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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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While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

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6961 results found

  1. client portal mail button

    Currently, when a customer clicks the "Mail" button at the bottom of the Client Portal, it sends the message to the master user (in our case, the owner of the company). We need to redirect this to our Sales address, so the boss is not overwhelmed with emails from customers.

    1 vote
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?

  2. In RCM invoicing please make sure the GST amt and percentage shows near RCM total amount instead of showing in the billing columns.

    in RCM invoicing gst should be shown near rcm payable amount instead of showing in billing columns, if gst amt and gst percentage is removed we can use that space for any other options.
    please add this option if u get more votes

    1 vote
    0 comments  ·  Invoices  ·  Admin →
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  3. TOPIC : MANAGE ORGANISATION_INPUT SHOULD CLEARLY WHETHER ORGANISATIONS HAVE DIFFERENT GSTIN OR WITH SAME GSTIN LIKE HEAD OFFICE , BRANCH OF

    MANAGE ORGANISATIONS : SHOULD CLEARLY INFORM TO CREATE SEPARATE ORGANISATION WITH DIFFERENT GSTIN OR WITH SAME GSTIN AND FOR HEAD OFFICE AND BRANCH OFFICE SEPARTELY. AND COMPILATION OF BOTH HEAD OFFICE AND BRANCH OFFICE DATA FOR FILING GST RETURNS

    1 vote
    0 comments  ·  Admin →
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  4. print purchase receive orders

    print purchase receive orders

    1 vote
    0 comments  ·  Purchase Order  ·  Admin →
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  5. dedicated button for bank feeds refresh in main banking overview

    hi there, could be possible to add a dedicated button for bank feeds refresh in the main banking overview page? or in alternative in the quick drop down menu next to each bank account without entering it and going trough the gear.... thank you

    1 vote
    0 comments  ·  Admin →
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  6. An option that while an invoice is in draft status the corresponding sales order cant be automatically changed to closed status.

    An option that while an invoice remains in draft status the corresponding sales order cant be automatically changed to closed status until the invoice is actually sent. Or an internal email template could be raised on the invoice without the actual invoice being marked as sent This is because an invoice is raised by one person but checked by another before sending to the customer.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
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  7. GSTR 1 FILING

    I pushed june month gstr1 data from zoho to gst portal. then there where one mistake, i currected it in zoho but can't save it saying pushed data cannot be edited. so i edited that from gst portal and filed from there. once again i came back to zoho for filing another quater gstr1 at that time its disabled and massage showing as "GSTR-1 filing for the selected month will be opened only after you file the GSTR-1 for the previous month in GSTN portal and mark the return as filed in Zoho Books." even i already filed that gstr1…

    1 vote
    0 comments  ·  Admin →
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  8. Categorize Manually: Categories - Splitting & GST Codes

    None of the Categories in Categorize Manually allows you to Split the transcations to a number of different GL Accounts & select a GST code for each of the account. Eg. I have EFT payment transferred to our Bank Account as a lump sum. I need to split this into various GL Accounts. Some of the amounts are GST Inclusive whilst others are Free or Exempt. Therefore I cannot use any of the Catergories in the Categorize Manually as none have the ability to do this. Some will let you split the amount but then can't assign a GST Code.…

    1 vote
    0 comments  ·  Banking  ·  Admin →
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  9. In Setup, open view of users at active only

    Right now in setup you see all users, active and inactive. This is not a preferred view of users in setup, as I see people that I've inactivated years ago. What use is it to see them now? Just clutters the screen. Your software needs to be able to allow us to look at a list of users with a default of active users only. There should also be a filter or checkbox to allow for the list to be or to include the inactive users, but this view should be secondary. This goes for everywhere users are located in…

    1 vote
    0 comments  ·  Items  ·  Admin →
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  10. Please change the software so zero dollar transactions can be saved.

    This is needed to document when credits are used for other purchases and there is no actual charge. Without this feature the user must put in a $0.01 entry and then back it out. Tracking actual transaction and how they impact the overall accounting is critical.

    1 vote
    0 comments  ·  Admin →
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  11. Integrate Retainer Invoice in Zoho CRM

    Hello
    Could you please integrate a view for all the Invoices (invoices, retainers...) in the Finance Module in Zoho CRM ?
    We are using the integration between Zoho Books and Zoho CRM, but our sales team cannot view the retainers invoices in the Finance Module.
    Thanks
    Raphael

    1 vote
    0 comments  ·  Admin →
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  12. In Support, explain the best way you can make a payment yourself, on behalf of your client, using their credit card info.

    My Client wants me to process his card myself. What is the best way to go about doing this? The invoice is not synced to my Square account. Is the only way is to find the invoice I emailed the client, and click the payment link?

    1 vote
    0 comments  ·  Admin →
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  13. VAT VALUE GAINST A BILL SHOULD BE NOT FIXED AS SOME ITEMS IN THE INVOICE SOME TIMES ARE ZERO RATED.

    VAT VALUE GAINST A BILL SHOULD BE NOT FIXED AS SOME ITEMS IN THE INVOICE SOME TIMES ARE ZERO RATED.

    1 vote
    0 comments  ·  Accountant  ·  Admin →
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  14. Project time entry decimal

    In Zoho books in the browser I can enter time in projects as decimals. With the MacOSX app, I cannot only enter time by scrolling through the hours and minutes, it's quite the bore. Much easier to enter the time in decimal format.

    1 vote
    0 comments  ·  Admin →
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  15. we need to enter different % of discounts in purchase orders how we can enter the same.

    1 vote
    1 comment  ·  Purchase Order  ·  Admin →
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  16. enter a notepad to write pending things or query

    should have some notepad to have pending things or queries

    1 vote
    0 comments  ·  Admin →
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  17. enter a notepad to write pending things or query

    should have some notepad to have pending things or queries

    1 vote
    0 comments  ·  Admin →
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  18. Hindu Samvat Date

    Can we also have a custom field named Hindu Samvat in the Zoho Inventory. We need this date as reference.

    1 vote
    0 comments  ·  Admin →
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  19. Purchase price as percent

    We are retail storekeeper where we have commission percentage in MRP. The commission percentage is not fixed and is usually decided at the end of the financial year. In such scenario what should be the purchase price.

    1 vote
    0 comments  ·  Admin →
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  20. customised reports

    According to our business requirements, P&L is required to be checked every month seperately for main business and side projects and there is no feature in zoho to do the same thing. It woud be very helpful to see the reports seperately for main business and for the projects.

    1 vote
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?
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