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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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6968 results found

  1. Esign estimate/invoice without customer portal

    I love the idea of being able to send estimates/invoices for eSigning. However, I feel the usefulness of this is limited because customers must first sign up for the client portal and navigate through the portal to find the estimate and eSign it. The portal lacks customizability and using it could be confusing for customers who just need to sign a document. I would suggest keeping this functionality intact for those who use the portal, but adding document eSigning for customers who don't have access to the portal. It would function much like the native Zoho Sign process. The customer…

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

  2. REMARKS different colour option

    Remarks for internal message is a great idea however as the text colour is only black, it is blent with other contact details. It would be great if we could choose text colour even just with red to begin with.

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

  3. Proforma Invoice is compulsory and should be easily convertible to Invoice

    It is compulsory for Indian Accounts standards for many companies to have a Proforma Invoice generation option in any Accounts Software. But sadly we couldnot see the same in Zohobooks, and we are struggling with Excel now to create a separate Proforma Invoice for our clients. Also note that when you include this new feature in upcoming versions, ensure that it is easily convertible to 'Invoice' as in Estimation. Proforma Invoice option is used by many companies for the purpose of giving an idea to its client about the total invoice amount and payment terms etc, before receiving payments, and…

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

  4. We NEED to block some Accounts in the Chart of Accounts, BECAUSE there are some Accounts that SHOULD NOT have any transactions

    We NEED to block some Accounts in the Chart of Accounts, BECAUSE there are some Accounts that SHOULD NOT have any transactions (Parent Accounts) , but just those under them .

    Example:

    General Expenses (Parent Account) : $20

    Sales Expenses : $10
    Office Expenses : $10

    In this Example "General Expenses" should just SUM the total amount of those Account under it.

    My concern is why I couldn't disable these parents accounts from being chargeable in the transactions , to collaborate what accounts should viewed in the transactions and to avoid charging on inappropriate General Ledgers accounts.

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

  5. Ingrate with CollBox or another Collection agency company

    Intergate Books and or invoice with a collection agency platform. Preferrablly Collbox to send invoices past due by a certain number of days over to their system to be collected by the outside collection agency.

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

  6. Templates

    I'd like to have templates for any transaction. For example, my credit card payment gateway deposits money into my account every day, except weekends and holidays. Instead of entering the dollar amount, account, category, etc...manually, every day, I'd like to open the template, set the amount and click save. Done. No invoice. No hassle.

    1 vote
    0 comments  ·  Transactions  ·  Admin →
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  7. @mention other users in comments on SO, INV, PO etc

    Id like to have a function where we can @mention other users on transactions so that they can be informed of relevant changes made to transaction. Example if there is a backlog on a PO, a user can be notified directly within zoho books / finance / inventory (should all be the same since it can sync).

    There are a ton of use cases where this collaboration would be helpful

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

  8. assosciate a tax or tax exemption to a customer for organizations outside of the US

    I AM LOCATED IN SPAIN. I WANT TO BE ABLE TO ASSOCIATE TAXES TO SPECIFIC CUSTOMERS AS THERE ARE A FEW DIFFERENT SCENARIOS. IT SEEMS THIS FEATURE IS ONLY AVAILABLE IN THE US. HOPEFULLY I AM WRONG

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

  9. i need to integrate zoho books with the mechanic desk asap. plz help with www.mechanicdesk.com.au

    i need to integrate zoho books with the mechanic desk asap. plz help with www.mechanicdesk.com.au

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

  10. Disable requirement for a custom subfolder on portals with custom domains

    I find it ridiculous that if I have a custom domain setup with CNAMES (books.zylker.com) that I then have to add ANOTHER folder on top of portal AND it can't be something basic because it needs to be "unique." So now I have the custom URL of
    books.zylker.com/portal/zylker

    We should just be able to do books.zylker/com/portal

    To add insult to injury, you can't do something like books.zylker.com/portal/books because the system says someone else already has that. No, they don't. That was the whole point of setting up a custom domain. The custom URL looks trashy. Sorry.

    Thanks.

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

  11. allow editing of the payment made email and template.

    1 vote
    0 comments  ·  Templates  ·  Admin →
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  12. Make it available and easy to make estimated tax payment...NOT SALES TAX.

    I would like to make a suggestion. In the US we often make estimated tax payments. Whenever I ask a question about taxes the ONLY response given is that Zoho only tracks Tax Payments....even though that has nothing to do with my question. I do not want anything tracked...I want to simply make a non-sales tax payment and have it properly assigned. I think Zoho should investigate this. I can't imagine I am the only one with this problem.

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

  13. able to update bank account final ballance and record the transaction detail later

    since mostly I open zoho books on android version, I find it not efficient for me to wirte down bank accounts final ballance, calculate the margin either plus or minus, and then enter that on zoho books.

    It would helped a lot if you just let me update the final ballance on zoho books, you (zoho) calculate the different and I assign the proper category for the transaction. Than I would be happy

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

  14. Mass Link or Bulk Link of Vendors and Customers

    Hi, I am migrating from existing accounting software into Books. And we have about 300+ customers who are our vendors too. Currently I am manually clicking it to ensure we can link the customers and vendors together. If you can develop a bulk link or mass link of vendors through CSV will be the best solution!

    Thanks!

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

  15. books customer portal can show items

    from CRM customer portal , it can show products to customer

    Do I need to provide 2 portals to the same customer

    CRM portal from products, BOOKS portal from the transaction

    In this case, the user experience is poor

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

  16. This must be where customer's ideas go to die....

    ...because I rarely see any Zoho feedback here.

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

  17. add vehicle asset tracking.

    In most of our organizations, there would be few vehicles which are run for business purposes / leased for business purposes. It is necessary to keep track of these and ensure periodic maintenance and proper monitoring. So the ability to add upto five vehicles with registration number would be great. So the entries under this would be
    1) Periodical mileage(km/miles run) update with date
    2) Expenses for fuel/service - link to bank/petty cash, driver DA/TA
    3) Preset service intervals ( eg: every 10000 kms/ 3 months from last service) etc

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

  18. Delivery note

    Combine more than 1 invoice to 1 delivery note because in some occasions, we need to issue separate invoices for client but the stuffs will be delivered in one go.

    Thanks.

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

  19. integrate with Gravity Payments

    We have been customers of Gravity Payments for many years - they have the best prices and best customer service of any credit card processor we've ever seen or heard of. I would prefer to use them as a company over others you offer in integrations - so much so, that I wouldn't even consider moving to online processing unless it could be with them. Check them out: Gravitypayments.com. Let me know if you need a contact there.

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

  20. Project number must be unique number which must be tracked in transfer order as well

    Project number must be unique number which must be tracked in transfer order as well.As currently there is no facility to issue material to projects.else there should be facility available to issue material for each project.After issue material to project it can be bundled and sent by invoice.

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