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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payment by instalments
I would like to have the possibility to create a planning of payments with several dates for eample 2,3,4,5,6,7,8 etc
6 votes -
Bank Account- Sub account for TOD and POD
current bank Account - bank give us facility on that current account - Temperory OD with certain interest rate and Permanent OD with other interest rate - so when we receive the fund or charge interest which faciliy utilised by us - in that sense we need sub accounts of that bank account to have a clear presentation
6 votes -
Take Bank Credentials on Bank's site URL rather than within Zoho Books itself in order to maintain security
- Will not it be a good idea and a confidence for Zoho Customers, if you take Net Banking credentials within Bank's site URL page, rather than taking credentials directly on within Zoho Books page.
This seems completely unsafe
We don't feel confident while entering the credentials directly.Let's take a scenario=
Where, Just like when we click on Google icon to login to Zoho books with Gmail or Google account, it opens a window of Google itself and here Zoho Books is not taking ID and password on their own site for Google Account.
And after taking authentication from the…6 votes -
Granular control over auto send or auto draft invoices
I have a few invoices recurring that I prefer to draft first rather than send automatically. I have a separate payment system that is not currently integrated properly, and so I'd like to mark these that are being paid by cc as paid before they get sent to the customer. I have some that are bills and the customer needs to receive them immediately. Ideally I can set the default to send, but then set these few invoices to draft for my review prior to sending.
6 votes -
Reconcile accounts that are not bank or credit card
Having a reconciliation feature for accounts that are not bank or credit card accounts (petty cash or un-deposited fund/holding accounts for example)
6 votes -
6 votes
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Email Reminders for overdue Estimates not available
Option to create Email Reminders for Estimates or Overdue estimates not available. If we are sending estimates in place of Invoices and later switch the Estimates to Invoices, we cant follow up on Estimates or send automated reminders
6 votes -
to add DDT on
how i can add DDT to my module?
6 votes -
6 votes
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assigned vendors only
Please make role for assign vendors only. The user without permission to access other vendors are not allowed to see the Purchase orders from other staff. It is dangerous for other buyer in a same dept to see all the PO of a company!!!!
6 votes -
Ability to edit quantity in delivery note for invoice.
It becomes difficult to edit invoice every time we require delivery note. It is difficult to keep up with items and quantities initially invoiced. Delivery happens in batches where maybe out of 15 items, only 5/10pcs of one item is delivered. Hope my point has come across well.
6 votes -
Print Address
You are doing Well, But I want the Feature by which we can directly print the billing address of the User.
6 votes -
Automate exporting invoices
Scheduled automation of invoices export to google drive or other cloud services.
6 votes -
custom price list
The ability to create a Custom Price List that contains only the products you require for a particular project, scheme, or group of customers. Easy to use, quick to find the products required and removes ambiguity or error.
6 votes -
Expense Detail Report
In the expense detail report please break out the category lines when a particular expense has more than one category type (i.e. if we add a line that's a different category when entering the expense, it should show up as different lines in the Expense Details Report). Also add the ability to filter the Expense Detail Report by Reporting Tag & Project.
6 votes -
Receivable/Payable Planning For Future
This feature is important for future receivable/invoicing reminders tracking. Many times a project is worked on a fixed cost with milestone basis. It's hard to create a tentative budget if we don't know how many milestone invoices could be raised in the next month for all of our projects which would complete milestones. This would also help finance teams to help keep delivery teams updated with their targets.
This can be simply implemented if the "Sales Order" can have a feature for adding a "tentative invoice raising date" for each of the items/milestones of the sales order. Based on these…6 votes -
To facilitate download of matched and categorised transactions under banking
After categorising and matching transactions, I prefer to have it downloaded so I can hand over the same to my CA for income tax filing.
6 votes -
Project sorting option by date
It would be nice if we have an option to sort the project both on the Dashboard and on the Project section too to sort by date so we can easily recognize which project came first.
6 votes -
Purchase Reports by vendor currency
Add an option to select the currency of the report.
Currently it show the home currency but its best to see the values in the vendor currency.6 votes -
Plural form for item units
It would be very helpful to save an item unit with its singular and plural form.
For example:
Item unit is "piece":If we quote for 1 piece, invoice/estimate shows "1 piece".
If we quote for 2 and more pieces, invoice/estimate shows "2 piece".It should change automatically to the saved plural form and mention " 2 pieces". Looks more professionell to clients.
6 votes
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