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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6557 results found
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Require more formats for Importing bank statements
require more formats for importing bank statements to zoho books like pdf, excel
1 vote -
expense details report : customize/filter by customer
go to the Expense details report, click Customize - want the ability to choose the customer and show only the expenses categorized under that customer
1 vote -
Allow invoice builtin and customs fields available in Payment receipt templates
Is there a way to Allow invoice builtin and customs fields available in Payment receipt templates?
1 vote -
Quantity Conversion for Item
The customer wanted the ability to Track Inventory by Quantity and the corresponding measurement for it as well.. for example, if you're buying seeds at 1kg, but, selling it as 1 seed .. the system should be able to identify the difference and the reports should flow through accordingly as well... !!
1 vote -
canada postal code
The postal code and province on Canadian invoices is displayed incorrectly.
It should be city "City, Province Postal Code". It is currently displayed as "City Postal Code Province".
Correct: Victoria, BC V8X 4E2
Incorrect (what Zoho does): Victoria V8X 4E2 BC1 vote -
automatically create an estimate (books) from a potential with the name of the product linked with the potential
Actually, it's only possible to create an estimate or an invoice with zoho books from the potential'name and it's price. It will be better to create these estimates with product's name and its' price.
1 vote -
Fully and partially refunded sales orders
Most businesses have goods that are returned either all of them or some of them. Zoho books allows for a credit note to be created and amount refunded to customer however Inventory continues to be counted towards fully or partially refunded sales orders and invoices. Additionally it remains open and shows under "Sales Orders for Packaging" section. These Sales orders should be marked as refunded and items refunded should be put back in inventory from there it can be adjusted as damaged stock etc...
1 vote -
Notification for all customer one time by mail
I would like to send notification to my all customer and vendors about new updates or changes through one mail only.
1 vote -
Multiple pricelists for an estimate
being a whole sale organisation, it would be helpful to have 3 price ranges for customers to choose when sending estimates.
1 vote -
time series based item pricing
Is their any way to specify the time series based pricing, i.e vendor providing different prices for same item on different period in time. how can we record these prices and how this impact the inventory valuation.
1 vote -
Bulk Categorization of Banking Statements based on Keyword search.
Would like to search the Banking Transactions or Manually Imported transactions with certain keywords. The list of search list to be "Bulk" added to desired Expenses or Income category. This will help us to categorize the transactions in a easier way.
1 vote -
search for an item in the inventory report
I would like to be able to search for an item in the inventory report. This would save having to scroll down multiple pages before finding the items u are looking for
1 vote -
Apply partial retainers to one invoice at a time
I want to have the ability to take a retainer and apply a portion of it to one invoice. Currently, either you apply entire retainer to one invoice or you have to create multiple invoices at one time and then apply the retainer across them. I want the functionality to be able to say, apply x amount to a particular invoice. AND, to be able to see that in draft form so that I am able to review for accuracy prior to sending to the client.
1 vote -
1 vote
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Recurring invoices - Dates different to start date
Be able to change the date for future recurring invoices if the first invoice was NOT sent on the date that you want them to recur on.
i.e. send first one today (set up today) on 19th Dec
However, want all future ones to be sent on 15th of month.Can't do this without changing the date of the start date after the first invoice has been sent. This is not correct to do as accountancy rules mean you can't change dates of invoices that have been sent.
1 vote -
Amount in Words
In Some countries the total invoice amount / estimate must be printed in the invoice formats. Please consider this to include in Zoho books .
1 vote -
1 vote
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Customer Portal Combine
Allow Client to access there account information from books, inventory, and subscription from one portal login
1 vote -
i have some suggesting from my expirience :1. Need more spaces to field "Item number"
from my experience need 1.more spaces for field 'Item number'
2.Shipping cost must be taxable by USA Law
(please serious pay attention about this because this look unprofessional) .1 vote -
statements
Is there going to be any updates to how statements are generated? It would be great if you could separate them by location within a customer. I know dealing with management companies, you have to send a separate statement to each manager at a company. A one size fits all program doesn't work for everyone. Is this something that will be addressed soon?
1 vote
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