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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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  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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6578 results found

  1. Multiple GST profiles for each state.

    There are possibilities that one customer or vendor has multiple GST profiles for each state. in such situation the customer/vendor master shall have add more button for GSTIN, Address, City, State, PIN, email & Contact Details

    11 votes
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  2. Make Bidding information for Auditing purpose

    Like the Sales Order which starts with estimate, I would like to see a sub-module for bidding! Simply, prior to create a PO, we must create PR (Purchasing Request). Create PR, get it approved by a user role, then the PR would be converted to RFQ/RFP (Request for Quotation or Request for Proposal). When the vendors send their quotes, we enter their prices in the comparison sheet which creates one or several POs based on my choice following the lowest price and the best specs (best offer per quoted item).

    This will make my life (and other ZoHo clients as…

    3 votes
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    0 comments  ·  Purchase Order  ·  Admin →
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  3. Partial Invoice for Zoho Projects

    When creating an Invoice for Zoho Projects, it forces a project bill for the entire project. This does not allow us to properly use this feature for large projects that have several stages over an extended period.

    For example, project is a multi-stage construction project over 8 months. Per standard terms, we complete 50% of our work, and bill 50% after 3 months. We are forced to create 2 separate projects as the integration stands right now for billing purposes. However, both projects are titled the same.

    7 votes
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    1 comment  ·  Third Party Integrations  ·  Admin →
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  4. Allow HTML formatting of banner area and / or a notes section

    I'd like to be able to post a note to all clients regarding invoices, but I really don't want it to be as large as the welcome text in the banner area. If we could edit the font / text display--just basic formatting like bold, italic, size--that would be great. Alternatively, a notes section that's displayed in a smaller font would work.

    1 vote
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  5. Printing shipping labels - format change

    Have a preview for the shipping label (just like the shipment and package slip) and have the default size be that of an actual shipping label not a full letter size page

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  6. Adding The Dot Matrix Printer Option

    Adding the dot matrix printer option on ZOHO books it will help using the carbonless paper to print Invoices,customer payments and others

    1 vote
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  7. It would be helpful if zoho would manage basic business needs such as employee attendance and more

    Unlike tally, there are no other accounting software which would provide with basic business needs such as employee attendance, manpower, payroll and petty cash maintainence

    1 vote
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  8. Paypal Invoice payment transaction fees to be covered by the Customer?

    If a customer chooses to pay their invoice via paypal/credit card then the the transaction fee is paid by the customer and then auto added to the zoho invoice retrospectively?

    Currently if a customer chooses to pay via the paypal button on the invoice, we are charged the transaction fee

    14 votes
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    0 comments  ·  Payments  ·  Admin →
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  9. Adapt the input format (e.g. for Invoices and Expenses) to the usual local number format.

    It would be good if number formats could be adapted in the input masks.
    Countries that use a comma as decimal separator (133.15 vs. 133.15) usually have a comma between 0 and Enter/Return at the numeric keypad (e.g. QWERTZ layout).
    Currently, the system converts a value of 133.15 to 0.00000. The amount is therefore entered correctly (according to local practice), but is not recognized by the system.

    Translated with www.DeepL.com/Translator

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  10. Indonesian Language

    localization in Indonesian language

    3 votes
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  11. defult printing template per customer. so every time i am creating invoice for that customer the default template that i alrea

    I need to be able to chose a defult printing template per customer. so every time i am creating invoice for that customer the default template that i already assigned to that customer would print. MYOB has this function already

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  12. Making some provisions for NGOs

    For an NGO, "sales" or "customers" are not applicable. For receiving simple donations, we are required to first create invoices, then authorise them and then receive them. Can we please have a direct way to account receipts as donations?

    Secondly, since tags are equivalent to cost centres, can we have some columnar comparison reports between various cost centres instead of generating one report at a time?

    1 vote
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  13. Dashboard Customisation flexibility

    Hi!
    It would be nice if you could provide the user to have some flexibility in designing / customizing their own dashboard. For example, if I have 2 Bank Accounts, I would like to create a separate label (eg. Overall Position) which would give me the summation of the two accounts (using basic mathematical functions).

    1 vote
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  14. add contract to costumers profile

    would like to see options after registration a costumer to be able to send contract to him so hi can accept and sign so that can be on file, and aso be able to send qoute to costumer :
    PS I will print 10000 boxes with you name, do you agree to take them all and in case you sell business or change the name have pay them.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  15. Invoice export based on date paid

    Invoice export based on date paid, currently you can only export invoices based on date invoice was created and if it is paid. Not helpful for cash-based accounting

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  16. Reports in different currencies

    Allow P&L, Balance Sheet and other reports to be generated in a currency other than base currency.

    15 votes
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    0 comments  ·  Reports  ·  Admin →
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  17. to have the possibility to take a picture at the moment for the item

    3 votes
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    0 comments  ·  Items  ·  Admin →
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  18. Payments Made Statement shows the net balance after deductions like TDS etc.,

    Payments Made Statement shows the net balance after deductions like TDS etc.,

    Please redraft the report to show the original invoice amount, deduction if any, then amount payable and Payment made

    3 votes
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    0 comments  ·  Payments  ·  Admin →
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  19. ermitting to change estimates pdf structure (blocs alignements, margins) like Zoho CRM canvas view

    Canvas View, in Zoho CRM lets us sculpt an exclusively personalized view of our CRM records.
    It will be great to adapt it on Estimates, Invoices, orders...pdf export. This will be great to customize the way the invoices structure are displayed depending on the business necessity. Changing the alignments, margins of field types, grouping similar field types and much more

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  20. Permitting to change invoices structure (blocs alignements, margins) like Zoho CRM canvas view

    Canvas View, in Zoho CRM lets us sculpt an exclusively personalized view of our CRM records.
    It will be great to adapt it on Estimates, Invoices, orders...pdf export. This will be great to customize the way the invoices structure are displayed depending on the business necessity. Changing the alignments, margins of field types, grouping similar field types and much more

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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