Zoho Books
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6629 results found
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have a POS integration for Global edition of Zoho Books
some governments have their POS used for all Businesses in the country to be aware of each business's turnover and taxes to pay
It can be much better if zoho allows integration of POS for Global edition to avoid manually recording of invoices from the POS to Zoho Books
Thank you
5 votes -
Historic of sales and purchase prices of an item
When changing item price eiteir sale or purchase , it will be helpful to have the list of prices applied since it creation to evaluate the price trend for the item .
5 votes -
NEED DIRECT EMAILING OPTION FOR THE SECTION PAYMENTS MADE IN ZOHO BOOKS LIKE IN INVOICE SECTION
NEED DIRECT EMAILING OPTION TO THE VENDORS IN THE SECTION
" PAYMENTS MADE "
IN ZOHO BOOKS LIKE IN INVOICE SECTION
5 votes -
Customise the P&L
Customise the P&L so that we can have columns for each client, or vendors on a cash or accrual basis and with percentage of revenue for each major line items on the P&L, such as major lines of revenue, COGS, GP, G&A expenses, Personnel Expenses...
5 votes -
Simplify customer portal access / auto log in
The customer can already access a specific invoice in the customer portal via the direct URL, but to navigate the portal the customer still needs to log in.
It's unlikely that anyone wants to bother remembering another login, so it would be great if there was a portal option to allow full access just by the custom link.5 votes -
Show linked Bills in a Related List to Contacts in Zoho CRM
Currently, only Invoices, Estimate, Sales Orders, and Expenses are linked to Contacts in Zoho CRM. It would be extremely beneficial to integrate linked Bills as well.
5 votes -
Display Next Month on Recurring Invoices
On Recurring Invoices, Please ADD a feature to display either CURRENT or NEXT MONTH "Completely". We bill our clients 1-month in advance. So I would like to see the Next Month Written completely in each of my Recurring Invoices In the description field or anywhere else in the Invoice
5 votes -
GST on Freight Charges
As far Shipping Charges/Freight Charges is also GST applicable, wherein, in your current software if you want GST to be calculated for Freight charges it is not possible. Your call center team suggest us to add as another line item this shipping charges which is not the right way of doing it
5 votes -
Empty Criteria
Please can you add empty criteria to the filter so that I can find ones that have not been filled out
5 votes -
Approval Process for Estimate, Sales Order and Invoice
Please add approval process for ZOHO Estimates, Sales Order and Purchase Order.
Please don't add basic features and add approval process like in ZOHO CRM.
Please improve Purchase order approval process like zoho crm
5 votes -
Sub totals
While estimate creations, clients like to get a single quotation for multiple options, so I suggest to add sub total options.
Eg option 1 will have 2 3 items that I can subtotal, option 2 will have 3 4 item then their sub totals5 votes -
Hi. Add a field for credit card service provider charges while depositing the funds from undeposited funds account to the bank.
For any credit card transaction, there are charges which the credit card service provider charges. However, we see no such provision to include those charges in credit card transactions.
All credit card transaction amounts go to Undeposited Funds account. Now when we choose to deposit those funds to the bank, in that deposit sheet, there must be a field for the related charges (and the vat on those charges) .So the the amount which is deposited in the bank matches the actual amount which is credited in the actual bank.
5 votes -
Allow more than 3 people to be either cc or bc on email
At the moment only a maximum of 3 people can either be cc or bc on an email template
5 votes -
Bulk uploading of item images
be able to upload and assign images in bulk, specially if uploading items through the Excel sheet provided by Zoho.
5 votes -
Add a line for the Paypal fee on invoices
PLEASE add a line for the Paypal fee to be automatically calculated and added to the total amount on estimates and invoices. Then it is passed on to the customer and simply part of the total cost, so there is no mismatch with amounts in Paypal.
5 votes -
Add notes to Estimates
It would be helpful to be able to enter internal notes to Estimates that only our company can read. Obviously being that these are internal, the client SHOULD NOT be able to read these.
Internal notes are helpful to keep track of activity that may occur during the life of an Estimate.
Please add this feature.
Thanks!
5 votes -
Customization options for templates
Please give us more customization options.
For organization name in template "Simple" If you increase the font size to 10 then the organization name is shown in two lines. If you add a second line of address it does not show up in the invoice. Most times the Registered name & the trading names will be different. We dont get the option to make a trade name bold. The customer should get the option of customizing which portion of a document he need bold/italic or if he requires a left/center/right orientation etc. Even the rupee symbol if selected works with…5 votes -
An Item should not be duplicated if the purchase price of the item is different each time.
The purchase rate of the item can vary each time I procure that. Instead of creating a duplicate entry for the same item there should be provision of adding a different purchase price to the item already created. While tracking the particular item I should get a breakup of stock as how much quantity I purchased and at what price. It is becoming difficult as there are multiple entries of the same product.
5 votes -
BANK OF INDIA - PLEASE ENABLE CORPORATE BANKING ACCOUNTS
BANK OF INDIA
DEAR Sir,There are many customers using Bank of India Corporate Banking.
Please enable these type of login in Zoho books.The feature exist in Quickbooks for BOI - Corporate Accounts.
Thank you.
Edvin Varghese.5 votes -
Ability to decide which invoice shows in the client portal
Have an option on invoices, sales orders and all other documents where we can click a box to select if we want it to display in the client portal. Also, portal should be organized in a way where invoices are shown in the following format (for example) Last 15 days, Last 30 days, Last 60 days. This would help especially if the default is something like the last 15 days and then the client can adjust the filter to view more.
I love the pay now button but can a second button be added by us if we wanted to…
5 votes
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