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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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  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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6971 results found

  1. Tally Migration

    Please provide one click migration process for Tally customers in India. Have their data automatically imported in Zoho Books by handling the Tally data files. It is really hectic to create and upload CSV files for all the things that we want to migrate.

    32 votes
    8 comments  ·  Migration  ·  Admin →
    How important is this to you?

  2. marking customer as inactive automatically

    Option for marking customer 'Inactive' automatically if there is no transaction in the account or invoice goes unpaid after custom specified no of days.

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

  3. Include option to consolidate all files into one file

    Feature that would allow the Invoice with attachments to be sent as one PDF file instead of separate files in the invoice. Maybe it could be a checkbox option so that those that work with customers who want a single file can send Invoice with paperwork directly through Zoho Books.

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

  4. Packing lists with measure and weight of each item and total items for exporting businesses.

    When exporting products abroad, quantities, measure(including CBM) and weight of each package must be included as well as total number of packages, CBM and weights. Unless zoho focuses on companies doing only domestics, packing list needs include above mentioned details. Being able to add shipping mark would be even better.

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

  5. Add Links to Add Expense to Recognise for Bank Rec

    When I travel I take photos of receipts using the app and record the expense. When it comes time to reconcile the bank transactions the possible matches on the right have generic titles of 'Expense for', Amount and Date. Would save time if these could be clickable or have a more descriptive title to easily match against the bank transaction. For any amounts I need to check I have to go out of the banking rec area and find the expense added to see if that is the correct one to match.

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

  6. add freetext for emails not present in contacts

    in email templates should be good to be able to put a freetext address (not a contact) in the cc or bcc field

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

  7. Restriction for sales staff to view different items from different vendors

    Restriction for sales staff to view different items from different vendors

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

  8. Sales report by item group

    Hi, I am looking for a zoho books report which we can see item sales report by item group

    6 votes
    1 comment  ·  Reports  ·  Admin →
    How important is this to you?

  9. TAGS report

    • hello it would be great to generate a TAGS report so we can see all entries associated with a TAG.

    for example we may sales and POs associated with a tag- currently we can't see the P&L report as they are orders and not invoices and bills.

    18 votes
    1 comment  ·  Reports  ·  Admin →
    How important is this to you?

  10. Document Comments enhancement

    Allow us to keep important comments visible when activity scrolls them out of view - see attached - Oh - NOT able to attach image ?
    I suppose I'd better suggest this also then, unless I'm missing something :-)

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

  11. Settlement discounts

    The feature that would automatically calculate settlement discounts for both customers and vendors when paying vendor bills or receiving customer payments.

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

  12. Auto: Bulk Exclude / Negative Transaction Filter sub-filter Rules

    Banking, Transactions, Reports, Filters

    The ability to sub-filter Transactions, so then we can filter and Bulk apply 'Recognized Transactions. (or exclude UNCATEGORIZED TRANSACTIONS).
    Filter based on any column/text that is readable (including details)

    also includes the ability to sort any column

    It would be great if we could create 'exclude' Rules, if there are transactions that we want to auto-exclude.

    10 votes
    2 comments  ·  Admin →
    How important is this to you?

  13. Auto Create Bit.lyf Link for Invoice Online Payment

    By This feature customer easily payment to company.

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

  14. Add Tracking Number & Shipped Status to Invoices

    I would like to be able to:
    1) Add tracking number to the invoice so we can easily identify if an order was shipped and via which carrier
    2) Mark items as shipped.

    We currently use Aftership.com which is a great service. Would be nice if it could be integrated to the system.

    16 votes
    2 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  15. Apply outstanding receivable to the outstanding payable.

    I have Companies that are both Customers and Vendors. It would be wonderful if we could apply outstanding receivables to outstanding payables and visa versa. That way we wouldn't have to write large checks to one another every month when our balances are about even.

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

  16. you to make it easier to paste numbers.

    Hi there,

    I do a lot of copy/pasting and every time i do it, i have to clean up the number to remove any commas and dollar signs etc, from my other software. This is very inconvenient.

    This is what happens:
    When i paste $2,334.00, ZOHO books does not recognize it as a legitimate number.

    Are you able to add this feature? I used QBO a few times and there you can paste anything and it will recognize it.

    Thanks

    18 votes
    3 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  17. Add Petty Cash to Bank Reconciliation Transaction Difference Adjustment

    Scenario - Customer pays say Rs. 6215 in cash against an invoice, which is usually deposited into a Bank account. however, while depositing in a machine based bank, the change is not accepted, hence only Rs. 6200 is deposited and the Rs. 15 is handed over to the office for petty cash expense. The current system allows to add an expense or income, please add petty cash also to this allowed list.

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

  18. that you show if the item in the bank register is reconciled like in XERO

    Create a column on far right to show either reconciled or unreconciled in the bank register.

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

  19. How we can deduct TDS and manage vat and service tax

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

  20. approval workflow is required.

    we need workflow approval system, so that our employees will create purchase order, invoice, other data and they should take our approval before go live.
    please provide the option, otherwise it should be just like other excel software.

    29 votes
    2 comments  ·  Purchase Order  ·  Admin →
    How important is this to you?
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