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
6551 results found
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to provide 2 Selectable options in Terms and Conditions
I Just want 2 Different Terms and Conditions in one invoice.
If it is possible please make 2 selectable options from which we can select any one according to our need.1 vote -
Page Setup
Page setup should be added under the Templates, current templates are using more spaces between line items, if we enter more than 10 line items, it will move to the second page.
some applications have the features like Fit to page option. so we are expecting the same1 vote -
Date specific price lists
We require to be able to load a price list to a clients account - but to ask the system to only apply the new prices during a specific date period. At the present time we have to remember to cancel it when the offer period has passed. This would be very helpful
1 vote -
Optional article
Hello,
it would be great to say for an article if it's only optional in the offer so that it's inside the quote but not included in the whole price at the end.
Good to implement feature ideas and add on's for the client but not on the whole price. Like exclude factor. Perhaps at the end of the offer an extra amount of optional articles as well.
Can't wait to see this "little" but necessary feature in Zoho Books.
Please vote for it!Thanks, Markus
1 vote -
Show items and contacts based on User Profile
I am looking for a feature in Zoho Books and Inventory.
I want to sort items and contacts based on profile. We have two teams which work for separate products. Team A work for X product and Team B work for Y product. I don't want to show X products and contacts to team B and vice versa. We have this feature in Zoho CRM in Roles under Users and Roles. My customer have big team and we really need this feature in Zoho Books as well as in Zoho Inventory.
1 vote -
Have Items view option for just images in both Book and Inventory
Have the option to view the items by just their images or with large image with small name underneath.
1 vote -
Every time asking TAX selection in Expense recording
in expense record window every times we have to select TAX so if we are dealing with a registered vendor that tax should me come default ..In UAE tax here always 5% only then why should its ask every time of expense recording?
1 vote -
Record of Excess payment
It will be easier to be able to record an excess payment from a client at the same time you record the payment itself. (A window should pop-up to record the overpayment or something similar).
1 vote -
It would be very helpful if the estimate, sales order and Invoice modules worked in the zoho CRM mobile app thank you
t would be very helpful if the estimate, sales order and Invoice modules worked in the zoho CRM mobile app thank you
1 vote -
add my bank "Floridian Community Bank"
add "Floridian Community Bank" to banks for reconciliation
1 vote -
Business Card Scanner to create vendor or customer from Mobile app
if possible please add a feature to scan business cards so we can create vendor or customers very easily by scanning business cards. Already lots of apps available in Play store like SnapBiz-Card so that's concept here we can use to create vendors or customers instantly
1 vote -
Add Item Grouping
1) The ability to create sub-items so that I can have item groupings 2) The ability to sort the item page by user created fields such as grouping, etc.
1 vote -
Associate users with Vendors
I would like to be able to define for a user that they can only process purchase transactions for certain vendors. I would like our back-office team to process purchases for office supplies, but not to be able to see orders for external consultants and other large purchases. Currently, it is possible to define this for client and sales in Zoho, but not for vendors.
1 vote -
allow email notifications for the document inbox
if documents are sent to the document inbox, allow emails notifications to selected users so they know there are transactions to be processed
1 vote -
Kashmir
Poor jjfbjjjkc nufv man onE vote
1 vote -
Requesting to add "Deals Pipe line" in Zoho Books too
if we get a small version of deals pipeline in Zoho books under sales module then its very grateful for us and it will be very easy to follow up our deals . we know deals pipeline is the part of CRM but if its available here too then that will be very very helpful for us
1 vote -
Add a Button for Text Amount Due
I would see a text option for sending amount due besides the email option. Maybe this could develop into even more in-app texting records and capabilities Mass texting, Community environment and so on.
1 vote -
Need a Vendor List View that contains all addresses available for this vendor
Need a Contact List View that contains all addresses available for this vendor on screen so that the appropriate contact can be selected.
1 vote -
Discount Options and auto filled discount rates per line item
- At present the below options are global setting across estimates, Sales Orders, Purchase Orders, etc., instead please provide these options at sales order, invoice , purchase order creation level. In Settings -> Preferences -> General -> Do you give discounts?
- I don't give discounts
- At individual item level
At invoice level
Price lists are helping to provide custom rates to the special category customers but invoice is not showing actual price and discounted price separately, it is very much essential for retail invoices. Please provide this feature as a standard or help us with custom code or field.
OR
Please…
1 vote -
Multiple Warehouse Inventory Export Excel
When you have multiple warehouses (or like a van for installations with a stock) be able to export this inventory list into excel instead since you can only export a pdf atm while the "global" inventory is pdf excel and csv
But I want to pull seperate lists I can filter the columns for to hand down for checking/counting1 vote
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