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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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6408 results found

  1. Container return

    I have 20 Ltr Water Refilling Business. So, consumer return container at delivery time.

    if consumer not return container the Billing Amount will effected,

    Is it Possible ?
    if possible ,then tell me in details.

    1 vote
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  2. suggestion 4

    Reporting tags in transactions:

    The reporting tag definition at the moment is at a transaction level and there is limitations to provide drop down selection type tag definition.

    Most of the cases , the reporting tag defined is common for most of the transactions. e.g. , if i use a Profit center as a tag, i would like to have this in all transactions, similarly, a cost center tag might be used by most expense transactions. Also , when one defined drop down values in multiple places there could be a likely chance of making mistakes (lower case, upper case,…

    1 vote
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  3. We are trying to replace tally with zohobooks but its just not happening. Zohobooks is far too backword and is just not compliant

    We are continousely raising queries with zoho team but no solutions are being found for us. Instead of listening to genuine requirements of customers that can help the development of the product further all they say is its not possible. I know Zoho's cream market is USA but if you are going to service customers and get them to move from tally the least you should do is listen to them and modify your product accordingly. Very disappointed with attitude.

    4 votes
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    0 comments  ·  Reports  ·  Admin →
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  4. When you create a new Item, you can assign a sales tax on the selling side. On the PO side there should be an option for no sales tax

    When you create a new Item, you can assign a sales tax on the selling side. On the PO side there should be an option for no sales tax. I'm a reseller so when I convert a Sales Order it automatically maps over the sales tax and then I have to manually remove them. As a reseller, I don't pay sales tax on items I purchase for resale. It's an easy fix inside of Zoho Books in the Items Module. Provide the option as you do for the Selling side but under the PO side.

    1 vote
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  5. We are unable to track and maintain sells done on Marketplaces like Amazon and Snapdeal

    Do this needful on urgent basis else we will be unable to continue with Zoho

    7 votes
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  6. Global Rate Change for Users Needed

    There needs to be a way to make a global rate change to a user's billable rate, otherwise for every project that a user is assigned to, we must make a rate change for users (any time the user has a rate change).

    1 vote
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  7. Luxury tax on non discounted rate

    We have a major issue with a key ZOHO feature that is not allowing us to use the tool fully . All taxes are calculated on the discounted rate by ZOHO , but in Tamil Nadu the hotel industry luxury tax calculation is different .

    In Tamil Nadu Luxury taxes are calculated on Declared rate/Published rate/Rack rate .

    Example .
    Published rate is Rs.2000/Day
    If room is charged at full rate then
    Luxury tax = 12.5% = 250
    Service tax = 9% =180

    If a discount is provided the calculation has to be as follows
    Room rate = 2000
    Discount…

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  8. add a return column on the invoices rather then a total separate credit note it makes things easier

    can you create a special invoice that be activated or deactivated special for me?
    i want it to be the same just it should have few coulombs
    product load1 load2 load 3 load 4 load 5 returns price total
    bread 100 100 50 10 20 5 7 1925
    this is how i want a line to look like
    it will make my dispatch very easy as i really like the software
    please advise more?

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  9. Carry delivery address over from SO to invoice.

    Multiple delivery addresses are a great improvement but would be even better if the alternate delivery address that is selected on the SO is carried over to the invoice created from the SO.
    As it stands Zoho is changing the delivery address to the default (billing address) when the invoice is generated which can result in the goods being sent to the wrong address.

    4 votes
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  10. 1 vote
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  11. Enter a Purchuse order received from Customer

    Create a facility of adding a PO received from Customers. Sometimes one gets a PO with the full details but one invoices from that PO over a said period of time.

    3 votes
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  12. synchronize user

    synchronize zoho CRM users with zoho books.

    Similarly how you can synchronize proudcts and accounts, we should be able to syn users so when an estimate is created in either books or crm the user can be selected from a list, or auto-selected with the current user.

    then the information such as signature, phone number, email, etc. can be mapped into zoho books and used in templates and emails.

    1 vote
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  13. Implement organization of line items when combining multiple POs to a single invoice.

    It would be super helpful if there was an organization system implemented for invoices that are generated from multiple Purchase Orders. I create invoices to pay my vendors for multiple POs at once, but the line items just scatter randomly when I combine the POs on the invoice. I need the line items to remain together, preferably with the PO #s intact as well. I can rearrange the line items manually, but this takes forever when I'm grouping several POs, each containing multiple line items.

    4 votes
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    1 comment  ·  Invoices  ·  Admin →
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  14. Remove all of the ZOHO marketing and 3rd party marketing. We pay for the product. Seeing ads is inappropriate.

    To see the ads for Zoho products in various spots and 3rd party (Fundbox) in the system along with the getting started link and refer a friend link that we can't remove is annoying. I'm fine with it being there if there was an option to remove it. I also do not mind at all the notifications that appear at the top every once in awhile that I can read and then remove/close. But the permanent ads and the two other links should have an option to remove them.

    1 vote
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  15. Please add CC Avenue to ZOHO Books.

    We have been using CC Avenue for our ecommerce portal, but CC Avenue is not available to get integrated with zoho books.Please add CC Avenue to ZOHO Books to make it seamless.

    11 votes
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  16. Adding Bills and Expenses to Projects in windows mob app

    Ability to add Bills and Expenses to Projects in Windows mob app. We have many Windows app users and they need to associate bills and expenses to projects through their mobile app.

    1 vote
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    0 comments  ·  Mobile App  ·  Admin →
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  17. html

    Hello, I need to edit my invoices and budgets, since in my company we use different images thanks

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  18. Suggestion 5

    Time sheet reporting:

    Provide better time sheet reporting.

    1. It is very difficult to take a time of an individual for a whole month and check where he / she has captured time for all days. A time sheet report with days of the month as columns with number of ours in each column and on the left column the project he / she entered time for will give a better view of the time sheet. Grouping them by employees where i can select and expand the name i want will help me to under stand this better. Also an excepting…
    1 vote
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    1 comment  ·  Reports  ·  Admin →
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  19. Suggestion 3

    Dashboard and other expenses related reports:

    All posting to expenses accounts (accounts that are defined as expenses) are not getting reflected on the dashboard and or in the expenses related reports. There will lots of Journals would entered for booking expenses especially when one follow an accrual system. Instead of checking the accounts, it seems ZOHO books reporting, including dashboard, is checking whether the expenses are entered as expense transaction or category. Appreciate if you could please check this and update the system accordingly.

    1 vote
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    1 comment  ·  Reports  ·  Admin →
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  20. Suggestion 2

    AR and AP Accounts:

    ZOHO Books have hard coded the AP and AR accounts and hence even if i have to use my own coded Chart of Accounts , I can't define an AR and AP account of my choice. I suggest, you could provide a this as a configuration item (initial setting) where-by the user will provide the desired AR and AP account name from the list of accounts created and you could mark this for automatic posting only.

    Also, I should be able to use supplementary accounts for , i.e; when i define employees as vendors, i should…

    1 vote
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