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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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6132 results found

  1. Fetch GST of Customers based on PAN and update all Invoices with their GST respectively

    We create recurring Invoice for our cutomers, their PAN is updated, but we have to manually check for GST number at the end of every month and update GST in Invoice. If Zoho could directly link to GST portal and auto fetch GST number for customers, it will be a beneficial feature

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  2. COMMITED STOCK COLUMN IN ITEM VIEW

    there should be a committed stock column in item view bases on
    sales order

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  3. Item variation

    There should be an option for variations in Items. For example If I select item as "scooter" then another column should have variations to select as "Activa" or "Aviator" or "Scooty" or etc. to make the work process fast and easy.

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  4. different according to customer for same product

    Add different rates for same product according to customers, wholesale, retail and consumer, also show history of rate according to each cus.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  5. is there any way we can do Delivery order before do invoice ?

    Singapore construction line we will send the quotation once the quotation approved we will send the goods for installation for that time we need Delivery order the site supervisor will sign the document then only we can create the invoice is there any way we can do the delivery order before invoice

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  6. 1 vote
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  7. Price List Locking

    I would like to lock the price lists for my users and only admin accounts or certain profiles to make changes to a customer's price list which will enable my employees not to give out whichever price list they feel.

    6 votes
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    1 comment  ·  Customers  ·  Admin →
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  8. Have the client portal link API for integration on any website

    instead of accessing the portal through the email link, clients should be able to log in on the business website and manage payments. This can also be integrated with Zoho bookings.

    4 votes
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  9. 5 votes
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  10. Proforma Invoice

    many customers ask for proforma for making advance payment.Estimate template is no good for this.What I do is make an invoice with a different set of serial numbers abbreviated PRO/INV/2021/xxx make a pdf print and correct the header to read as proforma Invoice.After sending make the invoice void ! By including PRO in search all such invoice can be grouped.Actually there is no difference between an Invoice & Proforma Invoice but for the control number and the header and may be due days for making payment..

    1 vote
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  11. Adding time period of service

    for service providers , It is better to enter the details for the time period services are rendered rather than one single date .Hence will be helpful in sales reports too

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  12. Please add a function that can select company name to be showed in checks

    I want to show the company name in checks instead of display name

    5 votes
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    0 comments  ·  Vendors  ·  Admin →
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  13. Rollback fonts on desktop/web app

    Zoho changed the fonts and line spacing in an "update" last week. However, this has resulted in wasted screen real estate (white space), it looks like everything is zoomed in, there is too much scrolling and the font looks blurry.

    I used to love the old font and the 'business tool' look of the application, and it is one of the things that drew me away from Xero. However, I think they are now trying to look like Xero. Big mistake!

    1 vote
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    0 comments  ·  General  ·  Admin →
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  14. Purchase order notification on Zoho before expiry

    Option to add Purchase order on Zoho received from customers and get notified automatically before its expiry

    3 votes
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    0 comments  ·  Purchase Order  ·  Admin →
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  15. Purchase order notification on Zoho before expiry

    Option to add Purchase order on Zoho received from customers and get notified automatically before its expiry

    3 votes
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    0 comments  ·  Purchase Order  ·  Admin →
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  16. Display line level discount in Transactions tab in the contextual item sidebar

    The Transactions tab in the contextual item sidebar feature launched in the month of May 2020 is a very useful and a welcome feature.

    It presently shows the Quantity and the Item price. We request you to kindly enable it to show the line-level transaction discount also as it is a variable for each customer and a very important and required information. This is for all the modules - Estimates, Sales Order, Invoices, Purchase Order and Bills.

    5 votes
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  17. Ability to continue time entry from previous day

    In a single click, be able to clone a time entry with a time value of zero and start the timer

    3 votes
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  18. 1 vote
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  19. Debtor & Creditor Reporting

    I would like to see Books have the ability to keep more comprehensive reporting for debtors and creditors. In particular the liabilities and the lenders of those loans. Currently a 'customer' can be matched against the loan, but it really isn't a customer, it is a creditor. By reporting correctly, users should then be able to run a creditor report showing creditors and the balances. This should also be able to be done for debtors. 

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  20. Itemizing expenses should show remaining balance

    When itemizing an expense (especially for an imported transaction where the total of the expense is known), Zoho auto totals all of the line items but it does not automatically calculate the remaining balance of the expense. I commonly split out certain fees or taxes from my expenses that import from my credit card and I have to do this with a calculator every time. It would be nice to have a button that enters the NET on a particular line, or at least just do the math for me.

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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