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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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6411 results found

  1. include a comprehensive list of the forms that can be filled out!

    trying to find out more about the product and i don't see the info im looking for. namely, a list of the forms i can file.

    1 vote
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  2. Project or Timesheet Fixed Fee option

    We only have Fixed Fee Projects.

    Need a way to create a projects with tasks that can be set to completed with the option to put the date started and ended.

    Then have proper reporting to view the completion of or the timeline completion.

    Seems this option has been ignored in the past posts and never looked into in either Timesheets or Projects.

    6 votes
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  3. Emails reports

    We should be able to run a report on emails that were sent via all users that have sent estimate, sales order, purchase order etc.

    When we send something from zoho books via the email option if we forget to cc ourselves we don't know if the estimate was truly sent.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  4. Make selecting the VAT drop drown compulsory

    We can select a standard VAT inclusive / exclusive for our invoices as some items we bill for do not include VAT e.g. social media advertising.

    As you do with entering a client name, can you also make it enforceable that before you save and send that it flags up if not VAT amount has been selected. As it stands we can accidentally send out invoices that still say "Select VAT" so ultimately that needs to have at least changed to 20% or Zero VAT.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  5. zoho billing software spreadsheet plus+ should have one additional last coloumns which will be total of that row. i,e final total payable,

    zoho billing software spreadsheet plus+ should have one additional last coloumn which will be total of that row. i,e final total of net payable by client after discount+sgst+cgst. So that it's easy to calculate price per piece. Even better is adding one more coloums for cost per piece. I have been requesting for this for more than 8 months. Please do the needful .Thanks . Prasanna agencies. Deepak Lalingkar

    1 vote
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  6. statements

    The new statement update helps a little, but it be so much better and would meet so many more people's needs if you added an "open" choice instead of just all and outstanding. A statement of only all open invoices to send to customers is what most of the people on here have been requesting. We just want the customers to see what they owe, not everything they have paid as well. It's too long and confusing.

    0 votes
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    1 comment  ·  Invoices  ·  Admin →
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    Hi Debbi,

    You can go to the contact and click on the More option→ Email Contact → there will be an option to send the outstanding emails to the customer.

    Hope this helps.

    Thank you.

  7. 3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  8. Include how to show "Director's Sitting Fee" receipts in GSTR 3B

    There is Utter Confusion whether Director's Sitting Fee Receipts to be shown as Outward Supplies under 3.1 in GSTR3B and if so, under (a) or (b) or (c) - should be under (a) I feel. But then how the tax payable by recipient under Reverse Charge will be accounted for.

    1 vote
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  9. ADD NEAGATIVE STOCK FILTER

    ADD ONLY NEGATIVE STOCK FILTER
    FOR
    NEGATIVE STOCK CHECKING.
    THIS OPTION IS AVAILABLE IN EVERY ACCOUNTING SOFTWARE.

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  10. Check Print enhancement

    A better way to print checks, need to configure/ adjust design of check/voucher, choose bank account where check will be drawing from

    0 votes
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    0 comments  ·  Payments  ·  Admin →
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  11. 1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  12. 1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  13. 1 vote
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    0 comments  ·  Reports  ·  Admin →
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  14. You should be able to see the full amount of deposits which make up multiple payments.

    When you bring in the deposits from the bank feed, you should be able to see the full amount of the deposit in your reconcilements instead of individual amounts. Because it is difficult to reconcile for that month without seeing the full amount that the bank shows on your statements. It does not help to match deposits up with what the bank shows on their statements. Which makes it difficult to be able to reconcile.

    4 votes
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    0 comments  ·  Banking  ·  Admin →
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  15. Link email correspondance to an Item

    I would like to be able to archive all emails relevant to an Items sale so that in future I can look up an item and see all email history on relevant to it.

    2 votes
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  16. 1 vote
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  17. integrate calendar with timesheets

    As a consultant/service provider I'd like to auto populate Timesheets with my calendar items. This will save me the weekly grudge of manually inputting the data that is already available in the tool that I use anyway (Calendar) to manage my time and meetings.

    3 votes
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  18. Thai characters in the reports section.

    Can u please add Thai font in report section, its work in invoice, sales order and purchase order, but do not support in report section. if you will add this feature it will be good in thailand

    1 vote
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  19. Can we merge customer statement of account only for sending statements

    We have customers who have branches across the state. They would like to see invoices in their address but as the finance is centralized would want a consolidated SOA . I could use the tags but tags are not printed on the SOA. ANY suggestion ??

    1 vote
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  20. 1 vote
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    0 comments  ·  Templates  ·  Admin →
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