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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6584 results found
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associate receipt with an expense in the mobile app
The mobile app allows a user to upload a receipt image. It would be very useful to be able to then associate it with an expense the same way as in the web interface.
3 votes -
Budget alerts based on percentage remaning
Add % based alerts for the budget line items. If I'm at X% of my allowed budget for that particular item I'd like to know about it without having to open up the budget to see where it's at for each project.
3 votes -
Remove or hide account names in system accounts that are not used in US
Some of the account types and names are not applicable in the US and should not show up in the 'chart of accounts' or on my budget sheet. We should be allowed to at a minimum hide non-relevant fields. Renaming them is of no use when they are not used.
3 votes -
3 votes
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3 votes
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Can you please add
tave.com
3 votes -
Add custom filters for IOS
Add custom filters for IOS so that Purchase Orders can be filtered.
3 votes -
make a placeholder for the email recipients first name and last name.
Larger corporations have multiple contacts where estimates, sales orders, purchase orders, invoices etc need to be sent. It would be great to use the email recipients first name and/or last name as a placeholder within the email template. Using the primary contacts names is not adequate and requires too much babysitting.
3 votes -
Easy Assembly for Composite Items made of Composite Items
We're a manufacturing company and we build our products.
We need to be able to assemble a composite item that is required to be in stock for another composite item to be assembled.Ex: I'm selling 3 types of tables but they all have the same legs. So the legs are a composite item (wood, glue, screws) but the table is also a composite item made of 4 legs and 1 top. How can I, in the invoice, assemble the legs I need in order to assemble the Table?
3 votes -
image description
In estimates and invoices we would like to be able to upload an image beside the description so our client can visually see what they're purchasing. at the moment, there isn't any way I can input an image.
3 votes -
Import addresses
Currently, we can export customers additional addresses.
But we cannot import.
This is very much needed, especially when migrating from other software and some customers can have 100's of addresses.3 votes -
Sorting of Custom fields While creating new custom view in Customers / Invoices / Expenses etc
1.While creating new custom view in Customers / Invoices / Expenses etc in the process of defining new criteria , Sorting of Custom fields (ie. order by ) option is not available at present . The same may be made available at least for few custom field. , 2. While creating custom field the unique feature ( avoid the entry of same value in the field ) is to be made available at least for 1 or 2 custom fields.
3 votes -
Increase the number of files you can associate to a customer
Currently there is a limit to the number of items you can attach to a customer. The limit is 10. It should be more.
3 votes -
exchange rate
Add exchange rate column to the Detailed General Ledger report (as an available column)
3 votes -
Button to Apply Credits from Vendor Advance
Apply Credits from Vendor Advance (same for Customer Advance), If there is a button to Apply Automatic the available balance from top to bottom, instead of punch in amount individualy, it would be much easier.
3 votes -
Additional search options for reports
Please put an option for the date range for "since the creation of your zoho account" instead of inputting the date range or choosing this year or last year. I want to look at all sales for a specific item. It would be great to then be able to to sort that by date.
Also, please put an option to narrow the search down by state not just by individual customer
3 votes -
We need to print cheque in USD (our programme is in CDN). Canadian Co have sometime 2 Bank acc (CDN&USD)
Canadian Co have often 2 Bank Accounts and we need to print cheque in both currencies (CDN & USD)
3 votes -
For PO and other functions: to be able to buy in USD and sell in CDN and still calculate our margin and other ratios.
Canadian American Co need to work with multi currencies. When we order with PO, we should be able to work with a purchase in USD and my clients are Canadian, so sell in CDN. My other accounting program works multi currencies.
3 votes -
Generate copy invoices
When we have sent an invoice already and the customer has lost it or not received it. Then when sending the invoice for a second time a copy invoice should be generated (the invoice with the words copy invoice watermaketed on the PDF)
3 votes -
Add pop-up reminders when a certain item is ordered the requires attention elsewhere. (when “xyz” is ordered - remember to fill out rebate)
Add pop-up reminders - when a certain item is ordered that requires attention elsewhere. (when “xyz” is ordered - remember to fill out rebate)
3 votes
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