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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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6956 results found

  1. Provide a way to manage multiple organizations under one account in zoho books. t

    I have an LLC with 2 dbas that I run out of the same accounts. I need an east way to distinguish them when entering transactions. I can use tags but that isn't quite cutting it.

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

  2. Opening Balances correction

    I am new to Zoho Books. While creating a client account, I saw a opening balance field and entered the opening balance for the client.
    While my accounting year starts on 1st Jan 19, transaction got posted as 20 April 19.
    Help tells me, I can not modify the balance and should pass a Journal Voucher to correct it.
    There should be warning message on this field will behave or should accept a date at the time of account creation

    2 votes
    0 comments  ·  Admin →
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  3. do not include opening balances of non-cash asset accounts as part of the cash flow statement.

    Furniture transferred from another non-profit as a donation (included in opening balances) should not impact cash flows. In fact, no opening balances should impact cash flows. Opening balances occurred prior to the beginning of the accounting system, so even the opening balance for cash is not considered cash flow. If this was transferred from a previous system, that system would need to report the cash flow. Anything in Zoho books on the balance sheet if added to cash flows would technically be a double counting of the cash flows that led to the opening balance being transferred to Zoho. We…

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

  4. Mobile App Version - Need to add option to enter Customer name and related project for items while creating BILL and project for invoice

    While using mobile app version of zoho books
    We are unable to enter customer name and project for each item while we make BILLS
    We are also unable to add project number while we make invoice for multiple items

    We have this option in the Website online version where we are allowed to enter customer details column while making bills and also we can add additional information while making invoice. we need the same option while we use mobile app version

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

  5. Client Portal - Projects - Bills

    I have a client, who buys distressed mortgages & houses, then rents the property back to the house holder, over a long term lease, with an option to buy.
    He would like to be able to record all the maintenance costs on each property over the lenght of the lease (Time Tracking / Projects).
    He would also like to have this information available to the tennant via the portal.
    Currently, bills are not shown on the projects area of the portal.
    I suggest that they should be.

    17 votes
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

  6. Allow for alias for zoho receipts on my domain

    All that would have to be done is a additional account be added to the Zoho Mail and that account would be set up to forward all emails to the system generated email address for the receipt inbox. I know this works i did it on my mail server before going to zoho one. And now i cant do it with out creating a additional license on zoho one.

    Why? Well the inbox is essentially a AR@yourdomain email that way all incoming invoices goes to it. Only issue is if someone emails that account that is not a receipt. So…

    6 votes
    0 comments  ·  Admin →
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  7. Unable to inactive resources from the project

    when the user switches one project to another project we are not able to stop their access for the current project.

    6 votes
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

  8. Filter in the banking for the Catagorise Manully to match the invoices

    Please provide the filter in the Catagories Manully to reach directly on a new or old invoice

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

  9. Change the name of Chattisgarh to Chhattisgarh

    1 vote
    0 comments  ·  Admin →
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  10. Customer field on the time entry screen

    Time entry screen is linked to projects: so, on the time entry screen, you choose a project and record the time. This means that, where there are same projects which are common to multiple customers it is not clear from the time entry screen which customer you are recording time against: the only way round this is to have unique named projects (which will increase the number of projects hugely) or to first select a project from the projects list and then record the time. So - simple suggestion - it would be extremely helpful if the time entry screen…

    1 vote
    0 comments  ·  Admin →
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  11. Purchase Location Map

    A map that tracks your sales by item and location of purchase.

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

  12. Project Statement

    We will like to generate statement of accounts for Projects rather than Clients . We have clients who we run mulitple projects with and they sometime want to see statements related to that project rather than all payments. It helps with clarity

    4 votes
    1 comment  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

  13. Books Customer Portal and Invoice Payment Email Reminder Reporting

    1. Books Customer Portal Reporting: Ability to report on revenue collected via the customer portal. I would like to know how much use and value the customer portal is giving our company. We then can track the changes in use as company processes change or updates happen.

    2. Email Reminder Reporting:
      We would like to report on revenue collected via our invoice payment reminders to our customers. This would show the value of the automation. We then can track the changes in use as company processes change or updates happen.

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

  14. bulk entry for 'record payment'

    Hi, there should be an option of bulk entry for payment received data. Many a time, we are not able to do entry, mostly it happens in month end, if there is an option of any excel for bulk entry, then it will be really helpful,

    1 vote
    0 comments  ·  Admin →
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  15. Show Total Outstanding on each PDF invoice.

    Zoho Books on customer/client's invoice should show up the total outstanding amount as option. It's much more easy to track customer and customer easy to find it if they don't us "Client Portals".

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

  16. Customer and Vendor account numbers / urn

    System field for account number

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

  17. Send a reminder users when a recurring invoice is nearing it's end date

    If a recurring invoice is for a set period that is to be renewed at the end of the time period, it would be helpful for the platform to notify the users (us) that the end of the recurring invoice is near dependent on the frequency.

    So for instance is the recurring invoice is setup to have a monthly frequency and is for 12 months, when the last but one invoice is sent a renewal reminder can be sent to us that the recurring invoice is due to end.

    It would also be nice to be able to filter the…

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

  18. We need the ability to filter "Sales By Item" and "Product Sales Report" by Warehouse Name.

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

  19. Integrar cuentas de entidades financieras españolas

    Integrar tarjetas de crédito banco santander españa y el banco y tarjetas ING.es

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

  20. sales return product but no search option button

    sales return product but no search option button

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