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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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  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.

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228 results found

  1. add a notes section on individual items

    to be able to add notes for each individual item that does not show on invoices or purchase orders.

    4 votes
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  2. Item Details - View Quantity Purchased

    When viewing an item details, under the purchases tab, it shows the PO#, Vendor, Expected Delivery Date, but DOES NOT show quantity purchased. This is a very important detail that is missing.

    EX: Item > Item Details > Purchases
    DATE - PURCHASE ORDER # - VENDOR NAME - STATUS - EXPECTED DELIVERY DATE - AMOUNT

    Quantity Purchased is MISSING!!!

    7 votes
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  3. there is a flaw with your price list

    You cant have just 2 ways of discounting , what if there are more than 200 items that needs discounting and same item discount is not valid for other customer. and if i select price list that will discount my whole sales voucher which i obviously dont want. it shud be item specific, and there should be provision for making group for particular item and that list should have discount, so when i add pricelist , any item that falls under that price list will be discounted and all other items in sales voucher should have normal prices. please check…

    2 votes
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  4. Add an Item Code

    I would like to suggest to please add an Item Code. For now, we are using the Item Name as our Item Code. When we generate the "Inventory Summary" or "Inventory Valuation Summary", it only shows the Item Name as our Item Code and product description are not shown. If you can add the "Item Code" then I will revise all our products to its correct code and Item Name can be the "Product Description". If Item Code cannot be added, please add in the reports a column for the "Product Description". Please help me as this is important for…

    4 votes
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  5. Bulk uploading of item images

    be able to upload and assign images in bulk, specially if uploading items through the Excel sheet provided by Zoho.

    5 votes
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  6. Have the option to share items between different organizations under the same account

    Have the option to share items between different organizations under the same account. This avoid the need to do duplicate work if both organizations provide the same items.

    4 votes
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  7. Multiple Image Attachements on an Item

    Allow the attachment of Multiple Image Attachments on an Item. Sometimes Technical Drawings or multiple images need to be attached to an Item. Current functionality only allows for 1 Image to be attached to an Item.

    12 votes
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  8. Have Items view option for just images in both Book and Inventory

    Have the option to view the items by just their images or with large image with small name underneath.

    1 vote
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  9. Custom field calculate between numerical fields

    need ability to create a custom field that can process calculation between Numerical fields... this functionality is a giant gap

    7 votes
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  10. Balance Sheet

    When we take Balance sheet in reports, Even Zero accounts are appearing. If the account balance is Zero no need to display. Please check.

    4 votes
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  11. Time tracking for service items

    the ability to track time for service items

    13 votes
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    2 comments  ·  Items  ·  Admin →
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  12. Integrate Composite items from Zoho Inventory

    Add the composite items option box/unbox feature from Zoho Inventory into Zoho books

    12 votes
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  13. Historic of sales and purchase prices of an item

    When changing item price eiteir sale or purchase , it will be helpful to have the list of prices applied since it creation to evaluate the price trend for the item .

    5 votes
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  14. price list

    When a price list is de-activated, all the contacts that had that list assigned automatically just stop having an active list assigned. Now I need to go contact by contact by contact re assigning the new list... so that I don't need to do it every time that contact makes a purchase.

    My solution:
    If a new price list is created and the old one is deactivated, the system should ask something like: "do you want to re assign a specific list to all customers who had assigned this list you're about to disable"?.

    Thanks
    bye!

    5 votes
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  15. 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

    40 votes
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    6 comments  ·  Items  ·  Admin →
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  16. Item PDF attachment & Order Revision Freeze

    Greetings,

    I would like to add a .pdf or .dxf/.dwg attachemnt to specific items
    This would contain the 2D drawings for this item or the dxf aka 2D flat layout for laser cuttings for example.

    And a way to freeze the item if it's undergoing a 3D/2D model update/change, so it cannot be ordered while it's being altered.

    This would be handy for ordering repeating custom parts without our engineering having to send the files afterwords in a seperate mail on each purchase order.

    8 votes
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    3 comments  ·  Items  ·  Admin →
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  17. "Tax Inclusive" by default

    In the settings there is an option, which we can choose (1) tax exclusive or (2) inclusive or exclusive. Now the GST has implemented and we are all supposed to raise tax inclusive invoices. So along with these two options, there should be an option which is always tax inclusive.

    4 votes
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  18. I'm a distributor for multiple companies, but here i'm unable to generate the reports of stock movement company wise

    I'm a distributor for multiple companies, but here i'm unable to generate the report of stock movement company wise. when we check report all items are coming, we should have grouping of items.

    4 votes
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  19. Display quantity sold and received in return against and item

    Items section should have fields showing QTY of an Item bought, sold and received back in return (not only show the final stock).

    Same should be available in sale by item report(customisable).

    It will also help analysing the best selling/low selling/satisfactory/Nonsatisfactory Item etc.

    4 votes
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  20. TO ADD UNIT

    WHEN WE ADD UNIT VALUE OF A PARTICULAR ITEM SAY DOZEN OR KG BUT WANT TO SELL IN INDIVIDUAL PIECES OR IN MILI LITRES IN TERMS OF A LIQUID ITEM WHICH IS NOT POSSIBLE IN ZOHO BOOKS,I REQUEST YOU TO PLEASE MAKE UNIT COLUMN EITHER AUTOMATIC,FOR EXAMPLE IT SHOULD KNOW HOW MUCH PIECES A DOZ CONTAINS ETC.,OR PROGRAM IT IN A WAY WHERE USER CAN DO IT.
    THANKING YOU
    VISHAL JAIN

    4 votes
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