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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.

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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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6198 results found

  1. Need to add MRP (Sales Price) Column in the PO, please add the feature of adding MRP (Sales Price)

    Need to add MRP (Sales Price) Column in the PO, please add the feature of adding MRP (Sales Price)

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  2. Convert Packing List into Invoice

    We would prefer to invoice based of the packing list instead of the sales order. If there was a way to convert the packing list direct to the invoice with same number of quantity and shipping address it would be helpful.

    Thank you!

    5 votes
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    0 comments  ·  Admin →
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  3. Item subgroups

    I would like the ability to group items under subgroups.

    For instance If I had a group named "Networking" it would be nice to be able to have more groups under Networking named "Cabling" "Switches" "WiFi"....

    or my attempt at a tree view

    Products-
    |
    Software
    |
    Operating Systems
    Office Solutions
    Malware Protection
    |
    Networking
    |
    Cabling
    Switches
    Firewalls
    |
    Cloud Services
    |
    Email Solutions
    Backup Solutions

    9 votes
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    1 comment  ·  Inventory  ·  Admin →
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  4. Label for Retainer Payment

    Is there a way to add the word "Retainer" in front of "Payment" when you pay an invoice from retainer funds? It would be helpful to show my clients that the payment was made via retainer. It would also be helpful to have an accounting of the retainer balance on the invoice somewhere so that clients know how much money is left in their retainer account.

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  5. Option to generate the amount total in words also.It is available in Sales portion.Please include the same in Purchase area also.

    Option to generate the amount total in words also.It is available in Sales portion.Please include the same in Purchase area also

    3 votes
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    0 comments  ·  Purchase Order  ·  Admin →
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  6. Direct Bank Feed Synchronisation In Australia

    We switched from Quickbooks where we had direct bank feeds with the NAB and CBA banks in Australia. In Zoho books we have to wait 5 days for our transitions to appear. When is this going to be fixed?

    5 votes
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    2 comments  ·  Banking  ·  Admin →
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  7. insert estimate contents into an existing draft invoice

    we recently switched from Quickbooks and miss the feature were we could create estimate for a client (we add all the services we perform for them in the estimate) we then copied their last invoice and insert the finished estimate into the draft invoice. Here is how it works in Quickbooks - https://cl.ly/372y3v2g2y44

    1 vote
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  8. Recurring expensive to use exchange rate set in profile

    The option or feature to have all expenses that are linked to a recurring expenses profile to use the exchange rate manually specified in the profile.

    At the moment, if an exchange rate is manually set in the recurring expenses profile it is not used when the expense is created. Instead the expense uses the auto exchange rate at the time of creation.

    I would like the option for expenses to only use the rate specified in the recurring expenses profile.

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  9. Recurring invoices should keep same shipping address when creating a new child invoice

    When I'm in a recurring invoice and I choose to create an invoice, why won't it keep the shipping address I used in the recurring invoice? Instead it will revert back to the address that is at the top of the list of shipping addresses. If I don't pay attention and switch it, I may bill for the wrong property. The address chosen on the recurring invoice should automatically stay the same when you chose to create an invoice.

    0 votes
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  10. Vat to shipping charge

    shipping in the UK must have 20% added to it but when quotes the vat to shipping is 0%
    I need this altered asap please

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  11. Approval Button for autoscaned bills

    It is necessary for this function to have an approval button so that the accounts department can approve bills into zoho books.

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  12. Provide an improved workflow for CRM -> Project -> Finance

    It would be great if I could adopt a workflow which would allow the following:
    - In CRM: Create Estimate & Manage Workflow. Estimate costs by creating a draft project, and include this as part of WBS / SOW. Books gets a copy of both the sales & project documents.
    - Create Sales Order: Negotiate / Fine tune parameters, update project, attach to sales order for WBS purposes. Workflow managed in CRM, Books gets the updated project plan and sales order details.
    - Invoice: Send invoice from either CRM or Books. Project moves to approved status, portal is provisioned for…

    1 vote
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    2 comments  ·  Third Party Integrations  ·  Admin →
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  13. There must be an option to send reminder of all pending invoices like request to pay the total outstanding balance of 3-4 invoices via email

    1 vote
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  14. Show the total tax withheld across all invoices for a particular period

    See the total tax withheld for a quarter/ FY, so that the same can be verified at government sources and made good.

    5 votes
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    1 comment  ·  Invoices  ·  Admin →
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  15. SNAP SHOT option for last bill made

    When we prepare a bill for particular customer .We can be able to see his last transaction invoice, which helps us to make same invoice

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  16. JOB SHEET for service organisation.

    We do sales and service so please give an option for creating the job sheet for repair systems

    4 votes
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    0 comments  ·  Inventory  ·  Admin →
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  17. Give a option where we can share invoice and statement can go to whats up app , there is no job sheet for service category

    Customers are more active in whats up the app in today world so please give a whats up a share option

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  18. Zoho books should notify us if our daily cash transactions exceed 20000.

    Zoho books should notify us if our daily cash transactions exceed 20000.

    4 votes
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    1 comment  ·  Banking  ·  Admin →
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  19. Add peopleperhour to the Banking feed list

    Similar to Upwork - I use peopleperhour for my business, would be great to pull in transactions automatically

    2 votes
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    0 comments  ·  Banking  ·  Admin →
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  20. Please add a Cleared column to bank / credit card registers. The "matched", "categorized" columns are confusing.

    3 votes
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