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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  1. item search

    Would be nice if you can include a comprehensive search feature for Items specially. Example the items should be searchable with any word in the item description

    522 votes
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    46 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Stock & Warehouse management + sales commission

    1) different stock can enter the item list with expire date
    2) add shipping status
    3) sales commission features upon payment received.
    4) sales profile and commission rate linked to different items
    5) search of the items should be enhanced.
    6) add item category + sub-category

    478 votes
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    22 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →

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    Hi there,

    We now have a Zoho Inventory Add on option for Zoho Books. You can take a look at that. You can achieve a lot of these features using Zoho Inventory.

    https://www.zoho.com/in/books/help/items/advanced-inventory.html

    Regarding your requirements,

    1- You can use the backtracking option to achieve this in Zoho Inventory. https://www.zoho.com/in/inventory/kb/sales-order/so-back-order.html

    2- We have default shipping status based on the carrier in Zoho Inventory
    You can refer this link – https://www.zoho.com/in/inventory/help/sales-orders/shipments.html

    3- You can use the custom function feature to calculate the sales commission.

    4- sales profile and commission rate linked to different items – We currently do not have this option

    5 – search of the items should be enhanced – For queries on this you can send us an email at support@zohobooks.com

    6- We are working on item category in Zoho Inventory and will definitely update you.

    If you have any further questions you can write to support@zohobooks.com

  3. Enable multi currency in item prices.

    We should create items in foreign currency purchase and sell prices.

    88 votes
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    5 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Price breaks by quantity

    Add the ability to set pricing based on quantity sold. Example:

    If I sell one item the price is $10 / item, if I sell 10 of these items the price become $8 / item.

    74 votes
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    10 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →

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    Hi there,

    It is now possible to create Quantity-based Price Lists for items.

    Please navigate to Price List creation page → select “Enter the rate individually for each item” option in Item Rate → click “Volume Pricing” in Pricing Scheme. (Refer the screenshot attached)

    The Start Quantity and End Quantity will denote the range of item quantity and you can assign the Custom Rate per item for each range. A maximum of 10 ranges can be added for each item.

    Once the price list is created and applied for transactions, the line items will acquire the custom rate based on the quantity entered.

    Please do write to support@zohobooks.com for any further queries.

    Regards,
    Zoho Cares

  5. Serial Number Tracking

    Allow items to have a serial number Entered in the System.
    1. Enter Serial of Items/Goods and dated purchased.
    2. Warranty Periods for Serial Numbered Items
    3. Pick Items by serial number when doing customer invoices (it helps when items get faulty during their warrant period and to know where there goods where bought from and return to original supplier or manufacturer.) We are having look check the items if there are returns and start opening files to see where we bought from and is it still under warranty.
    4. Being able to see Faulty Items when returned by customer…

    57 votes
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    2 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Items - Multi Currency Purchase Rates ?

    Hi,

    We do International Trading and buy products in multi currencies. However the Items purchase rate is fixed as per company's base currencies and this does not suit us. This results in a false value to our stock and affects all our reporting.

    Even if we convert the purchase rate into the base currency, this rate will never be accurate unless it's updated on a daily rate basis. This is not even an option.

    Rates in Exchange
    Where can we input the rates or exchanges on a daily basis on Zoho?

    47 votes
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    0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Add a tax component to a purchase item.

    Please add a tax component to a purchase item to enable the item to be allocated a tax rate so when it flows through to a purchase order then onto a bill it has the tax rate allocated.

    32 votes
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    2 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Add Closing Stock Option, So that in year end accounting profit and loss calculated according to that

    if we can add "closing stock value" at the year end that it will be more beneficial to Indian Accounting

    we can see our actual profit with this feature

    31 votes
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    6 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Account Titles Associated With Items

    I just discovered that "Items" can only be associated with Income and Expense accounts only. If the user wants to associate the item with another account title, the user has to do it manually which is a great hassle especially if there are a lot of entries to create.
    Let's take for example: Rent Sales Invoice
    Rents require "Security Deposit" which is a Liability Account and not an Income Account. If we are going to reflect this in the invoice, we still need to add Additional Account which is a hassle especially if we have a lot of invoices to…

    27 votes
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    1 comment  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Items need to have both a Sku and a UPC code option for scanning out sales

    Items need to have both a Sku that identifies them with the manufacture for Purchase orders. Items also need to have UPC codes as well.. Manufactures have both of these codes for items not just 1.. The barcode (UPC "Universal Product Code") would allow to you scan the item out and the sku is for reorder and product identification.

    24 votes
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    2 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Item Merge function

    There should be a way to Merge Duplicate items, just like you can merge contacts.

    23 votes
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  12. add an additional option to add the items already having transaction to inventory asset

    in begining i made some mistakes i added items but forgot to add their inventory asset so i would like to suggest or demand this kind of option to add items in inventory account already having transaction of

    21 votes
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    3 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Allow users to view item prices across all price lists.

    Need to see end user pricing, distributor pricing and our cost in the same view. We have over 200 items so have to use the csv export to make simple updates to a price list. This is ripe for errors and is a severe hinderance in Books. CRM does it right, please implement in Books.

    19 votes
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    3 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →

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  14. item description

    When looking at items, it only shows description/ SKU, but not both. Ideally I should have a field chooser, where I can choose which fields I need displayed to make my work easier. Right now I work with SKU, but am unable to see the description together. Please help.

    Gagan

    18 votes
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    2 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →

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  15. There should be option to enter multiple units for a single item. Alternate unit like 1 box = 4 Pcs.

    my items come in a box pack and each boxes contain certain numbers. So sometimes a customer buys a box and sometimes loose pieces.

    I use busy for my billing and inventory and it has options to add certain quantity as primary units and then the same as alternate units.

    18 votes
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    2 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Automatic assignment of price lists to clients

    Something very simple and VITAL is missing in Zoho Books which a lot of accounting systems have as standard, if you could implement it, I will gladly become a client: -

    Price Lists created in: Items / Price Lists, should be able to be assigned to a specific client automatically if required.

    For example, a new customer is created, an option should be available to automatically assign a specific price list to that particular client. If this optional feature is not selected, default pricing applies to the client when creating an invoice.

    The system as it is currently setup, requires…

    17 votes
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    1 comment  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →

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  17. Item + subcategory with diferent unit and price

    Make an invoce or estimate with Items + subcategories, with diferent type of unit measurents and prices. For example:

    6 feet of wood frame (100$ per feet) + 1 service of framing (includes glass, foamboard) that measures in square feet (50$ per squeare feet).

    15 votes
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  18. Automatic import of items from square register

    Allow automatic importing from other apps, such as square register. So if items are already entered there they will import and sync daily to keep track of inventory that is sold.

    14 votes
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  19. Updating Price lists

    In my company we have a lot of price lists, so when is time to update prices in the list we have to do so manually and it takes too much time for us.
    It would be fantastic if you let us update the Price in the List through importing a excel file with the new prices. Actually this is impossible in Zoho Books because the system shows a message saying that it can't be upgrade because the List Price is already exists.
    thank you

    14 votes
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  20. inactive item

    Please make another color for inactive item like red or etc....

    13 votes
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