options:
1. I don't give discounts
2. At individual item level
2a. Do you give discount in percentage
2b. Do you give discount in value(rupees)
2c. Do you give discount in percentage or value(rupees)4 votes -
Add columns to templates of packing slip/ invoice
I want to add column to packing slip- to show qty ordered as well as qty shipped or back ordered?
4 votes -
Stock Journal
I am a manufacturer. Many different components are utilised to make one finished products. Tally has a feature called as Stock journal, wherein several components are clubbed to together for one finished product.
example : 1 cabinet, 1 pair of hands, 1 glass,1 movement,2 batteries, etc ( all procured from different suppliers) is converted into ONE WALL CLOCK.4 votes -
show Net invoice amounts on views
Views only show the gross amount of an invoice. In the UK we also need to report on NET for p&l purposes
4 votes -
restrict roles
The Staff - Assigned Customers Only states Access to all modules, transactions and data of assigned customers and all vendors except reports, settings and accountant.
If you assign a customer to the user it is assumed that they can view / create purchase order, expenses, etc only for that customer. However, this user is able to see company wide expenses and Purchase Orders which is quite bizarre. This role should restrict the user's permissions across all modules for the assigned customer. Else it defeats the purpose of having this role.
4 votes -
I need to apply Several Vendor Credits to Several Bills, and currently there is no such function in Zoho Boooks.
I need to apply Several Vendor Credits to Several Bills, and currently there is no such function in Zoho Boooks.
4 votes -
Making payments as a user of Zoho Books (not just recording them)
As a user of Zoho Books, I want to pay my bills via the application by setting up my preferred payment methods so that I don't have to go to another application and copy the information of the account I am paying into that. Is it possible?
I can see that my customers can make payments to me and they are recorded in Zoho Books, and I can see that I can record the payments I make, but can I also make the payments via Zoho Books?
4 votes -
Ability to be able to Void a Payment Made
Quite surprised that there is no option to void a lost cheque or other payment made. It seems that the only option is to delete the original transaction, which doesn't exactly provide a decent audit trail.
I think there should be an option to reverse all transaction types rather than being forced to delete them to correct invalid entries.
4 votes -
Weighted average for stock instead of just FIFO
Would like to have the option of calculating the cost of stock usage in the weighted average method
4 votes -
EWAY BILL FOR IPHONE APP
EWAY bill creat by iPhone apps
4 votes -
Upload Budgets in Zoho Books from Excel
Creating budgets (sales, expenses, etc.) in ZOHO Books is manually 100% except for auto complete. Also, if you want to download it, you'll only have the PDF option not Excel or CSV option, which is not friendly. Please create the option to upload and download budgets from Excel or spreadsheets because that's the software most people use to create, analyze and modify budgets. Thank you!
4 votes -
Have the client portal link API for integration on any website
instead of accessing the portal through the email link, clients should be able to log in on the business website and manage payments. This can also be integrated with Zoho bookings.
4 votes -
4 votes
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THE PRINT PACKING SLIP
IF I PASTE THE PACKING SLIP ITSELF ON THE BOXES OR CONTENT HOLDERS SO THAT IT CAN BE EASILY TRACED OUT FOR WHAT ARE THE CONTENTS OF THE BOXES AND HOW MANY TOTAL BOXES ARE THERE FOR THE INVOICE.
NEED A MANUAL ADDITION OF NUMBER OF BOXES, BOX NO( 1 OF 20 LIKE WISE), BOX CONTENTS CAN BE ADDED WHILE PRINTING THE PACKING THE SLIP4 votes -
Sales person contact number shall be displayed in the invoice
Sales person contact number shall be displayed in the invoice
4 votes -
Add a template for payments made
Kindly request you to let us change template of payments made document. Because the current one looks really bad.
4 votes -
STOCK VALUATION ON ZOHO BOOKS
Currently on Zoho books under stock valuation summary report there is no option of warehouse selection, I request the development team to add this option as well as add a column for unit price and unit of measurement. This will make stock comparison between system stocks and physical count very easy.
4 votes
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