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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purchase by item report
I suggest to add a purchase by item report to know how much I bought from item X for example
thank you5 votes -
The ability to offer Cash from Square as a payment method
A way to add the new cash tag link to the invoice for clients to pay.
5 votes -
pdf preview in Expense
Pdf preview in Expense is not available. We generate PDF copies of all expense bills that we receive but since preview is not available for PDFs we are forced to convert PDFs into jpeg format.
5 votes -
Allow fractional hours in project budgets
Currently, when editing a project with a budget of the "Hours per Task" type, Zoho rejects any number of hours that is not a whole number. For some small projects, it would be great to budget, for example, 1.5 hours for a task, instead of having to round to 1 or 2.
5 votes -
Grouping of transactions for matching
The way some banks post transactions, they break them down and only by grouping them can they be matched with actual postings.
5 votes -
Add the ability to print a project as a "Job Ticket".
A "Job Ticket" with Project Name and Description, including Task List and Task-Descriptions would be very useful to help visualize a work flow.
In addition, an option to label it as either "Job Ticket" or "Assignment Confirmation" would be beneficial for CRM.5 votes -
Custom Income Categories
Our company has 2 revenue streams:
- Website Design
- Website Management
When reconciling the income in Zoho Books, we would like to have the ability to specify custom income categories. If we simply select, "Customer Payment", then all of our income will be added together with no separation for reports and graphs. Currently, we are using "Other Income" and specifying "Management Plans" as a designation under that. Please add the ability to "Add New Category" in the income categories list.
5 votes -
Better integration of product information between crm and books
When I create a product in Zoho CRM and put a cost in the unit price field when the product info syncs to zoho books my cost from zoho crm becomes the sales rate instead of the purchase rate and the purchase rate is blank- this should sync to the purchase rate.
Can we have a feature to syncronize price lists automatically? right now my understanding is that you have to export and import manually
Also, when I mark a product as inactive in Zoho CRM I have to also manually mark it as inactive in Zoho- would like to…
5 votes -
to have a feature to automatically create interest invoices for unpaid invoices
Please add a feature to automatically create interest invoices for unpaid invoices . this is urgently needed
5 votes -
Marking project complete
Request you to enable an option to staff for marking the task as complete and a mail should go to the admin for confirmation of the same
5 votes -
5 votes
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Import multiple statements
Possibility to import multiple camt.053 at once. Our bank generates one camt.053 report for every day. If we are a week 'behind' our imports we have to manually download and import these one by one. It would improve the function a lot if we can select multiple files at once.
5 votes -
Allow Multiple Attachments for Expenses
I attach images of the receipts to expenses. Some expenses have different components for the receipts. A simple example is different pages on one receipt where I am storing pictures without the ability to scan. Another would be multiple documents all together. I would like the ability to attach multiple documents to any given expense.
5 votes -
Cancel subscriptions in the Client Portal
Please allow my customers to cancel their subscription in the Client Portal. I dont want to do this manually.
5 votes -
Allow hiding company name in "Show Organization Address" on Invoice Templates
Invoice templates allow hiding or showing the company address with the "Show Organization Address" option under the Template Properties of an invoice template. However, this also displays the company name.
This can look redundant for some users who display a company logo right above this.
Some business names are too long, which causes wrapping, and makes that section look awkward.
So, having the ability to show the address without the name might be important.
5 votes -
Reports Account Transactions
In the Transaction report for a particular A/c you need to show the expenses and description details.
As of now it only shows description5 votes -
MAKE IT POSSIBLE TO ATTACH MULTIPLE FILES TO AN INVOICE
Especially because we cannot make items in a bill "billable to a customer" right now, and because we need to attach those bills to an invoice so that the customer can see what they're billed for, it's very inconvenient not to be able to keep attaching files as we add more lines in an invoice showing the expenses incurred due to bills from our vendors. This will not be that crucial once you make it possible to make items withing a bill "billable to a customer" as in an expense entry.
5 votes -
Option to download invoices ( separately ) as a zip file monthly/yearly/customer wise.
Option to download multiple invoices as a single file will be inconvenient to view/categorize invoices. This functionality can be extended to download multiple invoices(separately) as a zip file monthly/yearly/customer wise.
5 votes -
Deposit payments in Undeposited Funds instead of having to edit the payment.
Want "Deposit" capability for payments. Now, I have to edit the payment and change date and account to reflect the actual deposit. I want to keep the original payment date and have a separate deposit date.
5 votes -
text customer payment link
I want to be able to text my customer a message with a payment link so they can use their cell phone and make their credit card payment. and view their invoice
5 votes
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