Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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6517 results found
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Make the weekly summary report available as a standard report
Make the weekly summary report available as a standard report, so that we can rerun it for a given time period and drill into the information presented. The weekly mailing, as it is now, will always be suspect to us as the information presented is not auditable. Our only option, at this point in time, is to recreate the report on our own which to me seems counterproductive.
1 vote -
add a feild for fees like=rollback(give a 2% discount to your customers if they pay invoice or when payments received using payment gateway
add a feild for fees like:
rollback =give a 2% discount to your customers if they pay invoices within 10 days from the date of the invoice
or when payments received using payment gateway
ex :
payement received 1000$
invoices amont 1020$
2% rollback = 1000$ systhem is expecting 1020$
what is to do with the 20$ ?1 vote -
Track hourly rates at the billed level and paid level in projects
If I charge my customers for direct hours and charge them $40 per hour and I pay my employees $20 then I should be able to track that just like an item.
1 vote -
Tax override option for entire PO/Bill
Create a Tax override for POs and Bills so one tax rate can be applied to an entire batch of lines at once. Currently choosing tax options for each and every line can be very tedious...particularly on multiple bills or pos with over 30 lines.
1 vote -
Please restrict multiple vendors and customers with same GST number as contact email id.
Hi, Please restrict multiple vendors and customer with same GST numbers.
1 vote -
Multiple email receivers enable for Re Order qty / Low Stock notifications
Please enable multiple email receivers , when any stock below the re order level
( Having Multiple Warehouses in different locations )
Thanks
1 vote -
Scheduling for all kinds of reports in Zoho Books ( currently not available for some reports )
Scheduling for all kinds of reports in Zoho Books ( currently not available for some reports )
1 vote -
one statement with net total for a vender is in the same time a customer.
statement for linked vender & customer..
1 vote -
In the Payment Made Template to change the font color of Reference Number - Paid To - Payment Mode - Paid Through to black color.
can I edit the payment made template?
1 vote -
Add an other type of account in tax payment fields other than a bank account
Adding other type of account in tax payment fields. I have to produce a remittance to reverse the taxes in the built-in tax payable then make an other entry to have the right balance of taxes accrued at the end of the month.
1 vote -
Option to download banking transactions for a financial year
It would be great to have an option to download the categorised banking transaction for a financial year to an excel. I don't see that feature anywhere and it is very relevant for yearly accounting.
1 vote -
1 vote
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we want to record payment recvd. for whole month's invoices AT ONE TIME. should allow to tick select all those we need and record pymt
we want to record payment recvd. for whole month's invoices AT ONE TIME. should allow to tick select all those we need and record pymt
1 vote -
Please add a "Customer has viewed the estimate" like you have for Invoices.
Please add a "Customer has viewed the estimate" like you have for Invoices.
1 vote -
1 vote
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Add additional explanation about adding an accountant.
I assume this is an invite with Admin permissions. It is referenced in the help section, but there's no explanation
1 vote -
1 vote
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Timesheet Invoices variables
Hi
We use various ways to create invoices through the timesheets and it would be great if I could click on a customers past invoice to view the "Project Invoice Information" used on a particular invoice - there are many variables and this would definately save me time. Thanks1 vote -
Would like to see one ledger if you are purchasing and Selling to Same Customer.
Would like to see one ledger if you are purchasing and Selling to Same Customer. Like its in Tally or Busy. in zoho this feature is not available. We have to manually add payment receive or payment made in both ledgers.
1 vote -
products
zohocrm products selected in a Deal should auto populate an Estimate Sales Order or Invoice created using the zoho finance integration. Otherwise i cannot see any purpose for adding items to the Products module in a Deal in CRM.
1 vote
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