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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How do I edit (reset) submitted GSTR - 3B summary, before filing
Want to edit my GSTR filing after submission in Zoho
GST Portal has option to rest GSTR 3B so Zoho too should have1 vote -
the balance sheet and the profit and loss statement may have columns by tag to see comparisons
Please i need that the balance sheet and the profit and loss statement may have columns by tag to see comparisons
1 vote -
1 vote
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1 vote
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BANK C.C / O.D A/c
There is not option to add bank c/c a/c or O/D Account.This is a basic function which must be in accounting software.
Due to this limitation all financial reports are wrong generated and all reports are useless.
1 vote -
Visual presentation in Reports :Segment Wise Reporting in Comparative basis in Coloumnar form using Reporting Tags
There is a visual presentation issue in Reports. If i have to get Reports segment wise using Tags then i can only view single Segment at a time. I can't see the comparative Segment wise P/L or any other Report in coloumnar form in a single sheet using Tags. Please incorporate this feature as most companies who has to do segment reporting who wants to see the comparative in a single sheet can't see it in Zoho.
1 vote -
possibility of selecting several warehouse
It would be helpful to be able to choose warehouse for each line in sale order or invoice.
I do not have the possibility of selecting several warehouse on the same invoice or customer order.
Currently, a default warehouse is selected for all invoice lines, this is not the reality of warehouse management needs1 vote -
When adding products to invoice, it would be helpful to have the name AND description show up in the drop-down list.
I use item numbers. So that goes under name (for instance DB-302) and then description. However when adding items to an invoice, the drop-down list doesn't show the description so I have to memorize the item numbers. it would be helpful to have the name AND description show up in the drop-down list when adding items to invoice
1 vote -
1 vote
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Tags in Openning Balance
It would be important to be able to assign Tags during opening balance adjustments. As I cannot use a tag, I have to create a manual entry for opening balance adjustments and assign the tag on it. If I do not assign the tags during opening balance adjustments, I am not able to filter correctly in the balance sheet or profit & loss report.
1 vote -
Tags in Payment Made or Received
It is important to be able to assign tags during a payment made or received, otherwise, once you filter by tags in your balance sheet or profit & loss report, you won't see them.
1 vote -
Deposits on Purchase Orders
There should be a way to make a deposit against a Purchase Order to keep track of how much was paid and once received automatically applied to the invoice so that we don't accidentally overpay the invoice by paying in full (since your system does not auto apply the payment)
1 vote -
Enable sector profitability reporting using Reporting Tags against items
I have added reporting tags to specific items to only just learn via chat that only the sales will report for these items and not the associated Cost of Goods Sold for the items sold. This renders the functionality useless for the purposes of Sector profit margin reporting
1 vote -
Auto share retainer invoice link after estimate is accepted
The great thing about Zoho is that you can quote customers via a "share estimate link" (a kind of unique public portal) where customers can immediately accept your estimate. And if it is accepted, and automated, your customer will immediately receive an email with an invoice for x% of the quotation.
At this time, customers must walk away from the estimate to dive into their emails, search for the retainer invoice, think one last time over it and then make the effort to pay it.
As a golden rule to never let customers walk away from what they want to…
1 vote -
Please don't put attachments to the right side of notes or terms and conditions
Your recent update moves the Attachments options to the right of behind the notes field (bills) or the terms and conditions field (invoices). This makes it hard to see when scrolling down and makes the forms feel awkward. Please put it back to the left side under the notes or terms and conditions, so it is easier to see and when scrolling down and entering information.
1 vote -
Integration with sales wholesale business platform "Brandwise"
Please integrate with Brandwise. It is a sales platform that is used by wholesale gift industry
1 vote -
Please advise your developer to add this functionality and they can let us know when it is available. We would like to be able to attach fil
Please advise your developer to add this functionality and they can let us know when it is available. We would like to be able to attach fil
1 vote -
Base Currency adjustment at end of Year(Pending invoices or advance payment)
While doing finalization of books of accounts,for exporters it is requirement of currency adjustment which is available in zoho books but its effect is not going on customer balances and it is on 'accounts receivable' only.So please do arrangement of balances of customer while currency adjustment.
1 vote -
Please include an option in the timesheet calendar that would allow you to classify by users.
Please include an option in the timesheet calendar that would allow you to classify by users.
1 vote -
Bank Fee Report
There should be a pre-defined report (listed among the other reports) for Bank Fees. Zoho Invoice has this as a pre-defined report. Now you must request a Custom Report under Accountant > Account Transactions.
1 vote
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