Zoho Books
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6551 results found
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Print expenses in bulk, by selecting expenses need to be print.
Easily print all expenses required by just selecting and all are printed without opening one by one.
1 vote -
custom field
Please dont make custom field data type compulsion, as many things are there which contains both number alphabets and percentage.
1 vote -
Have an option to turn off Email alerts for auto-creating of draft recurring invoices.
We have several recurring invoices that we send out, most need adjusting prior to sending. We have them setup to create a draft when the recurrence is triggered and that works fine. However, Zoho sends an email alert to our accounting email for each of these invoices. It would be great to opt out of that alert so we don't get hundreds of notices emailed to us.
1 vote -
Retail-standard template- payment modes
Can you please add Payment mode options in Retail-standard template like - balance due & partially payment details on invoice like Zoho's any another template.
1 vote -
1 vote
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Auto generate Purchase Order after creating Sales Order for made-to-order products
For made-to-order products, there is no options to create workflow that allows automatic generation of PO from Sales Order
1 vote -
Marginal VAT
Marginal VAT invoice is required for those business who are in used car business and Government of UAE have option to do marginal Vat by law, so therefore your ZOHO books is not dealing in this type of invoice
1 vote -
how to prepare statement to each and every customer
please reply
1 vote -
Restraining predated transactions entry on users
It is important to restrain user from entering predated transactions based on their roles. (Similar to ability to restrain them on modules like create, edit and delete, ability for restraining predated transaction must also be included). Tally has this and it an important feature while accessed by multiple users.
1 vote -
vehicle number in sales invoice
We required text box for vehicle number in sales invoice form.
1 vote -
estimate default time under date for every estimate
need a default estimate time for every estimate date
1 vote -
Link expenses to invoice without my client seeing the price I have paid. Keep link between expenses/client - to not forget to bill back exp
Be able to Link expenses to invoice without my client seeing the price I have paid. So i Don't want a line about the expenses. Want to change the name of item of invoice to choose from my income account. Keep link between expenses/client - so be able to not forget to bill back expenses to that client. So bill won't show as unbilled after invoice are done.
1 vote -
Allow defaults for projects notes that are imported to invoice - for all customers
allow default template of information for projects when converting to invoice - apply defaults from project notes imported to invoice for all customers
1 vote -
Packing List
Packing needs more custom fields like
Net Weight
Gross Weight
Box Dimensions
all in item level and in total1 vote -
Document specific custom attention field
Lets have option to select the customer information on the attention field on document basis...because a contact can have multiple persons info and for every order document the concerned person will vary and at times we have to have attention of multiple person from an organization. So, provide an option to have the person/persons to be selected whose attention is required.
1 vote -
How do I record Pre Incorpopration/startup/prelimininary expense
How do I record expense before company incorporation such as company formation expense, R&D expense and Market Research.
Company act:
1) To records the preliminary expense incurred prior to incorporation of the legal entity following entry should be passed on the first day of the incorporation : Debit the preliminary expenses A/c and Credit the Profit & Loss A/c for the amount determined as preliminary expenses.
- As stated above the preliminary expenses can be written off in five years, to record that following entry should be passed : Debit the Preliminary expenses written off the credit the preliminary expenses A/c…
1 vote -
LInking of Bills with Invoices for easy reconciliation and margin
LInking of Bills with Invoices for easy reconciliation and check on margin
1 vote -
Create a Report for Advance Tax Payment on Invoices
While recording the payment, We also record TDS (or) Advance Tax for each of the payment, that we received from our customer. This is amount, that we have an option of getting refund from govt, based on our P&L Account. I prefer we should have report to show how much is TDS (or) Advance Tax with held. This will give an Indicative refund summary
1 vote -
Add Purchase Approval And Purchase Approval Return
PLease add Purchase Approval Option And Purchase Approval Return Option. We receive Stock on Approval Basis Also i.e under Challan and we can return them as well but this doesnot effect vendor statement of accounts. After return the net quantity is billed which effect statement of vendor. But stock increase and decrease on purchase approval and return
1 vote -
Ability to send out more than 50 invoices at once
Please have the option where we can email more than 50 invoices at one time.
Also, an option to select "Send Later" on an invoice.
1 vote
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