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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.

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6408 results found

  1. Test Report or Certificate of analysis ....as we generate test report along with each and every invoice of our product may be any business

    as we generate test report along with each and every invoice of our product may be any business may be steel or stationay goods or plastic bottles or paints ...any industry requires test report of quality tested at the supplier end

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  2. MOQ Price to Dealers/Distributors

    As based on different MOQ's we have different pricing. Now to send estimates to customers based on multiple price with MOQs - i cant find suitable options in Zoho Books.
    If it there help me, else provide solutions to it.

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  3. PLZ ADD IN HADDER L R NO LINE

    PLZ ADD L R NO IN TEMPLETS BUT ITS OPTIONAL

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  4. Allow Contact Mobile in Invoice Reports

    You can Please allow us to add Contacts Mobile/Email numbers in Invoice Reports because Most people that are service oriented needs to call Customers in a Particular Duration of Say 3-6 Months. So When we generate report, We want Clients mobile number to be printed along for easy access.

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  5. 1 vote
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  6. Put totals at the bottom of the invoices pages

    It would be the easies thing to add a TOTAL at the bottom of the Draft, Unpaid, Overdue etc page on Zoho Books. Literally will take 10 min to program that. It seems like a basic concept yet why isn't it implemented? (NO I don't want to run a report every single time, or calculate by hand).

    http://i.imgur.com/ZdXPtMh.jpg

    3 votes
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  7. Plugin for woo commerce

    We have a web store selling hand embroidered garments. You may check www.vandastore.in. Currently woo commerce generates invoices and packing slips using third party plugin.
    What I wish that if ur software can be integrated via some plugin which can generate invoices as per gst law and fetch its data to ur main software for further accounting process, it we'd be grt.
    If you people develop this plugin, I m sure, u would get a score of clients like me who are doing small online business.

    1 vote
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  8. ADD MORE CUSTOM ADJUSTMENT FIELD and CUSTOM ORDER OF THE SAME

    We want to buy this software for long term but will not be able to raise a single invoice due to following reasons:
    1. There are multiple bill sundry in our invoices. Like Inspection charges, Forwarding charges (Different from shipping charges), Freight (already there but in lum sum value, need per pcs per item).
    Also the order of all fields should be customizable. Also Discount can be on 1 item in invoice.
    2. Balance sheet/P&L are only provided in vertical format. Not the indian way of horizontal view which we are used to. Assets and liabilities side by side.

    problem…

    1 vote
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  9. An Invoice can be composed of the item and value from different Estimate

    In Zoho Books, One Estimate can be directly converted into One Invoice, which means it be confirmed as <Sales Income> in P/L
    But in practically, we might meet with a situation as below
    Example:
    Buyer: ABC Company
    Estimate 001: U.S.D 20
    Estimate 002: U.S.D 80
    Estimate 001 and Estimate 002 will ex-factory on same day and go same destination, ABC Company require us issue an INVOICE U.S.D 100 which convert Estimate 001 and 002 into same Invoice.
    Currently Zoho Books not allow this combination.
    What we do to cover this problem is we go Invoice and set up a new…

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  10. Big Flaw Importing Customers via CSV: only one address field

    Guys, there's a big flaw when importing Customers via CSV. There's only one address field for customer address. Almost everywhere: PayPal, eBay etc etc. there's two lines for the address: i.e.
    Billing address first line
    Billing address second line

    Please add one more map field so that the address could be imported properly as now we have to use "billing attention" as the first line of the address.

    6 votes
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    0 comments  ·  Customers  ·  Admin →
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  11. Other language ??

    You have now a special edition for the canadian market. Have you thought about the 8 million Canadians who speak and work in French? When you'l be ready, we will?

    1 vote
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  12. auto pre-GST base rate calculate and no CGST/SGST breakup needed

    can u add feature to auto calculate base rate if final price is given and option like inclusive / exclusive of tax is chosen ( like in quick books)

    also another very useful feature is that it automatically selects CGST/SGST or IGST based on base place & supply place .. and in case it is intra-state, i just need to choose 'GST' rather that CGST/SGST and the app auto breaks up tax into 2 halves..
    this is really very convenient for the workflow

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  13. Master UNIT

    One thing that makes zoho books complicated for many industries (like textile, wood, interior, manufacturing etc) is no option of master unit. it can be similar to composite items. zoho team please work on it. below are show examples.

    1. 1 Sheet of plywood is 2.44 X 1.22.
    2. 1 Roll of Wire is 100 Meters
    3. 1 Bundle of Plastic goods contail 80 Dozen pieces

    in this scenario No need to have complicated unit conversions. Just allow users to define what is "Unit" and What is "Master Unit" of the same.

    1 vote
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  14. 1 vote
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  15. Delivery Note - Total Value of Goods field needed

    Delivery Note must have a 'Total Value of Goods' field (value fetched from Invoice Total Value) as its a requirement in GST norms. This is for Standard India GST Template invoice

    1 vote
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  16. 1 vote
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  17. Goods received Note

    hi,
    many a times we have to receive defective material from our customers for and then later either deliver a new product or issue a credit note . A Goods recieved note which can be converted into a credit note or a delivery note will help a lot in this scneario.

    2 votes
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    0 comments  ·  Inventory  ·  Admin →
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  18. FREIGHT LETTER

    In our business we have to give a freight letter to the vehicle driver in which driver name, owner name, description of goods, quantitative details of goods , rate of freight, advance freight & to pay freight is mentioned. On the basis of this freight letter he gets his balance freight after reaching destination.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  19. I want more information from sales orders printed out as sales order history but custom fields are not exported

    I need more information in sales orders - this can be added in custom fields but the custom data is not exported in reports
    There is an excel column custom_fields but it is empty

    4 votes
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  20. Associate a project with a tag

    Currently, we can add a tag to a costumer. But what if all the departements are invoicing the same costumer? We need to add a tag to a project, but we can't. Currently, I need to change the tag each time I create an invoice.

    3 votes
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