Zoho Books
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- 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
-
Allow more than 1 custom dropdown field in a form (Sales Order, in my case)
I'm using a custom integration from ZBrains to connect ZBooks directly to QuickBooks Desktop and need more than 1 custom field to flow through for my reporting. Currently I have one dropdown field that has 4 values, but I cannot get a second one up due to reaching the max allowed custom fields. Please increase allowed number to 3.
1 vote -
Suggestion 2
AR and AP Accounts:
ZOHO Books have hard coded the AP and AR accounts and hence even if i have to use my own coded Chart of Accounts , I can't define an AR and AP account of my choice. I suggest, you could provide a this as a configuration item (initial setting) where-by the user will provide the desired AR and AP account name from the list of accounts created and you could mark this for automatic posting only.
Also, I should be able to use supplementary accounts for , i.e; when i define employees as vendors, i should…
1 vote -
Suggestion 3
Dashboard and other expenses related reports:
All posting to expenses accounts (accounts that are defined as expenses) are not getting reflected on the dashboard and or in the expenses related reports. There will lots of Journals would entered for booking expenses especially when one follow an accrual system. Instead of checking the accounts, it seems ZOHO books reporting, including dashboard, is checking whether the expenses are entered as expense transaction or category. Appreciate if you could please check this and update the system accordingly.
1 vote -
suggestion 4
Reporting tags in transactions:
The reporting tag definition at the moment is at a transaction level and there is limitations to provide drop down selection type tag definition.
Most of the cases , the reporting tag defined is common for most of the transactions. e.g. , if i use a Profit center as a tag, i would like to have this in all transactions, similarly, a cost center tag might be used by most expense transactions. Also , when one defined drop down values in multiple places there could be a likely chance of making mistakes (lower case, upper case,…
1 vote -
Suggestion 5
Time sheet reporting:
Provide better time sheet reporting.
- It is very difficult to take a time of an individual for a whole month and check where he / she has captured time for all days. A time sheet report with days of the month as columns with number of ours in each column and on the left column the project he / she entered time for will give a better view of the time sheet. Grouping them by employees where i can select and expand the name i want will help me to under stand this better. Also an excepting…
1 vote -
Accountant Quick Notes/Tasks
As an Accountant
A note or task that can be set for staff handling a partcular client or a note to the client.
for EG
Staff Note
Please review the Income statement for accruals not accounted for.Client Note
Please process the credit note to ABC as discussed.1 vote -
Countrywise or Currencywise
Sales reports to be shown per Countrywise as well as Currencywise for different customers listed
1 vote -
to have reports in the System Mails concerning emails sent by the system related to Purchase Orders and other modules.
a Report for emails sent manually concerning Purchase orders and other modules
1 vote -
1 vote
-
new Feature: search comment
HI:
I would like to request a new feature:
Be able to search for any comments included during an Invoice, Purchase Order,etc, on the "History and Comments" window.
These comments actually are not "Searchable" . On this Comments fields, we use Serial Number codes of products associated to these documents.
Thanks!
1 vote -
Allow optional automatic generation of reference numbers for expense, banking and related entries that have columns for reference number
Instead of having to create and enter refernece numbers manually, let there be an option for user to chose either for automatic generation of reference numbers in a particular format according to teh need of the user, or for the user to enter the refernce number manually if it is created from elsewhere. Let there be the two options.
1 vote -
Sales Order Status Update
How about making 'Don't show this again' button on the 'Sales Order Status Update' popup actually do what it says, and cease bothering me every time I open the SO page?
1 vote -
html
Hello, I need to edit my invoices and budgets, since in my company we use different images thanks
1 vote -
Adding Bills and Expenses to Projects in windows mob app
Ability to add Bills and Expenses to Projects in Windows mob app. We have many Windows app users and they need to associate bills and expenses to projects through their mobile app.
1 vote -
Remove all of the ZOHO marketing and 3rd party marketing. We pay for the product. Seeing ads is inappropriate.
To see the ads for Zoho products in various spots and 3rd party (Fundbox) in the system along with the getting started link and refer a friend link that we can't remove is annoying. I'm fine with it being there if there was an option to remove it. I also do not mind at all the notifications that appear at the top every once in awhile that I can read and then remove/close. But the permanent ads and the two other links should have an option to remove them.
1 vote -
synchronize user
synchronize zoho CRM users with zoho books.
Similarly how you can synchronize proudcts and accounts, we should be able to syn users so when an estimate is created in either books or crm the user can be selected from a list, or auto-selected with the current user.
then the information such as signature, phone number, email, etc. can be mapped into zoho books and used in templates and emails.
1 vote -
1 vote
-
Purchase Order Delivery Options
When creating a purchase order have the option to deliver ORDER to another an existing VENDOR on file ............ can only select delivery to customer
1 vote -
add a return column on the invoices rather then a total separate credit note it makes things easier
can you create a special invoice that be activated or deactivated special for me?
i want it to be the same just it should have few coulombs
product load1 load2 load 3 load 4 load 5 returns price total
bread 100 100 50 10 20 5 7 1925
this is how i want a line to look like
it will make my dispatch very easy as i really like the software
please advise more?1 vote -
Luxury tax on non discounted rate
We have a major issue with a key ZOHO feature that is not allowing us to use the tool fully . All taxes are calculated on the discounted rate by ZOHO , but in Tamil Nadu the hotel industry luxury tax calculation is different .
In Tamil Nadu Luxury taxes are calculated on Declared rate/Published rate/Rack rate .
Example .
Published rate is Rs.2000/Day
If room is charged at full rate then
Luxury tax = 12.5% = 250
Service tax = 9% =180If a discount is provided the calculation has to be as follows
Room rate = 2000
Discount…1 vote
- Don't see your idea?