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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.

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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6971 results found

  1. Expense Category splits mobile app

    Hotel bills often contain multiple expense categories. Please provide for this in the mobile app.

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

  2. sub total

    When creating an Estimate, it would be really helpful to add sections with sub totals.
    Our Estimates are often presented based on rooms/areas. Each area has a number of items contained within it. Our clients want to be able to see their estimates presented in 'sections'.

    1) Perhaps introduce 'section header rows'. Which are simply text labels to better present/group items on an estimate.
    2) Add sub totals for every section, with the option to display a cost summary at the bottom, listing each section total and a grand total.

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

  3. it would be nice to have the " Display attachment(s) in client portal and emails" defaulted to yes.

    When attaching files to invoices, the option to " Display attachment(s) in client portal and emails" is defaulted to "Not too send" and you have to manually (and every time) check it.

    My business requires to add attachments regularly and its easy to miss the check box. My employees have been complaining and my clients sometimes miss those attachments. This may not be the most pressing thing to fix, but i imagine it would be very simple.

    Bonus points to this idea:
    1) somewhere in the settings to toggle this to a default yes or no

    2) be able to…

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

  4. Payment Mode in Bank Reconcilliation

    Would be extremely helpful to have payment mode viewable when doing the bank rec. Not sure why you can not customize what you want to see in this procedure.

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

  5. When creating inventory items, would be great if the system only allowed account choices to be COG accounts.

    Having junior level staff creating inventory items, and having access to full chart of accounts to select from is very dangerous. You should be able to customize what accounts show up here to minimize major errors on both the income and expense side.

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

  6. Secured view by Sales person

    when a sales person logs in they only see invoices they write and none for other sales persons an similarly when invoices are paid they do not see those or the alerts that they are paid.

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

  7. ITR automation

    It will be good if you can automate calculation of income taxes as per ITR requirements, even if it comes at a slightly higher cost. You can define categories for various income tax heads etc. and define rules for each. I had developed an automated taxation system (used to populate ITR from payslips) when I used to work with KPMG taxation. I thought this feature would have been readily available in Zoho books, but couldn't find it.

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

  8. Utilize token for german bank integration purposes (Commerzbank etc)

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

  9. Screen division options - minimum vertical view options; black menu screen, list of customers/invoices versus when a document is viewed

    View settings to view a document (Purchase order, invoice, bill) in entirety versus three part screen where currently view is far left menu, then list of documents middle screen then document far right. We don't want to see the list of documents all the time (at least have the option to minimum vertically that middle part of screen (list of documents).

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

  10. purchase order date

    purchase order DATE

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

  11. Options to define taxes for products

    In Canada, we have several product categories that are wholly or partially tax-exempt from federal taxes, as well as separate product exemptions from provincial taxes in some provinces.

    There is also the possibility of exemptions or different taxes required to be collected based on the customer's location or other characteristics (eg, some B2B transactions are PST exempt) and a business's operations (if a business advertises in some provinces, they are liable for collecting provincial taxes on sales to that province)

    I don't think Canada could possibly be unique in this regard.

    The current implementation has no allowance for products to…

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

  12. option to force posting to sub-account (user will not be able to post to parent account)

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

  13. special rate and special scheme

    while create invoice , when we put special rate for an item, to a party eg ABC , there should be an option to ask special rate , and same as we r giving special scheme like buy 10 get 1 free, then it ll be saved automatically that rate and scheme in backhand for that party..
    IS IT POSSIBLE in ZOHO

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

  14. Desktop app

    Create a desktop app of zoho books to access zoho books faster and more conveniently.

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

  15. Discount per item from vendors

    Allowing each stock item to be discounted on the bill - currently you get to discount the whole bill but then you only get the option to put it to an expense so you Profit and Loss it completely out when it needs to go against the stock item as the discount applies to each item or at least goes against the inventory asset account.

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

  16. can we add the customer's po# field as an option on this screen?

    Under the customer, Sales tabs. When you are looking at the date, invoice, reference # and amount. It would be so nice to have an option to add a column for their po#

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

  17. It would be nice to add more column options to the Reports Function, like P&L, Balance Sheet etc.

    It would be nice to add more column options to the Reports Function, like P&L, Balance Sheet etc.

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

  18. Export customer statement of account as .xls file in client portal

    Most of our customer request their account statements as a .csv or .xls files to easier compare it to their records.
    Would be great if they could download it from their client portal directly instead of having to reach out all the time.

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

  19. Ability to customize dashboard items

    Zoho Expense claims automatically import into the "Employee Reimbursement" account under current liabilities in Zoho Books. Because of this, the outstanding balance payable to my employees does not show up in the "Total Payables" section of the Dashboard. In turn, this inaccurately reflects what is coming in and what has to go out. Being able to customize what is being included in these Dashboard sections would be of great help to reflect what I want to see.

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

  20. Allow option for entering start time and end time in invoice line items

    Zoho Books should have functionality that pulls "start time" and "end time" entries from timesheet and appropriately enters it in invoice.

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