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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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6547 results found

  1. When I click edit on a payment in undeposited funds, let me change the account as needed when I deposit it.

    When edit in "undeposited Funds" add the ability to change to another account since this necessary when it is deposited into a bank account.

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  2. For us dealing with ships spares it is urgently needed that you allow us to insert three custom fields before the customer name and address.

    For us dealing with ships spares it is urgently needed that you allow us to insert three custom fields before the customer name and address.
    One fied should be for ''the master & owners of MV'' the next should be ''ships name" abd the third "c/o". This is the standard in the shipping industry and it is very difficult to use the system with out that option

    1 vote
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  3. Please consider to add gothic font support for Chinese characters in PDF templates.

    there's only one font "New Sung" in font list which can support Chinese characters in PDF template, however, it is not good enough for all business documents. Please consider to have "Hei" font option available.

    12 votes
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  4. Auto generate Bill and Expense reference number

    We need an auto bill and expense reference number generator same as the SO and Estimates

    36 votes
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  5. Option to download invoices ( separately ) as a zip file monthly/yearly/customer wise.

    Option to download multiple invoices as a single file will be inconvenient to view/categorize invoices. This functionality can be extended to download multiple invoices(separately) as a zip file monthly/yearly/customer wise.

    5 votes
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    2 comments  ·  Invoices  ·  Admin →
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  6. Implement Cost Center Management funcionality

    Cost Center Management is a vital tool to analyze each units profitability, por the cost impact of an específicamente unit of your bussiness.

    11 votes
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    1 comment  ·  Transactions  ·  Admin →
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  7. HTML template customiser - allow Google Fonts

    We had the HTML template customiser activated so we could integrate Google Fonts. It turns out that is not possible and the customiser removes all <link> tags that imports the Google Fonts.

    Allowing for this would let us truly customise the templates to fit with our corporate branding.

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  8. Move columns in templates

    It would be great to be able to customize layouts by switching the sides of the columns. So if your template has a logo on the right, you could move it to the left, and if you have the client address on the left, you could move it to the right.

    In our case, we want both the logo to the right and the contact address to the left below and the templates we use don't allow for this.

    7 votes
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    0 comments  ·  Invoices  ·  Admin →
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  9. delivery and packing report

    Hi,

    By 10 pm all our salesmen will update the Purchase officer for the list of items they want for next day delivery and at 4 AM our purchaser officer will go to fruits and vegetables market and buy all the required items for that particular day.

    when delivery boys receive all the items from purchase officer, they should have list of customers to whom and what they should deliver.

    customers will sign in the appropriate row that they received the product.

    2 votes
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    0 comments  ·  Reports  ·  Admin →
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  10. capture receipts offline

    Hi,
    it would be great option if we able to capture a pic of a reciept of purchase order or expense in offline mode in zoho books.
    when they have WIFI we can sync it later.

    2 votes
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  11. offline access to zoho books mobile app and sync when i have wifi

    Hi,
    It would be a great feature if users can use the app offline and sync it later when they have wifi.

    Salesmen can create new invoices or create new customers on the go without loading time.

    31 votes
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    6 comments  ·  Mobile App  ·  Admin →
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  12. Credit Card HTML5 Field Input Field Type

    When a customer is paying an invoice on their mobile device the credit card number and the CVC fields should be <input type="number"> or some other method to make the mobile keyboard display numbers only - much easier for customer to input. Not to mention that this would also keep letter and other characters from accidentally being entered.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  13. 4 votes
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    1 comment  ·  Admin →
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  14. I want the option to change the currency with the live exchange rates at the invoices, estimates

    I want the option to change the currency with the live exchange rates at the invoices, estimates. The product prices in my inventory is in EUR and with the current system I should change every product price manually to GBP, USD etc.. Please fix that

    2 votes
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    1 comment  ·  Invoices  ·  Admin →
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  15. Retail POS platform

    Zoho Corp can integrated new third parties to have a solution when you have point of sales.

    14 votes
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  16. Bug: Tax exempt customer should not be rebilled for taxable expense

    When a customer is tax exempt, one should not rebill the customer for recoverable taxes paid on their behalf but instead recover those taxes from the tax agency. Zoho does this incorrectly, in violation of accounting rules (certainly in Canada, probably elsewhere for all recoverable value added taxes).

    Example:
    -Create a tax exempt customer
    -Create a taxable expense associated with this tax-exempt customer
    -Create an invoice to re-bill for the expense
    -The expense will be entered as a taxable line item, with no option to change

    As a workaround, one can set a tax for the customer, which curiously enables…

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  17. Reminder for not paid invoices by post (juridical)

    Dear Books,

    In france it is essential to make last reminder by post before doing any legal/justice steps. So, before sending a bailiff, you must informe the client with all the due invoices.

    Please, add this important function (Sage, ERP, API,..) have it standard.

    It must create (if possible from a template) a letter with date, total amount due, client infos, add the list of due invoices. Possible to generate a PDF (to print) from the due invoice state.

    I hope to see this functionality fast, because I think from the French market it's important, mostly because in Europe getting…

    3 votes
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    0 comments  ·  Payments  ·  Admin →
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  18. markup

    markup option for expense category

    24 votes
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  19. Allow the ability to add an extra percentage if paying by credit card

    allow the adding of an extra percentage if paying by CC to recover the processing fee charged by the processing provider.

    637 votes
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    53 comments  ·  Invoices  ·  Admin →
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  20. 6 votes
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