Zoho Books
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6488 results found
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How can we adjust a non cash transaction.
eg: to setoff the ledger balance between a debtor and a creditor ,if both were the same party or other. "A owes B Rs.1000, B owes A Rs. 5000, then B asked to setoff the rs.1000/- and the balance Rs. 4000, will be paid by them.
1 vote -
Please integrate first atlantic as a payment gateway
Please integrate first atlantic as a payment gateway
1 vote -
Customise Dashboards
I want the option to move around the dashboard items and arrange it in my preferred order. example the Total Receivable and Total Payable is in the top of the dashboard. I want to keep Income chart and the watchlist on top.
1 vote -
retainer low balance alerts
please see this zoho finance thread and add feature to zoho books as well:
1 vote -
YEAR-END CPA JOURNAL
WHERE'S THE LINK TO JOURNALS 101
1 vote -
add gold and silver currency code XAU AND XAG TO ZOHO BOOKS CURRENCIES OPTIONS CHOICE TABLE
THIS will solve the issue of recording purchase of gold as a reserve asset for management of corporate treasuries
right now we are using the bill function with zoho books but it is not right because it is used for managing inventories, which is different from managing treasuries by investing in gold
the simple and elegant way is to simply ADD a currency code XAU AND XAG to zoho books and then we could simply add manually an cash account denominated in XAU to record the transfer of fiat currency into gold as an current assset to hold in the…1 vote -
Allow a journal entry to directly adjust sales tax payable; not all adjustments involve payments!!
Allow a journal entry to directly adjust sales tax payable; not all adjustments involve payments, so it makes it impossible to have the payable balance correct at year end if tax payments are in arrears.
1 vote -
1 vote
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Mileage Expense with an allowance
Request that the admin have an expense configuration item for a credit for mileage before calculation. I.e. employee submits expense for 72 miles for 1 day but the employer pays for mileage above 40. Thus the actual payment to employee will be for 32 miles in total. Currently this is done after the fact through analytics and is quite painful.
1 vote -
sales order placement from customers
It would be nice to allow customers to directly fill the sale order on their portal area, the order should then remain in a 'hold' status, until we confirm it with a delivery date for example, or with some price correction. I tried to do that using COmmerce, but doesn't allow to order more than 1.000 pcs. and I cannot figure out how to automatize this some way
1 vote -
1 vote
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would like thank you note to be able to be sent when matching customer payments to invoices
Background - Thank you notes can only be sent while receiving online payments, recording payments offline and accepting payments through client portal.
But they CANNOT be sent to a customer while matching transactions. This makes matching transaction pointless if one wants to send a thank you note as we do otherwise customers keep asking us if we have received payment. it is also common business courtesy to thank them and inform them that payment has been recevied.1 vote -
It would be very helpful if there was a way to move different parts of the check printout
It would be very helpful if there was a way to move different parts of the check printout around so that proper alignment of checks can be achieved. In addition, it's essential that the system allow multiple check printouts to be edited and stored so that users with different printers/printer drivers can print checks without having to buy a bunch of new hardware.
1 vote -
RBAC in Zoho Books based on accounts
It would be awesome to have an RBAC system in Zoho books to grant access to only some accounts.
In Zoho CRM we have territories and can restrict users and admins to only see some accounts.
In books we need the customer owner to do that but hat only works for one person.
What if we want users from a whole Team, a whole branch to view only a subset of accounts ?1 vote -
bulk delete delivery challans
i want to delete multiple delivery challans instead of one by one. why is this option not enabled
1 vote -
1 vote
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Clone invoice to sales order
It would be handy if you could clone an existing invoice into a new sales order.
1 vote -
Print invoice with option to print packing & delivery notes also
Print invoice with option to print packing & delivery notes also maybe using a tick box in the print option.
1 vote -
we want manufacturing
we want manufacturing and bill of materials
1 vote -
mdmostofa899753@gmail.com
md.mostofa
1 vote
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