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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6500 results found
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Shipping Address Jumps to wrong address
When I clone a previous order, it fails to duplicate the original address on the first order. This happens with accounts having multiple shipping locations.
The same problem happens with Drop shipping Purchase orders.
1 vote -
More Options for Invoice Status and Refund processing
To have more options for invoice status, like Canceled, Delivered, complain, ...etc ..
Also, once a credit note is created for one item, the item should be removed from the invoice and if the credit note credited for the invoice, then the invoice should be marked as canceled/Refund. this is causing a lot of issues with processing orders since the invoices will remain paid even if the credit note is created
1 vote -
1 vote
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Invoices: State appearing in wrong line
I have created a customer entry in Zoho Books. However, when I download the invoice as PDF, I see that the state initials appear in the wrong place. Example:
Bill To
Customer Name
123 Main Street 2nd Floor
New York
10018 NYCorrect should be:
Bill To:
Customer Name
123 Main Street 2nd Floor
New York, NY 10018Please fix this ASAP.
Also, please add a colon after "Bill To".
Thanks.
1 vote -
Ability to add GST to sales without invoice by default
Currently have to manually add GST to every single 'sales without invoice' transaction which takes hours.
1 vote -
Costing & Profit Allocation
Since all the bills are accounted for in Zoho, it would be easy to automatically show how much it costs to make an item, then manually input margins for various entities such as distributor, retailer and company's to arrive at what the MRP should be. I can give a futuristic SKU for the product I am going to make with a name and tag my bills to that SKU. Even budgeting can be done for deciding how much I can ideally spend to make a product and help me choose raw materials/sourcing accordingly. I am currently doing all of this…
1 vote -
1 vote
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Enable default inventory account for new items
Having to now select from Finished Goods, Inventory Asset or Work in Progress leaves room for error. It would be good if in the preferences for items we could select a default account and then only change it as necessary. We only track Inventory Assets but have had recent errors in the set up of new items as Finished Goods
1 vote -
Enable us to see the client portal from within the customer's account
I would like to suggest a feature request - add the ability to view client portal exactly as clients see it. This is the only real way to ensure a quality customer experience and assist them over the phone with problems, training, etc. Not being able to see what our customer see puts us in a blind spot and makes it very hard to support them and encourage them to use the portal. Please add this!
1 vote -
I would like to be able to track time without creating a project. Right now we have to bill our clients every time we do labor.
It would be nice to be able to track hours and bill clients without having to create a project.
1 vote -
Ability to select specific user timesheets and turn those into a bill for the user - contractor / vendor
users enter timesheets into Zoho Books, users are either employees or contractors / vendors. The feature would allow us to take a users timesheets and create the billable side for the contractor.
1 vote -
1 vote
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On Sales Order, Show Quantity of Items on Purchase Order
On the Sales Order item line, show the Quantity of item that is on a Purchase Order. For example, if the Sales Order quantity is for 45 but I've only ordered 20 on the PO then I'll see that 20 have been ordered and I need to order 25 more to complete the line.
1 vote -
Signature on Invoice/PO should be added only after approval
We can add signature (scanned image) to the templates in the footer section. But this signature gets added while the invoice is in draft status or while it is in pending approval status. This should not be the case. Unless all approvers have approved the invoice, the invoice should not carry the authorized signature section.
This should be applicable for PO, bills, estimates and all other modules where it is applicable.
1 vote -
1 vote
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CREATE A FEATURE CALLED "PRODUCT GROUP"
WHEN CREATING ESTIMATES IT WOULD BE USEFUL TO BE ABLE TO CREATE A PRODUCT GROUP- FOR EXAMPLE - WHEN WE ARE INSTALLING INTRUDER ALARMS IT WOULD BE GOOD TO HAVE A GROUP THAT WE CAN CALL ALARMS THAT WILL SHOW ALL THE ALARM ITEMS WHEN SELECTED, THIS WAY IT WOULD BE VERY FAST FOR US TO PULL THESE ITEMS ONTO QUOTES, INVOICES ETC.
1 vote -
Make customizing templates easier with more options
I'm a construction contractor. Arguably, the estimate (or Proposal, as I call it) is the most important part of my interaction with a potential customer. I've tried all of your standard options for customizing templates including the "Customize Template" option which I was given special access to but it's all very difficult even for a guy with a pretty strong technology background.
This is what I'd like to be able to do:
1) Have separate "Item & Description" blocks with a subtotal at the bottom of each. Ex: One block would describe the main job with a total and a…
1 vote -
Bank Feeds Schedule & Address Auto Fill
Having moved from another system the one time saver was their auto look up on any address you cut/paste when setting up a new customer. Just paste the entire address and select when a match is found. Then the system auto populates the fields.
Bank feeds seem to need manual intervention to update each day. It'd be great to schedule multiple updates each day. For example once in the morning before work starts so the latest information is waiting and a couple of times during the day to check for any further payments. It would mean we could action paid…
1 vote -
1 vote
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Vendor portal will help us to have communication better.
Please add the vendor portal
1 vote
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