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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6578 results found
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When matching/manually entering customer part payment, I see option to Pay in full which nicely
When matching/manually entering customer part payment, I see option to Pay in full which nicely takes full invoice value as payment received but it should also ensure that amount entered is not more than the payment received!! It gives an error later that payment entered is more than the payment recieved an then forces us to manually calculate the difference!!
It can be much nicer if automatically enters:
full invoice value or
amount of payment left to be adjusted
(whichever is more)!!2 votes -
Ability to affect watchlist on dashboard
It would be cool to have the ability to show all projects with unbilled hours onto the dashboard. This would provide a way to easily get an idea of clients who have used a lot of hours in a period vs. those who have not. Plus, give a way to make sure someone isn't getting totally overextended.
2 votes -
while adding items in the invoice if we can see the stock while typing the product name then it would be really helpful
in the invoice when i start typing the item name, if it shows the qty available while typing the item name,then it would be great.
2 votes -
Making it easier to retrospectively add a sales person to a categorized invoice
If you forget or miss adding the sales person to an invoice it is a pain to retrospectively add them in. (you have to uncat the payment, edit invoice, re cat payment blah blah blah) Add a button on the invoice to assign an invoice to a salesman - very easy - very simple to impletment, saves a load of rubbish tweaking to add the salesman back in.
2 votes -
re-grouping heads of account
Zoho does not allow editing of 'Account Type' - which is the grouping for reports - right after a GL account has been created. This is very restrictive and should go. I want to have the freedom to re-group the COA at will as this has no effect on transactions in the system.
2 votes -
Make custom fields in Purchases/Bills available in Purchases/ Vendor Credits
We have a custom field against purchse invoices, if a supplier sends a credit note against an invoice there's no corresponding custom field
2 votes -
Change ICICI Corporate Banking Login interface
Change ICICI Corporate Banking Login interface
ICICI has changed the login interface and your zohobooks is showing old interface that's why we are unable to login into the bank account.2 votes -
Add User & Roles custom field placeholders for webhooks
Under the current available placeholders for new webhooks, can we add custom fields under "User & roles" category for inclusion too?
Thank you.
2 votes -
TDS report should be available separately
TDS tax report
2 votes -
On the Expense Details report, include the transaction entry number
On the Expense Details report, include the transaction entry number
2 votes -
2 votes
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Hi, i suggest you to add a feature by which we can also sort the items by their current stock available .
i suggest you to add a feature by which we can also sort the items by their current stock available which is not available right now.
2 votes -
Provide an option to exclude list by customer
As a user I want to be able exclude items based on customer name criteria to be able see list of items without items for particle customer - https://www.dropbox.com/s/7nx2umiiq8rducb/2017-08-23_18-41-38.png?dl=0
2 votes -
Add Total count to custom search results.
As a user I want to be able quickly count results when I performed Advanced search.
Standard list has total count – https://www.dropbox.com/s/15sur7tpep7c41e/Screen%20Shot%202017-09-01%20at%202.56.21%20PM.png?dl=0
Advanced search doesn't – https://www.dropbox.com/s/b2hpo7lomq05tcf/Screen%20Shot%202017-09-01%20at%202.56.15%20PM.png?dl=02 votes -
Sale & Purchase from One Company
In current system there is a problem while we purchase & sale from a single party there is no option that can allow us to purchase the material against the sale without payment transection.
2 votes -
to add chat feature to interact with the agent immediately
to add chat feature to interact with the agent immediately
2 votes -
Integration with Quickbooks or Sage
Some users download information to quickbooks, sage or MS Money. It would be great if:
1) Company integration with quickbooks/sage - so companies (users) can download information to sync with Quickbooks/Sage for accountants and bookkeepers - or sync with Quickbooks/Sage - similar to calendar
2) Customers can download information from their portal and automatically integrate it into Quickbooks/Sage
3) Accountants can integrate and download information into their system so they can more easily build tax information for companies2 votes -
suppress inactive accounts from being printed in Trial Balance
Even though we have marked some account heads as inactive, but still they appear in the Trial Balance printout every time. If an account is inactive and has zero balance and no transactions, it should be suppressed in the printout, else it just wastes paper.
2 votes -
Group Products by Product Category in Zoho CRM - Quotes
For the very long list of Products in CRM Quotes, it is very hard to view them. So the should be grouped by Product Category.
2 votes -
While we record payment, We can record withheld also. but that Advance tax record on the same day. In case of Payment of March 16 bill which
While we record payment, We can record withheld also. but that Advance tax recorded on the same day, will be counted in the year of entry.
In case of March 17 bill payment which paid in april 17 now with the payment receiving this advance tax entry also will be counted in 17-18. logically we should have date of advance tax so it could be recorded in year 16-17.
2 votes
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