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
6590 results found
-
Would like to see Expenses and Bills posting
Would like to see Expenses and Bills posted/attached to a specific invoice and not the Client in general.Then view a report with the Income Statement for that specific invoice.
3 votes -
Search creates so much work for me, due to it does not understand the need for allowing duplicate org names. Add other searchable fields!!!
Used SalesForce for 10 years. We have hundreds of Religious Organizations with the same name. When I'm creating invoices or recurring invoices I literally must open at least 3 screens to make sure I have the correct client. 1 screen consisting of the report im running from zoho CRM (which i dump into excel), another screen in zoho BOOKS (which also opens a long list of hundreds of the same name clients that i have requested. And another zoho CRM screen where i do searches on my unique account number. Something that should take seconds turns into a 15 minute…
3 votes -
Automated Recurring Invoice creation at the item level
Automated Recurring Invoice creation at the product level
There should be a way to define an item as a recurring revenue item in the item details pane in Zoho Inventory. When the item is sold, a recurring invoice should automatically be created based on the predetermined "repeat every" date.
3 votes -
Update price lists when invoice line item price changes
I have associated price lists to each customer but when my prices increase, I would like to see the price list automatically be updated so that the customer will then be charged the most recent price without having to manually update the price lists daily.
Some items are not on customers lists, but when they start to order the item, it would be great to have the last price they were charged automatically on their price list.
If there is a workflow that anyone knows of that could enable this, I'd greatly appreciate your comments.3 votes -
allow payment arrangements
We invoice a customer for £300 and allow them to pay this off at £10 a week. I need to be able to set up a payment plan/arrangement
3 votes -
Multiple entity on the same account
Running multiple project inside a same entity. Now we need separate cash flow for different project. Now buying different account doesnt get the syncing in place.
Now adding different entity. you can charge the same amount. However it should get synced up with parent account. This way we can know how much money moved from parent account to the group account.
3 votes -
I would like to have a better control on cash flow
Monitor cash flow by week, month or custom date range. Visualize Cash Flow
3 votes -
Sales, Receipts and Dues
Hi,
it would be great if we could have this feature on the dashboard as on Zoho Invoice. It has been quite a useful feature3 votes -
Enable Sales, Receipts and Dues
Display total sales, receipts and expenses over different time periods
3 votes -
Enter a Purchuse order received from Customer
Create a facility of adding a PO received from Customers. Sometimes one gets a PO with the full details but one invoices from that PO over a said period of time.
3 votes -
Add Selector Tool for Companies to Choose the States they Ship to
Currently I only ship to a couple states but I have no way of stopping a purchase if a customer orders from a state I don't ship to. I really need this service to prevent bad customer experiences where I have to cancel orders. - Thank you.
3 votes -
Ability for the document reader to process credit notes.
Would really like to see the ability for the document reader to process credit notes.
3 votes -
New option
good morning! wondering if the app of books in the business section was possible to create the voice receipts due to the exercise of a work without being registered as payment of a customer against an invoice issued. Thanks Gianluca Pulcini
3 votes -
Will it be possible to add an option in Estimates to hide the SKU?
Hi,
I know it is possible to hide the SKU on all PDF's, but will it be possible to add an option only to hide it in the Estimates module?
3 votes -
3 votes
-
Fix the workflow disconnect for Estimates to Sales Order and beyond.
There is no ability to calculate shipping in the Estimate. One has to create a Sales Order, then create a package(s), write down the info, back out of Packages and lose the data, key the total into the Estimate. When customer accepts you need to go back into the SO and recreate the packages, then move the confirmed SO out and on to fulfillment. Too many steps, redundancy built in. Should have Package ability in the estimate, and an accepted Estimate should also be convertible to a Sales Order (not just directly to an Invoice). Thank you.
3 votes -
Change a categorized expense without having to un-categorize the expense and lose attachment.
Be able to change the tax rate on categorized expense without having to un-categorize the expense and lose the attachment.
3 votes -
Chart of accounts - we NEED capability to number GL accounts. This seems to be so basic requirement for any accounting system
There is nothing more to describe. Capability to number GL accounts is a basic principle to good chart of accounts. If I have 100+ or more accounts, finding one is becoming a chore and might become a nightmare... I am here on a trial basis now, but it looks like I need to look for something different. Good luck - might come back when account numbering is available. Cheers :)
3 votes -
To be able to select Items as Tasks in the project creation.
We have created a series of items in order to create estimates. But I would like to be able to select these 'items' i the same way when creating a project.
3 votes -
Pouvoir gérer les pourcentages positifs (Ex. +5%)
En suisse les avocats doivent envoyer des notes de frais au Tribunal avec les honoraires du Timesheet +5%.
Actuellement dans Zoho, on peut gérer (+) 100 , (-) 100, (-) 5% mais pas (+) 5%.
Il est indispensable de pouvoir créer des (+) x% dans les sous-totaux avant ou après la TAX.
Merci d'avance.
3 votes
- Don't see your idea?