I have been fairly happy with most of Zoho Books. The service on the phone has been superb. However, there are a few things that need to be addressed IMHO.

• zoho books

  • wish list
    • accountant
      • chart of accounts by Fiscal year
        • by quarter
        • export the whole ledger by FY and Q
          • as spreadsheet
          • with each account on separate page
        • use case: our accountant requires full ledger of all account activity as a ledger
    • support
      • more training videos to show how ZohoBooks can save at tax and audit time
        • reason
          • show users how to get more use out of Zoho
        • setup
      • is there a set up wizard?
      • more accounting help docs
      • accounting classes that use Zoho Books as center piece
    • contacts
      • attachments connected to clients
        • use case: we always send same contract/document to clients
      • add notes to contacts esp. notes about who spoke when to whome about non - payment!
    • invoices

      • automatically apply credit when clients overpay reason: it doesn't happen often but when clients do overpay ZB should not require users to click click click to create a credit note... ASK user if they would like to apply the extra amount as a credit note

        when viewing invoices (paid/ unpaid/ outstanding/ open, etc.) place total at bottom of the screen...

        • reason
          • instant verification of numbers

        automatic conversion of currencies based on the rate for the recorded date NOT for the date the expense was entered

        • reason
          • int'l companies use LOTS of diff currencies
            • real pain going to XE.com to look up something a computer can do in a millisecond

        attachments to payment

        • scans
        • pdfs
        • whatever proof that payment has been made as attachment to invoices paid

        fix the sorting of invoice numbers

        • give option to sort by prefix!

        make the box for attachments larger! after two attachments user cannot read what is inside attachment box

    • expenses

      • allow attachments

        • prompt user to attach e-file
          • reason
            • accounting
            • when the tax man comes
            • tax preparation

        on_rollover of viewing notes of expense allow user to edit without opening via edit

        show icon to indicate attachment

        • allow users to add notes to the attachments

        automatic conversion of currencies based on the rate for the recorded date NOT for the date the expense was entered

        • reason
          • int'l companies use LOTS of diff currencies
            • real pain going to XE.com to look up something a computer can do in a millisecond
          • each int'l transaction takes minimum 3 minutes on avg
        • Exchange Rate auto lookup

        fix the: Please enter a valid amount

        • remove commas
        • or
        • put a CLEAR message about is considered VALID