Zoho Books
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6601 results found
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Invoices - Listing
Typically we identify the invoices by the nature/job name and if i can have that in the listing, like say i've created a custom field called "Reference" and I can key in Something like "Dove Animation" as my reference and i get to see that in the Invoices listing, this way makes my life easier than click and view the invoice to identify the invoice in the list.
I hope you get this included. Let me know - if you need more clarification i can even give you JPEGs (designs) to walk you thru the idea. It is a need…
4 votes -
add a little more project tracking into zoho books.
I love zoho books for my small professional services business. I just need to be able to organize a project with tasks and subtask (or phases and tasks). If you did this, you would be the only simplified project accounting software on the market right now. Integrating project management with accounting would be so awesome!
4 votes -
SKU
I'd like to display the Sku on every documents that shows items (invoices, orders, etc.).
It would be great if CRM and Books could sync every fields they contains.
Tanks!
4 votes -
Invoicing without forced emails
I just integrated from another online bookkeeping service. Since Zoho Csv function does not match up with paypal, I was forced to enter numerous completed transactions by creating an invoice then paying it. The problem is these are actually completed transactions. When creating an invoice if forces me to input an email so it can send. Please fix this. There is times you want to create, print and invoice without using email.
4 votes -
Track multiple sku's of an item
An item, say SJ PTO 115 may have different versions with different SKU's (due to different sizes, colors etc.) Right now, each of the different SKU's have to be created as different items in Zoho Books. It'd great if different SKU's can be created under the same item.
4 votes -
Allow recurring purchase orders
Please allow recurring purchase orders ASAP.
Quickbooks and your competitors allow this.
Why?
In any business where the same people are billing you every month you need to track that they're billing you or enter there reported work: cleaning, tutoring, schools etc. there is huge application for this.
We'd really like to stay with Zoho but this seems like a major oversight.
Sincerely,
Beethoven at Home
4 votes -
Posting Periods on Transactions
i need a posting period on transactions so that i can track transactions by period regardless of the date of a transaction. for example, i have an invoice dated 1/1/2015 & another invoice dated 3/4/2015, and i want them both to post in FEB 2015 (because what period both are charging for). then i want to select FEB 2015 from a dropdown on each transaction. i want calendar months as my choices, but others may want years or quarters.
& reports should be able to filter & aggregate data based on desired periods.
4 votes -
API for Client Portal Access
We need to provide users access to their Client Portal via API. For example, the user is listed as a contact for their organization in books, I want to send an API request to enable Portal Access for that user.
4 votes -
What has happened to Contact Pages? Its terrible!
It’s very difficult to navigate around the contact profile pages since the changes have come in to place last week. The contact details are not clear and you have to scroll far down the page to see all the information. The notes are elongated and very difficult to read. This could be resolved by removing the contact feeds from the page or adjusting so they appear at the bottom of the screen this could also be a tab at the top of the screen with the other tabs.
We have no use for this function and to be honest this…4 votes -
it would be great if there is a stamp on remark for Paid or Void invoices.
This would be great especially if I have a VOID invoice. We normally have to write on a red marker to indicate the monies are not coming in.
4 votes -
add Terms and Conditions field to Delivery note and packing slip
Hello,
It will be great if you could add a customizable terms and conditions box to the Delivery note and Packing slip similar to what we have on the Invoice. There are several terms specific to the delivery of an item that we need to be very clear about and obtain a customer signature for. Thanks4 votes -
4 votes
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Not able to add multiple email id's to an exisiting invoice
Only primary email id's are associated for the payment reminders and we not able to add multiple email id's to an exisiting invoice also.
4 votes -
Downloading/Prining all attachments of Invoices, Expenses, etc in a single PDF
Option to Download All the attachments in an invoice or expenses, so that we can have a physical archive printed.
4 votes -
Auto sales person's name on the invoice created should be by default of the user's name.
In order not to abuse the user who created the invoice, there should not be a list of user to choose from, but instead a default of the user's name.
4 votes -
Multiple Billable Addresses for a Customer
Allow multiple billable addresses for a Customer. There are many cases where a company can have multiple branches with different addresses. The invoice would need to go to the branch. You would still want to roll up the revenue by the customer inclusive of all branches
4 votes -
organization templates
i am a zoho books partner. i need to setup 10+ clients at a time. but it takes forever b/c i have to add all my users (same users) + config the settings/email templates/sales tax codes & groups/etc for each one!
pls setup company/organization template feature so we can add all our clients quickly. doing all the users & config/settings manually for ea one takes hrs & is inhibiting our setups which is reducing your sales/revenue too.
let us make a organization template which we can then copy to make new orgs/clients/companies. SOOOO much faster! its how xero & qbo…
4 votes -
when importing bank feeds to also include check images provided by the bank
Automatically upload check image provided by the bank to "Attach Receipt" drop down list in banking feed. This will allow you to stay in zoho and not have to open bank page separately in order to see who the check was made out to.
4 votes -
when creating an invoice, there should be an option to enter amount paid at the time of sale
This is important for cash sales. Where i can send invoice paid in just one simple step.
4 votes -
Add PayPower.ca (not just PayPower.com) to Banking section for transaction tracking
Currently you offer PayPower.com as a credit card in the banking area but you do not offer PayPower.ca. Can you please add PayPower.ca to the banking section so that we Canadians can add our transactions as well? It is the same Company and appears to be the same system just a diff't URL. In fact, before they introduce the .ca URL I was using the PayPower.com url to login.
4 votes
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