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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.

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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6966 results found

  1. Payment Bill or Invoice with different cash or bank currency

    For example you create invoice or bill with your base currency (USD) but vendors or customers pay in EUR or other currency in your bank acc or cash, and you choose payment and exchange rate currency for payment those bills or invoices

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

  2. sorting options for catagorizing charges

    I think it would help to have sorting options besides date for sorting bank and CC card charges, especially helpful for setting up the account

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

  3. Item search when adding to Estimate/Invoice

    It would be nice to have search extended to other fields too (Description, maybe other fields too) when adding items to Estimate/Invoice.

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

  4. Production Planning

    Can we have a module where we can release work orders for production planning and allocation of production on our machines

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

  5. Retainer Invoice with Salesperson Input

    Be it is a Standard Invoice or Retainer Invoice, they are still considered Sales. So Salesperson information should have been included in the Retainer Invoice, without that we can't track and do proper payout to our Sales Team!

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

  6. Roll up / Hide Line Items

    To have the ability to ROLL UP / HIDE Line Items.

    We manufacture bespoke products, that are made up of individual parts,

    We do not want to SHOW the individual parts or their cost.

    However the cost will still be added to the total on the estimate

    The hidden line item price - can be added to the first line item price...

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

  7. Would like to use our own SMTP server to send invoices

    Would like to use our own SMTP server to send invoices

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

  8. Multiple Currency option while creating items

    Multiple Currency option while creating items

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

  9. Bank Feeds for Bank Accounts with Loan or Overdraft facilities

    Need the ability to have bank feeds to bank accounts with loan or overdraft facilities, currently you have to load transactions manually.

    These work the same as a credit card, you have an amount you can draw down or use and you pay back later.

    I can not see why you can sync with a credit card and not a bank account with an overdraft.

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

  10. To Edit items while making an estimate.

    A great place to add the item edit button would be in the new ! icon that we have to see the product cost. With all of the changing prices with Tariffs and stuff there is a lot more fluctuation than normal on having to change the item price.

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

  11. Allow for Bulk Tax imports or other Tax integrations

    The ability to import in bulk different taxes. Avalara does not allow for line item discounts. Allow for other tax software integrations that do not have this limitation.

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

  12. Ability to markup an expense on the Record Expense tab.

    Much easier and quicker than having to go through the price list option.

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

  13. Project payments based on total costs not hours

    create a way to have project cost split into payments based on total project cost and agreed upon terms.

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

  14. Enable inventory tracking after transactions have been recorded

    I would like to see an update where you can enable inventory tracking on items which did not previously have it enabled, even after transactions have been made with this item.

    You would simply set the system to record the inventory on the item from that day forward.

    The reason for this is for example if you have a company which drop ships a particular item, then decides one day to inventory it - you cannot utilize that item already in books and have to create another one. This can become a mess, especially since you cannot use duplciate sku's…

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

  15. Change tasks and projects while timer is active

    Change tasks and add notes while timer is running. Also, the ability to pause the timer and even start a second timer for another project while the first is paused. Currently it requires too much navigation and generates too many entries to use the onboard timer.

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

  16. Allow merchant to decide to save customer payment information for future transactions

    Remove the check box asking the customer to allow this and enable the merchant to require this by default BUT let the customer know at the bottom of the payment form before submitting.

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

  17. Add category Sections in Qoutation as an Proposal

    Add section to Estimate to separate between the items in the Estimate like Audio/Video Section, Networking Section it should be customization per each new estimate and will be applied to invoice or sales order auto

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

  18. Currency adjustment for a date range say full month of October for all the transactions in October in foreign currency

    To be able to convert to base currency of all General Ledger (GL) Accounts in foreign currency at month-end or quarter-end. The existing now is for a day. This will be tedious if you want to close your month or quarter and enter each conversion daily. By having this option, all foreign currency GL accounts will be converted to the base currency.

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

  19. I would like to see the Client as the first option in Log Time screen.

    If I have the Project name "support" for multiple clients I cannot tell the difference in the Log Time Screen. It would be helpful to select the client and then the project rather than starting with the project.

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

  20. Hide columns while creating transactions

    Would be great to hide some of our columns (esp. customs fields) while creating transactions. This will be very useful on smaller screens as well as split screen, when you don't need all that extra info!
    Custom fields are not always required and it's annoying that you're stuck with them once you use them and only eventually realise you no longer need them!

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