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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6632 results found
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Roll up / Hide Line Items
To have the ability to ROLL UP / HIDE Line Items.
We manufacture bespoke products, that are made up of individual parts,
We do not want to SHOW the individual parts or their cost.
However the cost will still be added to the total on the estimate
The hidden line item price - can be added to the first line item price...
6 votes -
Item search when adding to Estimate/Invoice
It would be nice to have search extended to other fields too (Description, maybe other fields too) when adding items to Estimate/Invoice.
6 votes -
Allow items to have add-on pricing beyond just the rate.
Sometimes a service has a mandatory fee, in addition to the rate per unit. It would be helpful if such fees could be built into the price of an item.
6 votes -
Having a Developer Space here in Zoho Books
Having a developer space here in zoho books the same in zoho crm to create vertical solutions in the zoho books.
6 votes -
Improve Square integration to sync inventory
The current Square integration is limited only to payments and invoices. It would really be nice if there was a bi-directional inventory sync as well. When a customer makes a purchase in Square, the inventory in Zoho Books should be reduced. Similarly, when the inventory in Zoho Books is reduced by some other mechanism, the new inventory count should be pushed to Square. This allows businesses to not oversell product that may be sold in other sales channels.
6 votes -
6 votes
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sales tax
We have a need to know the total sales tax payable to a given collection authority. For example, the State of Oklahoma may have 20 different tax jurisdictions, but only one collection authority (the State of Oklahoma). When we pay our sales taxes, we pay one amount to the state. We need a way to group tax jurisdictions by collection authorities. This way we would only create one tax liability and tax payment for the State of Oklahoma, instead of 20 payments to 20 different tax jurisdictions, then have to reconcile those 20 payments in Zoho to the one payment…
6 votes -
Create a ZenDesk App specifically for logging time against projects
I would really like a ZenDesk app that would have two functions.
It would lookup the customer by matching the ZenDesk "organization" name to the customer company name.
It would then filter to show projects associated with that customer. From there someone could easily select the correct project and task and then if it filled in the ticket ID and subject from the ZenDesk ticket into the notes field for the time entry on the project that would make logging time through ZenDesk super easy.
6 votes -
Create Integromat module for Zoho Books
Integromat is quickly gaining market share on the integration platforms market and is now second largest after Zapier. However they claim Zoho Books isn't adhering to oAuth standards which is why they can't create a module for your platform.
I want to ask the Zoho Books team to give all the support Integromat needs to create the module, so we can integrate Books with our other systems through their platform
6 votes -
Quickbooks Online Migration
Please provide Quickbooks Online migration tool to Zoho Books
6 votes -
Total in words in languages other than English
In invoices, we need an options to have "total in words" to be translated to a chosen language
6 votes -
ROUND OFF IN PURCHASE BILL
DUE TO WITHOUT ROUND OFF THE BILL ALL THE BILL AMOUNT IS NOT MATCH WITH VENDOR BILL VALUE & FOR FEW PAISE THE BILL IS SHOWING ALWAYS IN LIST OF OVERDUE BILLS & OUR PAYMENT AMOUT IS ALSO DID NO MATCH WITH VENDOR BILL AMOUNT.
SO PLEASE DO IT AS SOON AS POSSIBLE.6 votes -
Use Customer Custom fields in reporting
Use Customer Custom fields in reporting, at least in Sales reports
6 votes -
Limit access to Sales Person field
Could you include an option to limit the management of "salespersons" to one role?
The role could choose one salesperson or include themselves as one if they are a salesperson but would not be able to view, edit or delete other existing salespersons.
Thank you.
6 votes -
Link One Vendor with Various Customer
For e.g. I have one vendor with whom I purchase 2 different item and that item I sell to 2 different customer. Now Zoho has limitation that 1 vendor can only be linked to one customer , it doesn't allow to link same vendor with other customer of mine.
How can we solve this?6 votes -
6 votes
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In templates don't insert page break in the middle of line item descriptions
Our line items' descriptions often have several rows with text and when viewing the estimate/sales order/invoice as pdf the page break doesn't take line items in consideration, the page can break in the middle of a line item which makes it very hard to read. Please have the automated page break take line items in consideration and break the page either before or after a line item's description.
6 votes -
Quantity recorded cannot be more than quantity ordered.
As some products might have approximated weight, it is possible invoiced quantity might be little bit higher than sales order quantity. However, currently this is not possible. Please try and give an option for allowing the difference or a limit of how much difference there can be.
6 votes -
TDS appearing through manual journals
The TDS Summary report capturing TDS sections is a welcome improvement. But what about TDS appearing through manual journals, eg., TDS on salaries, TDS on unsecured loans. We capture these entries through manual journals in Zoho Books. But the TDS summary report does not reflect the TDS liability through these entries. This makes use of the TDS report incomplete. Would appreciate if you could address this issue.
6 votes -
Please integrate the NMI gateway company so I can process payments through zoho.
I use NMI gateway but I dont see it as an option. It is very important to our company this is added so we can continue business. Thank you
6 votes
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