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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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315 results found

  1. 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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  2. 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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  3. 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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  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. 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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  6. 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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  7. 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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  8. 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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  9. 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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  10. expense reports with attachments

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

    1 vote
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  11. 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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  12. 1 vote
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  13. Custom Fields for Itemised Expenses and Bills

    We purchase a lot of fabric and need to see cost per unit and fabric reason when we capture our expenses. Currently we are having to add each line item from our vendor invoice as a separate bill/expense in order to see this in our reporting which seems unneccessary and time consuming.

    1 vote
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  14. 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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  15. vendor gstin for purchase order should not be mandatory

    As for purchase order vendor GSTIN does not affect accounting.

    So vendor GSTIN should not be mandatory until a purchase bill needs to be created. While creating the purchase bill updation can be made for GSTIN
    Please remove vendor GSTIN from being mandatory as this feature is available in quickbooks

    3 votes
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  16. Stopping Overspend

    I'll explain with a typical scenario.

    We had issued a post-dated cheque to one of our vendor before corona lockdown. The amount was more than a lakh. And we recorded the payment against the bill. But due to corona lockdown, the vendor did not present the cheque for clearing. So what happened here was in Zoho Books the payment was entered but the amount was not debited from the bank.

    Now when you look at our bank statement and Zoho books, they do not match as well.

    As a startup services company we have more expenses to be met. Since…

    1 vote
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  17. Create bill on behalf of vendor and email to them

    Hi,

    I would like to have the feature where you are creating the bill on behalf of the vendor and can send them a copy of it, just like how an invoice is mailed to the customer.

    The reason is, we at Homely (https://homelynow.com) are into services of providing curated Home made meals through our website. Now the customer selects and places the order. We deliver by picking up from that home chef and delivering to that customer directly.

    Now since this is real-time and since Homely does not store the meal anywhere during this process, technically I'm…

    1 vote
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  18. Sending bills created to vendor by mail

    Hi,

    I would like to have the feature where you are creating the bill on behalf of the vendor and can send them a copy of it, just like how an invoice is mailed to the customer.

    The reason is, we at Homely (https://homelynow.com) are into services of providing curated Homemade meals through our website. Now the customer selects and places the order. We deliver by picking up from that home chef and delivering it to that customer directly.

    Now since this is real-time and since Homely does not store the meal anywhere during this process, technically I'm…

    0 votes
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  19. Allow override of GST values

    Override of automated calculation of GST values should be allowed at least for expenses and bills as many vendors round off the GST amounts which will never be reconciled if the GST values are different in person using Zoho Books and people using other accounting softwares

    3 votes
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  20. Expense Category splits mobile app

    Hotel bills often contain multiple expense categories. Please provide for this in the mobile app.

    1 vote
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