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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.

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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323 results found

  1. TDS payment automated

    I need to have the ability to directly pay TDS from Zoho Books via my TAN number. It is a basic feature. I use ICICI bank so its directly integrated with Zoho but inabliltiy to pay TDS directly is a pain since then I need to sit and record this as an expense and then also match each invoice (esp. when we pay multiple bills under a single TDS challan).

    I would expect this to be a priority feature that needs to be prioritized in your roadmap.

    1 vote
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  2. Transaction ID for expenses

    For the Expenses entered Need a Transaction ID to be generated and displayed.

    1 vote
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  3. Print Check from Expense

    When entering an expense that I am going to pay with a check, I would like to be able to print the check directly from the expense. I don't want to have to go write a bill that I attach to the customer and then manually mark as billable. I want to do it all from the expense.

    3 votes
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  4. Add an option to record Trade discount in bill.

    Add an option to record Trade discount in bill.

    If we received invoice from our supplier and it contain trade discount then right now there is no such option to record such trade discount. But few of our clients are recording this discount in Discount option available while recording bill, But this impact there financial information as it result in incorrect valuation of inventory.

    But practically it is very harsh on them to follow what zoho want them to follow, i.e. they have to calculate post discount value for each and every line item of bill manually and then record…

    1 vote
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  5. Leistungsdatum mit Export zu Datev

    Es wird in der Rechnung verlangt, dass das Leistungsdatum oder der Leistungszeitraum angegeben wird. Dieses Feld muss auch an Datev übergeben werden können. Dies ist sehr wichtig, da wir Leistungen des Vormonats abrechnen.

    3 votes
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  6. Need Sales without Invoices button directly under Expense menu in Books!

    There needs to be a Sales Without Invoices button listed directly under the main Expense menu. Why this feature does not exist like it does for Expenses under the Purchases menu, blows my mind. It's literally 95% of ALL business transactions on the planet. We should not have to click into every individual bank account then click thru the Add Transaction menu down to Sales without Invoices link. The form to submit this crucial data can have dropdowns to select which Bank account and chart of account these sales transactions affect.

    1 vote
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  7. rotate

    Pretty simple - a little rotate button on uploaded documents (like expense receipts) that allows to rotate left or right when image is not the correct orientation.

    OR even better - AUTO orient uploaded images to display correctly. Seems a little crazy that something so simple is not available when everything else is so perfected after all these years.

    3 votes
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  8. 1 vote
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  9. Compliance Check Functionality for Section 206AB & 206CCA

    Please integrate Compilance check Functionality for Section 206AB & 206CCA for vendors when processing bills and for customers when processing invocies.

    1 vote
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  10. Add VAT to bills even if not VAT registered

    The VAT is on the bill I have received I want to enter the bill as it appears from the supplier whether I am VAT registered or not. If I register for VAT at any point I will want to claim the VAT back for the previous 6 months.

    1 vote
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  11. Show Total Amount when in Add Bulk Expenses

    It would be great to show a total amount when in "add bulk expenses" module.

    This is a fast way to verify each amount was entered correctly.

    1 vote
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  12. Amount Column in Expenses or Bills Tab default to base currency with additional column for Foreign Currency

    When viewing bills or expenses in their respective "list" view please can we have an option to have the amount default to the base currency but with the vendor currecny value underneath similar to the way a markup value shows underneath a billed expense

    3 votes
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  13. When entering a bill manually, it would be nice if we could bulk update LINE ITEMS for the "account" like the bulk update is for 'customer'

    When entering a bill manually, it would be nice if we could bulk update LINE ITEMS for the "account" like the bulk update is for 'customer' and 'reporting tags'

    0 votes
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  14. Add Credits to customer accounts after commission is paid

    Paying commission by crediting the users accounts.

    3 votes
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  15. Please mention on invoice if it is reconciled as per GST in zoho books

    Please mention on invoice if it is reconciled as per GST in zoho books

    1 vote
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  16. Display Base Currency Value of Foreign Currency in bills

    When capturing a foreign currency bill or expense, have the base currency value reflect under the foreign currency value.

    This would be similar to how the markup is shown on an invoice while editing, just it will be on the rate, the item total and invoice total

    3 votes
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  17. I am standing up a business and need to add expenses from my credit card.

    Being able to add the data from my statement would be helpful and reduce the data entry if it could be done from a credit card.

    1 vote
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  18. Add "Check to be Printed" on expense entries

    Add a checkbox when making expense entries to be able to print a check for that expense at a later date. Sometimes I need to print checks for expenses without entering a bill. It would be easier to have this option when I make the expense.

    I can then print the "expense" check as I am printing my other bill payments.

    5 votes
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  19. E-Invoicing for AU

    https://www.xero.com/au/initiative/e-invoicing/

    E-invoicing is becoming mandatory in Australia... please get on with this.

    3 votes
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  20. Need Numbering of items (Kind of Series) When Creating New Bills

    When creating new bills & invoices, I am unable to see the first column of the Item number(Kind of serial number). It is creating a bit of confusion when we add multiple items. If this feature would be implemented then it would be easy to identify the items.

    1 vote
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