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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6577 results found
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Additional Address and GSTIN for Vendors
You have recently added a feature to add additional address and GSTIN for customers. However, it is not available for Vendors. It would help to issue Purchase orders to the same vendor with different locations and GSTIN.
2 votes -
Primary warehouse by item
Select a primary warehouse for each item.
2 votes -
Make a way to email top clients
Do you realize there is NO way to email your best clients?
There is not a connection to any part of Zoho that allows you to target them.You can manually tag them as they are spending but there isn't a process to automatically tag or update or filter and then send a campaign or marketing hub journey to them.
We need this integration.
2 votes -
Restrict Sharing option of master and transaction for certain roles
Restricting Export, Print and PDF is a very essential security option for our company, as the accounts is handled by executives who are in direct touch with our channel partners and competitors. They record all transactions related to our multiple branches. We would like to avoid sharing of our company data to people outside our organisation. As this concerns our security policy, kindly try to make modifications to help us protect our data.
2 votes -
basic physical stock inventory
Most Small Business like MSME in India, don't need heavy features that you have independently but they require basics of all in one place.
You can add basic physical stock inventory in zoho books ( for Ex. inward stocks ,outward Stock & Stock Available2 votes -
Customize Portal by Client
//i would like the ability to choose what is available on the portal according to the client/project. I would also like the ability to show hours billed/unbilled with or without detailed time entries. I would like the abililty to choose to show tasks or not.
2 votes -
attach file option for 'create new transaction'
when on the bank reconciliation process, within the 'create new transaction' should also have the option to attach a file.
similar to categorize manually has 'Attach Receipts'
2 votes -
IMPROVE THE REPORT CONFIGURATION LAYOUTS, SO BASIC AND LOOKS UNPROFESSIONAL
IMPROVE THE REPORT CONFIGURATION LAYOUTS, ADD MORE OPTIONS; CURRENT IS SO BASIC AND LOOK UNPROFESSIONAL. I.E: THE ALTERNATIVE ROWS GREY COLOR OPTION DON'T SHOW CORRECTLY, SUBTOTALS ARE NOT DIFFERENTIATED; HEATHER COLOR ARE NOT CUSTOMIZABLE.
2 votes -
2 votes
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Custom Templates In Estimates need to be previewable
Now that templates are customizable, I need to be able to preview my new estimate in Books. Without this ability, I have to create the entire quote, save it, download it as a PDF, then view it. Please make customized templates previewable.
2 votes -
Custom logic for Books to select the appropriate Invoice Email Template
We have mutiple Quote/Invoice Email Templates. We would like to setup some custom logic that says if select the appropriate Email Notification Template this could be super helpful if like us you have various departments and what a nice branded email notification.
2 votes -
Pls add lorry/ truck no. and eway bill no. column in Invoice
Pls add lorry/ truck no. and eway bill no. column in Invoice as it is necessary in my all invoices.
2 votes -
Project Budgeting should include cost of goods
Project budgeting should also have an option to budget for items/goods that will be purchased for completion of the project.
Currently project budgeting has option for only incorporating the services/man-hours.2 votes -
Need a way of knowing what invoices were paid via a single deposit
When doing a reconciliation - it is preferred that there's a column that indicates what invoices were paid by a single deposit.
Or - preferably - a way to show the Payments Received report that is grouped by actual deposit.
It is a little difficult right now being able to align multiple payments to a single deposit.
2 votes -
better font types for Traditional Chinese PDF
I think zoho books can have one or more options for better Traditional Chinese Characters to be shown in PDF.
Example:
https://fonts.google.com/specimen/Noto+Sans+TC#standard-stylesThanks.
2 votes -
Syncronize documents between diferent Zoho Books organisations
When two companies work using Zoho Books, and one is vandor , it would be great that vandor can just chose and sync created invoices to his clients zoho books acount. In that way client account will automatily recive those invoice as bills / expenses and vandor will be sure that all invoice are surely sent.
So both companies would in more easier and secure way work, without need of manually adding those invoice in Zoho Books or scaning them using document scaning feature.
2 votes -
Add spelling check
Add spelling check for time logging, timesheets and invoicing.
2 votes -
Permanent test organization
Please allow subscribed users (at least with Professional subscription) to have a permanent 2nd small company with full features, in order to do sandbox testing.
As is, I'd have to double my Professional subscription cost to have a full-featured sandbox. Or else, create a new trial company every few weeks, which is quite inconvenient.2 votes -
As an online seller we only confirm and procure/produce items on orders after receiving advance from customer.
Need to send payment link as part of email communication to the customer so that they can simple click and pay. Otherwise lot of reconciliation effort is needed as many times orders is in name of spouse paid by the other and we are left wondering who has paid. Or many customers only give first name and it is problem to find out which "Nita" paid.
2 votes -
Allow multiple languages regardless edition (US or Global Edition)
Currently, you can only change the language in the Global Edition. The US edition does not have this function (English only). I believe that, regardless of physical location and edition, you should be able to change the language, as this would also help non-native speakers to use the Zoho software.
2 votes
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