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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6591 results found
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Connect with Sumup card readers?
Lots use the sumup card readers now and it would be great for zoho books to interact with this
3 votes -
Depreciation recurring journal based on % of assets' value
Recording depreciation should be based on % of the assets' values. Recording a recurring journal by inputting amounts would not serve the purpose as there might be additions to fixed assets during the year. Also, depreciation is calculated on Reducing balance method rather than Straight Line Method. Therefore, the recurring journal with fixed amounts of depreciation would be redundant. Please provide this feature to easily record depreciation.
3 votes -
Public Link
Currently the public link for an estimate or invoice exposes the line item with its price and SKU number regardless of the template used for that estimate or invoice.
This contradicts the customization of templates if the user wants to hide some info.
Please implement one of these options:
Remove the line item from the preview and include just the totals from the estimate/invoice.
Add a property for the user to select whether to show or hide the details of the invoice in the preview
3 votes -
Auto Migration from Global Edition to US Edition of Zoho Books.
Automatic migration form Global Edition to US Edition...
3 votes -
while converting Estimate to invoice, can we have terms and conditions as set in Invoices
When I convert Estimate. to Invoices, the terms and condition and Customer notes are also cloned from Estimates. Can we get Customer note and Terms and conditions as we set in Invoices? Would be very helpful.
Thank you3 votes -
job sheet from sales order
The option to create a job sheet from the sales order, a list of items/part codes without prices and a notes space & tick box per item
3 votes -
Access to consultants / outside organization
We have external consultants works for us to maintain accounts and audit. We do not have the feature to invite them here in Zoho Books. If the feature is enabled the purpose of subscribing zoho books will be resolved.
3 votes -
Bank transaction notifications
Most banks now provide push notifications when a transaction hits or leave your account, however not all banks have caught up with this technology.
I have a few clients who aren't great at keeping up to date with their payments and am manually checking on a regular basis.
Is there any capability to set up notifications when a transaction hits the bank feed, or better still when it comes from a particular client?
3 votes -
Create and lodge Company Tax Return to Australian Taxation Office (ATO)
Many small companies prepare their own accounts and use Zoho Books - next step after producing P&L, BS, Cash Flow, BAS (Zoho reports) is to submit Company Tax Return to the Australian Taxation Office. A tax return is relatively easy for small businesses (e.g. assets, liabilities totals and COS/expenses) but you need to either use another accounting system which has SBR (Standard Business Reporting) functionality with machine credentials into the ATO or fill in the PDF (paper) version of the return.
Please consider or let us know if this in development.
Please vote.3 votes -
Retainer Invoice options to be same Invoice
I cannot find the following options in the Retainer Invoice:
1. Product selection in Table rather than just text fields.
2. Fields in Table like HSN/SAC
3. Payment reminders
4. Tax
5. When Retainer Invoice is paid, convert Retainer Invoice directly to Invoice and mark it as paid.I can understand that this is just an advance payment. Still, we critically need these options to be implemented as soon as possible.
3 votes -
Interest Income Account Type
Please change the system account 'Interest Income' account type to 'other income' where it belongs. GAAP, IFRS, and tax basis all include this in 'non operating income', not 'revenue' where Zoho has it. Thank you!
3 votes -
printing invoice pdf
When I print the invoice in pdf, the coloumn width of the invoice goes haywire. The item column becomes too narrow. There is a need to print the invoice as you see it on screen
3 votes -
Search should support any keyword. Search bar needs improvement
Whenever we try to add a new item to any bill, we need to search it by exact keyword from the very first character. Suppose I want to search Smart Watch then I must have to type Smart first. If I directly type Watch then it will not show anything.
This needs to be improved. It should support wildcard search. So, no need to remember each and every item exactly what it is.3 votes -
E-Invoicing for AU
https://www.xero.com/au/initiative/e-invoicing/
E-invoicing is becoming mandatory in Australia... please get on with this.
3 votes -
Manual Transaction Work Load
Paying bill with different currency than base currency and transfer money directly between 2 different bank accounts except of base currency for solution of manual transaction work loads
3 votes -
Integration with mercury bank
Integrate with digital banks like Mercury in the US, xero and quickbooks already do it, I if I can't integrate with mercury I will have to choose one of them unfortunetly
3 votes -
3 votes
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INTERNATIONAL PAYMENT
WE HAVE ACTIVATED INTERNATIONAL PAYMENT IN OUR RAZORPAY ACCOUNT. HOWEVER THE ZOHO INVOICES FOR USD INVOICES IS NOT SUGGESTING A PAYMENT LINK.
WE HAVE INTEGRATED WITH RAZORPAY AND IT WORLS WELL FOR DOMESTIC INVOICES.3 votes -
Multiple contact names placeholders for invoice reminder email template
Books allows me to select multiple contacts for an invoice at the bottom of the Edit Invoice page, but for the reminder email template, I can only add a placeholder for the first name of one customer. For example, I can have the reminder sent to multiple emails, but can only say "Dear %FirstName%..." I would like to say "Dear %FirstNameContact1%, %FirstNameContact2%, %FirstNameContact3%, etc"
Thanks!
3 votes -
show the report branch wise
i want to show branch wise report & other branch user only show their branch report
3 votes
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