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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6629 results found
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Extended Exchange Rate Conversion
It is very common for an international company to be obligated to report to the head office in a different currency. So far there has been no function that allows for fields showing the currency conversion in a different currency in for e.g. expense, journals, reports. This is a crucial function for us as an international company.
6 votes -
Insert variables into Invoice Numbers (Date, ID etc.)
Hello
It would be useful to insert variables into invoice numbers, to generate invoice numbers based on the date, the client ID, or anything else.
In our firm, we use to generate invoice numbers like this :
F{YY}{MM}{DD}xxxxF means "Facture"
{YY} is replaced by year on 2 digits
{MM} month with 2 digits
{DD} day with 2 digits
xxxx auto-increment numberFor example an invoice generated on Feb. 18th 2021 could be : F2102180045
It's very useful to quickly find an invoice in our registry.We can also (but we dont use this feature) insert the Client ID, the…
6 votes -
add an option to bulk update a tag for multiple transactions
Please add an option to bulk update a tag for multiple transactions.
6 votes -
Create Branch-Based standalone workspaces
It would be very interesting to make possible to create a kind an branch-based "ecosystem", like a "sub-organization" :
- set permissions to user roles based on branches (restrict a user to a specific branch)
- setup document templates for a specific branch and assign automatically the right document template depending on selected branchSo some users would be able to manage an entire Branch without having access to other branches.
6 votes -
Calculate UK corporation tax
A feature to automatically calculate UK corporation tax, reflect this on the P&L report and allocate a retention to a tax control account pending payment.
6 votes -
Monthly Recurring Revenue Report MRR
We need a report that let us know the projected revenue we have in recurring active invoices. MRR is essential in any billing software.
6 votes -
Export Overdue Invoices List in PDF Format
It would be great if you could add an option to export current view of overdue invoices in PDF format.
6 votes -
Zapier Functions
Please add Create Bill and Create Vendor actions for Zapier
6 votes -
Allow a new billing method "Based on Task Cost", for when each task has a flat fee cost.
Included a new Billing method for when each task has a flat fee cost associated to it: "Based on Task Cost".
I have projects where each task has a fixed flat fee, so I can´t use Staff Hours or Tasks hour and is not a Project Flat Fee neither.
6 votes -
please add fix asset register or asset list include purchase date- purchase value- %monthly depreciation- Asset book value after depreciatio
please add fix asset register or asset list include purchase date- purchase value- %monthly depreciation- Asset book value after depreciation as of date.
6 votes -
5 votes
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automatically stop reminders being sent for invoices with a Paid status.
We are trying to limit the amount of reminder emails our customers receive and it seems silly that the automation for payment reminders doesn't stop once an invoice is paid. Could you redevelop the automation to be able to read the status of an invoice just before the reminder is sent? If the status is PAID when the reminder is about to be sent, we'd like Zoho to automatically turn off any reminders for that invoice.
5 votes -
Provide Match transaction button on the Bill Screen itself, to cater to pre-payments
This way, the reconciliation and matching of bills with pre-payments will involve lesser screen transitions.
5 votes -
Customer Payment Terms - Due Net 10th or Net 15th
Instead of having terms of xx days from the date of the invoice, we invoice our customers so all payments for a month are due on a certain day. IE. Term of Net 15th means that anything that is billed to an account this month - Payment will be due Next month on the 15th.
5 votes -
Add "Check to be Printed" on expense entries
Add a checkbox when making expense entries to be able to print a check for that expense at a later date. Sometimes I need to print checks for expenses without entering a bill. It would be easier to have this option when I make the expense.
I can then print the "expense" check as I am printing my other bill payments.
5 votes -
Allow for PayPal Payments Pro to integrate with certificate, not solely by signature.
My shopping cart system requires that my API is linked via Certificate with PayPal Payments Pro rather than a signature. Because of this, and since PayPal only allows 1 option for API access I am unable to integrate with ZOHO as it requires the signature option. I am sure that other people are in the same position as me, I think offering the option of either or is a a great thing to integrate so that users in my position can better utilize the amazing zoho books system.
5 votes -
Track Cost per Task, or Resource
Calculating realtime profit via Timesheet, requires Tasks and Resource Cost
5 votes -
To send the invoices to pay in bulk
Hello we need to send invoices to GoCardless and Stripe in bulk. For example select necessary unpaid invoices and send in 1 click to GoCardless. No it took us more than 2 hours to send all the invoices one by one to GoCardelss or Stripe
5 votes -
Cash sales Receipt
Please add a Cash Sales Receipt to take into consideration items sold on cash and also help track individual items sold on cash. It is wrong and tedious to use an invoice and receive payment for a cash sale. Please add "Sales Receipt" as a feature.
5 votes -
Creating and Saving Custom Reports
Many of us that are coming from Quickbooks really need the flexibility of creating custom reports. My accountant was not happy with the default reports and asked me to create a couple of reports for him. After doing so, I was told that there was no way to save them. As a result he was unable to use the system and asked that I consider going back to QB.
5 votes
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