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
7026 results found
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facturas de anticipo
How can I do my advance invoice, I am new at this and I could not set up this yet.
1 vote -
minimum order quantity for purchase orders
it would be good to have a box in each item under the purchase price section, where you can put in the minimum order allowed for purchasing that item
1 vote -
Allow Users with international Accounts to Connect to Square POS
Square is Intregration is only available only for Zoho book accounts in the U.S., Canada, United Kingdom and Australia editions of Zoho Books. I really need to connect to Square but cant due to these restrictions. Please Help
1 vote -
Expense entries Print option
Prefer to have a proper formatted print option like payment made print.
1 vote -
Total Count to show sum (in currency)
If I access the bill section I can see a list of all bills but the total pn the bottom only counts the number of bills, but not the sum of all bills (in currency).
I am more interested to know how the sum of all bills is (i.e. € 200.000 in unpaid bills) rather than knowing that there are 30 unpaid bills in total.
1 vote -
Offline Upload
For expenses and sales or atleast manual journals must have an option for offine upload by an specifically made excel or any other software.
1 vote -
return items in a purchase order
We'd like purchase orders in negative amount, due to any items returned form a previous purchase order. Thank you
1 vote -
Pay roll
Certainly need Salary process module. Absence of this, we continue to use Tally for salary. Unable to use People, HR..as presently these r .
1 vote -
Reversal of Bill/Payables in following periods.
Zoho is flawed as it does not allow you to clear errors in bills that extend into another fiscal period where the prior one was closed and taxes remitted. The system only allows you to delete or void a bill that should not be there for whatever reasons. Being a new period either method is not appropriate as it will change the past fiscal period numbers that have already been filed. The correct way is to prepare a journal entry against that Bill in the current period and then clear the balance from the Payables report. Zoho does not provide…
1 vote -
Improve the email tracking
I can see only the address in the "to" field and not the "CC" when i check the "story" of, for example, an invoice.
I cannot see the email content (if i have write something dedicated to the receiver).1 vote -
Notifications timeframe
I really suggest to implement a functionality to define a specific timeframe for the notification (example 8a.m. 6p.m.) the inventory reorder are coming just after the midnight every day, this is painful.
1 vote -
Invoice status "DUE IN XX DAYS"
I suggest to see the status "DUE IN XX DAYS" in the mobile app like the website version.
1 vote -
Cancellation of Partially used sales order
I can cancel partially used sales order with items as goods.
But when the items in the sales order is services, I am not able to cancel partially invoiced sales order. Don't know why they kept it. The answer I am getting from the support team is that currently it is not possible. I don't know what logic is behind it. And don't know if the option is available for goods, why they can't roll it out to services. We are an IT services company & because of this issue, I am creating all items as GOODS. Hope you will…1 vote -
BS account mapping for Service Sales
This is a simple enough one. While mapping the account for a service, the system allows only the P&L items of Revenue nature. While there are certain business cases where a BS item should be used. (Accrued Sales)
Hence please enable this feature.1 vote -
city and county tax
can we add additional tax rate for city and one for county jurisdictions, not just state?
1 vote -
Add facility to enter discount (% + amount) at line item level. Its very common in industry. Buyer gets discount itemwise.
Add facility to enter discount (% + amount) on Purchase Bill, at line item level. Its very common in industry. Buyer gets discount itemwise.
There is not any option to enter discount (given by supplier) itemwise on Purchase bill/ purchase order. Its a must have features. Basic invoicing features missing in zohobooks.
1 vote -
An image of signature should be posted while generating invoices, estimates and documents
An image of signature should be posted on all generated invoices, estimates and documents
1 vote -
I would like to add cost to items already created
I create items when my supplier invoices me. However, the transportation bill comes from a different company like one month later. Then depending on the sale I make there are different costs involved. So If I could keep adding costs to a particular item, I would be able to figure out the total cost of that product which would be very convenient.
1 vote -
If "Other" address populated in Zoho CRM, allow Zoho Books ship to address to be populated with the CRM Ohter Address
If "Other" address populated in Zoho CRM, allow Zoho Books ship to address to be populated with the CRM Ohter Address.
At least in our business, there is no reason for a 2nd address, unless the customer had a different ship to address than the billing address. I would like it if there is an address in the other field, that when that client is pulled into Books from CRM, that it uses that other address as the ship to address, so it doesn't have to be entered manually again.
1 vote -
1 vote
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