Zoho Books
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6578 results found
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Give the option to "Add New" email contact while editing Estimate
While editing an invoice, towards the bottom of the screen you can click "Add New" in order to add another email address....Please add that same functionality to the estimates as well. Everything else is basically the same in both Invoice/Estimate windows except that!
2 votes -
to enable Estimates to be converted to Delivery Challan / Delivery Notes , if not already there ?
we want to be able to convert our Estimates to Delivery Notes before Invoicing
2 votes -
Hi, if you can integrate Kotak Bank, it will be easier to pay Vendors / Suppliers bills directly from Zoho.. Thanks, Nirag S Shah
Hi, if you can integrate Kotak Bank, it will be easier to pay Vendors / Suppliers bills directly from Zoho..
Thanks,
Nirag S Shah2 votes -
Invoice reminder emails
Enable ability to send invoices to one email contact, but follow up reminder email sent to another contact. Our Clients request us to submit invoices to one email, but inquire about their payment by sending to another email address.
2 votes -
Sort bank transactions according to Descriptions
Bank overview
Click details
Sort ascending or descending details.It will help to find a transaction according to the description where there are a few similar.
It is a search and select option that will help locate transactions from the bank statement side
EG - I paid PNP about R500 but I cant remember when.
2 votes -
Add an extra column for bank statements to enter folio/ref
Add an extra column into bank statements for manual addition of references such as statement, cross-references, short comments, queries etc.
Make the column searchable.
Allow manual import of the extra column.
2 votes -
Conection to SWIFT Alliance
Would be create if we could connect Zoho Books direct with SWIFT, espcialy for larger cooperation it s important.
2 votes -
Add a [Save and Continue] button
I know Zoho Books has an auto save feature but it is never clear when it actually saves. Sometimes I work on long invoices that can take me several hours so having a [Save and Continue] button gives me peace of mind that what I just did is saved.
Note: I can always save but to continue working I have to open the invoice again.
2 votes -
Template for bulk adjustment of Vendor credit against the Bill
Template for bulk adjustment of Vendor credit against the Bill
2 votes -
Allow for discount on estimates which are prior approved with additional approval work flow requirement
Our sales often come back with requirement of discount on their submitted estimate. We want the option to revise an estimate by providing line wise discount / total bill discount and also function to add or remove quoted items in the estimate. Any changes on an existing approved estimate should initiate second round of approval process for the changes.
2 votes -
E waybill printout
This time e way bill directly generated in zoho books its very easy.
I want Generated Eway bill print out in ZOHO Books.2 votes -
allow for the ability to pay multiple vendor bills at once
It would be more efficient to be able to see all your outstanding vendor invoices on one screen and be able to select which ones you would like to pay. This way you will be able to pay more than one vendor at a time. We run checks weekly, so it can be as many as 30 checks a week, having to go into 30 separate vendors each week is tedious.
2 votes -
Display of gross margin in % - On Dashboard
On Zoho Books, dashboard page, Income and expense graph:
Should you display of gross margin in % the owners or managers could able to take necessary corrective actions to revise the pricing to enhance the profit margins required.
2 votes -
Allow Merging Invoices
Allow the ability to check two or more invoices and merge the items together to form a new invoice. This would allow the ability to send one invoice for a recurring charge and then add the draft items to the same invoice, preventing having to send two invoices to the same customer.
2 votes -
Multiple clients under one company
We have multiple clients from the same company
1) We Require separate link
i ) to check for company wise details
ii ) to check for customer wise details.just like "Display Name"
With the facility we have now, we get duplicate contacts.
2) Payments are also made for multiple clients from same company in one transaction.
i ) Finding difficulty in matching payments to multiple clients from single payment.
ii ) Could not generate Outstanding receivables report by company wise.
2 votes -
That if seller is ecommerce operator,then e commerce has debit of their fees which are not added into zoho books options.and is it then plea
That if seller is ecommerce operator,then e commerce has debit of their fees which are not added into zoho books options.and is it then plea
2 votes -
Project Task List Management
Due to the nature of my work I have a lot of projects that are essentially always live with multiple tasks that are marked inactive when complete and billed. The task lists are getting very very long, if there is no way to hide inactive tasks (which would be ideal), then a way to sort the list would be very useful. Sort by active/inactive, hours logged etc.
2 votes -
Translate UI to Russian
Hello!
Please translate the interface into Russian, which 300 million people know.
Thank!2 votes -
List credited invoices as credited
Current, a credited invoice is marked as "PAID" - please change this to "CREDITED", so you can easily tell the difference, without having to opening every single invoice
2 votes -
Would like to charge daily rate vs hourly rate
We charge by the half day or full day per partner. We dont charge hourly. Would be good to set daily rate per partner vs have to input as hours.
2 votes
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