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
6588 results found
-
3 votes
-
custom status in Invoices
We must be able to create custom status just like that of Sales Order.
Eg : 1. Printed
2. Acknowledged etc...........3 votes -
hide invoices
Allow to flag an invoice that has to be hidden from other users
3 votes -
Integration of Mobile numbers
Wanted it to work well with Mobile Text like it is integrated to Email. It will make it more beautiful & handy for SME's.
3 votes -
BUG: Use discounted total to generate sales tax line on invoices and estimates
Somebody fix this, please! The current calculation process makes absolutely no sense. Although it doesn't affect the final total owed by the customer, It is misleading, potentially problemsome, and definitely annoying. I'm constantly explaining the issue to observant customers. Plus, it forces me to manually calculate the sales tax paid on every taxable sale--a tedious task that my invoice program should be doing for me.
BAD (current method):
Sub Total: $100.00
Sales Tax (5%): $5.00
Discount (50%): -$50.00
Total: $52.50
Revenue: $52.50 - $5.00 = $47.50GOOD (proper method):
Sub Total: $100.00
Discount (50%): -$50.00
Sales Tax (5%): $2.50
Total:…3 votes -
Add PaymentWall as an online payment gateway. PaymentWall offers amazing alternatives to normal credit cards
Add PaymentWall as an online payment gateway. PaymentWall is a leader in this field and offers amazing alternatives to standard credit cards. For example it has a unique network of prepaid cards, allowing clients to uniquely protect privacy and make payments. This is a must for Zoho to become a leader in this space, to empower it's clients to be at the forefront, not lagging in payment methods. This also covers many, if not all, of the payment methods other users have recommended below. Thanks! See Paymentwall's list of payment methods here: https://www.paymentwall.com/payment-methods.
3 votes -
Create an option for statements of account to show how the outstanding amount is aging over 90 days, 60 days, and 30 days.
Aging summary in Statements.
3 votes -
Expenses import should trigger to automatically update the exchange rate during import
When you import expenses, the system should trigger to automatically update the exchange rate for that expense claim date (like it does when you manually capture it directly on Zoho).
3 votes -
Categorize customers by color tag in contacts section
In order to assign customers to different salesman for calculating commission purposes after invoice has been paid.
3 votes -
PDF from email template
Ability to download an email template as PDF. It would be great to have the option to send the template as an email or download as it as PDF from the CRM and Books, that way it is very ease to create contracts with customized information by clients and be able to download it and send it through Sign.
3 votes -
Have support for Apple Pay with Stripe
We've been receiving more and more requests from customers to be able to pay invoices with Apple Pay from their phones. Since Stripe has supported this for a while already and it makes it very simple and fast for customers to make payments I think it should be a feature available to utilize on Zoho.
3 votes -
3 votes
-
Allowing Journal entries to select all ledgers
In manual JV mode the option to select VAT/GST Ledgers are not provided which is needed because of the following reason:
When any invoice is received from a party and that person has used roundoff feature for tax ledgers,
Suppose Bill of 100 (13.5% Tax instead of 13.5, the bill is showing me 14 due to round off)I have to put the same entry party is charging me for, but zoho doesnt allow manual adjustment in tax figures. So in my book it will be 13.5 only.
Now to clear this mismatch so that my tax figures and payments…
3 votes -
3 votes
-
Bug: Mileage Expense Import does not support 0.### Rate
When importing mileage expenses, the Import tool does not seem to support Mileage Rates of a partial penny. 2017 Mileage Expense imports—where the US IRS rate is $0.535 / mile, are rounded to $0.54 / mile.
The import tool should support partial-penny mileage rates.
3 votes -
api report
The current api report shows how many requests are left for the day. It would be nice to review trends in api usage, to be able to see my usage over a period of time. Its hard to know how close we are getting to our limits unless we stay awake until the day switches over to see where our limits are at.
3 votes -
In Mobile app while creating invoice customer address need to display and has an option to change multiple address of that customer.
In Mobile app while creating invoice customer address need to display and has an option to change multiple address of that customer.
3 votes -
Timesheet tasks include color option
Visually, color makes identification much easier especially in Calendar mode.
3 votes -
COST PRICE
We import products outside country. We must pay for local charges after making customs declaration, and trucking fee to get cargo from port to warehouse.
We need zoho books link these expenses to each Purchase Orders, to calculate cost price for each PO3 votes -
Ability to bill hours in excess
I bill my customers a certain amount of hours every month. That's a fixed amount in each invoice I create. What I need is a way to tell Zoho Books to add a new line to the invoice when the associated project hours are more than a the number of fixed hours. That way I can automate billing and charge my customer for those extra hours I worked for them during the month
3 votes
- Don't see your idea?