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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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136 results found

  1. Able to not show lines with zero value on reports such as P&L or Balance Sheet

    Able to not show lines with zero value on reports such as P&L or Balance Sheet

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi all, 



    We have added the option to “Include accounts with zero balance” in Profit and Loss Report and Balance Sheet Report. Navigate to the report > Customize report > Here you will have the option.



    Regards, 

    Zoho Books Team

  2. I wish to see cash on hand or petty cash on dashboard

    The dashboard summary should throw up cash in hand also

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hello, 



    By enabling the ‘Add to the watchlist on my dashboard’ for the account by editing the account in the chart of account, you will be able to see the required account in the Dashboard. 



    Regards, 

    Zoho Books Team

  3. add an option to put discount in item level to automatically transfer to invoice when item is added.

    Have a box where you edit an item to put a discount % that will automatically be brought in when doing an invoice. As of now I have to keep another tab open and go find that item and open its details to see what the discount % is for that item. Very time consuming.

    3 votes
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi Jake,

    We believe setting up Pricelists might be the right solution for your requirement. 

    You could either create pricelists that can markup or markdown the prices of all the items on the invoice (or) you can selectively enter custom rates for the different items.

    You can take a look at this help page to know the exact steps:
https://www.zoho.com/books/help/items/price-list.html#apply-price-list

    Kindly give this a spin and send your feedback to support[at]zohobooks[dot]com

    Regards,

    Reshma.

  4. Integrate Zoho Boks With Zoho Mail

    It's hard to understand why Zoho Books will not integrate with Zoho Mail!

    The integration is a must as everytime we send a quote, order confirmation, invoice to our customers we will have to ether cc ourselves or there will be no way to see the email sent to the customer & what was said on the conversation.

    This is unnecessarily time-waisted. Gmail and Microsoft 365 can be integrated but not Zoho mail, where is the sense?

    I hope this can be done quickly.

    0 votes
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    1 comment  ·  Third Party Integrations  ·  Admin →
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  5. need discount in purchase invoice and purchase order row

    sir i want to give discount in purchase invoice and purchase order so please arrange this type of option.its use us
    thanks and regards
    red chip technology
    coimbatore
    9942770366/9790099323

    1 vote
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    1 comment  ·  Vendors  ·  Admin →
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  6. Apply individual price list to specific items within an invoice

    Although you can define many price lists and even establish a specific price for each item, it is required some times to apply special prices only to certain items in an invoice. Currently when you select a price list at an invoice creation step, the price list is applied to all items.
    It would be more flexible being able to apply price lists at an item level rather than to the whole invoice.

    6 votes
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    0 comments  ·  Items  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    We now have the option to enable price list at the Line item level while creating transactions in Zoho Books.

    In order to enable/disable item level Price List in transaction creation please go to Settings→Preferences→Items.

    Please note that this option will be disabled by default. You can enable it in preferences.

    Good day!

    Regards,
    Zoho Books Team

  7. Profit & Loss Report by Reporting Tag

    So I have only 1 Tag active out of the total 10 available and have about 30 options under that tag.

    I would like to have those 30 options appear in separate columns, like a table or matrix.

    Currently appears as:

    Account, Account Code and Total.

    I would like it to appear as:

    Account, Account Code, Tag 1 Option 1, Tag 1 Option 2, etc.

    Would make reporting really easy for Simple Job Costing or Project Costing.

    12 votes
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    2 comments  ·  Reports  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi all, 



    We have the option to run the Profit & Loss report based on the Reporting tag. 
    You can customize the P&L to filter the transactions for the chosen Reporting Tag.



    Have a great day.



    Best regards,

    Zoho Books team

  8. credit card

    For deposits received, allow user to set the default "Received Via" field in the drop-down menu to be "Credit Card"

    We receive exclusively credit card, but Zoho deposits default to received via cash, causing us to change it for every transaction manually. Thank you.

    2 votes
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi all, 



    We have the option to configure the payment mode and set the default option. While you record the payment > click on the payment mode dropdown > click on Configure Payment Mode > here you can mark the default option.

    

Have a great day



    Best regards, 

    Zoho Books Team

  9. please add reporting tags to the android version of the app

    please add reporting tags to the android version of the app while creating the invoice

    1 vote
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    Available  ·  1 comment  ·  Invoices  ·  Admin →
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  10. Request to add Bank Charges in payment made

    Need to add bank charges in payments made

    4 votes
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    1 comment  ·  Payments  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hello,

    

We have added the Bank charges field for vendor payments. This bank charge is exclusive of the amount paid to the vendor. 
    As of now this field is not available for the India, UK, KSA and UAE editions as these regions apply a tax for bank charges. 

    Have a great day.

  11. Custom field to be added in reports

    Custom fields that are added in sales order, if displayed on the sales order reports will give a better insight of data

    7 votes
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    0 comments  ·  Reports  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    We currently have the option to include the custom field in the Sales Order Details report.

    To do so, please go to Reports→ Select the Sales Order Details report→ Click on customise report and include the custom field by clicking on the +icon → Run the report.

    Hope this helps.

    Regards,
    Zoho Books Team

  12. Allow attachments to email templates and workflows

    It has just been confirmed by Zoho that the attachment option to email templates does not work. We wish to create a workflow to send an email to a customer along with an attachment. We have attached a file and the email gets sent but without the attachment.

    6 votes
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    0 comments  ·  Automation  ·  Admin →
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  13. GL balance with 0 balances should be ignored while running the trail balance and balance sheet reports

    looks very scary with all the 0 balance GL in TraillBalance and other reports

    1 vote
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    Available  ·  1 comment  ·  Reports  ·  Admin →
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  14. Create CREDIT LIMITS against accounts in Zoho Books.

    We require the ability to create limit credit limits within accounts.

    When any business allows "credit limits" to their clients the word 'limit' is key - accounts have a limit applied to their credit which is often advised by carrying out a credit report.

    We need ZOHO BOOKS to create credit limits which warn our finance department that the account has gone over their limit, and various features as seen as standard with many of your competitors.

    224 votes
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    31 comments  ·  Invoices  ·  Admin →
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  15. sync mails from zoho books to zoho mail

    The said feature will allow the user to maintain records of the mails being sent from zoho books such as estimates , invoices and this is important for those who are involved in multitasking

    2 votes
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  16. PLEASE ADD DISCOUNT COLUMN IN PURCHASE BILL

    PLEASE ADD DISCOUNT COLUMN IN PURCHASE BILL

    7 votes
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    3 comments  ·  Items  ·  Admin →
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  17. P& L should be Project wise

    P& L should be Project wise

    1 vote
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hello,

    

We now have the option to run the Profit & Loss report and Account Transaction report based on Project(s). 
    You can customize the P&L report to filter the transactions for the chosen Project(s).



    Have a great day.

  18. I would like to digitally sign my invoices with a digital signature

    I WANT TO USE MY DSC TO SIGN MY INVOICES. THE SAME DSC WHICH I USE ON THE GST WEBSITE

    16 votes
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    1 comment  ·  Invoices  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi all, 



    You can now digitally sign your Invoices in Zoho Books using DSC dongle.
    Note: This feature is supported only on the Zoho Books’ Windows app. You will also have to be subscribed to the current Professional or Premium plan in the Indian edition of Zoho Books to use this.

    Here is the help document for your reference:
https://www.zoho.com/in/books/help/digital-signature/



    Best regards, 

    Zoho Books Team

  19. Projects in "ZOHO books" be synchronized with projects in "ZOHO Project"

    When creating a project in ZOHO project it would create the same project in ZOHO books and be synchronised ever after, timelogging and all. And vice versa of course, when creating a project in ZOHO books, it would be created in ZOHO projects and so on.

    60 votes
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    9 comments  ·  Projects & Timesheets  ·  Admin →
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  20. Have option of reversing manual JE's

    An option to have your JE's reversing on the date you tell it to.

    15 votes
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    1 comment  ·  Manual Journals  ·  Admin →
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