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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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  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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6159 results found

  1. Estimates with photos

    I think you should have a Item Photo, for each part number.

    For example, when I chose item#123-4 ... the parts, description, and a (small, medium, or large) photo appears next to the description. The photo should need to be uploaded in a .jpg image with max res of 400x400 and must be named the same as item# (ie ... 123-4.jpg )

    I have a picture of an example if you would like to see it. Its much more professional.

    2 votes
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    1 comment  ·  Estimates  ·  Admin →
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  2. intrastat

    In the European Union, when a company's sales is over €650k p.a., and its purchases are over €500k p.a., that company must report for VIES, and Intrastat.

    We need VIES & Intrastat reports

    19 votes
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    0 comments  ·  Reports  ·  Admin →
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  3. inventory custom fields

    In the European Union, when a company's sales is over €650k p.a., and its purchases are over €500k p.a., that company must report for VIES, and Intrastat.
    Intrastat requires certain fields such as
    Commodity Code
    Country of Consignment
    Weight
    Mode of Transport

    9 votes
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    0 comments  ·  Inventory  ·  Admin →
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  4. appointment booking program that works with Zoho Books

    Appointment booking program that works with Zoho books

    2 votes
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  5. Create Services In Items

    The ability to add services in items.

    2 votes
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    0 comments  ·  Items  ·  Admin →
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  6. for the system in the inventory to show profit/loss per item...etc would be owesome. now profit i have to do manually

    4 votes
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    0 comments  ·  Inventory  ·  Admin →
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  7. that we be flexible on adding rows and columns on the invoices and purchasing so we can tailor to our needs.

    adding rows and collums and etc in the templates

    5 votes
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    1 comment  ·  Admin →
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  8. add Terms and Conditions field to Delivery note and packing slip

    Hello,
    It will be great if you could add a customizable terms and conditions box to the Delivery note and Packing slip similar to what we have on the Invoice. There are several terms specific to the delivery of an item that we need to be very clear about and obtain a customer signature for. Thanks

    4 votes
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  9. Cannot Reconcile An account if no transaction in that month. This should be able to be reconciled.

    Should be able to reconcile a bank account for the month if no transaction were done in the month.

    Today we get error "Please select a transaction and try again."

    6 votes
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    1 comment  ·  Banking  ·  Admin →
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  10. When the Client Portal is enabled, also include in the email a link straight to the invoice

    Currently, if a client does not have access to the Client Portal, when emailing the invoice, they are given a link directly to the invoice with a "Pay Now" button. This works great; it is quick, easy to use, and simple to understand.

    However, if a client has the Client Portal enabled, they are given a link to the portal. This requires logging in, entering a password, clicking through to the invoice, etc. There are a lot of steps to go through.

    I suggest that there be an option to include both links (for clients that have the Client Portal…

    0 votes
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  11. Provide a notification when a recurring bill or expense is automatically created by Zoho

    0 votes
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  12. Exclude Shipping Charges from Sales by Sales Person report.

    Exclude Shipping Charges from Sales by Sales Person report. This would allow us to use this report for calculating commissions.

    6 votes
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  13. Add Sync.com cloud storage for attaching receipts to expenses

    Add Sync.com to the list of cloud storage providers. They provide secure cloud storage - a much safer place than Dropbox for keeping receipts. By adding this provider to the list, we can then attach receipts for expenses.

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  14. it would be great if there is a stamp on remark for Paid or Void invoices.

    This would be great especially if I have a VOID invoice. We normally have to write on a red marker to indicate the monies are not coming in.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  15. Grouping of different account not available.

    3 votes
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  16. We need a separate right on a specific login for invoices and receipts. that means on a specific login invoices and receipts can be entered.

    Rights to read or enter are there. if these rights be more specific it would work wonders.

    3 votes
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  17. provide real-sync between Zoho CRM contacts and ZBooks

    Please make sync between CRM contacts and Books real-time, or at least hourly. Or make the forced sync a non-admin level feature for a user. We use Subscriptions, and would like to set up a subscription immediately after converting a lead in CRM to an Account. Today, we need to wait 1 day, or have an Admin force the sync from CRM Setup, which is silly. Why can't this be real-time or a User profile setting that anyone could force to sync??

    81 votes
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    6 comments  ·  Zoho Integrations  ·  Admin →
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  18. Put the total amount received back onto the customer summary screen

    Hi, the total amount received / billed to a customer used to be displayed on the customer contact summary screen. Since the timeline has been added this has disappeared. Could it be added back in as our staff found it useful to see what a customer had spent with us when talking with them on the phone.

    Thanks,

    Rob

    0 votes
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    0 comments  ·  Customers  ·  Admin →
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  19. unit

    Multiple Unit of Measurement for one item
    Alternate Unit like 1 Dozen = 12 Nos.

    38 votes
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    3 comments  ·  Inventory  ·  Admin →
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  20. Unreconciled items filter

    In the account reconciliation view, and in the account details view, I would like a filter to view only unreconciled items...given that there is no way that I know of identifying items that have been reconciled, there are occasions when I try to delete an item, and I get a message that such item has already been reconciled and cannot be deleted; it would save me time If there was a view of unreconciled items only...

    22 votes
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    1 comment  ·  Banking  ·  Admin →
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