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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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6196 results found

  1. I would like to have the Tax Summary Table enabled in all my invoices especially in the Aed Currency

    I would like to have the Tax Summary Table enabled in all my invoices especially in the Aed Currency

    2 votes
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  2. Check printing and deposit slip printing

    After payment Check print option with check details and payment voucher

    As we already have the cheque details , why not the deposit slips , banks they accept deposit slips , system generated

    11 votes
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    0 comments  ·  Banking  ·  Admin →
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  3. 7 votes
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    0 comments  ·  Invoices  ·  Admin →
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  4. Sub Total Between Lines of Invoices

    Possibility to add Sub Total between Lines of invoice like it is with QuickBooks / so we can split the invoice in two sections or more... ex.: Professional Fees Section + Official Fees Section.... This is a special need for Legal Matter Invoices

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  5. Invoice item name can be timesheet date

    Invoice item name can be timesheet date. When invoicing right now it allows you to select the task name, project name, etc to use as the item name, however we would like to also see timesheet date as an option to select. This way when we are showing all timesheet details and notes from the timesheet entry we can show our customers the date of the timesheet entry instead of just the task name.

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  6. Opening Balance of a vendor and customer during current financial year i unable to record

    Category should be Opening balance Under Customer/Vendor

    we need to click opening balance either under vendor
    Vendor name to be entered and opening balance as on 01-04-2017(Current financial year) to be entered.

    35 votes
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  7. Saudi Arabia Legalities

    Information required for VAT invoices
    The tax invoice must include the below details related to the transaction, provided in Arabic:
    • The invoice issue date and the date of supply (if they differ)
    • A sequential invoice number to identify the document
    • The supplier’s legal name, address, and tax identification number
    • The customer’s legal name, address, and, when the customer is self-billing, tax identification
    number (and a statement that the customer and supplier have agreed to self-billing of VAT)
    • The quantity and type of goods, or the extent and nature of services provided
    • The total amount…

    1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  8. 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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    0 comments  ·  Items  ·  Admin →
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  9. 1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  10. Timesheet - Zoho Books 'Extended' Zapier Integration

    Please add more triggers/actions from Zoho Books Timesheet to the Zapier Integration:

    • Creating a New Project

    • Adding Tasks for a Project

    • Logging Time for the Tasks Completed

    Thank you!

    28 votes
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  11. Administrators connection to Client Portal's to validate data displays corrently

    As an administrator with several clients it is ridiculous for me to have to create separate email accounts for myself to attach to my client contact list in order to see what displays in their portal.

    I have had (2) situations where data didn't display correctly in my client's portal and THEY had to inform me. After adding my personal email accounts to their profiles using different passwords i STILL WAS UNABLE to see each client's portal. Zoho support instructed me to create separate email accounts and link them to my client contact profile.

    Sounds simple with 1 or 2…

    4 votes
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  12. Receivable/Payable Planning For Future

    This feature is important for future receivable/invoicing reminders tracking. Many times a project is worked on a fixed cost with milestone basis. It's hard to create a tentative budget if we don't know how many milestone invoices could be raised in the next month for all of our projects which would complete milestones. This would also help finance teams to help keep delivery teams updated with their targets.
    This can be simply implemented if the "Sales Order" can have a feature for adding a "tentative invoice raising date" for each of the items/milestones of the sales order. Based on these…

    6 votes
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    1 comment  ·  Invoices  ·  Admin →
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  13. UPS UK link to work

    UPS Link to work in the UK

    6 votes
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  14. Consolidated Invoicing

    There needs to be the ability to define a parent / child relationship between customers so that you can perform consolidated billing. It is very common for companies to have multiple locations or branches where the head office requires that vendors raise invoices against the individual branch or location however the invoices are all consolidated against the HQ for payment etc. Very typical in the retain environment.

    9 votes
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    1 comment  ·  Invoices  ·  Admin →
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  15. Skip to Page

    Please add a skip to page at the bottom of pages, so it is easier to sort through 100 pages to get to the one I need. Also, I don't like how when I change something in chart of accounts and it sends me to the top. Why can't the page just stay where it was so I don't have to go all the way back down the page.

    4 votes
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  16. Option to print Invoice in A5 Paper

    It would be nice to have option to print in A5 size paper. That we we can save a lot of paper.

    7 votes
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    0 comments  ·  Mobile App  ·  Admin →
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  17. e-wallet integration

    We add money to Paytm, Ola Money and Airtel Money which cannot be called as expense as there is no tax on these transactions. The tax comes when we make payments from them. So, these e-wallets should be added to the banking section.

    8 votes
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    0 comments  ·  Banking  ·  Admin →
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  18. Also add Proforma invoices ,order numbers and Quotations

    Add proforma , purchase orders, orders, quotation on the dashboard

    9 votes
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    1 comment  ·  Admin →
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  19. Delivery Challan

    1. Pls provide option to Remove tax in Delivery Challan
    2. In invoice option provided in shipping addr field to copy billing addr the same not there in delivery challan. Pls provide this option
    3 votes
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    1 comment  ·  Admin →
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  20. vat entry before gst

    before gst, vat invoice is not generating

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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