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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6488 results found
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multiple users can access multiple selected customers
Important for client servicing account managers and executives
1 vote -
To select an invoice template depending on the checkout page is coming from the sale
to be able to select an inovice template depending on from which checkout page is made the automatic sale
1 vote -
PNL
It would be great to have the option in the PNL to compare all the months next to each other. at the moment you can only compare 2 months, or 2 quarters or 2 years with each other. But it would helpt to see the whole year month by month.
1 vote -
Allow integration of Stripe payments made other platforms like Bookwhen
We use Bookwhen for our bookings and take payments through stripe, please integrate these transactions and the stripe fees so I don't have to put them in manually.
1 vote -
Multiple estimates to be included to an invoice
Like the multiple projects feature, it can be lifesaving to be able to have multiple estimates in an invoice. Cause multiple projects can be added in an invoice but then you cannot monitor the uninvoiced estimates
1 vote -
provide monthly invoice upload to GSTR1 in QRMP scheme and Monthly Tax payment challan generation
provide monthly invoice upload to GSTR1 in QRMP scheme and Monthly Tax payment challan generation
1 vote -
1 vote
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make proforma invoice document
make proforma invoice document with bank details and terms & conditions of the transaction for confirmaton of orders
1 vote -
Link billable expenses to existing invoices instead of raising a new invoice
We have just migrated our data: existing invoices and existing client reimbursable expenses to our account and I find that there is no option to link past client reimbursable expenses to past invoices.
1 vote -
vendor portal email template & uploads
Please let us customize the email that vendors get inviting them to create a vendor portal And also allow them to upload documents that aren'tassociated to a Bil, eg allow them to upload their IRS W-9 for tax purposes Thanks
1 vote -
Payment Number Suffix
There is no guide for the map fields when importing transactions. For example - what is a *Payment Number Suffix when importing payments received?
1 vote -
Need options to control/clear Activity Log and Comments & History of sales and purchase
Options can control "Activity Log" and "Comments & History" of sales and purchase. We can hide or clear it as per the requirement.
1 vote -
record payment without client or invoice details
Record a one time payment... specially for onetime clients without having to raise an invoice and adding customer details before accepting the payment
1 vote -
INCOME AND EXPENDITURE ACCOUNT
Income and expenditure account is for professionals like Advocates, CAs, Doctors etc. Because there will be no sales or purchases for professinals So, do you have software useful for professionals?
1 vote -
automatic loading of expences
There should be a automation by which when we we create the invoice, the expenses along with it, ie. transportation or commission is recorded.
If the accountant insert the transporter name and the weight and price or any other variables, it automatically creates a payable for that vendor.
1 vote -
dgr
Australian NFPs can have DGR status which means that extra information needs to put on receipts so that people giving can claim it back on their tax.
A field should be put on receipts that meet DGR rules similar to the terms and conditioins on an invoice
1 vote -
EORI
Need the ability to hold EORI against non UK Customers with the number appearing on Pick Lists/Packages and Shipping Documents.
1 vote -
Vendor Portal Menu Order
The menu on the left of the client portal goes in the order of Estimates, Invoices and then Sales Orders ... The process flow is Estimate, Sales Order, Invoices, Payments Made ... You can't invoice before a sales order is sent ...
1 vote -
create bank rule from transaction
Ability to create a bank rule straight from a transaction ,with fields pre-populated. There is so much pollution on statement lines with transaction ID's, references etc, sometimes payee names are cut off. Extremely time consuming trying to type every little nuance & quirk for each statement line in a bank rule from scratch.
1 vote -
Include Multi Product Barcode Creation
Allow Zoho inventory to upload all product details in a manner that the barcode printer is able to read the item SKU's and auto generate barcodes. Currently, the process is vey tedious and stocking large number of products is difficult.
1 vote
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