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Zoho Books

Welcome to our feedback forum!

If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

Feel free to post your ideas, comments, or suggestions in this space.

While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

Before posting, please ensure the following:
  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  2. 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


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145 results found

  1. Allow more than 10 "ship to" vendors

    I ship many semi-finished pieces to many vendors to complete the assemblies. I send them PO's that will have the next vendor to ship to on them. Why in the world is there a limit of 10 "ship to" addresses for PO's?

    2 votes
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  2. Show unbilled amount for partially billed purchase orders not just PO value

    At the moment you can only see PO value but not what is left on the PO to bill. You have to go into PO and click Convert to Bill to see how many units remain.

    2 votes
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  3. Selecting un-billed Purchase Orders

    Is it possible to have a new "Default filter" which can select all Purchase Orders that are currently not billed in the system.

    When this Filter is selected, all the Purchase Orders current in the system with a grey/uncoloured dot come up in the new filter.

    This can make it easier/clearer for the user to see what still needs to be billed. This can mean less Purchase Orders being missed.

    2 votes
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  4. Add created by user column to Purchase Order list

    Please add the user who created/submitted a PO to the purchase order Customize Column selection.
    Thank you

    2 votes
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  5. Add Billed Quantity to Purchase Order

    Please add a column to purchase orders to show how many have been billed. A use case would be ordering 4 of a product, only 2 arrives and should be paid. The accounting team pays for 2. It would be beneficial to show that there are 2 unbilled items remaining for that line on the Purchase Order.

    2 votes
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  6. 1 vote
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  7. 1 vote
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  8. Add Complete Status on Purchase Orders

    I would like to be able to have a Complete status option on purchase orders so once an order is complete they do not show up on a report.

    I also need to have the ability to run a report of Purchase orders that shows multiple statuses (open, partially billed, etc.).

    1 vote
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  9. More details on customer drop down for Purchase Orders

    We deal with quite a few customers that reside in different states, cities, or even countries that all have the EXACT same company name.

    "ABC Store"

    Imagine if you have 50 of those and you are creating a purchase order to be shipped to one of them. Because the drop down only shows the company name, we must go through all 50 one at a time until we find the correct store.

    I'd rather not have to name each store uniquely. It would make more sense if the dropdown would include city & state next to the company name for…

    1 vote
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  10. Purchase Order Delivery Options

    When creating a purchase order have the option to deliver ORDER to another an existing VENDOR on file ............ can only select delivery to customer

    1 vote
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  11. Make it possible to save a PO as a template to facilitate the repeat ordering of a list of parts.

    Make it possible to save a PO as a template to facilitate the repeat ordering of a list of parts.

    1 vote
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  12. Sales Order to Purchase Order

    Hi,

    if there was an option in sales order to segregate the items as per the Supplier will be very useful. Ex :Sales Order with 25 line items to 3 Suppliers, 9 Item to Supplier 'A', 11 Item to Supplier 'B' and 5 Item to Supplier 'C', apart from it If Purchase Order releases dates are different date as per the customer schedule. There might be a confusion for the person to see which item has to be released on whom and if he is new joinee, it will be more kiosk about suppliers and there will be duplication/confusion. I…

    1 vote
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  13. add an option to type in the delivery address on a purchase order for us for shippers!

    We have customers with central purchasing departments so our customer is in one location but they want products delivered to any number of locations.

    1 vote
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  14. Export to Excel File

    I can export to PDF.. but it would be great to be able to export things to excel.

    1 vote
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  15. Improve the deliver to selection process in Purchase Orders

    Make the delivery to selection like the Sales Order selection function. Reason, the information doesn't carry over from contacts or updates all of the time. Very cumbersome and timely. Sometimes have to delete the PO and start again. Would be nice to be able to change the information easily if needed.

    1 vote
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  16. Uncheck sales orders automatically after printing.

    After selecting the check boxes for printing sales orders the check boxes then need to be unchecked automatically after printing as it is easy to hit the delete button and erase the checked boxes. I did this today and had to re-enter the said sales orders a second time, this was caused by my having to erase a duplicated order and I accidentally unchecked the said order and pressed deleted which actually deleted all the other sales orders and not the one I selected to deleted. My fault but it's easily done.

    1 vote
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  17. Purchase order multiple page options must be available for adding more information

    Purchase order multiple page options must be available to add more points in terms and condition coloumn

    1 vote
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  18. Product Name/SKU field on Purchase Order page

    It would be helpful to have an additional field on the Purchase Order summary page to show product name(s) or SKU(s) for easier reference without having to open each PO.

    1 vote
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  19. 1 vote
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  20. Advance payment to supplier Via ICICI bank account

    Payment to bill is possiable thru icici , in the same way if some po needs advance and u have the bank details , it should record the advance payment

    1 vote
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