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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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6576 results found

  1. Retainer Balances by Client

    Zoho books needs a report that shows the retainer balances by client and date. Currently, I had to create a separate/custom module to generate this report. It takes me 5-6 extra steps to get a report that should be standard in Zoho Books.

    3 votes
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    1 comment  ·  Reports  ·  Admin →
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  2. Add a billing method of "Per Item" in the Project and a number of items. You could do 10 items within the project at $100 ea.

    Add a billing method of "Per Item" in the Project and a number of items. You could do 10 items within the project at $100 ea

    4 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  3. Support for XML and digitally signed documents

    My request is to add additional file formats as allowed attachments to transactions. There cases where I have to attach an XML file or a .P7M file (a digitally signed file) to a transaction. Since those documents are generated by government agencies (Italy), they cannot be converted in other formats but must be kept in their original format.

    16 votes
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    0 comments  ·  Invoices  ·  Admin →
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  4. Add notes to Estimates

    It would be helpful to be able to enter internal notes to Estimates that only our company can read. Obviously being that these are internal, the client SHOULD NOT be able to read these.

    Internal notes are helpful to keep track of activity that may occur during the life of an Estimate.

    Please add this feature.

    Thanks!

    5 votes
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    0 comments  ·  Estimates  ·  Admin →
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  5. Print expenses in bulk, by selecting expenses need to be print.

    Easily print all expenses required by just selecting and all are printed without opening one by one.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  6. PLEASE ADD IN SOA TEMPLATE - ONLYFOR OUTSTANDING INVOICES TO SHOW

    PLEASE ADD IN SOA TEMPLATE - ONLYFOR OUTSTANDING INVOICES TO SHOW

    10 votes
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    0 comments  ·  Invoices  ·  Admin →
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  7. Financial reports should include all Co. details like logo,address,telephone.....

    4 votes
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  8. Edit option for"item "s important to mange inventory.

    after saving the item specification we are not able to edit the item.I any manual error happened then we are not able to use the same specification and not able to manage the inventory as well. please discuss and do the needful... Sharon-7904673323

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  9. Approval work flow for payment Receipts & payment made .Once approved it must be locked

    Approval work flow for payment Receipts & payment made .Once approved it must be locked

    15 votes
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    4 comments  ·  Banking  ·  Admin →
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  10. integrate Venmo [a service of PayPal] to accept payment without fees in the US

    consider just adding PayPal bank transfers instead of just credit card payments in the meantime.

    1 vote
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    0 comments  ·  Online Payments  ·  Admin →
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  11. There should separate column for total net amount for particular item no.

    e.g. item no. 1 has 4no. of camera @2012.72 CGST9% 144.16, SGST 9% 1449.16 Amount 8050.88 BUT There is one thing is missing Total amount with GST of that particular item. So my suggestion is to add one column for net amount for that particular item, Thanks

    1 vote
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    0 comments  ·  Admin →
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  12. Print Option

    Would like to have direct print option to a handheld printer instead of saving as PDF and then print.

    4 votes
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  13. History of price list for specific customer and items

    I want to check the price of a specific item when i'm making a invoice for a specific customer, so i can give him the same price all times

    4 votes
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    1 comment  ·  Invoices  ·  Admin →
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  14. Paying multiple expenses reports in one go

    We should be able to pay multiple employee expense reports in one go, currently we can only chose one at a time. It should be similar to paying multiple vendor bills in one transfer... come on guys, I can't believe that I am requesting this simple feature!

    1 vote
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  15. Why the entire GL cannot be downloaded to Excel as one file

    Why the entire GL cannot be downloaded to Excel as one file

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  16. Add the ability to change the theme colour depending on which Organisation you are in

    Currently in the mobile app you can select a theme, which changes the main colour of the app. It would be really handy to be able to have a theme per organisation, so that you can visually see which organisation you are currently in.

    1 vote
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    0 comments  ·  Mobile App  ·  Admin →
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  17. Add serial number for items already in transaction

    Hi,

    currently Zoho only allows you to include serial number for items which have not had any transaction. We would like this changed.

    We have not been keeping our inventory well until we started seeing the benefit of zoho. When we put our stocks in zoho and requested for strict serial number tracking, some items had the error "this item has already been transacted", so we could not do anything.

    kindly make it possible for us to make sure at every stock count, we are able to confirm, edit, delete etc to make sure ONLY serial numbers that are available…

    13 votes
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    3 comments  ·  Admin →
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  18. Export of active items only.

    We would like an option of choosing to export only active items in inventory. before downloading, you could have an "ignore inactive items" button.

    1 vote
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  19. Sales should have Sales type Drop down so that we can differentiate our sales and generate the reports

    We have Digital Sales and Non digital sales , no options to differentiate sales type in zoho which is very basic feature , unable to generate the report, every time we have to download and work on excel is no use having system, please address this add sales type option.

    1 vote
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  20. VAT Compliant Version For Bahrain

    Bahrain is Introducing VAT starting from October 2018. Do you have any plan to introduce a VAT compliant version of zohobooks for kingdom of bahrain?

    2 votes
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