Zoho Books
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6585 results found
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Allowing a Contact being a vendor and a customer with multiple GSTs for both roles
Same customer with multiple GSTs and the same contact being treated as a Vendor to facilitate purchase returns as invoices ( instead of debit notes )
3 votes -
Customise printing of ledgers
Please enable customisation for printing of the ledgers. some columns are too narrow and the numbers overflow to the next line. Perhaps can enable to change from potrait to landscape or resize the fonts.
Current printouts have too much unused area that are wasted.3 votes -
Multiple Invoice Type
I need different invoices, separately numbered for local and interstate sales. If there would be an option to choose between local and interstate invoice options, that would be really helpful.
3 votes -
Preview operation (show journal entry that will get written)
Any operation (invoice, bill, etc) should have a preview button that will list what the journal entry will be.
Examples where I or my bookkeeper use it:
in invoicing, they want to make sure the exchange rate is ok so that it matches the amount on a statement
in payments / credits / invoices
useful to see what an operation/zoho feature will be doing in the journal
This is a must and a blocker for me (and my bookkeeper) until this feature is included.
3 votes -
10 users for Zoho books even in Zoho one(I am ready to pay for Zoho One but don't want to lose the existing advantage of 10 users access)
10 users for Zoho books even in Zoho one(I am ready to pay for Zoho One but don't want to lose the existing advantage of 10 users access to Zoho books which are coming at INR2500)
3 votes -
add hours into weekly time log
Add Hours into Weekly Time Log for another user (not yourself)
3 votes -
Allow department allocation on line by line basis for journal entries & bills
We want to track expenses by department to get profit/loss for each department. Many expenses like payroll, benefit insurances, etc. have many department allocations by employee. Right now we can't enter them on one bill nor even do it through a journal entry without creating a journal entry number for each department. We would like one GL number on the chart of accounts and then report it by department.
3 votes -
The ability to automatically attach pdf on a customer base.
Some customers want / require to have the pdf attached to the invoice e-mail, others find it ok to click the portal link.
So would be a great plus to have this option as an option on the Customer instead of doing this for all customers or none.3 votes -
Add to Group, last used Group as First Entry, Seperator (Books / Article + Inventory / Article)
Add to Group, last used Group as First Entry, Seperator (Books / Article + Inventory / Article)
3 votes -
3 votes
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Approval Button for autoscaned bills
It is necessary for this function to have an approval button so that the accounts department can approve bills into zoho books.
3 votes -
Recurring expensive to use exchange rate set in profile
The option or feature to have all expenses that are linked to a recurring expenses profile to use the exchange rate manually specified in the profile.
At the moment, if an exchange rate is manually set in the recurring expenses profile it is not used when the expense is created. Instead the expense uses the auto exchange rate at the time of creation.
I would like the option for expenses to only use the rate specified in the recurring expenses profile.
3 votes -
Option to generate the amount total in words also.It is available in Sales portion.Please include the same in Purchase area also.
Option to generate the amount total in words also.It is available in Sales portion.Please include the same in Purchase area also
3 votes -
3 votes
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Add an option for close on estimates under the more tab. This way we can see which ones are still active
Add an option for close on estimates under the more tab. This way we can see which ones are still active
3 votes -
tracking categories (Profit Centres)
Tracking categories (Profit Centres). If you have more than 1 retial shops under 1 group and you want to run profit and loss statement for each shop to track expenses, sales and inventory for each shop seperately.
Reporting tags is not the solution for this. Customer support kept referring me to reporting tags but if you arerunning inventory and you sell for example red umbrella in Shop1 and also in Shop2. You need to be able to assign categories (tags) at an invoice level not on an item level. Entering a tag to each item is a very time consuming…3 votes -
3 votes
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Transactions posting
Please create a batch transactions processing for bank and cash , customer invoices supplier and other module transactions, such that we can enter transactions rapidly or import large volume of say 10,000 on lines basis like you will see in sage one and sage evolution (SA).
There should also be a feature for importing on this module3 votes -
3 votes
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ITEM SALES BY SALESPERSON
Kindly Add a Feature
ITEM SALES BY SALESPERSON Report.
BY this feature Company will see the report of sales person wise sell of Item or product .3 votes
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