Zoho Books
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6545 results found
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Custom view to filter all SEZ contacts/ all regular contacts etc
I would like to view the contacts which have been marked as unregistered so that I can update the contacts. Would also be useful when I would like to view a list of SEZ contacts, regular contacts etc.,
1 vote -
Personalized name on estimates
Hi, I have a question. I want to know if in zoho books I could name the quote downloads in pdf with a custom name
1 vote -
Daily Backup of Accounting Programs from your end.
Daily Backup of Accounting Programs from your end.
1 vote -
Enter only First Name for Contact
We need to be able to enter just First name for contacts. Alot of time only get that and last name is not needed.
1 vote -
Add a customizable label field for Vendor Statements, that will correspond to a column/label field in the BIlls.
Zoho Books - RE: BILLS & VENDOR STATEMENTS.
In BILLS, I can enter Item # and Description under a label, in a column. I would like to also show this info, in the Vendor Statement.
Alternatively, I would like a custom column field available to add to the Vendor Statement, that will pull text data from another column located on the BILL.
Please help.
It seems all the other modules we can add a custom label / column, but not possible for the vendor statement.
1 vote -
Automate Invoice for Customers on a specific date
In real estate the Demand Letters and Invoices are raising on a specific date and Interest on Delayed payment is charged in thier invoices
So if we can link the Project Completion and the Invoice of All customers should be raised as per work completion then it will be the best option for Real Estate Business accounting1 vote -
Send quotes by sms like invoice
I think it's not a big job for you, to integrate quotes send by sms ....
1 vote -
It will be helpful if when generating a purchase order, the system asks me to update the item cost if it is different from the data base
It will be helpful if when generating a purchase order, the system asks me to update the item cost if it is different from the on in the data base
1 vote -
1 vote
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It will be helpful if when generating a purchase order, the system asks me to update the item cost if it is different from the data base
It will be helpful if when generating a purchase order, the system asks me to update the item cost if it is different from the on in the data base
1 vote -
Add a function to record sales items (i.e. photocopies)
I need to invoice photocopies and the like at a fixed cost but the number varies. I need to allocate these to my projects and ideally the date (in much the same way as mileage is recorded). Presently there is no way to do this
1 vote -
report font size
Please provide a way to change the font for the reports that are sent to print. We want to have the reports print with a larger font, so they're easier to read.
1 vote -
1 vote
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Allow for negative Quantities in the invoice module.
We want to create an invoice with a negative inventory line item so customer can swap out parts/products. For example if the customer wants to buy a product and swap out a part of it, say a standard battery for high capacity battery, we want to simply enter -2 QTY for the standard battery and then +2 for the high capacity. This way the inventory is kept accurate and we don't need to create a credit note or do an inventory adjustment. There's no need to create a credit note because the customer is not "returning" anything and adjusting inventory…
1 vote -
WRITE OFF BULK BILLS
THEIR SHOULD BE AN OPTION TO WRITE OFF BULK BILLS. MANY TIMES CUSTOMERS DEDUCT SOME 1-2% AS CASH DISCOUNT, WE NEED TO WRITE OFF THIS AMOUNT FOR ONE BY ONE BILL. THEIR SHOULD BE AN OPTION TO WRITE OFF BULK BILLS.
1 vote -
Make Order Number Mandatory Field
Make Order Number Mandatory Field (option to set it as mandatory or optional)
1 vote -
Mismatch in titles
Preference > Payments Received
The title of the tab is "Field customization" !1 vote -
Mark bills as planned for payment
When I receive bills, I upload them into the Bills Module. Once a week, I enter these bills in the relevant bank. For the bills I enter, I add a comment saying that they have been entered in the bank and will be paid once the due date hits. Because I enter the bills in the Bills Module during the week and in the bank once a week, and because the payment terms differ between different suppliers, I have to go through all the bills again to see if I entered them in the bank already. Is it possible to…
1 vote -
Withholding Tax summary in reports
Want to Generate a Withholding Tax report per customer and summary for all customers.
1 vote -
Applying Retainer and not marking invoice "sent"
When I create a retainer invoice, then later apply that credit to a regular invoice, it marks the regular invoice as "sent" and that bypasses the "approve invoice" step (it's too easy for invoice to not be actually sent). Make this optional, so the regular invoice with the credit applied is "pending approval" instead.
1 vote
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