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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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6198 results found

  1. Have a Default GST field (Australian Goods & Services Tax - same as VAT etc) attached to each General Ledger Account.

    Having a Default GST field (Australian Goods & Services Tax - same as VAT etc) attached to each General Ledger Account, would:
    ** Reduce errors during entry in picking the wrong Tax Category
    ** Save time as entering the GST Category each time a transaction is entered is laborious

    It would work like the current Default GST Categories applied to Items.
    When entering a transaction there will be a need to change the GST where applicable.

    1 vote
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  2. permission for template

    I need multiple templates, however I do not want to make all of them available for everyone to use. For example, I used a different template for the invoices that I IMPORTED from another CRM, to make them stand out in case we need to research the data for some reason. I would at least like to be able to mark a template as INACTIVE so that my users could not use that template going forward.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  3. teamworkpm

    Integrate with TeamWorkPM for invoicing. https://www.teamwork.com/integrations

    4 votes
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  4. Add a field for customer's PO #

    You need a Purchase Order # field that follows the order through every stage - once entered in a sales order, it should appear on an invoice, package ( Zoho Inventory) etc.

    1 vote
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  5. More details on customer drop down for Purchase Orders

    We deal with quite a few customers that reside in different states, cities, or even countries that all have the EXACT same company name.

    "ABC Store"

    Imagine if you have 50 of those and you are creating a purchase order to be shipped to one of them. Because the drop down only shows the company name, we must go through all 50 one at a time until we find the correct store.

    I'd rather not have to name each store uniquely. It would make more sense if the dropdown would include city & state next to the company name for…

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  6. add Butterfield Bank (Cayman) Limited

    add Butterfield Bank (Cayman) Limited to the list of banks

    4 votes
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    1 comment  ·  Banking  ·  Admin →
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  7. Customer Account Statement

    Item & Description Showing with Customer Account Statement
    Currently Show Only Invoice Number

    13 votes
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    0 comments  ·  Invoices  ·  Admin →
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  8. Add sales rep and account number fields to the "Sales by Sales Rep" report. Also, a Summary Report of all transactions by rep, all reps

    Add a Summary option so all sales rep info can be used by clients to calculate commissions. Also, please add the sales rep field and an Account number field, or option to use Custom Fields from Subscriptions and Invoices.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  9. Please allow Quots to be converted to WorkOrders and Invoices inside of the CRM Module

    Please allow Quots to be converted to WorkOrders and Invoices inside of the CRM Module

    3 votes
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    0 comments  ·  Zoho Integrations  ·  Admin →
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  10. Multiple Estimates Added to a Potential

    In regards to the CRM integration allowing you to link an estimate to a potential. Currently you can only link 1 estimate per potential, we need to be able to add more than 1 estimate to a potential.

    3 votes
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  11. Be able to print individual project/task timesheets and link with invoices

    I need to send timesheets with invoices to clients and it would be extremely useful to be able to pull up individual client (customer) timesheets rather than bulk export and have to separate them all out.

    Even better would be the ability to automatically link the timesheet for a particular period with the invoice when setting the billable time.

    15 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  12. support 1'000.00 value field in csv statement import

    a small coma for the thousand value format makes the difference between being able to upload a bank statement or not. down the line can make the difference between subscribing to Zoho or not as this is a major draw back to time saving.

    1 vote
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  13. Request you to enable State Bank of Mysore (Corporate)(India) link.

    Only Retail Banking is enabled for State Bank of Mysore. Request you to enable (Corporate) Banking for State Bank of Mysore. Corporate Banking feature is available for State Bank of India, but not for State Bank of Mysore.

    3 votes
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  14. Need to add product pictures to "items" that are printable.

    I love this program and ease of use, but if you dont add product pictures that are printable and viewable by customers... then i'm going to have to find another software program. If you need to charge more for cloud space... then I'm willing to pay for that. Please upgrade soon.

    2 votes
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  15. Ownership

    Ownership of a contact in CRM needs to carry over to Books when it syncs. Staff in Books that are only able to see contacts assigned to them are unable to, resulting in an admin having to reassign ownership once again in Books.

    2 votes
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    1 comment  ·  Third Party Integrations  ·  Admin →
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  16. Invoice Discount Option- Line-by-Line or Entire Invoice- on Create Invoice Page rather than in Settings

    Create the option to choose the line-by-line discount option or to apply the discount to the entire invoice on an invoice-by-invoice basis, with the click of a button, rather than having to go into settings to change the default discount option. I am constantly having to switch the discount option to accommodate both types of discount options which I regularly apply to customer invoices. Choosing the discount option on the Create Invoice page would be most helpful.

    12 votes
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    0 comments  ·  Invoices  ·  Admin →
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  17. Total Profit made on by Invoice or estimate

    It would be nice to be able to run a report by estimate or invoice to see the profit made right from to estimate or invoice and/or just she it some where on the screen but not for customer to view

    6 votes
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  18. show total discount on estimates and invoices

    at to bottom of estimates and invoices calculate total $ amount of discount the customer is getting or received.

    12 votes
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  19. Add QR Code for easy payment

    Special QR Codes called Girocodes are becoming the standard in Europe, see http://t3n.de/news/sepa-ueberweisungen-qr-codes-526649/. It would be great to add an option to show the QR code on the invoice template.

    28 votes
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    0 comments  ·  Invoices  ·  Admin →
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  20. Line # on Screen on Invoices and Purchase orders

    The system prints line numbers on purchase orders - but they do not appear on screen. When I have a large purchase order I need that...

    0 votes
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