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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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324 results found

  1. 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
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  2. Dispute a Bill

    Sometimes a Bill is posted to the system, and later it might be disputed.
    I would like to be able to mark the Bill as disputed, so that it cannot be paid until the dispute is resolved.

    7 votes
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  3. I want to see how much money is left in my retainers

    I see that my retainers are « partially achieved », but I want to see how much money is left in my retainers to pay future invoices. I want to see it in the summary table and in the details.

    6 votes
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  4. Stop the timer

    Stop the timer when there has not been an activity for a while on the computer (I had that function on my previous timer), and ask upon return if the timer should be stopped at the time of last activity or should just continue. Like this if I leave my desk and forget to stop my timer, I don't charge my client for time I have not worked.

    8 votes
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  5. Hi please make a solution so that it is possible to to use the pc's camera to take a photo of receipts so one does not have to scan first.

    Hi please make a solution so that it is possible to use the PC's camera to take a photo of receipts so one does not have to scan first. This is already working in the mobile version so it should be a piece of cake

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  6. Share Particular Expenses Account to User

    IN this Feature.
    Suppose that You have 5 Salesperson . Some Sales Person Expense something byself. but if admin of books allow to create Expense. Then Salesperson see all expense of company.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  7. Permission for Some Accounts Access to Staffs Or User for Expense

    Now Zoho Books Sytem. if administrator allow Create Expense or View Expense. all user see all expenses of company.
    But Give User Right to create expense but not see company all expenses.

    22 votes
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  8. expenses

    In the dropdown list to filter expenses, we have Reimbursed expenses. It would be great to also see Not reimbursed expenses which is often requested to identify what is left.

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  9. Modification of Dutch translation for Open Bills

    Can you please change the wording now used for an open bill from 'Openen' to 'Openstaand' which is the appropriate translation as the Dutch 'openen' is opening in english which has no relation whatsoever with outstanding bills.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  10. Add Sync.com cloud storage for attaching receipts to expenses

    Add Sync.com to the list of cloud storage providers. They provide secure cloud storage - a much safer place than Dropbox for keeping receipts. By adding this provider to the list, we can then attach receipts for expenses.

    3 votes
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  11. Split Personal and Business Expenses

    Split Personal and Business Expenses - Would be good to import all expenses and choose which ones are business related and which ones are personal related - Then reflected in the charts.

    9 votes
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  12. Add a Tax field & include exclude tax field to bulk expense entry screen

    Can we please have a Tax field and a tax included / excluded tick box in the bulk expenses entry screen. This will enable a tax to be selected at entry and eliminate the need to edit the records to add the tax.

    22 votes
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  13. Email a supplier invoice straight to Books for processing

    sometimes supplier invoices are received by a named usr instead of being sent to a generic accounts payable address.
    It would be good if the user could forward them by email to a queue in Books ready for coding

    0 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  14. Print more than 5 checks in Zoho Books

    Option to print more than 5 checks in Zoho Books

    7 votes
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  15. Easier view to see that you have multiple attachments

    Right now we see this:
    http://prntscr.com/a9ot1h
    I cannot easily see that I have two attachments and also the names of the attachments are not displayed. It would be nice to display the number of attachments and in the center or at the bottom to display the name of attachment.

    2 votes
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  16. Show credit terms for various vendors and integrate it into when bills are due.

    Ideally, you would be able to set terms for a vendor. When a Purchase Order is created for a given vendor, it will notify you of how long you have to pay it.

    11 votes
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  17. Hide Salary On Expenses

    Staff can see and input expenses except salary, but the administrator can see all

    10 votes
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  18. i have added employee Name to Map the expanses, request you to add the into Shortcut while categorized the Banking Feeds

    Employee name has to be shown While mapping the Banking Transjection Feed thru shortcut

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  19. Auto generate Bill and Expense reference number

    We need an auto bill and expense reference number generator same as the SO and Estimates

    36 votes
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  20. markup

    markup option for expense category

    24 votes
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