Zoho Books
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6591 results found
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auto sync bank feeds
Bank feeds should not need to be manually initiated or varified. The bank transactions should automatically sync/pull from the bank based on a schedule.
For example, I am a long time Quickbooks user and the bank feeds are pulled/updated automatically daily. The trigger is the first login of the day.
I am strongly considering leaving Zoho because of this missing feature.
3 votes -
Sync transactions between multiple Zoho Book Banking accounts (Independent organisations) - this would very useful to consolidate payments
Sync transactions between multiple Zoho Book Banking accounts (Independent organizations) - this would very useful to consolidate payments, especially for holding companies with multiple divisions under one group.
3 votes -
KlikBCA Business Account automatic import statement
Please include automatic import of indonesia klikbca business account.
Thanks in advance.
3 votes -
Easier Receipt Upload from Mobile App
Make uploading receipts from mobile app quicker and easier. It would be nice if receipts could simply be uploaded and categorized later, or even better some of the basic information extracted and details could be changed later. This will make the receipt upload process take mere seconds while on mobile app. Most clients are busy and if we make it as easy as possible to get receipts uploaded, that will help everyone.
3 votes -
3 votes
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Be able to sell and use Gift Cards as a payment type.
Create a payment type of Gift Card and enable the selling of gift cards with all the proper GL transactions automated.
3 votes -
integrate Red Oxygen SMS with Zoho books
There is only one SMS service provider available, Twilio. May I request an integration with Red Oxygen SMS API.
API is simple which uses Red Oxygen account ID, username/email address and password.
3 votes -
Add the ability to change the bank login URL, especially as banks change them to increase security
Allow users to change the login URL for their bank(s) to reduce the problems with broken feeds
3 votes -
Project Profitability should be part of Standard version
I feel Project Profitability module which is currently part of the Professional version should be part of the Standard version. For small companies like mine Standard is sufficient, just need the Project Profitability since we are a project based company & need to know costing & profits of a particular project. Gross Profit = Sales Invoice minus Purchase Bills. Dont want to spend on Professional only for this.
3 votes -
Archive old invoices and estimates
Would be nice to archive old invoices and estimates. I literally have hundreds that I don't need currently making it difficult to find current customers. I don't want to delete them but I also don't need to see them constantly.
3 votes -
Customer Column display list customization - Add address field as an option
Add address field as an option for the Customer Column display list customization
3 votes -
Customization or Need some update
Hi,
Not able to create the ledger individually and Salaries we could not make Employee name. How we can get the each employee statement ?Rent exps - If we have 2 different office & Landlord. We need to have different ledger under their names. But In zoho we could not make it.
3 votes -
Allow vendors to upload XML format documents (needed for mexican billing)
Allow vendors ti upload XML format documents (needed for mexican billing).
3 votes -
company's debt management
it's good if you add new option to monitor the company's debt like loan of the company and monthly emi's and other debt.
3 votes -
SALES BY CUSTOMER WITH TAX PERCENTAGE
Sales by customer report Need Separate Tax Percentage Column for Calculation Tax Percentage
3 votes -
Bills migration from one project to another
Hi,
I would like to add a new feature which is very basic and unfortunately its not there.
I added huge number of bills in wrong project and now to make corrections I need to delete them all and then re bill in the correct project. While it can be easily done with a move option across multiple projects.
I tried bulk update bills and changed the project name but in reporting it failed to make the move of bills properly.
3 votes -
interest calculate for unsecured loans option should be added.
please add a feature to calculate the interest. Another account app gives this facility. so Zoho should also add this basic feature. We are using Zoho Books paid subscription. id is agolecha@arfashions.in
3 votes -
Can we have an option for mulitple organizations in one Zoho Books Instance?
Multiple Organizations are a good features especially for us where we manage groups of companies but are using Zoho Books. It helps with costing consolidation as well.
3 votes -
Can we have an option for mulitple organizations in one Zoho Books Instance?
Multiple Organizations under one instance will greatly help in Interco Transactions, Consolidation and will be great for companies like us that love Zoho Books but find managing multiple subscriptions and switching between organisations constantly quite cumbersome.
3 votes -
Pass shipping address in zoho books to Authorize.net
With the built in Authorize.net integration in Zoho books, it doesn't pass the shipping information. To me, this is very basic functionality that needs to exist, asap. Authorize.net has a fraud filter that can check to verify shipping matches the billing, but Zoho books isn't sending it over.
3 votes
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