Zoho Books
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com
6601 results found
-
Add delivery date column in Invoice templates
We need delivery date column in Invoice templates because sometimes delivery date is different then the invoice. So we need mention the date seperately. Delivery Notes are getting created based on Invoice but DN date should be picked up from the delivery date vale if that is available.
4 votes -
Export/Print in banking module
When we sell without the invoice, we still need to issue a "receipt" that we have received the money. Problem is, there's no option to print neither export to pdf on the item in the banking module.
It would be ubelievably helpfull to event bulk print selected items which I could filter (in my case "sales without invoice" specifically).
There's a workaround to get (unsorted and unfiltered) data out through report->account transactions but that's certainly not solution worth 21st century software like Zoho is.
Thanks!
4 votes -
add Butterfield Bank (Cayman) Limited
add Butterfield Bank (Cayman) Limited to the list of banks
4 votes -
teamworkpm
Integrate with TeamWorkPM for invoicing. https://www.teamwork.com/integrations
4 votes -
Add Date column in Item Tab
Add a date column in Items Tab
4 votes -
Add a Feature called Cash Inflow From External Sources other than Bank
Add a Feature called Cash Inflow Other than Bank, with the very same options you have inside the Banking option in the Menu Column at Left. That way for example: if the owner of a business gives money to the business, it can be added as Owners Contribution, but it will be from the Owners own pocket, not from Banking source. With this Feature....if the Owner gives money to the Business from his own pocket, we can add it outside Banking source, coz it didnt come from the Bank account of the Business. It may came from the Bank account…
4 votes -
g/l account numbers
I would like to use numbers too in the chart of account
4 votes -
Add filters to the scheduled reports
When scheduling report, need an option to apply filters for the reports
4 votes -
Be able to view reports broken down by month
Be able to view the reports by month. It is very important for businesses to know how much income and expenses they generate at specific periods during the year. At least the most popular reports, profit and loss, balance sheet, cash flows, income by customer, etc.
4 votes -
deilvery note
Hi
is it possible to create Delivery note before creating the invoice.sometimes we send the goods along with DN/DC then on the weekend create invoices for payment against those DC's.
4 votes -
Allow P&L and BS report to order according to account codes (not alphabetical) in report sections
The account names are fixed by our language, but the numerical codes are flexible. Why can't the P&L and BS reports order the sections according to numerical code, which therefore overrides the alphabet we are stuck with using
4 votes -
download file after payment
Feature that allows customer to download attached file(s) only after payment is made.
4 votes -
Bad translation of ZOHO Book (or not translation)
Hello
There are some very bad translation in French that are confusing for our customer:
1- Link Potential (when you create a quote (devis) This should be : Lié à une opportunité
2- Facture impayé >> This is a wrong term
You have Facture en retard (that should have been paid)
Facture à récevoir (which is Invoice to be paid)Impayée is a non sens word for an invoice which shall be paid for the futur.
Please if you do this, this could help our common customers.
Regards,
Thomas
4 votes -
Vendor terms
Settlement discounts as a percentage based on vendor terms.
Lots of vendors offer a % discount if paid within the agreed terms, be nice if Zoho auto deducted this amount automatically if paid on time:-)4 votes -
Permit invoice same customer on many curriences
Is really import permit generate an invoice in 2 or more curriencies for the same customer. Actually we have to create two different customer one in USD and other in other currency to can invoice them!
4 votes -
Modifications and batch editing
A simple function would be to modify and edit batch multiple operations expenses or sales (category, vendor, customer).
This would allow a considerable time.
Thanx
4 votes -
Create inventory packages in books
Creating packages within books for both sales orders &/or Invoices would be ideal as it solves the problem of having warehouse staff seeing monetary figures (giving them access to packages only) & also saves the guys that enter details in books having to go into Inventory to do this !!
4 votes -
Shipping address is passed to PayPal for PayPal payments.
Invoice has been sent out with Paypal as payment option, and when customers pay with paypal, it does not pass through the Shipping address to PayPal.
4 votes -
Add a weekly calendar to Timesheet, All Timesheet
The monthly calendar is fine, but a weekly calendar would provide a more granular view of the week, and many organizations want timesheets posted by the end of each week.
4 votes -
4 votes
- Don't see your idea?