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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6594 results found
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Expense booking
Please enable TRN number field in expense booking module to avoid unnecessary creation of contact list for one time transaction. Also request to provide the same option in itemize expense booking to book transactions with VAT.
4 votes -
Add a template that has invoice and delivery note/ delivery challan on the same page
Add a template that has invoice and delivery note/ delivery challan on the same page
4 votes -
Need option to enter customer invoice / Vendor Bill adjustments in Manual Journal
For example customer has paid $990 instead of the invoice value of $1000 and $10 pending as outstanding for many months. Now I want to write-off this $10 by crediting Customer account and debiting Bad Debts. Please provide this option
4 votes -
Time Tracking Project view should include column for unbilled hours
Projects view should show unbilled hours, also it has a column called rate but it has nothing in it?
4 votes -
Banking
Add my bank "Bank of Baroda - Corporate Banking". Zoho has added bank of baroda - retail banking not corporate one so unable to connect my bank. Please look into it asap
Thanls!
4 votes -
DEBIT NOTE FOR FREIGHT
Sir, Many times i pay freight for the goods i sold and then i issued DEBIT NOTE FOR FREIGHT to the client. Plz ad this feature
4 votes -
Zero convenience fees to the customer paying directly from zoho interface using linked banks with auto-recorded payments
Instead of payment gateway providers like RazorPay or others, if it was a linked Bank like State Bank Of India, HDFC, ICICI, etc from which customers could pay directly which would be auto-recorded in zoho journals with no convenience charge to either customer or the merchant. Similar to direct bank transfer, through zoho with auto recorded payments. It would save a lot of time for small businesses who usually do a lot of multitasking to run their business, like me.
4 votes -
Under GSTR1 Return, the Documents issued details should be fetched from Zoho Books Itself.
There should be a separate category GST RETURN.
Under GSTR1 Return, the Documents issued details should be fetched from Zoho Books Itself. This shall avoid manual intervention of fetching document details manually.4 votes -
Invoice size
We should have more freedom in configuring the size of the invoice template. Also what we can make bold and and what is not highlighted. That control should be with us.
4 votes -
Permitting to change invoices structure (blocs alignements, margins) like Zoho CRM canvas view
Canvas View, in Zoho CRM lets us sculpt an exclusively personalized view of our CRM records.
It will be great to adapt it on Estimates, Invoices, orders...pdf export. This will be great to customize the way the invoices structure are displayed depending on the business necessity. Changing the alignments, margins of field types, grouping similar field types and much more4 votes -
Allow Clients to view Sales Orders in their Client Portal
Currently when a customer logs in through their client portal, they can see Estimates and Invoices. In my business, many clients keep asking about their orders and when they will complete, in my sales orders, we always update the "Expected Shipment Date" as the estimated completion date, but they cannot see their sales orders. Why not allow them to see their open sales orders as well as the other stuff?
4 votes -
Tags Assigning to Particular User
Tags Assigning to Particular User
We have different locations and want to assign each user a particular Tags so that he doesn't see and use other Tags for transactions belonging to their particular location.
This will help us in a better control of transactions belonging to different locations and will help in generating class-wise reports user, Tags (locations) belonging to other users.
Since this feature is not currently available in Zoho Books and Zoho Inventory.
It is requested that this feature may please be incorporated in Zoho Books and Zoho Inventory.
4 votes -
percentage wise invoicing for customers
there should be a column under total area, where we can enter the %age which should be calculated automatically and show under subtotal before tax calculation and VAT need to calculate on that particular amount. this is mainly applicable for the contracting companies where they prefer to invoice stage wise.
4 votes -
Zoho form and Zoho books connection
Separate employee add data to zoho form and then from it will go to zoho books. this is to maintain privacy. Zoho expenses also not giving this conneciton with privacy.
4 votes -
option to have database of quotation received from vendor
recording facility to record quotation from vendor like bills
that can be converted into PO so all quotation and costing related data will be available on cloud4 votes -
Generate report that shows invoice date, number, item number for each part invoiced
Ability to generate a report of invoices generated that includes all of the data found on the invoice. i.e. item name, quantity, total, customer name etc.
4 votes -
4 votes
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sales reports by brand
Could it be possible to build a feature where we could see sales reports by brand or manufacturer or maybe we could use a filter to do so?
4 votes -
Imporve the Project Section on the Mobile App
The import task feature seems to be the only thing missing from the project section on the mobile version.
4 votes -
Compare with previous year tool for Sales report
Add "compare with previous year" tool for
sales by Salesperson, Sales by customer, Sales by items report
(this tool in financial statement works so great).4 votes
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