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If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

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6555 results found

  1. allow for auto created invoices to be marked sent (not just as draft) so they show up on receivables

    1 vote
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  2. Add "semi-monthly" as a schedule for recurring expenses.

    Recurring expenses may be set weekly, monthly, every x months, on particular days, or on a custom schedule, but there is no means to make a single expense recur twice in one month on fixed days.

    This functionality is useful for expenses associated with payroll (e.g. recurring reimbursements) for organizations that have semi-monthly payroll cycles (e.g. 5th and 20th).

    Presently, accomplishing this result requires the creation of two distinct expenses, one for each of the two recurring days, each of which recurs on a monthly basis. This works, but it is burdensome to manage.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  3. Customizable Statements with reference data

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  4. Disable decimal in "rate"

    Option to disable decimal in "rate" number format.

    1 vote
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  5. Allow sorting by name in managing rules

    Would be easier to find and edit a rule if sorted by rule name

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  6. Some strong suggstions which i think would benefit almost everyone using Zoho Books:

    1. Allow many different versions of invoices i.e. not just one "terms and conditions" generic to all invoices. Allow unlimited versions with no restrictions.

    2. Improve reports so that the user can decide on detailed criteria to export by (and create dashboards based on that. calculate/export total "automotive expenses" for this calendar year, or total revenue from client ABC from last month etc.

    3. Allow REVENUES and EXPENSES to be logged/categorised in more detail such as per product/project. i.e. 1000eur sale was for Product A and $2000 sale was for product B, and 200euro expense was for product B. Then you can look…

    1 vote
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  7. Show the status of how many items are yet to be paid

    Would like to suggest Zoho Books to track down different payments made in one invoice.
    Lets say a client purchased 7 items from me, and made payment for 4 of the products >> Zoho books shows the status of the transaction.i.e status will show: 4/7 items paid.

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  8. Customised Number Formatting as per South Africa Regional - R # ##0.00

    There is 1 234,56 but not 1 234.56 (dot vs comma)

    1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  9. Gostaria de Poder Colocar as Fotos dos Productos para poder identificar melhor os mesmo...

    Gostaria de Poder Colocar as Fotos dos Productos para poder identificar melhor os mesmo...

    1 vote
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    1 comment  ·  Transactions  ·  Admin →
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  10. In mobile app create multiple line of item in invoice

    to create invoice in mobile apps to add an items is difficult. need multiple line of items in mobile app

    1 vote
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  11. grid view zoho books timesheet

    It would be nice if you could add the grid view (as in zoho projects) in zoho books timesheet.

    Thx!

    1 vote
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  12. Exporting records matching a criteria

    Exporting records matching a criteria

    Pls add a feature to export only records that match a certain selected criteria. Right now have to export all records and then filter wanted records , remove unwanted record which is quite cumbersome and also leave a possibility of error

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    0 comments  ·  Invoices  ·  Admin →
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  13. Adding Route to an Invoice

    1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  14. With holding tax in online payment

    1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  15. Customizing Estimate # when quoting through CRM

    If we send an estimate through Zoho CRM, the estimate # has our own #, but also includes a system generated 14 digit number. We want only our own number to appear here and not the system generated one.

    1 vote
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  16. print associated documents

    of particular importance/relevance in spain where all expenses submitted in tax returns have to be supported by the original invoice issued by the supplier.
    this could be as simple as print all uploaded documents between abc and xyz date, or ideally when running the relevant expenses report you have the option to select to attach documents uploaded for the items included in the report.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  17. add accepted estimates (=value of work in progress) to the overview

    1 vote
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  18. Add PayPoint to Banking feeds

    PayPal is good however there are other methods payment has been taken so PayPoint will be very useful

    Thank you
    Asya

    1 vote
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  19. Auto-Charge Retainer Invoices with customer's credit card on file.

    Interested in having the retainer invoices that are created to be AUTOMATICALLY paid with the customers credit card on file.
    There is NO sense in having to charge a customers credit card manually NOR to ask a customer to go back into the portal and pay it if they have already given permission AND added a credit card on file for their expenses. (Aside from auto-generating recurring invoices)

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  20. will be nice that put a small line of text under: "Proceed to Payment".

    once customers get my invoice with the paypal link, if customers click that link, it will open the invoice, then once customers click the "Pay" button, it will only show one option: "Paypal" under the "CHOOSE YOUR MODE OF PAYMENT" section.

    some of my customers stop there because they want to pay by credit card. and they don't know once they click the: "PROCEED TO PAYMENT", it will have an option to pay by credit card (without Paypal account).

    Suggestion: will be nice that you can put a small line of text under 'PROCEED TO PAYMENT" green button, say: "you…

    1 vote
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