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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6638 results found
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Include Payment gateway from Malaysia
To include Ipay88 or Molpay
7 votes -
create recurring invoices in advance
"Create recurring invoices ____ days in advance". I need to generate recurring invoices up to 90 days on certain clients. This is a feature quickbooks offers... would like Zoho to implement as well.
7 votes -
Allow AR and AP in Manual JVs
We have been using Zoho Books for multiple clients and there is one challenge that everyone faces. We cannot use "Accounts Payable" and "Accounts Receivable" while passing a JV.
There can be multiple use cases when effect is required to be given through a JV in Accounts Payable and Accounts Receivable account. I don't know the reason why the same is restricted in zoho books. Quickbooks allows you to do the same and it works well.
Apart from above there are some small suggestions-
1) One should be able to create a ledger while passing a JV. This is possible…7 votes -
Bank reconciliation report that shows outstanding transactions after reconciliation
Please create a bank reconciliation report that shows reconciled transactions and outstanding transactions remaining, after reconciliation.
7 votes -
Introduce Vendor Batch Payments
We make up to 100 weekly payments to vendors per week, during our busy periods. Is there a way of creating a payment batch (via our vendor module, of approved vendor expenses) that we upload onto our online banking platform, for vendors to be paid in bulk?
This could save us numerous hours per week.7 votes -
Need to be able to reconcile account even if no activity.
Need to be able to reconcile account even if no activity.
7 votes -
Opening Balance - Negative Figure
Dear Team,
There is one difficulty I faced while migrating one of my clients was the opening balance upload of parties with -(negative) figures.
you must allow entering negative figure in the opening balance
7 votes -
Ability to disable credit card but allow ACH using Authorize.net
We need the ability to allow for ACH payments while disabling the ability for Credit Card payment. This needs to be allowed on a per customer basis. It would be nice to enable and disable on an invoice basis as well.
We have many wholesale customers we do not allow to pay via CC, but we allow ACH.
7 votes -
I can't believe there is no check register
Add a check register & the ability to write a check without a bill. This is a major mistake on my part. I assumed this system would have a feature as fundamental as this.
7 votes -
Would like to have .xlsx export options under GSTR1 filing details for all invoices
In new GST update made in the Zoho Books, the option of exporting as xlsx under GSTR1 is not available. We are able to only upload and not able to export the transactions in excel format for records and to reconciling purposes.
7 votes -
Average Payment days of a customer
The way we are getting our Average credit days of Customers, if we can see Average Payment days of an individual customer it will be very helpful. In this also if we can get option of average payment days for a particular period it will be very good. Suppose we select year 2020-21 and we get the Average payment days for this year.
7 votes -
DELETE scheduled reports
We should be able to Delete scheduled reports instead of only being able to mark them Inactive. Inactive is useful, but eliminating the clutter of unused reports by deleting them would be very helpful and User friendly.
7 votes -
Set Discount Per Line Item as default
Allow Discount Type to be set as "At line item level" as the default setting.
7 votes -
applying discount while recording customer payment
I want to apply a discount while recording the customer payment, you already have a discount at invoice level, but that is not enough, for me, many times, customers request a discount when recording their payment.
7 votes -
Fixed Fee Project Profitability Summary
Most of our projects are fixed fee. Unfortunately, the Profitability Summary in Books does not calculate fixed fee projects profits correctly.
It is a simple equation: PROJECT PROFIT = INVOICED AMOUNT PAID - (minus) (PROJECT EXPENSES + LABOR COST).
For Example we invoice a customer $3,000; expenses total $800; labor costs total $700; total cost is $1,500; gross project profits are $1,500 or 50% margin.
Currently Profitability Summary only accounts for expenses.
7 votes -
Statement HTML templates
Please can you enable HTML templating for Customer Statements as you have with Invoices and Bills? Thank you!
7 votes -
digital signature with certificate on Mac OS
digital signature with certificate on Mac OS
6 votes -
Warehouse add on. Either increase the number of warehouses at the basic level or charge a nominal fee to add more.
Increase the number of warehouses in the basic level of Zoho Inventory or allow the user to purchase more warehouses at a nominal fee. I need a warehouse for samples. I box the item which changes my raw materials count but it goes on a sample rack not into general inventory. I can still sell at a later date so I need a place to store them in the software. Thus a samples warehouse.
6 votes -
6 votes
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Sub Total Between Lines of Invoices
Possibility to add Sub Total between Lines of invoice like it is with QuickBooks / so we can split the invoice in two sections or more... ex.: Professional Fees Section + Official Fees Section.... This is a special need for Legal Matter Invoices
6 votes
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