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
6579 results found
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match email attachment with expense, or bill from zoho mail extension
It would be nice to attach print version of email, or attachment, to a zoho book or zoho inventory transaction from the zoho mail app plugin.
Right now I download or print to pdf, then I go to transaction in zoho books and attach. This is very time consuming
3 votes -
Can We have Accept or Decline Button in the Email Footer itself for Estimates.
I Agree that Zoho Books is doing a great job when it comes to client satisfaction. But i have seen this in other Accounting Software's. The Option to Accept or Decline an Estimate is placed directly in the Email footer rather than clicking the view Invoice button which directs you to the public portal. The Button that says view Estimate will be replaced 2 Choices Instead, "Accept" or "Decline". When the client clicks accept we get notified via zoho books & when the client Declines, it opens a new tab with the Public Link Portal wherein the client mentions the…
3 votes -
multi text custom field
Allow a custom multi line text box under the subject line in estimates.
This will then allow us to add additional description details for the estimates.3 votes -
Attachment field vendor portal
Make the custom attachment fields available on the vendor portal.
3 votes -
Add search field for files in Zoho Books Documents module
Add the possibility to search for a file names in the documents section Zoho Books
3 votes -
Stop removing spaces from file names
Please provide an option to not delete the spaces from pdf copies of invoices sent to clients. All modern OSs support spaces in file names, and it makes it harder do find files when the file name is one long string.
3 votes -
Zoho Books > Documents > Email forwarding to Documents using a simpler email like accounts@mydomain
One of the biggest issues is using the zoho documents email because you can't give it to 3rd party suppliers without them messing it up.
It would be far easier to create an email in zoho mail like: accounts@mydomain, then using the filters to forward this to the email in zoho mail to the address supplied by zohobooks for the document scanning.
This would create a easier workflow and less admin for the team!
3 votes -
urgently needs recipient name & tel number on deliver order
urgently needs recipient name & tel number on deliver order
3 votes -
I want cash as default like bank in deposit to or paid through because i have multiple cash A/c
1.cash counter1
2.cash counter 2
3.cash invoice, Default as cash counter in Deposit to3 votes -
Payment Receipt link via sms
A link to payment receipt should be included in the payment thank you sma, So the customer can download Receipt from the sms link
3 votes -
format for INVOICE
the format of invoice for each entity is different. the style, size, color and placement of logo and other mandatory fields like date, invoice number, HSN code etc.
Pls allow for option to customise the standard formats / templates available in zoho books.
Introduce placeholders for each field. Each of these can then be modified for its placement, shape, size, color etc etc.Once done, this can be saved by the user for future use. Makes it standard and unique for each business.
3 votes -
make a project be able to be created when creating a Sales order.
When creating a sales order, you need to be able to create a project linked to it.
This is the same function that is available when you are creating an estimate but is not available in Sales Order.
Normally you would not create a project until the Estimate has been accepted and you raise a Sales order.3 votes -
Flexibility to use account names as sub-accounts under multiple parent accounts
It would be very helpful to have the option of using the same account name within different types or Parent accounts.
3 votes -
allow transaction entry into a register.
Clicking "add transaction" between each transaction is not efficient. I would prefer a register view like quickbooks. I shouldn't have to change the date for every transaction that is not recorded for today.
3 votes -
Itemizing expenses should show remaining balance
When itemizing an expense (especially for an imported transaction where the total of the expense is known), Zoho auto totals all of the line items but it does not automatically calculate the remaining balance of the expense. I commonly split out certain fees or taxes from my expenses that import from my credit card and I have to do this with a calculator every time. It would be nice to have a button that enters the NET on a particular line, or at least just do the math for me.
3 votes -
Debtor & Creditor Reporting
I would like to see Books have the ability to keep more comprehensive reporting for debtors and creditors. In particular the liabilities and the lenders of those loans. Currently a 'customer' can be matched against the loan, but it really isn't a customer, it is a creditor. By reporting correctly, users should then be able to run a creditor report showing creditors and the balances. This should also be able to be done for debtors.
3 votes -
Ability to continue time entry from previous day
In a single click, be able to clone a time entry with a time value of zero and start the timer
3 votes -
Purchase order notification on Zoho before expiry
Option to add Purchase order on Zoho received from customers and get notified automatically before its expiry
3 votes -
Purchase order notification on Zoho before expiry
Option to add Purchase order on Zoho received from customers and get notified automatically before its expiry
3 votes -
Allow for default universal/advanced search across the entire Zoho Books database
Zoho Books holds a lot of information, just like any accounting system.
It would be great of Zoho Books had the ability to automatically do an advanced Advanced Search across all modules instead having to drill down into a specific module each time you are trying to find a transaction, expense, PO amount, etc.For example, if I am need to check and ensure a purchase order was created for a specific dollar amount, I currently have to click Purchases > Purchase Orders > select the drop down search by clicking on the magnifying class > enter the dollar amount…
3 votes
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