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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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6942 results found

  1. Central Excise duty billing format

    Recently registered for Central Excise duty
    Since separate fields are to be displayed for Central Excise teams, we need 2 compound tax functions in a tax group and display additional tax fields in both estimate and invoice. If possible Subtotal to be made so the final VAT calculation can be seen separately. In government not all bodies are agreeing to the compound tax format as displayed in our Invoice. They insist to follow the same old format though the total sum display the same value. I follow only Zoho Books for all calculations and no separate billing format followed. Kindly…

    7 votes
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  2. Add Totals to Billed and Unbilled Amounts in Reports

    On Reports -> Projects & Timesheets -> Project Summary report under "Billed vs UnBilled" there is total row that shows the totals for the hours (both billed and unbilled) but not a total for amounts. Not sure if this is a bug or something that was not fully completed during development. I want to be able to see on my projects the total for unbilled.

    Here is a screenshot: https://www.dropbox.com/s/60gjrxmztzeb92p/Screenshot%202015-04-11%2017.06.35.png?dl=0

    10 votes
    1 comment  ·  Reports  ·  Admin →
    How important is this to you?

  3. Allow me to convert my estimate to an invoice for any client, not just the one who received the estimate.

    Sometimes customers request estimates and find foundations to pay for the work, etc.

    1 vote
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

  4. Add new URL to the online banking System

    There Is a new online product from Kasikornbank PCL (Thailand) available with the seem features as K-cyber banking.

    It has however a different portal adress :

    https://online.kasikornbankgroup.com/K-Online/login.jsp?lang=en&type=sme

    Please add this url to your system in order to use it.

    1 vote
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?

  5. Re:- "Attach Reference File" on Invoices need to be able to attach more than one file

    "Attach Reference File" on Invoices need to be able to attach more than one file.

    2 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  6. Hyperlink telephone numbers with <a href="tel:______"> </a>.

    Hyperlinking telephone numbers with a tel: link causes the voice software on our computers (Cisco Jabber, MS Lync, Google Chat) to automatically dial out to the number.

    2 votes
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?

  7. Combine multiple invoices into 1 Invoice or 1 PDF file.

    I have several customers who want 1 big invoice at the end of the month instead of several small invoices which we create for different days of the month.

    10 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  8. Sort by transaction date in "Recent Activities"

    Details listed in recent activities list for the contact are order by the date the transactions actually happened. It would be useful to be able to sort these by accounting date instead.

    6 votes
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?

  9. Toggle imported Transactions

    In quickbooks online edition, when you download transactions from your bank, it gives you option to toggle mulitple transactions if are putting in same category. be nice if this feature is available

    3 votes
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?

  10. Allow fractional hours in project budgets

    Currently, when editing a project with a budget of the "Hours per Task" type, Zoho rejects any number of hours that is not a whole number. For some small projects, it would be great to budget, for example, 1.5 hours for a task, instead of having to round to 1 or 2.

    5 votes
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

  11. Auto-Incrementing Bills

    We have auto-incrementing everything else, why not bills?

    7 votes
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  12. pdf preview in Expense

    Pdf preview in Expense is not available. We generate PDF copies of all expense bills that we receive but since preview is not available for PDFs we are forced to convert PDFs into jpeg format.

    5 votes
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  13. Per Contact Hourly Rates

    Have the ability to assign customers/contacts a custom hourly rate that can be selected as a billing method option when creating a new project or invoice rather then having to manually enter a custom hourly or project rate.

    6 votes
    0 comments  ·  Admin →
    How important is this to you?

  14. Allow multiple payment reminders based on Customers (different languages).

    Allow multiple payment reminders based on Customers (different languages).

    6 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  15. Deepen the salesperson integration.

    I would like to request some bolstering of the "Sales Person" feature. I understand Zoho added Sales Person to the invoice and estimate documents, which is great. Here are some improvements I think can be made to the Sales Person field:

    (1) Integrate it with the "staff" role of the Users preference pane. If I invite users to join my books.zoho.com organization, then it is a fair assumption that at least some of them will be my sales people. I would like the Sales Person box to populate from that list [but don't lose the ability to type in for…

    23 votes
    0 comments  ·  Admin →
    How important is this to you?

  16. Create a Work Order document type

    The Sales Order document module is a little different, dealing with expenses and what not - It is not ideal for using as a work order system. I like Zoho Books. It is nearly a start to finish product for our business. But here's an idea:
    What our company, which is service oriented, needs is something similar to a dispatch or work order document module.
    Currently we use the Estimate module for both estimates and work orders, but this can cause mild confusion to our customers who receive a copy of the estimate at order creation as well as at…

    19 votes
    1 comment  ·  Admin →
    How important is this to you?

  17. Improve Email Confirmation for Paid Invoices

    2 improvements for Paid Invoice Email Confirmation...

    1) Send paid invoice email confirmation to the user who sent the invoice to the customer. Right now my sales team doesn't know what has been paid until they login and check every invoice. If they could get a confirmation that someone paid it would make everything faster and more efficient for us.

    2) In the email confirmation, link in the invoice number to take you to the invoice in Zoho Books! Super simple :)

    Thanks!

    2 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  18. allow for multiple codes per one expense

    I would like to be able to break down one expense into multiple codes. This way when I have one receipt I can code it to several expense accounts. I am currently using another program to control my expenses and I would like to be able to have everything combined.

    1 vote
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?

  19. Hold monthly webinars to help us understand the full potential of your tools.

    I am using zoho books and zoho projects and I am finding this one of the most helpful tools for my business. I feel like I do not know all of its full potential. I would love to attend webinars that give me helpful advice how to navigate and save time tracking projects,times, expenses and getting paid.

    1 vote
    0 comments  ·  Admin →
    How important is this to you?

  20. Individual Client Outstanding Invoice Report

    I would like to send my client this list of invoices in a report format that are outstanding which have not been paid.

    Please make it easy for us to send it to our clients.. .

    Thanks!

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
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