Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com
6554 results found
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Download Invoices
Download Invoices: An advanced filter for invoices (download). For example, only closed, only partialy paid, etc.
1 vote -
Bug - Tokens Not Translating
We have our ZoHo in English, but are sending German invoices. We have our invoice template language set to German, yet when we use %(m)% to generate the month, is generated in English, and not German.
1 vote -
Hi I want to select the timesheet-activity status either to 100% or into a value within ["Not Started", "WIP", "Done", "Reopened", "Fixed"]
Currently the status column depends only on time worked it seems. But Work status is a complex field based on human agility and management.
I would ideally like to select the timesheet-activity status either to 25 -100% or into a value within ["Not Started", "WIP", "Done", "Reopened", "Fixed"]1 vote -
For any transaction provide the option to view the same in Journal format, by clicking on the respective sales / purchase / expense bill.
While viewing any entry in one account, not able to see which are all the accounts effected in a particular entry of sales/ purchase/expense
1 vote -
1 vote
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Weekly time log: add arrows to move back and forth through the weeks. Currently
Weekly time log: add arrows to move back and forth through the weeks. Currently you see three weeks back and when you focus on a week the forward weeks are not visible anymore. Leave 3 weeks visible and put the focus on the middle one and allow the user to move forward one week or back one week
1 vote -
A selection for contact name under the field for ATTN
It will be good if there is a new drop list or selection to choose the new created Estimate or Invoice is ATTN to which contact user within the same company. Currently it is very troublesome where A company has many different contact from different department, but the created PDF is always being defaulted to primary contact. And in order to set ATTN to the user we want, we have to manually go to Contact setting to assign the user as primary role, then switch to another contact name again for invoicing. Very inconvenient and time consuming.
1 vote -
Add Balance detail in the customer sumary in the Web and Mobile App
It will be very helpful if there is a detail un the Contacts module like this.
Balance: $1000
Current: $500
1-30 days: $100
31-60 days:$100
61-90 days: $100
90+ days: 2001 vote -
Transactions by Cutomer at the Mobile App
I will be very helpful at the mobile app Contacts Module a way to see transactions by category.
Every time i want to check a customer invoices i have to go to Invoices module and try the customer name, some times i got several customer invoices becuase similar name.1 vote -
Developers' Version
I suggest developers should be provided with a free version of ZOHO products so that they can integrate and develop things for their clients. That version may be restricted to be used only by developers. One way of ensuring that may be to restrict the number of transactions in developers’ version.
I believe the developers/consultants are the true promoters of any 3rd party software. So, they should be facilitated in every aspect.1 vote -
Customer/Supplier Payments
If an invoice has an amount payable of 1000 and the customer pays 1500 the excess of 500 must be able to be reflected on the customers account and statement.
1 vote -
make the payment options button better
The button for payment options on a retainer invoice or invoice is not very well designed. I suggest you redesign it to make it more obvious and clearer to a customer that they should click there to pay online. A better CTA.
1 vote -
filter transactions by payment type when matching transactions
When matching deposits to transactions, it would be great if we could filter by payment type as our credit card machine sends batched deposits separately by "credit card" and "debit card" every night. Also, we deposit "checks" and "cash" at the end of every week. These payments types are already entered for each transaction. This would allow us to quickly identify the numerous transactions that make up every deposit. Our current workaround is to deposit all transactions into an "undeposited funds" account we made for ourselves, from which we transfer the amounts for each category into the checking account at…
1 vote -
Allow posting to several accounts when writing checks.
When writing checks that do not go through AP, it would be helpful to allow several accounts to be posted. Example, payroll wires need to be separated between Salary, payroll tax and payroll liability accounts. All other accounting software has this feature. Thanks
1 vote -
to allow customizing the Dashboard by letting users add boxes such as Sales Orders and Purchase Orders.
User should have the ability to add boxes below your standard dashboard (or also be able to reorder them). In my case i would like to add sales orders and purchase orders at the end of the standard dashboard boxes.
1 vote -
I want to design enhancements for Zoho Books using Zoho Creator
Zoho allows developers access to the Books API. So why not make Zoho Creator a tool for developing new features? I would like to create job costing functions and reports for Books.
1 vote -
Delivery notes and packing slips should be available on plain paper
When we sell goods to a trade customer, we might send the goods direct to their customer, and we need to send paperwork on plain paper. There is currently no template to amend the paperwork, only option is to add or not show, but this does not include our address.
1 vote -
please add a badge on document icon showing new documents in inbox
This is so we can remember to check there for expenses for which team members have sent receipts through email to our zoho document inbox. Otherwise, it is hard to remember to check there.
1 vote -
ajouter icloud pour ajouter des photos plus facilement.
ajouter icloud pour ajouter des photos plus facilement.
aussi dans devis ajouter photos via icloud.1 vote -
format 8 1/2 x 14
format 8 1/2 x 14
1 vote
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