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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.

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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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322 results found

  1. Retention taxes that basically means negative rates. In Mexico, some kind expenses vendor sell, they must retain -4%. Freight as example one

    Retention means Vendor must retain that tax from you and report directly to Tax Goverment agency. Example, if vendor sells a freight service to you by 1,000 pesos. They charge 16% of our main tax (we called IVA) but also must retain -4% (IVA) so :

    Subtotal 1,000
    +IVA (16%) 160
    -Ret IVA (4%) 40
    Total $1,120

    1 vote
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  2. Memorize/Autofill Expense account associated with Vendor

    There should be a MEMORIZE or AUTOFILL feature that can be associated with vendors in expenses. For example if my vendor is EXXON and I have entered the expense account as GAS 10 times it should memorize it or allow me to associate GAS with that vendor so when I enter that vendor the expense account is already filled. Its just time saving

    1 vote
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  3. Seperate module for Salary & Wages to restrict access of Staff to know other employess salary

    Salary & Wages should be a seperate module as this is a sensitive data & not to be accessed by the Data Entry Staff .

    9 votes
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  4. Have a section on the Dashboard for Bill Approvals Pending

    We depend on Books to streamline the approval process for outstanding bills. It would be nice to have the Dashboard show how many bills are waiting for approval and then link to that section.

    6 votes
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  5. Itemizing expenses should show remaining balance

    When itemizing an expense (especially for an imported transaction where the total of the expense is known), Zoho auto totals all of the line items but it does not automatically calculate the remaining balance of the expense. I commonly split out certain fees or taxes from my expenses that import from my credit card and I have to do this with a calculator every time. It would be nice to have a button that enters the NET on a particular line, or at least just do the math for me.

    3 votes
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  6. Please make an option to show line items on the check stubs.

    We request an ability to list out items on a check stub. Currently we are only able to show Bill ID and a total. We want to show a line with principal $X and another line with interest $Y for our bank loan payments. The bill itself shows this, but the check only shows total. Your help desk says this is not possible.
    It should be optional, because most bill payments by check should not itemize out every line.

    1 vote
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  7. Need expenses approval. I need to manage all expenses with my knowledge.

    Need expenses approval. I need to manage all expenses with my knowledge.

    1 vote
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  8. create the ability to share landed cost items from one bill to multiple bills

    make the amount field in the allocate landed cost "changeable/editable". This will allow for sharing of landed cost elements from one bill to multiple bills

    3 votes
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  9. payroll system per work for temporary employee

    payroll for employee like working on per meter wages or like per kilogram in brick manufacture

    1 vote
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  10. Line Item wise Discount

    There is no option to create line item wise discount while creating a bill. This is available in an invoice but not in the bill.

    1 vote
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  11. Allow the Owner Draw account to be used when entering a bill.

    Allow the Owner Draw account to be used when entering a bill. Need to pay owner by check and can't code to the Owner Draw account.

    1 vote
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  12. Allow Books to print cheques for EXPENSES

    we pay a lot of things via cheque and not always we have a Bill.

    Talk to your software genius, please.. tell them to find a way to get it implemented.. ZoHo is so nice.. you guys always find solutions!!

    3 votes
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  13. Customize emails for vendor bill payments when using "Pay via ACH" integration

    When you make a bill payment to a vendor using "Pay via ACH", two automated emails are sent out.
    1. Notification of Payment Initiation
    2. Notification of Payment Success
    I would like the ability to customize the content of these emails like we can for the other system generated emails

    3 votes
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  14. Request Payment made feature in Expenses.

    I need a function payment made for Expenses. We use expenses for internal staff claim and some case is payment made on behalf of company, and claim later.

    3 votes
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  15. expense reports with attachments

    For accounting purpose, ability to generate an expense reports with attachments (proof of expense)

    1 vote
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  16. Add Unbilled Expenses to Recurring Invoices

    I almost fell over when I realized this is not in the options. We can set all sorts of ways to have recurring invoices configured but the expenses cannot be added to them. You cannot even manually add them until the invoice is generated and by then the invoice was sent to the client. How did the development team not add this to the options. How has this not been suggested already?

    6 votes
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  17. include non-billable time on invoices

    Please include an option to include non-billable time entries on invoices. We track all time spend via projects but can't necessarily bill for every 2 minute phone call or task - we would however still like to show our customers that we are spending time on their account, even if it's not billable.

    6 votes
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  18. Ability to customize dashboard items

    Zoho Expense claims automatically import into the "Employee Reimbursement" account under current liabilities in Zoho Books. Because of this, the outstanding balance payable to my employees does not show up in the "Total Payables" section of the Dashboard. In turn, this inaccurately reflects what is coming in and what has to go out. Being able to customize what is being included in these Dashboard sections would be of great help to reflect what I want to see.

    5 votes
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  19. Allow staff to view and create expenses in specific categories instead of all or nothing

    Currently if I want to provide my employees with the ability to record expenses I have to grant them permission to view ALL expenses for the entire company. It is against privacy policies to simply allow staff to view each other's salaries and the financial situation of the company simply so that they can track their own expenses. I propose the ability to assign specific Expense Categories to specific staff members so that they can track expenses appropriately.

    3 votes
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  20. Multiple Line Items for TDS in a single Bill and Payments Entry

    There are certain complex transactions where more than one TDS sections are involved. For Eg. a Single Bill/ payment may contain an item with implication of section 194J along with an item with implication of Section 194I along with an implication of GST TDS u/s 51. Therefore such single Bill/ payment entry needs multiple TDS line item fields for TDS adjustments which is not ther in Zoho books and makes it difficult. It is suggested that Zoho books allows its users to put additional line items (more than 1) for TDS deductions at the discretion of the user for multiple…

    20 votes
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