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
6968 results found
-
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 -
provisions for doubtful debts
we need to record an invoice as provisions for doubtful debts, but Zoho doesn't have this option !!!
3 votes -
Display customer number in Innvoice on the right side
Sadly, as it is Standard in Germany, it is not posible to Add the Display customer number in the Innvoice for example below DATE, on the right side. IN CRM there is a customer number but not synchron in books. Pleas at this feature as the accountat need this information
3 votes -
Multiple contacts for each customer/company as a dropdown menu
We have multiple contact people for each company we do business for. They look after separate activities and we would like to keep invoices separate for each contact but still under the same company umbrella. There is currently no option to select from a set list of contacts for the same company. You can add contact persons to each customer/company but when making an invoice it's impossible to select just one person to send a specific invoice to. It's a bit ridiculous really because Zoho gives us the option to select our own salespeople from a dropdown list but not…
3 votes -
PDF table update; add item SKUs to table as new column
There is more than enough room to add another column to show the SKUs for each item. Instead of the SKU being listed below the item name. This will take up less space in each row and allow many invoices to remain a single page. Also the SKU will be more visible for the customers and sales people to place future orders.
3 votes -
3 votes
-
Change BAS frequency without having to delete and refile all previous BAS
Ability to change BAS Frequence without deleting all previous BAS filed.
3 votes -
Cliq
With Books, we have 10 fee earners recording time, and we want to be able to use Cliq internally. A fee earner can then send to another fee earner to review the invoice, and others can chat on it to ensure it is correct. At present, you can only use the comments section which is static and you cannot alert another fee earner of this comment without sending an email. Salesforce allows this on all items, and Cliq should be integrated like this as well!
3 votes -
Require Reference# on sales orders to be a unique number to prevent duplication of order entry.
I would like to be notified whenever I enter a new purchase order from a customer for which the Reference# is already found in the system.
3 votes -
checks, allow more data be put on check stub.
Printing checks, I need to put more information on the checks stub for checks written.
3 votes -
Balance Sheet for Project
Create a balance sheet for a project.
3 votes -
Project number must be unique number which must be tracked in transfer order as well
Project number must be unique number which must be tracked in transfer order as well.As currently there is no facility to issue material to projects.else there should be facility available to issue material for each project.After issue material to project it can be bundled and sent by invoice.
3 votes -
able to update bank account final ballance and record the transaction detail later
since mostly I open zoho books on android version, I find it not efficient for me to wirte down bank accounts final ballance, calculate the margin either plus or minus, and then enter that on zoho books.
It would helped a lot if you just let me update the final ballance on zoho books, you (zoho) calculate the different and I assign the proper category for the transaction. Than I would be happy
3 votes -
Add Select Brand Option in Invoice, Bills,expenses and all other modules
Good afternoon,
We are running company Rise Agro Infra Pvt Ltd and under this company there are 4 Brands(Trademarks) we are operating. So we want to add brand option in invoice,bill and Expenses and any other income and loss. After that we want that we can generate brand wise report in zoho books so we can Analyse Brand performance.
For Example we have two Brands A and B.
when we generate invoice/Bill/Expense/Credit Not/Payment made/received voucher there should be select brand option required.
So when we generate report, Brand wise report shows that A brand Income and B Brand Income so…3 votes -
3 votes
-
Store shipping instructions for each shipping address
We would like to store shipping instructions for each shipping address. Some of our customers have several shipping addresses with unique shipping instructions for each address.
3 votes
- Don't see your idea?