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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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6584 results found

  1. Print EWay Bill

    Its wonderful that we can directly generate eway bill from zoho books. However one needs to login to the eway portal to take print out of the eway bill. Once eway bill generated the option to take printout within zoho books shld be incorporated

    2 votes
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  2. Print EWay Bill

    Its wonderful that we can directly generate eway bill from zoho books. However one needs to login to the eway portal to take print out of the eway bill. Once eway bill generated the option to take printout within zoho books shld be incorporated

    57 votes
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  3. add automatic reminders that be added to subscriptions and books

    You should add reminders that can be treated differently for different modules.

    I.E. you should be able to communicate one thing to customers in subscription, another in books.

    1 vote
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  4. Default off CC payment so it can only be done by user not customer

    There is one of 2 solutions that will work here.

    1. Default the online payment off so i can add charge for CC payment. Regardless of previous transaction. make a option. Then you send invoice as normal. If they want CC payment then i can add the charge and give them access.

    2. Add a request to pay by CC button and when clicked add a convenience fee tot eh invoice and enable the online portal. This way when they click the link it runs the macro to do this. On in zoho world it is a function)

    3 votes
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  5. Paid Invoice Tag visible

    "PAID" appears as a green tag a the top right hand corner of an invoice. Please make this visible for a customer to see that the invoice has been paid other than balance due $0.00.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  6. ZOHO Book

    Dear Concern, we want Invoice Name in Summary of Outward Supplies....please check and do the needful as soon as possible.

    1 vote
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  7. Allow manual payment using stored card details atleast once.

    There's a major bug. if we miss an automatic payment,we should be able to login and make a manual payment using card details. Every other online payment gateway and provider allows this. You should not delete card details when attempt a manual payment even if you put the account back to the trial mode.

    3 votes
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    1 comment  ·  Admin →
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  8. Zillow Home Values on "Books"

    You have service for CRM lets do it on books. We own a few properties and getting updates on current value for our balance sheet would be great. Thank you for the great software you provide

    1 vote
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  9. Option to add logo image in expense voucher

    Expense Voucher printing with company logo and all details same like invoices

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  10. Monthwise report

    Monthwise Sales and purchase reports

    1 vote
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  11. Fully unlock chart of accounts

    The inability to delete or edit many of the default accounts causes confusion for the user when posting transactions, and unnecessary work for their bookkeepers/accountants tasked with cleaning up the books. For some users, a small and streamlined Chart of Accounts is necessary. There is no logical need for the Chart of Accounts to be locked down like this.

    28 votes
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  12. To associate invoice with credit note

    It will be more helpful and good if the invoice details displayed in the credit note automatically for editing when it is asking for the associated invoice number. The problem now is it is more time consuming to refer the old invoice for details. Hope the team will make this for us.

    1 vote
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  13. show each individual payment received as a separate line item on invoice, and subtract them out separately

    show each payment received as a separate line item on the invoice and subtract each from the remaining balance of the invoice separately.
    For example, if my invoice total is $1,000.
    Client paid one payment of $300, it would show that payment received on its own line, and subtract it from the $1000 and show remaining balance $700.
    A second payment for $400 would then be added to the invoice also having a separate line on the invoice and be subtracted from the REMAINING BALANCE of $700, and would then show a Remaining Balance of $300.
    Currently, the payments are…

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  14. spliting recieved amount against invoice

    Hello,
    I am running exhibition stand building and renting company.
    I have furniture, electrical items in my stock for rent. Branding work i usually do from other company.

    While invoicing we cant show it seperate.
    We invoice it as a package. Please see the below mentioned example.

    EG;- 3x3 stall with furniture, lights and branding - 250 OMR
    ( This will be my invoice)
    When i get 250 OMR in my bank account. I usually record the payment against the inovice.
    I actaully want to show 100 OMR in my furniture rental account and 25 OMR in my Electrical rental…

    1 vote
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    2 comments  ·  Invoices  ·  Admin →
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  15. credit control - stop future statements/automatic debtor chase emails temporarily

    It would be great if there was a feature which, once you've spoken to a client and agreed a future payment date, would stop any future automatic statements or debtor chases.

    I would see it as follows:

    There's a debt collectors box attached to either 1) the customer's account as a whole, or 2) certain invoices on a customers account.

    Either way, if there was a "postpone statements, automatic reminder letters to request payment" up to a certain date this would be AMAZING!

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  16. MULTIPLE ITEM SELECTION

    IT WOULD BE GREAT IF WE CAN SELECT MULTIPLE ITEMS FORM THE DROP DOWN MENU WHILE GENERATATING INVOICES AND BILLS

    13 votes
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    0 comments  ·  Invoices  ·  Admin →
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  17. Add quantity column in report sale by customer

    Add quantity column in report sale by customer

    2 votes
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  18. 1 vote
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  19. merge option of PACKING SLIP for multiple invoices

    in order for the warehouse operators to load the truck from one sheet of paper instead of multiple invoices.

    0 votes
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    0 comments  ·  Invoices  ·  Admin →
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  20. After Discount value to be displayed

    After Discount% in estimates and invoice the cost of the item multiplied by the qty is only shown as a total. But the after discount rate of the item should also be shown. Please add a column as "After Discount Rate".
    Ex. - Current Scenario - Cost 200. Discount 10%. Qty 10. Total 1800.
    What is required is - Cost 200. Discount 10%. After Discount cost 180. Qty 10. Total 1800.

    12 votes
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    0 comments  ·  Estimates  ·  Admin →
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