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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. Allow recurring expenses to be itemized (split between different accounts)

    Zoho Books now supports itemized/split expense accounts for manually added expenses. However, this feature is not currently available when creating recurring expenses. As a result, recurring expenses that have more than one component (e.g. a recurring payment made with principle and interest components, or direct-cost and tax components) need to be set up as distinct recurring expenses.

    It would be nice if recurring expenses offered the same feature set as manually added expenses.

    10 votes
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  2. discount on expense

    Please add the ability to show a discount on an itemized expense. This discount would subtract from the expense total. This would be for expenses not bills.

    For example, if we order 4 items at $5 each, the total would be $20. However if we receive a $7 discount, we would still like to show four items at $5 each and then have a line that shows "Discount: $7" for a final total of $13.

    Currently if we receive a discount on an order, we cannot itemize the expense as we normally would because there is no way to show…

    9 votes
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  3. 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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  4. Expenses/Money IN and OUT/ Manual Journal Entry Printout Option

    I would like to request zoho to create option for the printout of
    1. Expense recorded
    2. Manual journal entry
    3. Money In and Out

    for avoiding making manual vouchers it will save the time of clients who are using zoho books.

    As it is very dificut to make an entry in zoho books after that making a manual voucher to take sign of person who is making deposit money to company or taking money from company.

    9 votes
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  5. Duplicate expense detection

    Other software detects when there are two expenses that are potentially duplicates. Instead I have to manually go through the transaction list and identify them one by one. Please create a better detection system!

    9 votes
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  6. Enable Role where the user can't see transaction done by other users

    I want to enable a user to encode expenses, but without them viewing other transactions done by other users.

    The same limitations is needed in Invoices and other function.

    9 votes
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  7. Employee list and Payroll in Expense

    I would like to suggest that it would be helpful if there an option to add employees list and payroll. It will help us a lot to track salary/wages

    9 votes
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  8. override for GST values in bills

    GST value in some bills by vendors are rounded off instead of rounding off whole bill value. So there should be a way to manually enter the GST values in the bills [Over riding calculation]

    9 votes
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  9. Split one expense into multiple payment methods.

    Sometimes I purchase items using multiple payment methods. For example, I buy something for $100 and pay $30 in cash and $70 in CC. Would be nice to be able to create 1 expense entry (for the same account) and be able to provide multiple payment methods. This happens a lot when I buy from a store where I have store credit and/or gift cards.

    9 votes
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  10. Add Expense Notes to Expense Details Report

    When adding an Expense, there's a Notes field that you can fill in. It would be really handy if this field was displayed in the Expense Details report.

    9 votes
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  11. Domestic reverse charging of VAT functionality

    Zoho books has an option to account for reverse charging VAT when buying/selling products from Europe. However, there are several products that are reverse charged domestically. It is not possible to account for these in Zoho Books. Later in the year I understand that certian building activities will be dragged into the reverse charging category. I want to but I can't use Zoho Books until this feature is added, others may have to stop using it if it is not added.

    9 votes
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  12. convert expense to Bill

    Ability to convert/migrate an expense to a Bill entry.

    Finding at times, when an entry is done and it is incorrectly listed as an 'expense' instead of a bill. (eg, multi-entry required), we will have do undo/unlink, delete the expense then re-enter as a bill.
    It would be good if we could migrate it to a bill, so we do not have to re-enter each time.

    9 votes
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  13. 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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  14. Bulk update Tax Information on expenses

    To be able to update via bulk edit in purchases, the Tax or Tax Exemption, in the same way we can bulk update the date, expense account, paid through, notes and even the reference number.

    8 votes
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  15. Record 'Advance Payments' to Employees in Books

    Advance Payments to Employees (for Expenses) can be recorded only in Zoho Expense (and then appear to Zoho Books) and not directly in Zoho Books as the normal way would be. Only Employee Reimbursements can be recorded in Zoho Books... Please develop the option to record Advance payments.

    8 votes
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  16. Choosing due date for Bills

    Zoho Books offers the feature for choosing due date for Recurring Invoices automatically. It would be great if we had the same feature for Recurring Bills rather than having the bill date as the due date.

    8 votes
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  17. allow an expense to be moved to another organization/business

    If I have a small business and home account, I'd like to be able to transfer an expense or transaction from one to the other. This is a feature in Wave that is very helpful when I've added an expense/transaction in the wrong place. I don't have to delete and reenter. I simply click the "move to personal" button.

    8 votes
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  18. to allow vendors to create bills.

    Hi just like you have a portal for customers, you should have a portal for vendors where he/she can go and create bills which we just have to approve and make the payment. As you have now integrated icici bank payment gateway it will be easier for us who have too many vendors and have to make manual entries for each bill. Instead if this facility is provided to the vendors, it will save us a lot of time. Please consider this idea.

    8 votes
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  19. bulk approvals for bills

    Need option to approve bills in bulk.

    8 votes
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  20. 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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