Zoho Books
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- 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
6641 results found
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Delivery Chellan
In zoho books, please add the option while generating the Delivery chellan, reduce the stock from inventory
3 votes -
3 votes
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Email full invoices for selected periods.
I want zoho to email me specific month invoices, not just the list, i want it to email the full invoices for selected periods i choose.
3 votes -
Add a secondary status for time logs.
Because time logs are both used to pay employees and to pay clients, we would like a simple check that can be toggled (en mass) for logs. this would allow us to know which entries have been paid while leaving the invoicing status for customers.
3 votes -
Make all caracters of a project searchable when creating a new invoice
Make all project name searchable when creating an invoice.
We create project by writing the client number, the project number, and the client name.
It would be much easier when creating an invoice if we could search by entering the name of the client, not the project number.
Now, only the first caracters of the projects are searchable when creating an invoice.
3 votes -
Allow Cancellation of Non received items from partially received purchase order
Some times we need to cancel some of the items from purchase order but zoho do not allow it for partially received purchase order.
Please allow to cancel the items from purchase order which are not yet been received from a partially received purchase order
3 votes -
Individual filter for quotes and invoices as default
It would be great to set an individual filter like ours „Company name“ as default so that’s not necessary to select everytime again and again to save time during the day. A better and faster workflow.
For quotes and invoices.
Screenshot:
https://www.dropbox.com/s/r3gmif6l19xrljw/Screenshot%202018-02-20%2017.56.28.png?dl=0
Hope you like the feature idea to get a lot of votes to see this feature soon in Zoho books!
Best Regards,
Markus3 votes -
one party vendor and coustomar both set-off transction auctomaticlly
one party over vendor and coustomar both we purchase good and supply goods both but transaction not set-off each other
3 votes -
Banking transactions
i already made some bank transactions as customers payment and it's actually owner's contribution , you should provide edit option for this
3 votesHello,
We have the option to unmatch/uncategorize the bank feeds and then match/categorize the feed as per your requirement. Kindly have a look at this Help Document – https://www.zoho.com/books/help/banking/match-categorize.html#revert-matched-categorized
Regards,
Zoho Books Team -
Add the option to include/exclude tax payments on expense and profit/loss reports and dashboards
Add the ability to include Tax Payable as part of any Expense report or dash.
Currently, on the Income and Expense dash and on Your Top Expenses, tax paid is not reflected. As this is one of the biggest expenses, leaving it out skews the figures shown, creating a false impression of profit where there is none. The option should be given to include or exclude these transactions. "Total Expenses" should include tax payments, otherwise, by definition, it is not total expenses.The same is true for Profit/Loss reports. Currently , the profit/loss reports report an artificial profit that does…
3 votes -
to add Cheque Printing Feature on Zoho
I am Running Business of thread... having huge amount of transactions weekly...so i need to write cheque manually.....& yes i have buy 1 years plan of zoho book.... there is one Option or Feature i want you to add is Cheque printing Feature.....
So that will help me as well lots of people to cheque print professionally.....hope you will respond..asap
3 votes -
Expense to be part personal and part business based on a % Split
I would like to split the expense in percentage (%). Say the mobile expense is 100$ from say Telstra or Optus as the service provider, in which 75% might be business and 25% might be personal and this needs to be done in such a way that we can do this % split in the automatic rules.
Xero and Quickbooks do it well and it's almost a basic feature that every Australian business would need and well defined by ATO to split the expenses as work or personal and record only the work expense.I am new to Zoho Books,…
3 votes -
3 votes
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Make multiple transactions easier using the rules feature
When you create a rule, allow the tag feature to be included with the rule. So every time a transaction appears the account AND tag are already pre selected, makes things ALLOT LESS tedious.
3 votes -
Search option when adding items on desktop version ( already exist in mobile app)
This option is needed when there are thousands of items. In mobile app the option of search item exist. This module is needed for invoices, po, so etc not only invoices.
3 votes -
Improve Time Logging in Zoho Books and make it like timeneye
Improve Time Logging in Zoho Books. Logging time in Zoho books are really un intuitive and could be greatly improved.I Made a video to show the difference, How can i upload it
3 votes -
Payment
In Payments - Amount withheld - should show category of withheld whether it is advance Tax, Employee advance, Input Tax credit, input igst, input cgst etc
3 votes -
Retainer Balances by Client
Zoho books needs a report that shows the retainer balances by client and date. Currently, I had to create a separate/custom module to generate this report. It takes me 5-6 extra steps to get a report that should be standard in Zoho Books.
3 votes -
make seperate tabs for different financial years so that it will become easy to get the information handy
make seperate tabs for different financial years so that it will become easy to get the information handy
3 votes -
Custom View Criteria - "IS NOT"
When setting up custom view I would like there to be an option for is not in the criteria.
EX: When Status IS NOT Shipped
3 votes
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