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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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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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6407 results found

  1. Gostaria de Poder Colocar as Fotos dos Productos para poder identificar melhor os mesmo...

    Gostaria de Poder Colocar as Fotos dos Productos para poder identificar melhor os mesmo...

    1 vote
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    1 comment  ·  Transactions  ·  Admin →
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  2. Customised Number Formatting as per South Africa Regional - R # ##0.00

    There is 1 234,56 but not 1 234.56 (dot vs comma)

    1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  3. allow me to attach my Terms and Conditions PDF automatically to a Purchase order

    Would love to have the ability to attach my PDF terms and conditions to a purchase order (to create a second page). instead of me having to upload a separate document within the email.

    13 votes
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    1 comment  ·  Purchase Order  ·  Admin →
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  4. Custom Income Categories

    Our company has 2 revenue streams:

    1. Website Design
    2. Website Management

    When reconciling the income in Zoho Books, we would like to have the ability to specify custom income categories. If we simply select, "Customer Payment", then all of our income will be added together with no separation for reports and graphs. Currently, we are using "Other Income" and specifying "Management Plans" as a designation under that. Please add the ability to "Add New Category" in the income categories list.

    5 votes
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    2 comments  ·  Banking  ·  Admin →
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  5. Reports for Expense Details and Account Transactions need a column that lists the vendor/payee name.

    Reports for Expense Details and Account Transactions need a column that lists the vendor/payee name.

    14 votes
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    2 comments  ·  Expenses & Bills  ·  Admin →
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  6. Add due date and discounts to retainer invoices

    Please add option to include due date and discounts to retainer invoices. It should be possible to add all the from a regular invoice to the retainer invoice.

    7 votes
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    1 comment  ·  Admin →
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  7. pic for items

    Can it possible to setup pic on each items added with little pic. so that its easy to identifiy by customer, that we are quoting therefor.
    little Pic next to item

    9 votes
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    2 comments  ·  Admin →
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  8. Show the status of how many items are yet to be paid

    Would like to suggest Zoho Books to track down different payments made in one invoice.
    Lets say a client purchased 7 items from me, and made payment for 4 of the products >> Zoho books shows the status of the transaction.i.e status will show: 4/7 items paid.

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  9. Add aging of invoices on customer statements

    I deal with hundreds of suppliers, ALL provide customers statements WITH aging of invoices in them. This is the norm, not the exception, unbelievable that Zoho Books does not have the ability to customize statements. This IS basic for conducting business.

    9 votes
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    0 comments  ·  Admin →
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  10. Add the ability to print a project as a "Job Ticket".

    A "Job Ticket" with Project Name and Description, including Task List and Task-Descriptions would be very useful to help visualize a work flow.
    In addition, an option to label it as either "Job Ticket" or "Assignment Confirmation" would be beneficial for CRM.

    5 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  11. Customizable Statements with reference data

    1 vote
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    1 comment  ·  Admin →
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  12. Better integration of product information between crm and books

    When I create a product in Zoho CRM and put a cost in the unit price field when the product info syncs to zoho books my cost from zoho crm becomes the sales rate instead of the purchase rate and the purchase rate is blank- this should sync to the purchase rate.

    Can we have a feature to syncronize price lists automatically? right now my understanding is that you have to export and import manually

    Also, when I mark a product as inactive in Zoho CRM I have to also manually mark it as inactive in Zoho- would like to…

    5 votes
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  13. In the General ledger or Account detail report needs more info like the Memo line or Name used.

    The General ledger or Account transactions report needs more info the Vendor field and description field like the Memo line will provide more useful information for the accountant reviewing the info in Zoho.

    2 votes
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    0 comments  ·  Reports  ·  Admin →
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  14. Some strong suggstions which i think would benefit almost everyone using Zoho Books:

    1. Allow many different versions of invoices i.e. not just one "terms and conditions" generic to all invoices. Allow unlimited versions with no restrictions.

    2. Improve reports so that the user can decide on detailed criteria to export by (and create dashboards based on that. calculate/export total "automotive expenses" for this calendar year, or total revenue from client ABC from last month etc.

    3. Allow REVENUES and EXPENSES to be logged/categorised in more detail such as per product/project. i.e. 1000eur sale was for Product A and $2000 sale was for product B, and 200euro expense was for product B. Then you can look…

    1 vote
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    0 comments  ·  Admin →
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  15. Reconciliation In-Progress Total Deposit/Withdrawals Sums

    Reconciliation In-Progress Total Deposit/Withdrawals Sums

    Totals of deposit column and totals of Withdrawals column so it is easier to find any discrepancies. It provides a 'cleared' field, it would be good if that could be broken down.
    As all my bank statements provide total of each In/Out, we can then also match this information and make is easier to recognise where the discrepancy is (if any).

    8 votes
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    0 comments  ·  Admin →
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  16. Allow sorting by name in managing rules

    Would be easier to find and edit a rule if sorted by rule name

    1 vote
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  17. Alter Bills Template - for self billing.

    I currently use Zoho books for one of my business' and was thinking of using it for another but the second business is a little more complex.

    In the second business we make commission payments to introducers of business, we send them a statement and an electronic payment of the funds we owe them at the appropriate time.

    In zoho Books we could use the bills area to create these self-billing statements to send to the Business Introducer however this is the only area on Zoho Books where we can not alter the template to make it appropriate.

    Please add…

    7 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  18. invoices

    When we invoice somebody, after completion of the invoice it should prompt that it should be billed to some vendor too. And if somebody skips the entry it should flash a message "are you sure you dont want this product to be billed to the vendor" The prompt will reduce the chance of missing the entry. and the books could be maintained diligently. This will be helpful for the service industry where many a products are being bought and sold the same day.

    2 votes
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    1 comment  ·  Invoices  ·  Admin →
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  19. Reconciliation Filter

    Filter transactions by In-Progress Reconciliation - unchecked/checked items.

    To find transactions easier that you are working on, rather than 'searching' for individual items or long scrolling of all transactions.

    2 votes
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    0 comments  ·  Banking  ·  Admin →
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  20. Disable decimal in "rate"

    Option to disable decimal in "rate" number format.

    1 vote
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