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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.

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6956 results found

  1. In the Items section, allow the option to have this amount not go into AR but a suspense account so that we don't overstate accrual income.

    We hold monies (not income to the co.) for clients as a liability and convenience to them. We need to be able to classify this onto a Balance Sheet account (suspense account) and not in the A/R. I tried the ... option to the right of the item selected on the invoice portion. However, it is still added to AR as income.

    5 votes
    0 comments  ·  Admin →
    How important is this to you?

  2. I would like to create an estimate from a (one or more) project / activity, to then issue an invoice at a later time

    1 vote
    0 comments  ·  Third Party Integrations  ·  Admin →
    How important is this to you?

  3. Filter : Quotes by sales person

    Hey, it would be great to have a filter on quotes by sales person. I can't see how many quotes (and the amount of the pipeline) have been done by salesman for a specific period.

    1 vote
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

  4. Customizing charts in Dashboard

    Provide the ability to change the Income and Expense chart in the Dashboard to display the numbers for multiple years (e.g. 2016 and 2017) side by side.

    26 votes
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  5. Match Transactions

    When trying to match uncategorized transactions, the list of possible transactions that have been manually entered already include the date and the total. It would be great to also include the vendor name.

    5 votes
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?

  6. Wildcard search on entering orders and invoices

    Be able to search part of the item name from the invoice and sales order entry screen. Currently only allows beginning of item name to be used. Should work the same way as from the item screen

    7 votes
    0 comments  ·  Admin →
    How important is this to you?

  7. Automatically import Paypal fees

    This is MUCH needed for those of us that use Paypal with shopping carts (non-invoice transactions).

    The current Paypal integration only imports the net amount of sales (total amount minus Paypal fees). While there is a field to manually add the fee to the transaction, this is incredibly laborious when you have hundreds of these (not to mention looking up the individual Paypal fee for each transaction).

    There has to be a way to automatically import the Paypal fee separately like you do with the Stripe integration. I understand that Zero does this.

    PLEASE add this and save us untold…

    42 votes
    3 comments  ·  Banking  ·  Admin →
    How important is this to you?

  8. Be able to convert Purchase Order to "Closed" status without requiring it be converted to a bill

    2 votes
    1 comment  ·  Purchase Order  ·  Admin →
    How important is this to you?

  9. Give options for fonts on cheques (checks)

    I would like to change the font on a cheque PDF. Right now it is using a serif font and our cheques are sans serif. It would be nice to be able to modify this and some other formatting for cheques.

    6 votes
    0 comments  ·  Payments  ·  Admin →
    How important is this to you?

  10. Option to record Tax deduction even at the time of recording bill since Indian tax laws mandates the same

    Similar to 'Record Payment' an option to record Tax deduction at the time of recording bill should be made available since Indian tax laws mandates the same. For example I record an expense which is subject to tax withholding in the month of Jan. In this case I'm required to record tax deduction immediately and remit the amount so deducted to Government by 7th Feb irrespective of when I pay the vendor.

    15 votes
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  11. Have items auto-populate under Retainer Invoices

    I'd love for our items/products to be auto-populated similar to the normal invoices. I'd simply love for the retainer invoices to be structured exactly like a regular invoice.

    4 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  12. books can be the base for the administration of buildings and condos, just a little ajustments and it can work, i have some ideas for do tha

    1 vote
    0 comments  ·  Admin →
    How important is this to you?

  13. Move Expenses

    Ability to select multiple expense records and "move" them to another project or another customer.

    3 votes
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  14. Upload from All Files and not just from Inbox in Bills/Expenses

    Please Offer the option to upload from All Files and not just from Inbox within the Documents section when attaching receipts to a bill

    1 vote
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  15. Tracking Expenses in Cashflow

    At the moment to track outgoings on the dashboard Bills need to be created for all expenses. As Expense are interchangeable with Bills in Books it would be great to able to have upcoming / reoccuring expenses also tracked on the dashboard so then Bills, Expenses and income can be graphed for track cashflow forecasting. As the dashboard doesn't show expenses I am needing to raise everything as Bills to see what is coming up in the 'Payables' area. Somehow including expenses in this or as a separate report on the dashboard that then combines with Bills then reflected on…

    7 votes
    1 comment  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  16. re-arrange the sequence of rows in app

    in the app there is no option to rearrange the sequence of rows in estimates or invoices. eg. its not possible to take the last row of the estimate to the top of estimate. or insert a new row between the existing rows.

    1 vote
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

  17. mass update expense

    Ability to mass update the project or customer for multiple expense records

    2 votes
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  18. Add more criteria choices to "Edit Custom View" on Invoices and Estimates.

    It would be nice to have some more control when i'm in the "Define the criteria" section of the Custom View Editor, At least ad the "or" function instead of just "and" .

    3 votes
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?

  19. Provision to Add Supplier Name & Supplier Amount While Creating Invoices

    We have cases wherein we also sell third party products. In such cases currently we need to create an Invoice in Sales and concurrently in Purchase.

    This process exposes of possibilities wherein accounts forgets to update the supplier details under Purchase Invoices and is only realized once an invoice is received from our supplier.

    Further if the supplier does not send the invoice for a quarter (in our case they have not bothered to send us the invoice for 8 months) the monthly balance sheet would emulate incorrect data. Hence we would propose if there can be a provision wherein…

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  20. There is the need for cash and cheque payment voucher. when we input the payment details in software then we want to generate a payment vou

    There is the need for cash and cheque payment voucher. when we input the payment details in software then we want to generate a payment vou

    17 votes
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?
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