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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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235 results found

  1. Show email icon in front of payments received if we have informed through email

    Show email icon in front of payments received(after payment #) if we have informed the client through email like in invoice.

    1 vote
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  2. Bulk Update

    Bulk update should contain expected payment field in the dropdown.

    3 votes
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  3. REGISTER UNPAID OR CHARGEBACK DIRECT DEBIT

    SEPA direct debit is very usual in Europe, and it's normal to get up to 10% of unpaid or chargeback. In Zoho that means that the client invoice is paid, and then some days or weeks later it has to be unpaid. Ant this operation which should be very easy (and it is in any accounting program) is incredibly complicated in Zoho Books. Let's suppose you send a group of 20 direct debit. First, you match and categorize all them with the bank account and the corresponding invoice, then when one direct debit is unpaid, you've got to unmatch all…

    7 votes
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    1 comment  ·  Payments  ·  Admin →
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  4. Make it possible to pay an expense (as in a reimbursement) via cheque (check if you're a yankee)

    I'm quite surprised you cannot print a cheque to pay a reimbursement. Kind of fundamental.

    3 votes
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    1 comment  ·  Payments  ·  Admin →
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  5. Add the ability to make cash on account payments. Which do not require an invoice first.

    These payments would negate the requirement that a retainer invoice be used.

    1 vote
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  6. Show Open Vendor Credits in new Payment Made Screen

    We regularly order garments from distributors. We create Purchase Orders for the garments and Bill each PO individually. When we receive the goods, sometimes tshirts are damaged and we ask the Vendors for credits and we enter Vendor Credits and apply them to the bill. We have 30 day terms with the Vendors and pay multiple bills at once, when the garments have been received and accounted for.

    When we want to pay the Vendors, we go to Payments Made + and search for that Vendor to see and pay all the Bills at once. The problem is when the…

    12 votes
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    2 comments  ·  Payments  ·  Admin →
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  7. 增加扣款单的功能

    1. 当货物有后期发现的零星不良时间,需要扣款处理(此时间款项已付,需要从其他的款项中扣回)
    2. 当来料导致其他额外的损失时间,需要扣款处理!

    目前的系统无法实现此功能!需要增加!

    1 vote
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  8. desktop notification

    There should be desktop notification system for payment recorded with post dated cheque. There should be a desktop notification system to remind the date of cheque deposition in bank.

    3 votes
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  9. A way to deduct rebate % from the payments

    Most of the hypermarkets have rebate system. Is there any way to deduct the rebate automatically when the payment is received.

    1 vote
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  10. Check template

    We need more check template. We don't have possibility to customize the template we already have. We have different template in others accounting program for more flexibility we need the same in zoho

    15 votes
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    4 comments  ·  Payments  ·  Admin →
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  11. Payment Bill or Invoice with different cash or bank currency

    For example you create invoice or bill with your base currency (USD) but vendors or customers pay in EUR or other currency in your bank acc or cash, and you choose payment and exchange rate currency for payment those bills or invoices

    1 vote
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  12. VAT listing in Payment Receipts

    Please add the option to list VAT on payment receipts. This is a legal requirement for me...and I need to stop using Zoho (after 5 years of use) because of the lack of this feature.

    Many thanks

    1 vote
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  13. ICIC BANK Vendor payment remark

    payment made through ICICI BANK, have no remark in bank statement

    Transaction detail in bank statement
    INF/020681776531/uwZ4NAGZCVKmEYAbA06

    please add custom remark option or auto remark same as vendor name

    5 votes
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    1 comment  ·  Payments  ·  Admin →
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  14. apply credit

    Please allow credits to be applied to next recurring invoice automatically.
    With auto pay there is not a time slot to apply credits to next invoice.

    6 votes
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  15. Payzapp option

    We wanted a Payzapp option in the Payments tab along with the additional charges (of the Bank).

    1 vote
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  16. allow payments to be made through crm integration without giving books access

    with the CRM integration you can create an estimate, invoice etc...so i have a customer in front of me...I can create there invoice, print it etc...but no way to record a payment to give the customer a paid invoice...would need to go into books to record it...should be a way to also record payment right away

    3 votes
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  17. 3 votes
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  18. Label for Retainer Payment

    Is there a way to add the word "Retainer" in front of "Payment" when you pay an invoice from retainer funds? It would be helpful to show my clients that the payment was made via retainer. It would also be helpful to have an accounting of the retainer balance on the invoice somewhere so that clients know how much money is left in their retainer account.

    1 vote
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  19. Need New Module "Debt collecting"

    Need New Module "Debt collecting". I am a finance manager and use Zoho Books for the invoicing process. But i found a big pain for us is absence of such module "debt collecting".
    Currently it is very uncomfortable to monitor the customers debts. Now we use Zoho Books "Reminders" to remind the debt. But we also need to call the customer and notify somewhere the results of the negotiation:
    - to enter expected payment date for the invoice. Now its possible only in one place in invoice where i can enter expected payment date (Invoice/more/expected payment date). But we need…

    3 votes
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  20. Create an option to choose whether the "Paid Through" field should be restricted to Cash and Bank accounts only.

    Under settings for Payments, there should be an option to restrict the GL codes that can selected under the "Paid Through" field. Same for Expenses and Bank transfers.

    1 vote
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