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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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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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6410 results found

  1. Delivery Note - non-roman language support

    Currently the delivery note and packing slips do not support printing in some languages. Many of our customers information is entered in Thai language and therefore does not print on the delivery note or packing slip. This is not a problem with invoices and other customizable templates.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  2. Inclusion of User and Contact Module for workflow automation

    When we sync contact from CRM to Books it is not associated with the particular user to show to only the contact owner as the contact owner field left blank after sync process; We have tried to do the same with custom function but user and contact module is not available with workflow automaton in Zoho Books. Please add this feature for easiness.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  3. Download customer list

    If I could download my contact list, I will be able to send bulk mails regarding our other services easily.

    3 votes
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  4. Add a feature to the inventory system, allowing you to have a variable weight of some items and

    Capability of having items with variable weight (food products such as cheese) which would use the current serial number feature with the addition of a specific weight which would calculate according to the rate per measure (Such a Kg or Ltr) for example.

    3 votes
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    0 comments  ·  Inventory  ·  Admin →
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  5. Add additional payment type options to print checks besides just to a vendor

    All businesses are not cut and dry to where a payment is directly tied to a vendor per se. For example, in applied research, there are times when you compensate individuals for their participation in a study or focus group, etc. In this case, an organization would like to easily print checks without recording every person as a vendor. Let's say I have 50 people who participate in a study. They are not vendors. I don't care to have to add all 50 persons as a vendor and create a bill just to print a check. In other words, there…

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  6. Improve Books ---> CRM sync

    The way the fields are synced now between Books and CRM make it a confusing wreck. Account needs to be Company Name, and contact needs to be Primary Contact. The fact that Display Name automatically links up with Account (no way to change it) and contacts have to be added as additional contacts (with Primary Contact in Books being totally ignored) makes syncing contacts a train wreck of data duplication and confusion.

    1 vote
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  7. put an area on the purchase orders to add freight shipping costs after the discount can be applied

    1 vote
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  8. Make Projects Able to Be Bulk Edited

    At the very least I'd like to be able to mark them Active / Inactive in bulk. But there are a lot of other options that could be added to a bulk update feature.

    1 vote
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  9. SHOW STOCK AVAILABLITY IN INVENTORY DROP DOWN SEQUENCE

    SHOW STOCK AVAILABILITY IN INVENTORY DROP DOWN SEQUENCE, IT WILL HELP IN MAKING BILL, FIRSTLY I HAD TO CHECK MY STOCK, NOTE IT DOWN ON A SEPARATE PAPER THEN HAD TO CREATE A BILL

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  10. Have a sister module that's built more for solopreneurs

    I'd love to see Zoho roll out a projects module that's more for solopreneurs. I'm using Zoho Books now and would love to be able to move more of my applications under the Zoho umbrella. Unfortunately, Zoho CRM and Projects is just too unwieldy for me as a solopreneur. I'd love to see Zoho have something more like Dubsado or 17Hats. A key thing would be the ability to send emails / monitor email from within the app itself (as opposed to having to switch out to CRM).

    Zoho seems to be made for large organizations, and there's absolutely nothing…

    1 vote
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  11. Custom fields in Packing slip and in Delivery note

    We need the customs filelds to specify informaiton that are regularly mentioned in notes.

    If note contains a specific type of information for all slips then this information should be a custom filed so it becomes searchable in advanced search

    1 vote
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  12. Project invoicing workbench - ability to adjust project hours and expenses to invoice to customer

    Creation of a "Project Invoicing workbench". This feature is like a dashboard where all the projected related logged time, expenses etc.. is visible in one place. A filter can be placed on projects for a particular customer where we would select multiple projects done for a customer.

    Then there would be a ability to adjust the logged time and expenses for the selected project. This is needed because i may want to only invoice time that may be admissible for that project and expenses that the client will accept. Some expenses may not be in my contract that my employees…

    1 vote
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  13. ITALIAN LANGUAGE

    1 vote
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  14. Add notes to Estimates

    It would be helpful to be able to enter internal notes to Estimates that only our company can read. Obviously being that these are internal, the client SHOULD NOT be able to read these.

    Internal notes are helpful to keep track of activity that may occur during the life of an Estimate.

    Please add this feature.

    Thanks!

    5 votes
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    0 comments  ·  Estimates  ·  Admin →
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  15. Edit email address in customer portal

    At present the customer has to contact our company and we have to perform the change of an email address. The customer portal is confusing as it clearly shows an 'edit' feature next to the email address, but only allows for contact info to be changed.

    3 votes
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  16. shows if you have ordered any stock when looking through items

    1 vote
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  17. consolidate users, workers & contacts into one module

    In order to avoid the current complexity, it would be very convenient to have all persons merged into one module:

    • The "contacts" module should list all users, workers, suppliers, customers, etc.

    • Each person in the module should be assigned to one or more "roles" (e.g. "supplier", "employee", "customer", etc.).

    • A person (contact) should by default be a new Zoho user with a free plan (as it is the case of users, which should be merged into contacts). If someone is a customer or supplier of several companies, they should be able to log in to their single Zoho account.

    This…

    3 votes
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  18. Allow Customers to link to Bills via Import from CSV

    Currently, the Bills allows me to import a column for Customers, but that column does not work. Even though I map the Customers to our Bills during an import, I still have to manually go through each Bill to attach the Customers. It would be extremely time-saving to allow me to link these Customers to each Bill automatically.

    3 votes
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  19. Add section headers to group items by type on Est, SO and Invoice

    Would also be great to have section footers with sub-total of all items between the header and footer.
    This could be used for adding optional items. Option A, Option B
    It could also be used to separate one-time and recurring charges (without using Subscription).
    It could be used to separate Parts and Labor

    3 votes
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    0 comments  ·  Estimates  ·  Admin →
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  20. Please help us to record employee wise salary details

    3 votes
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