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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.

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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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6560 results found

  1. TO ADD UNIT

    WHEN WE ADD UNIT VALUE OF A PARTICULAR ITEM SAY DOZEN OR KG BUT WANT TO SELL IN INDIVIDUAL PIECES OR IN MILI LITRES IN TERMS OF A LIQUID ITEM WHICH IS NOT POSSIBLE IN ZOHO BOOKS,I REQUEST YOU TO PLEASE MAKE UNIT COLUMN EITHER AUTOMATIC,FOR EXAMPLE IT SHOULD KNOW HOW MUCH PIECES A DOZ CONTAINS ETC.,OR PROGRAM IT IN A WAY WHERE USER CAN DO IT.
    THANKING YOU
    VISHAL JAIN

    4 votes
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  2. want discount column in purchase bill entry

    At time of sales invoice we can see only three unpaid invoices instead of that all unpaid invoice should be display

    10 votes
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    0 comments  ·  Invoices  ·  Admin →
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  3. Aging Summary report: Make own custom intervals default

    At present ( as of 4 Aug 2017 ) the aging summary always defaults to 15 days, whereas in our company we always need it to be 30 day intervals. Make it possible to set 30 days as default, for example? Certainly it's easy enough to switch from 15 to 30 days, but annoying when we forget and run a report for 15 instead of the required 30 days.

    1 vote
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  4. A link back to current project being timed in the bottom left counter area.

    A link back to the project being currently timed in the bottom left counter. Sometimes I will accidentally leave a timer go

    1 vote
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  5. while adding items in the invoice if we can see the stock while typing the product name then it would be really helpful

    in the invoice when i start typing the item name, if it shows the qty available while typing the item name,then it would be great.

    2 votes
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  6. Service charges (in %) on individual item and total bill; then the GST addition

    Please add this feature asap.
    This is already present in form of Discount.

    I need exact same feature, the only changes would be instead of deduction in case of Discount, it should be addition of the amount in the total.

    1 vote
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  7. retroactive recurring payments or expenses

    I setup a recurring monthly/daily/whatever expense or payment and it is only effective for dates in the future. Even if I specify a start date of the beginning of the year I still have to manually go back and create expenses for every previous expense period. One would think that the start date would actually start the expense at that date instead of only dates in the future of the date it was entered. This means it only makes sense to setup your service at the beginning of the year and not any other time without having to do a…

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  8. There should be an option to enter transport details for goods sold out of state an dispatched through transport.

    we should be able to enter transport details while generating invoices. your invoice format should also include the consignors complete contact details (not just address) and consignor name should be highlighted a little better.

    6 votes
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  9. recurring

    Invoice recurring
    Add feature "jump period of payment"

    Those who use recurring billing often find themselves in a situation where they do not have to invoice "a billing interval" for example: birthday parties, summer holidays etc.
    It would be convenient to decide to set non-billable times.

    1 vote
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  10. group of contacts

    Create group of contacts in order to list them by that group. For example i have 7 forwarding companies. and i would like to list them by that group.

    5 votes
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  11. Ability to affect watchlist on dashboard

    It would be cool to have the ability to show all projects with unbilled hours onto the dashboard. This would provide a way to easily get an idea of clients who have used a lot of hours in a period vs. those who have not. Plus, give a way to make sure someone isn't getting totally overextended.

    2 votes
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  12. Report showing items on bills not invoiced

    There is not a report to show items on bills associated with a client/project that have not yet been billed. This means each month going through and checking all the bills from the prior month to make sure everything has been re-billed to customers. Having a report showing purchases, via bills I've entered, that are not yet billed to a customer, if there is data there for it would be helpful.

    3 votes
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  13. Ability to edit time entries in Mac Zoho Books - time tracking

    The Mac desktop application allows you to either manually enter or use the timer, but once entered, there is no way to edit there.

    5 votes
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  14. Add an appendix/index opyion

    Certain bills will consist of more or less 30 to 50 items in a single bill, thus while taking print it goes to more than 3 to 4 pages. This honestly is a waste of paper and is a environmental issue.

    1 vote
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  15. Please consider notes option on the dashboard. personal notes or set a reminder.

    It would be great, if there is an option available on the Zoho dashboard screen where we can make notes or self alert like company license expiry date, Staff medical insurance renewal date etc.etc. It would be very easy, if all those important notes all available on the dashboard with reporting option would make life easy!!

    1 vote
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  16. Discount acccount option in payments received option.

    allow an option of discount in payments received section so that the discount amount gets adjusted directly in the customer balance.

    10 votes
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    0 comments  ·  Payments  ·  Admin →
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  17. When matching/manually entering customer part payment, I see option to Pay in full which nicely

    When matching/manually entering customer part payment, I see option to Pay in full which nicely takes full invoice value as payment received but it should also ensure that amount entered is not more than the payment received!! It gives an error later that payment entered is more than the payment recieved an then forces us to manually calculate the difference!!

    It can be much nicer if automatically enters:
    full invoice value or
    amount of payment left to be adjusted
    (whichever is more)!!

    2 votes
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  18. When I have already mentioned default tax rate for an item, why doesn't it selects that tax rate when entering purchase bills.

    When I have already mentioned default tax rate for an item, why doesn't it selects that tax rate when entering purchase bills.

    Also I don't see an option to round of total in purchase bills or maybe just enter qty & total value to auto calculate item rate!! Really important to ensure exact match of value in purchase bill.

    3 votes
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  19. State code

    You should also add State Code for Invoice Making

    5 votes
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    1 comment  ·  Invoices  ·  Admin →
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  20. allow for column width adjustment

    because some times column are too wide or too narrow, makes data break from line and go to next line.
    2336.00 is correct but it becomes
    2336.
    00

    13 votes
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