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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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  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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6165 results found

  1. Template formats

    The report templates take up a huge amount of space and are a waste of precious paper.

    Please could we have some control over the layout such as size of print, spacing of lines, spacing of columns, page numbers titles and headers.

    We definitely need headers and page numbers on the report pages.

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  2. Templates

    The report templates take up a huge amount of space and are a waste of precious paper.

    Please could be have some control over the layout such as size of print, spacing of lines, spacing of columns, page numbers titles and headers.

    We definitely need headers and page numbers on the report pages.

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    0 comments  ·  Reports  ·  Admin →
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  3. approval

    Can you put in a appropriate approval template? I would like to see the full names ie first and second names. At the moment its only picking the surname.

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  4. Display composite item indicator after the item on edit sales order screen

    We have very similar items that are composite and non-composite. We sometimes end up mixing up which is which. the composite item indicator will help with that (integrated with zoho inventory of course)

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    0 comments  ·  Invoices  ·  Admin →
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  5. Zoho books should notify us if there are any negative cash balance

    Zoho books should notify us if there are any negative cash balance

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  6. Ship Preference by vendor and ability to say if something is null in the automation module

    I would like to see a Ship Preference to be set by vendor and customer

    Also it would be nice if in automation i could say do this to a blank or null field

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  7. invoice both bills and time from projects

    While creating an invoice from a Project's Overview page I'd like to be able to add both the unbilled vendor Bill and the Unbilled Hours at the same time. I'm currently only able to add both of those items to an invoice while being in the Contacts page. So, I have to have two browser windows open to get this accomplished or create two seperate invoices from the Project Overview.

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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  8. After giving the bill payment to the vendor....Kindly allow credit note for the same bill

    After giving the bill payment to the vendor....Kindly allow credit note for the same bill

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    0 comments  ·  Expenses & Bills  ·  Admin →
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  9. Working Capital & Free Cash Flow reports

    I am currently calculating my working capital manually - if this could be shown on the dashboard or in a report it would be very useful.

    The same applies to FCF.

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  10. Bills - "Send Payment Confirmation" email button

    When you record a payment against a bill, it would be great if there was a "Send Payment Confirmation" email option.

    There is similar functionality in the invoices, when one can send a "Thank you note" so having this mirrored on the billing side would be helpful.

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    0 comments  ·  Payments  ·  Admin →
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  11. genius and computax Aretha easy tool to communicate. if uneducated people want to use this zoho books. how they interact with this books! e

    Easy contact with all languages. In India with your customer to get to know this app and books

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  12. Salesperson set customer level

    Wholesale businesses use a specific salesperson for each customer. Each customer's salesperson is used every order and every re-order that the customer places whether the order is placed with the salesperson themselves, by fax, placed customer service or even if it is placed with a different salesperson.

    Because of this, when creating a new customer record, we need to be able to set the salesperson in that customer record and then each time a new order or invoice for that customer is created the new order will set to the default Salesperson which was setup in the Customer record.

    This…

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  13. purchase order items

    When converting a purchase order to bill, some items are not available at the moment so we subtract them during the conversion. Then later on if we go and make a new bill from purchase orders zoho will bring the pending items from the old purchase order.

    So what would be really helpful for many reasons , would be a way to access all the pending items per vendor at any given time.

    Thanks

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  14. Personalize timesheet details report by billed or not billed

    I want to see wich project I need to bill. Currently I see a total with every timesheets. I want to choose to see only the not billed timesheets.

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  15. Merge contacts funtion should be controlled through user privilege

    Facing an issue with a user who has merged multiple contacts and there is no provision to reverse this. This feature to be controlled by user privilege since many users has given access to update contacts. Please consider this and do the necessary changes

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    0 comments  ·  Customers  ·  Admin →
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  16. Deletion of attachment - Any user can delete the attachments and if this is restricted by privileges it will be safe

    Attachments like signed documents attached with invoices can be deleted by any user and if this can be added in user privileges the database will be more safe

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    0 comments  ·  Invoices  ·  Admin →
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  17. When the Client Portal is enabled, also include in the email a link straight to the invoice

    Currently, if a client does not have access to the Client Portal, when emailing the invoice, they are given a link directly to the invoice with a "Pay Now" button. This works great; it is quick, easy to use, and simple to understand.

    However, if a client has the Client Portal enabled, they are given a link to the portal. This requires logging in, entering a password, clicking through to the invoice, etc. There are a lot of steps to go through.

    I suggest that there be an option to include both links (for clients that have the Client Portal…

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  18. Provide a notification when a recurring bill or expense is automatically created by Zoho

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  19. Put the total amount received back onto the customer summary screen

    Hi, the total amount received / billed to a customer used to be displayed on the customer contact summary screen. Since the timeline has been added this has disappeared. Could it be added back in as our staff found it useful to see what a customer had spent with us when talking with them on the phone.

    Thanks,

    Rob

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  20. Email a supplier invoice straight to Books for processing

    sometimes supplier invoices are received by a named usr instead of being sent to a generic accounts payable address.
    It would be good if the user could forward them by email to a queue in Books ready for coding

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    0 comments  ·  Expenses & Bills  ·  Admin →
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