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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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6160 results found

  1. In Sales order add date and title on under Authorised Signature

    In Sales order add date and title on under Authorised Signature

    7 votes
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    0 comments  ·  Invoices  ·  Admin →
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  2. Option to add a text line Where it says + add another line

    Option to add a text line Where it says + add another line

    In Estimate, Sales Orders, Invoices
    Where it says + add another line
    Give the Option to add a text line rather that a product line.

    We need to group products i.e. four or five lines and then add notes under the group. The ability to add a text line would give me the ability to do this. This should be very simple for you to add.

    16 votes
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    2 comments  ·  Estimates  ·  Admin →
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  3. Auto sales person's name on the invoice created should be by default of the user's name.

    In order not to abuse the user who created the invoice, there should not be a list of user to choose from, but instead a default of the user's name.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  4. Purchase Order Creation

    I want the purchase order generation process to be much more intuitive and fast.

    1. Reorder list to PO by selection
    2. Wishlist addition
    3. Vendor Portal so vendor can login to check the PO
    4. Auto reordering rule on certain items
    5. Purchase Intent (Request for Estimate or prices)
    3 votes
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    0 comments  ·  Purchase Order  ·  Admin →
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  5. 1. Include better reconciliation feature between card settlement and invoices.

    Integrate with card processors so that the fund transfer from Invoice, to charge to merchant to bank can be fully automatically captured in books. At this time, it is painful to reconcille between bank and invoice.

    3 votes
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  6. Add Inventory Location option to show physical location in Inventory Summary. SKU doen't show there either.

    Add Inventory Location option to show physical location in Inventory Summary. SKU doen't show there either or it may have been useable as location. Would like something simple like: Location: A1

    18 votes
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    0 comments  ·  Inventory  ·  Admin →
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  7. Modification of Dutch translation for Open Bills

    Can you please change the wording now used for an open bill from 'Openen' to 'Openstaand' which is the appropriate translation as the Dutch 'openen' is opening in english which has no relation whatsoever with outstanding bills.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  8. There should be option to enter multiple units for a single item. Alternate unit like 1 box = 4 Pcs.

    my items come in a box pack and each boxes contain certain numbers. So sometimes a customer buys a box and sometimes loose pieces.

    I use busy for my billing and inventory and it has options to add certain quantity as primary units and then the same as alternate units.

    18 votes
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    2 comments  ·  Items  ·  Admin →
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  9. bank charges tax

    Taxes on Online Payments Gateway (Paypal). Right now when an invoice payment from paypal is registered. Is possible to add the associated fee as a bank charge, however, there is no way to consider a tax on the fee. It would be great to have a way to include or add a tax to the gateway fee.

    3 votes
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    0 comments  ·  Online Payments  ·  Admin →
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  10. Add Service / Work Order Module

    Hi, we need a simple form to register work orders data, because we have a line of business where we need register equipment to repair and on site maintenance and is very functional have a work order form where we can register the following data: (Some of this data already are in the books, like customers and inventory)

    1. Order Number
    2. Order Date 2.1 Order Status
    3. Customer
    4. Time: Like Qty Hours or Start and End Time
    5. Type of Service:
    6. Type of Equipment
    7. Equipment Model
    8. Equipment Serial Number
    9. Equiment Details
    10. Service details.
    11. Send Email to customer on order submit
    12. Maybe if when…
    12 votes
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    0 comments  ·  Invoices  ·  Admin →
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  11. Receiving partly payment besides the net payment

    Due receipt only shows net15,net30 or net60. There should be also function for receiving partly payment from customers like after every 15 days or 7 days , etc.

    7 votes
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    0 comments  ·  Payments  ·  Admin →
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  12. Interest Income - Tax

    Income is taxable therefore interest income is taxable. Can you please add the tax field to Interest Income.

    5 votes
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    0 comments  ·  Banking  ·  Admin →
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  13. add vacation tracking so that an employee knows how many hours he/she has left

    Right now, we have to go to HR who has to log in and get a report to see how much time a person has left for vacation hours. This is time consuming, and not always immediately available. Would be nice to see for an employee to be able to get a report of how many vacation hours they gave left.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  14. Add ordering feature.

    Allow a customer to log on and choose what item they want to order. This would start a work order automatically.

    6 votes
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  15. Downloading/Prining all attachments of Invoices, Expenses, etc in a single PDF

    Option to Download All the attachments in an invoice or expenses, so that we can have a physical archive printed.

    4 votes
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  16. accent

    enable the option to seach invoces or contacts without accents, like "corrección" ("correction" in english).
    These accents are part of the Spanish spelling :D

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  17. deposit feature on invoices needed desperately. Please pay a deposit of 10% by _____ choose date

    You guys need to have this:

    A deposit field that states:

    Please pay a deposit of 10% by _____ choose date

    This should then be calculated by the total amount.

    The Retainer feature is double handling and a very, very basic way of asking for money with little or no details on it like an invoice.

    This is stopping me from signup and changing from freshbooks. !

    10 votes
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    5 comments  ·  Invoices  ·  Admin →
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  18. Not able to add multiple email id's to an exisiting invoice

    Only primary email id's are associated for the payment reminders and we not able to add multiple email id's to an exisiting invoice also.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  19. when invoice written off (bad debt), the tax attached should be deducted at tax payable

    When an invoice being written off (bad debt), the tax amount attached should be deducted also. Current zoho books is the whole written off amount is included tax, it should be separated.

    Example, invoice with $100 + $6 tax = $106, payment received $53, overdue $53. Payment haven't received for few months hence written off $53. In such, $50 will go to bad debt $3 will be deducted from "tax payable" at the written off date.

    12 votes
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    0 comments  ·  Invoices  ·  Admin →
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  20. Integrate Zoho Books with Amazon.in and other Indian E-commerce Websites

    I want you to Integrate Indian E-commerce Websites such as Amazon.in, Flipkart, Snapdeal etc.

    244 votes
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