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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.

Before posting, please ensure the following:
  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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6966 results found

  1. Make pre-existing fields Mandatory

    There needs to be a way to make pre-existing fields mandatory. Zoho has provided this option for custom fields, but still needs to provide the option to make pre-existing non-custom fields mandatory as well.

    37 votes
    How important is this to you?
  2. Reminders for estimates Accepted

    It would be great to send customers Automatic reminders (as with Invoices) for accepted estimates. We use the estimates as bookings for courses/services, so it would be handy to send the customer a reminder of the booking prior. It may need a date adding for the booking service date?

    1 vote
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?
  3. Add custom fields in invoice/quote/purchase order templates in Books

    Allow custom fields and customisation of invoices so we can use fields in invoice such as units supplied (eg. some items are sold LM some as sold as roll) Also, might want to change the layout of columns around but cant do at the moment.

    2 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  4. Taxable Amount label in Sub total section

    As per the GST TAX INVOICE format released by the Govt of India, the invoice must have a TAXABLE AMOUNT label in the sub total section. This section is missing in the GST invoice format which is there in ZOHO books. Request you to please make it available for all the invoice formats.

    4 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  5. for banking transactions

    Banking transactions option to view/search from/within date range

    3 votes
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?
  6. Cashbook report that shows the full details of transctions, including descriptions, for a specified period

    Cashbook report that shows the full details of transactions, including descriptions, for a specified period

    1 vote
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?
  7. In Invoice print,Invoice Amount in words needs to be included.

    Invoice Amount in words needs to be included. Line spacing also need to be reduced.Blank Lines may be deleted from Invoice Figures - total taxes etc.

    3 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  8. INVOICE

    TRANSPOR DETAILS OPTION NOT SHOWING IN INVOICE?
    WHAT TO DO FOR SAME.
    ALSO STATE AND STATE CODE NOT PLACE

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  9. Allow the "Your Top Expenses" pie chart to be removed from the Dashboard

    If a company has a payroll that it's posting into Zoho Books through Manual Journals, which is the only way to do it, then the combined gross payroll and labor burden is most likely a large expense.

    However, the "Your Top Expenses" pie chart won't recognize an expense unless it is entered through the Banking module. In that case, the pie chart is both annoying and deceptive because it won't display the payroll expenses.

    First and foremost, this is completely unacceptable in terms of being part of an accounting software, and further displays an incredible lack of insight on somebody's…

    1 vote
    1 comment  ·  Admin →
    How important is this to you?
  10. Print Chart of Accounts Report

    It would be nice to be able to print out the chart of accounts in a report format. I'm not talking about the ability to export it to Excel, where it needs to be formatted each time. Adding or modifying accounts in the CoA is very common and we need an easy way to print out a fresh copy. Also, many people use a printed copy of the CoA to write account codes on source documents or to quickly find accounts when posting entries.

    I have worked in the accounting field for almost 3 decades and every other software I…

    13 votes
    1 comment  ·  Reports  ·  Admin →
    How important is this to you?
  11. CC On Contacts for Sending Multiple Invoices

    At the current time, there is no way to automatically send multiple copies of digital invoices to a customer. However, I have customers asking me to send more than one copy of each invoice to their organization. So I have to remember to select an additional contact person whenever I'm sending out invoices.

    Please add a new field (call it CC or something similar) to the Contact Persons screen that, when selected, will tell the system to send an invoice to the primary contact AND to each secondary contact that has the CC field selected.

    2 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  12. 7 votes
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?
  13. invoicing

    Currently if a field technician has the ability to create an invoice they also have the ability to see every invoice created by all Field technicians. Basically the financial breakdown of the companies gross Income from day one. I need my field technicians to create invoices and take payments from clients but not Have access to previous invoices. There should be a restrictions section for this.

    3 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  14. Sales Order to Purchase Order

    Hi,

    if there was an option in sales order to segregate the items as per the Supplier will be very useful. Ex :Sales Order with 25 line items to 3 Suppliers, 9 Item to Supplier 'A', 11 Item to Supplier 'B' and 5 Item to Supplier 'C', apart from it If Purchase Order releases dates are different date as per the customer schedule. There might be a confusion for the person to see which item has to be released on whom and if he is new joinee, it will be more kiosk about suppliers and there will be duplication/confusion. I…

    1 vote
    How important is this to you?
  15. same Item name with multiple description / batch no.

    possibility of same item name with different batch no. and different packing size

    3 votes
    0 comments  ·  Items  ·  Admin →
    How important is this to you?
  16. Correct/ update the name when sending to an alternate contact

    When you send a quote or invoice/ any email to a contact the system automatically picks the main contact, even if you have picked another. It can be a bit embarrassing if you don't remember to change it every time!!

    1 vote
    0 comments  ·  Templates  ·  Admin →
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  17. 1) Display of item QUANTITY while selecting an item in the invoice (incase there are similar items)

    ex: while selecting similar item in the invoice its available quantity is not showed which makes it difficult to exactly pinpoint which item it is, so the simple idea is to display the available quantity besides the item during selection phase in invoice

    1 vote
    0 comments  ·  Admin →
    How important is this to you?
  18. Need Corporation Bank corporate login for account linking with books

    www.corpbank.biz is the corporate banking link for Corporation Bank. I could not find this option to link to my zoho books. Strongly suggest you to add the feature.

    3 votes
    2 comments  ·  Banking  ·  Admin →
    How important is this to you?
  19. Email Several versions of the same quote to Various Head Contractors that are all Tendering on the project

    Email Several versions of the same quote to Various Head Contractors that are all Tendering on the project

    3 votes
    1 comment  ·  Estimates  ·  Admin →
    How important is this to you?
  20. Integrate Zoho books with www.ecwid.com

    Ecwid is a growing popular shopping cart which provides facility to have an online shop over multiple platforms like website, facebook etc. In India also, number of ecwid online stores is growing rapidly. We need you to kindly integrate Zoho books with ecwid so that the powerful Zoho books software can be optimally exploited by Ecwid users. API of Ecwid is easily available.

    16 votes
    How important is this to you?
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