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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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6576 results found

  1. I would like to have font Khmer Unicode to be available for printing on Invoice and Bill. Thanks.

    I have input the data into the invoice or bill. Then I want to print it out, but it doesn't recognize Khmer font in the invoice or bill. Thanks.

    10 votes
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    1 comment  ·  Invoices  ·  Admin →
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  2. statements

    The new statement update helps a little, but it be so much better and would meet so many more people's needs if you added an "open" choice instead of just all and outstanding. A statement of only all open invoices to send to customers is what most of the people on here have been requesting. We just want the customers to see what they owe, not everything they have paid as well. It's too long and confusing.

    0 votes
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    1 comment  ·  Invoices  ·  Admin →
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    Hi Debbi,

    You can go to the contact and click on the More option→ Email Contact → there will be an option to send the outstanding emails to the customer.

    Hope this helps.

    Thank you.

  3. "Last Modified" field in invoices list view when viewing Drafts

    Invoice Date & Due Date are available. I would like to add an additional column for "Last Modified Time" and original "Created Time"

    3 votes
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  4. Default tasks for projects.

    We have several tasks that are always the same for each project. There should be a setting to make taks defaults for all projects. They we by default be added and could be removed later if not required.

    2 votes
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  5. minimum order quantity for purchase orders

    it would be good to have a box in each item under the purchase price section, where you can put in the minimum order allowed for purchasing that item

    1 vote
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  6. Sales Order

    We have three requests that, in our opinion, would make ZOHO nearly perfect!
    1- ZOHO recently added the ability to add 100 ship to addresses to a contact. We used them up within a month! And now, as we replace "old" ship to addresses with "new" ship to addresses, we are right back where we were when ZOHO only allowed 10 ship to addresses. Why not allow an unlimited amount of ship to addresses? Or, if ZOHO is afraid of some sort of memory overload, please give us a limit of 5000 ship to addresses. We easily will have at…

    0 votes
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    0 comments  ·  Transactions  ·  Admin →
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  7. facturas de anticipo

    How can I do my advance invoice, I am new at this and I could not set up this yet.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  8. 2 votes
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    0 comments  ·  Vendors  ·  Admin →
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  9. Chat feature to interact with team-members in Zoho Books

    Chat feature to interact with team-members in Zoho Books

    We have a team that does accounting and inventory management, who for now, has to chat / communicate outside of zoho books.

    A chat platform is very productive for an accounting team

    5 votes
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  10. Updating Price lists

    In my company we have a lot of price lists, so when is time to update prices in the list we have to do so manually and it takes too much time for us.
    It would be fantastic if you let us update the Price in the List through importing a excel file with the new prices. Actually this is impossible in Zoho Books because the system shows a message saying that it can't be upgrade because the List Price is already exists.
    thank you

    14 votes
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    1 comment  ·  Items  ·  Admin →
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  11. I want to add my company certification in the footer part of my invoice

    My company has various certification and i want to add them in the footer part of my invoice so request you to suggest me how to do that.
    Thanks

    3 votes
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  12. We use lots of Retainer Invoices. Why no keyboard shortcut? How about Shift-R? It is not being used

    We use lots of Retainer Invoices. Why no keyboard shortcut? How about Shift-R? It is not being used

    1 vote
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  13. Work In Progress Accounting for Zoho Projects

    WIP accounting is important for businesses with project sales. This will automate necessary accounting entries and avoid mistakes

    15 votes
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  14. Add the ability to enter cost and markup on estimate page

    Like many other softwares out there, you usually have the ability to change the cost and markup of an item while doing an estimate, if you are doing a quick estimate without using the saved products, you have to enter the sale price, and if its accepted, then we still have to enter the purchase price in the PO, thus duplicating work. Example of competing software allows you to enter cost, markup and it automatically appears on the PO when accepted.

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  15. Allow Visualization of products within the Items section

    Allowing this without having to click on the item would allow those companies with many prodcuts to quickly scroll through the items list and select those to use to create an estimate...additionally, you could allow to go to items list, and CTRL +C (select) multiple items at once, then allow to create an estimate from those selections quickly.

    1 vote
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  16. Create Product Categories in Zoho Books

    Allow us to create and name a category for our products so they can be seperated in such a way that makes it more efficient to look up items to enter into an estimate.

    1 vote
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  17. Changing dates on payments without unlatching entries

    We need to be able to change the payment dates after they are matched, without having to unmatched the payments to change the dates and then having to rematch the payments to the deposit again. This makes it difficult when you have to put payments in different months to reconcile for a previous month.

    3 votes
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    0 comments  ·  Payments  ·  Admin →
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  18. You should be able to see the full amount of deposits which make up multiple payments.

    When you bring in the deposits from the bank feed, you should be able to see the full amount of the deposit in your reconcilements instead of individual amounts. Because it is difficult to reconcile for that month without seeing the full amount that the bank shows on your statements. It does not help to match deposits up with what the bank shows on their statements. Which makes it difficult to be able to reconcile.

    4 votes
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    0 comments  ·  Banking  ·  Admin →
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  19. Advance payment to supplier Via ICICI bank account

    Payment to bill is possiable thru icici , in the same way if some po needs advance and u have the bank details , it should record the advance payment

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  20. clone delivery challan to new delivery challan

    we should have option to clone existing delivery challan to new delivery challan in zoho books, this feature might save lot of time and come handy to may users.

    15 votes
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    4 comments  ·  Invoices  ·  Admin →
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