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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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6976 results found

  1. ICICI BANK TRASFER ME JO OTP AATI THI USME PAHLE VENDOR KE NAME AMOUNT HOTA THA YE BAHUT IMPORTANT THA KOI THIRD PARTY TFR KARWA SAKTE THE

    PLESE BANKING MASSAGE CUSTOM PLESE
    SEND BANK AMOPUNT TRASFER OTP WITH NAME AND AMOUNT THANKYOU MY TEAM ZOHO BOOKS 

                                    SILK ZON
    1 vote
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?

  2. Additional Reports that include "Inventory Account" it is limited to Ledger Reports

    The reports that display products/items sold with their assoicated Inventory Account is limited

    1 vote
    0 comments  ·  Admin →
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  3. INVOICE Template 'Spreadsheet - Plus'

    Dear Zoho Team

    Please kindly we inform that , Requested to Added [ Template 'Spreadsheet - Plus' ] for Invoices Template In ZOHO ONE - BOOKS .

    1 vote
    0 comments  ·  Invoices  ·  Admin →
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  4. sales return needs to all you to specify which invoice is now unpaid

    A check from a customer bounces. Your solution is to have a current liability account for the money in and out. Why not simplify? If the Sales Return page had a list of paid invoices for this customer (like the record income page shows unpaid invoices), then this bounced check could be taken care of in one step - both the journal entry and the voided payment

    1 vote
    0 comments  ·  Banking  ·  Admin →
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  5. P&L Report Percentage Comparisons

    How do I generate a P&L report that compares the current month with the previous month to show a percentage difference on each category?

    1 vote
    0 comments  ·  Admin →
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  6. Include more currencies.

    We happen to work also with Mexican Peso accounts, for which there is no currency addition.

    1 vote
    0 comments  ·  Admin →
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  7. Remove, the "use in future" checkbox under terms

    remove the use in future option under Terms, we have the CRM integration and Sales users edit the terms and select "Use in future" by accident which changes the standard terms for the whole org, its crazy that a user with locked down access can still do this.

    1 vote
    0 comments  ·  Estimates  ·  Admin →
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  8. automatically populate customer information when creating a bill from a purchase order.

    When creating a purchase order I can enter the customer information, but when I create a bill from the purchase order that information doesn't populate and has to be entered again, by individual line. There should be a way for the customer tag from the PO to transfer to the bill.

    1 vote
    0 comments  ·  Expenses & Bills  ·  Admin →
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  9. we should be able to attached documents like PDF and JPG files with all sales and purchase bills or invoice, which we should be able to mail

    Per Entry we should be able to add related PDF / documents and Jpg files with each sales invoice and while mailing clients our invoice we should be able to attach them. i.e. when doing some projects, sending an invoice only is not a requirements, but they are also asking for challan signed copy, AWB copy or when it was delivered etc etc, getting those details from the physical files becomes hectic and time consuming job. This will help to send all the data to client via mail on a single click.

    1 vote
    0 comments  ·  Projects & Timesheets  ·  Admin →
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  10. Clone mean has to be a pure Clone, software can not have it's own input in Cloning.

    Clone has to be Clone, Software can not over ride the Clone settings figures and taxes.

    i also suggest that, 1 x 0 = 0 and 0 x 1 = 0 means some time in an estimate we need to keep items zero but need to show if you are buying the prices will be x, you should permit the same.

    At the same time some time we are giving some items as free of cost and we need to just adjust our qty in our stock so in Estimate we might write item 1 qty 1 and prices =…

    1 vote
    0 comments  ·  Estimates  ·  Admin →
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  11. We'd like to be able to refund customers on purchases if they paid via credit card (a more complete integration with payment vendors)

    We'd like to be able to refund customers on purchases if they paid via credit card. This would essentially be a more complete integration with payment vendors. If a customer requests a refund over the phone you can navigate to the paid invoice and issue a refund to the original point of purchase.

    1 vote
    0 comments  ·  Admin →
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  12. The adjustments field on estimates should include multiplication

    I want to use Zoho for my rentals company but cannot find a way to enter in a number of billable weeks. The adjustment field would be perfect if it allowed multiplication.

    1 vote
    0 comments  ·  Estimates  ·  Admin →
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  13. Need Sales Report by Customer by Month

    1 vote
    1 comment  ·  Admin →
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  14. integrate with Gravity Payments

    We have been customers of Gravity Payments for many years - they have the best prices and best customer service of any credit card processor we've ever seen or heard of. I would prefer to use them as a company over others you offer in integrations - so much so, that I wouldn't even consider moving to online processing unless it could be with them. Check them out: Gravitypayments.com. Let me know if you need a contact there.

    1 vote
    0 comments  ·  Third Party Integrations  ·  Admin →
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  15. Delivery note

    Combine more than 1 invoice to 1 delivery note because in some occasions, we need to issue separate invoices for client but the stuffs will be delivered in one go.

    Thanks.

    1 vote
    0 comments  ·  Items  ·  Admin →
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  16. This must be where customer's ideas go to die....

    ...because I rarely see any Zoho feedback here.

    1 vote
    0 comments  ·  Admin →
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  17. Make it available and easy to make estimated tax payment...NOT SALES TAX.

    I would like to make a suggestion. In the US we often make estimated tax payments. Whenever I ask a question about taxes the ONLY response given is that Zoho only tracks Tax Payments....even though that has nothing to do with my question. I do not want anything tracked...I want to simply make a non-sales tax payment and have it properly assigned. I think Zoho should investigate this. I can't imagine I am the only one with this problem.

    1 vote
    0 comments  ·  Admin →
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  18. allow editing of the payment made email and template.

    1 vote
    0 comments  ·  Templates  ·  Admin →
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  19. i need to integrate zoho books with the mechanic desk asap. plz help with www.mechanicdesk.com.au

    i need to integrate zoho books with the mechanic desk asap. plz help with www.mechanicdesk.com.au

    1 vote
    0 comments  ·  Third Party Integrations  ·  Admin →
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  20. Templates

    I'd like to have templates for any transaction. For example, my credit card payment gateway deposits money into my account every day, except weekends and holidays. Instead of entering the dollar amount, account, category, etc...manually, every day, I'd like to open the template, set the amount and click save. Done. No invoice. No hassle.

    1 vote
    0 comments  ·  Transactions  ·  Admin →
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