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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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7030 results found

  1. How about providing examples suitable for the UK rather than for a US/Californian entity?

    I'm not convinced how well you support UK businesses given your examples are for a US entity paying Californian taxes.

    1 vote
    0 comments  ·  Admin →
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  2. Retainer vs. retention

    Retainer invoices are like deposits. Retention money held by a builder is where they hold back a proportion of the payment and these are typically for 12 months. These can be a) difficult to track, and b) impact on cash flow if there is a large number of them. There is an online system in Australia called Retention One, that assists in tracking and collecting such payments. If there was something similar within Zoho .....!

    1 vote
    0 comments  ·  Invoices  ·  Admin →
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  3. To Assign Customer more then One User

    Dear ZOHO Team I want to Assign Specific Customer more then One User (Operator). for example We have two User One Enter Invoice and One Received Payments from Invoiced Customer so i want to assign that customer to Both User but it is not working mean Specific customer can be assign to one user only...
    so Pleas Update the following option . thanks

    1 vote
    0 comments  ·  Customers  ·  Admin →
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  4. If you can have any stock lost to be treated as a loss for the business and added as an expense automatically and this loss added to SP.

    1 vote
    0 comments  ·  Items  ·  Admin →
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  5. GST tax rate change for multiple skus

    How to make changes in tax GST rates for a skus when the items are active

    1 vote
    0 comments  ·  Items  ·  Admin →
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  6. Align the item's unit in the same row as the item and not under the Qty

    In a sales invoice template, you should allow users to easily add the column Unit separate from the Qty column. This is to align the item's unit in the same row and not under the Qty of an item.
    Ideally Qty and Unit are in two separate columns and the corresponding value for the item's Qty and Unit should be in the same row. The Unit should not be added as a custom field since this is just a workaround. Unit value should automatically be displayed in the Unit column based from the Item's master data. refer to Chat transcript#…

    1 vote
    0 comments  ·  Invoices  ·  Admin →
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  7. Legend on Banking page

    It would be really nice to have a legend that quickly shows what each series in the graph on the Banking tabs...

    https://www.screencast.com/t/eL7i18qvD

    1 vote
    0 comments  ·  Banking  ·  Admin →
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  8. ability to send test emails

    After updating an email template I'd like to send it to myself to see if all parameters are showing correctly.

    1 vote
    0 comments  ·  Templates  ·  Admin →
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  9. Rename Sales Order to Repair Order

    Would like to Rename heading of Sales order to Repair Order

    1 vote
    0 comments  ·  Invoices  ·  Admin →
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  10. Alphabetical

    My Query was not satisfactory answered.

    1 vote
    0 comments  ·  Admin →
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  11. You'd be able to search for an item when adding it to a price list

    When adding an item to a price list, you must scroll through the full list of items until you find what you are looking for. the process is both time consuming and frustrating.

    1 vote
    0 comments  ·  Admin →
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  12. Design with the export invoice

    It will be best we the export invoice or record in zoho books will have design to so it will be appealing to me as a user.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
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  13. The Projects that you have in Zoho Books to be pushed to Zoho people

    The Projects that you have in Zoho Books to be pushed to Zoho people

    1 vote
    0 comments  ·  Migration  ·  Admin →
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  14. Align Invoice Template with Bill Template.

    I see that when creating Invoices, it's easy to add Shipping costs. However, with creating a Bill, it's not the same. I'd expect feature parity there. If we could add the ability to enter Shipping charges in the same location as Invoices, rather than having to enable Landed Charges, and enter is as a line item, it would be great. Let me know if that doesn't make sense.

    1 vote
    0 comments  ·  Expenses & Bills  ·  Admin →
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  15. can you please tell me why i am unable to make any withdrawals from any zoho accounts

    please inform me what is stopping my withdrawals from zoho or crm

    1 vote
    0 comments  ·  Admin →
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  16. Be able to change currency on invoice without having to re-do an invoice

    I'd like to be able to change a currency for an invoice without having to re-do it.

    We'll invoice a client in GBP but then they'll ask for an invoice in EURO. It's silly that we can't simply convert the current invoice instead i have to delete it, change client info and then re-invoice.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
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  17. Add the ability to make cash on account payments. Which do not require an invoice first.

    These payments would negate the requirement that a retainer invoice be used.

    1 vote
    0 comments  ·  Payments  ·  Admin →
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  18. How about adding some server power? Slower than crap for a simple question. Let's say around 10 minutes and still no response!

    ten minutes and still not answered.
    Can you import qucikbooks file?

    1 vote
    0 comments  ·  Admin →
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  19. Challan Entry System...

    1 vote
    0 comments  ·  Invoices  ·  Admin →
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  20. We categorize Items in Masters with sales account.We should able to see the monthly sale by sales account with tax and without tax.

    We categorize Items in Masters with sales account.We should able to see the monthly sale by sales account with tax and without tax.

    1 vote
    0 comments  ·  Reports  ·  Admin →
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