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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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6729 results found

  1. Posting Periods on Transactions

    i need a posting period on transactions so that i can track transactions by period regardless of the date of a transaction. for example, i have an invoice dated 1/1/2015 & another invoice dated 3/4/2015, and i want them both to post in FEB 2015 (because what period both are charging for). then i want to select FEB 2015 from a dropdown on each transaction. i want calendar months as my choices, but others may want years or quarters.

    & reports should be able to filter & aggregate data based on desired periods.

    4 votes
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  2. Territory based tracking for transactions & contacts

    i need every transaction & contact to have an assigned territory. then i need to be able to filter & organize my reports by territory. this field should be per line item on the transactions for max flexiblity, but a transaction level field is fine too if it means the feature is available sooner.

    additionally i want to control user permissions by territory too (but that can come later).

    6 votes
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  3. Allow recurring purchase orders

    Please allow recurring purchase orders ASAP.

    Quickbooks and your competitors allow this.

    Why?

    In any business where the same people are billing you every month you need to track that they're billing you or enter there reported work: cleaning, tutoring, schools etc. there is huge application for this.

    We'd really like to stay with Zoho but this seems like a major oversight.

    Sincerely,

    Beethoven at Home

    4 votes
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  4. Track multiple sku's of an item

    An item, say SJ PTO 115 may have different versions with different SKU's (due to different sizes, colors etc.) Right now, each of the different SKU's have to be created as different items in Zoho Books. It'd great if different SKU's can be created under the same item.

    4 votes
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    0 comments  ·  Inventory  ·  Admin →
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  5. Be able to save Terms & Conditions in different templates

    So you can select a diferent template in each invoice, depending of the products you are billing, including a diffent "Terms & Conditions"

    11 votes
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    3 comments  ·  Invoices  ·  Admin →
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  6. Allow the assignment of tax rates to different expense and payable accounts

    When setting up tax rates, these are accounted for in the Sales Tax Expense Account and Tax Payable Account. We need to be able to account tax rates in different accounts in order to track the correct tax payable for each type of tax. For jurisdictions with different tax types, this is essential.

    7 votes
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  7. status

    Archive Estimates or create custom status that can be applied. Also custom views. I need to be able to archive estimates that have been converted to sales orders and then invoiced.

    3 votes
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    0 comments  ·  Estimates  ·  Admin →
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  8. GST Tax feature for Malaysia

    The feature i requested is GST Tax feature for Malaysia.
    - Easily manage GST payable/receivable, and produce our GST Form 3 in one-click.

    58 votes
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    7 comments  ·  Invoices  ·  Admin →
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  9. discount on purchase order

    Hello,

    We negociate discount for our order on a daily basis. The base price for the item is always the same, it is just the discount that we get that changes.

    Please add a discount box on purchase order, would make life so much easier..

    thank you

    63 votes
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  10. text customer payment link

    I want to be able to text my customer a message with a payment link so they can use their cell phone and make their credit card payment. and view their invoice

    5 votes
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    0 comments  ·  Payments  ·  Admin →
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  11. We need Zoho Point of Sales

    We need Zoho Point of Sales

    29 votes
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    2 comments  ·  Invoices  ·  Admin →
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  12. Allow to enter notes in weekly time log

    It only allows project, task, and hours. If I could enter notes right there, too, it would be great.

    26 votes
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  13. Should be able to enter a refund receipt in Expenses

    Already discussed this on the phone, but just in case.

    When a portion of a receipt, which had been entered in Expenses, and linked to a customer as a billable expense, is refunded, the new refund receipt should be entered in Expenses with a negative amount, again linked to the customer. That way, a pool of expense receipts are billed to a customer as an invoice/part of an invoice at a later date, the difference is accounted for, and there is no room for error.

    20 votes
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  14. Report customization

    I can customize a search screen, but cannot print or export it. Adding all the filters now available for a search to the report dialog will enable searching and printing or exporting crucial reports.

    10 votes
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    1 comment  ·  Reports  ·  Admin →
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  15. Split out the Amount

    In all your views you show the Amount - this is the Amount incl VAT/Tax. Please allow us to either a) adjust the views to split the amount in its component parts without Tac and the tax amount or b) just fix it as it should be like a)

    By the way, this shouldn't even be a feature request - this is standard operating procedure for most business

    7 votes
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  16. Configured SMTP server for outbound emails

    Allow user-defined SMTP server for outbound emails.

    25 votes
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  17. Bank Statement Field Mapping

    When creating rules for transaction matching the reference number did not pull through when selecting "Use Value from Bank Statement".

    Thus the option to MAP the fileds of the statement as in ZOHO would be awesome.

    and/or (this was my case)

    instead of ONLY use value from bank statement reference and enter manually. Give the option to choose the value.

    3 votes
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    0 comments  ·  Banking  ·  Admin →
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  18. Print deposit slips

    Gather individual checks in undeposited funds account and print deposit slips directly from entered information. Lessens chance of transposition errors.

    64 votes
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    11 comments  ·  Banking  ·  Admin →
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  19. Bank Deposits

    You need a way to group all of the day's deposits into one number in the account, so you can reconcile the deposits against the Bank monthly statement.

    80 votes
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    7 comments  ·  Banking  ·  Admin →
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  20. Need to distinguish between payment dates and when funds actually cleared.

    The date when clients pay and when payments are actually cleared are often a few days apart and sometimes more. Please allow us to input those 2 dates separately. Currently, we cannot, and it is forcing us to go back and change the payment dates to the dates the bank cleared the funds. We don't want that. We would like to keep records of both of those dates for more accurate bookkeeping.

    2 votes
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    0 comments  ·  Payments  ·  Admin →
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