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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. Provide a way to merge duplicate accounts created during the migration process

    duplicate accounts in the general ledger and items occur easily in the migration process. There should be a simple merge accounts with a warning before proceeding that captures all the history.

    13 votes
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    1 comment  ·  Migration  ·  Admin →
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  2. Tracking pixel for invoice - shows open

    Each invoice e-mail sent to EACH user should have a tracking pixel embedded so the administrator can tell when an e-mail has been view as well as when an attachment or link has been clicked to track viewing of invoices as attachments as well as opens by users. This information would then be presented as part of a color coded history shown for each invoice just like Freshbooks (shown here). This way your customers can NEVER say they haven't seen an e-mail when you know they have downloaded the attachment and opened the e-mail multiple times (all tracked by user).…

    19 votes
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    3 comments  ·  Invoices  ·  Admin →
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  3. ALTERNATE QTY IN ITEMS

    Alternate Quantity in items
    thats pieces converted to kilogram
    kilogram converted to Pieces

    4 votes
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  4. Calculation of multiple Commissions per Sales Line Item or per Invoice Total

    Allow the possibility of allocation of a Salesman code per Sales Line Item , whole Order, Subscription and per customer/subscriber.
    - Calculation number one would be done for an individual Order or Line item according to the line item or order code. The Line Item Salesman would override any Order based Salesman.
    - A second calculation would be based on the Customer/Subscriber allowing for a second commission to be calculated for one order line.

    Calculations would be accrued at invoicing time with payments being generated on receipt of payment.
    A matrix would define the calculation based on either Product Code…

    31 votes
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    0 comments  ·  Invoices  ·  Admin →
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  5. Add option to classify income and expenses

    Sub accounts are great too but I need to classify each expense to different trainings. I use both sub accounts as well as classification. This is pretty standard so I am surprised it is not in development yet.

    9 votes
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    1 comment  ·  Admin →
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  6. Sales reports by state

    I would like to know in which state we are doing better or worse. Another reason is for Sales Tax. Since we have an employee there we have nexus with the state so we have to pay sales tax. We need to have a way to calculate that.

    4 votes
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    1 comment  ·  Reports  ·  Admin →
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  7. We need an additional Contact classification: EMPLOYEE.

    Employees are paid thru Zoho Books, therefore they must be classified as "Vendors" The problem is we cannot not give any employee access to "Vendors", because then they will have access to other employee's payroll data, which is supposed to be confidential information. This is a mayor handicap, since I have employees that must deal with vendors, for quotes (RFQ) and purchases.

    4 votes
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  8. Margin reports for individual sales person and individual invoice

    Please consider adding a report where we have overview of sales person margin, also the margin report on each individual invoice

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  9. Show tax amounts in the Invoice Details report

    In the Invoice Details report, I would like to see the tax amounts included. Better yet, see all the "Before tax" "tax" and "total including tax" amounts.

    7 votes
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    1 comment  ·  Admin →
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  10. In the item view, allow the selection of multiple items, and then an action to generate a quotation from the items.

    In the item view, allow the selection of multiple items, and then an action to generate a quotation from the items. This should be coupled with a better display of the items in the item list (e.g. description should be visible) as we use the name for the product code.

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  11. option to export Receipts

    There should be option to export the receipts which is added while recording an expense

    11 votes
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  12. Auto Save Option ( High Priority )

    It happned with me while I am working long time and suddenly the page refreshed all gone .. need to auto save each 5 min minimum

    Thanks

    3 votes
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    1 comment  ·  Admin →
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  13. add 'Group By Task' in project reporting

    please, add the GroupBy Task in project activities reporting, to group data by task

    6 votes
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    0 comments  ·  Reports  ·  Admin →
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  14. 7 votes
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  15. Calculate DSO & DPO in Zoho Books

    Accounts receivables are analyzed by the average number of days to collect payment (called Days Sales Outstanding or DSO), and accounts payable are analyzed by the average number of days it takes to pay an invoice (Days Payable Outstanding or DPO).

    4 votes
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    1 comment  ·  Reports  ·  Admin →
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  16. Add Dwolla as a Payment Provider or Manually Say Received via Dwolla

    Add Dwolla as a Payment Provider or Manually Say Received via Dwolla

    10 votes
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    0 comments  ·  Payments  ·  Admin →
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  17. Include additional fields especially the custom created fields to Zoho Books Views

    We would like to customize the default views for Zoho Books by including additional fields especially the custom created fields, which would help us to view all useful information in one singe view.

    This feature is available in CRM but not available in Books. Could you please provide create/edit view options in Books?

    22 votes
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    2 comments  ·  Customers  ·  Admin →
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  18. Default discount for customer

    A customer has a default discount% that is filled in when an invoice is created

    26 votes
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    7 comments  ·  Customers  ·  Admin →
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  19. Auto charge using Braintree

    Braintree has a function called "Vault" that saves all customer cards and details. This feature can be used by Zoho Books to bring Autocharge via Braintree

    7 votes
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    1 comment  ·  Admin →
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  20. Grouped Invoices

    There should be a feature to be able to divide one invoice into multiple invoices. For example, the project costs 500000 I should be able to generate an invoice of 500000 with different sub invoices of 100000 for advance, 200000 for an instalment and another 200000 for final instalment

    7 votes
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    0 comments  ·  Invoices  ·  Admin →
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