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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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6409 results found

  1. Is there a way to filter a Sales Order view by a custom field that "is not empty"? I see an option for "is empty" but not for "is not empty"

    It would be nice to filter a Sales Order view by a custom field that "is not empty". I see an option for "is empty" but not for "is not empty."

    1 vote
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    0 comments  ·  Sales Orders  ·  Admin →
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  2. Category wise / Brand wise Discount filter

    Sometimes, we need to give specific pricing as per the Category or Brand. This feature is not available at the moment.

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  3. Leading Ecommerce Website

    Techsystem Pro is a leading ecommerce website that specializes in offering a wide range of
    high-quality smartwatch accessories, headphones, speakers, power banks, and
    other tech-related products. With a commitment to providing customers with
    exceptional products and excellent customer service, Techsystem Pro has quickly
    become a go-to destination for tech enthusiasts and gadget lovers.

    1 vote
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  4. Would like to have a "MANUAL TRIGGER" for scanning duplicate transactions in Bank Transactions page. Duplicates not identified by Zoho

    Would like to have a "MANUAL TRIGGER" for scanning duplicate transactions in Bank Transactions page. Moreover an additional "Merge Duplicate transactions manually" options would be much helpful - similar to merge duplicate google contacts option provided by google. Duplicates not identified by Zoho.

    1 vote
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  5. Compressor Change

    We are an AC repair and maintenance company in Qatar. Our company is located in Qatar. We provide AC repair services all over Qatar. We are working on all kinds of AC repair and maintenance, our air conditioning technician has more than 10 years experience. We believe in quality customer service.

    1 vote
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  6. Turn off keyboard shortcuts or reassign them.

    If I try to capitalize something while writing up an expense I lose the entire expense I have been working on, which can be extremely frustrating, particularly for the format of our accounting.

    1 vote
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  7. Option of to give cash discount on entire invoice

    Apart from the line discount, Many customers i have to give CD for advance payments. Presently have to calculate manually if different line discounts are there. Additional layer of discount on total invoice should be introduced

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  8. Welding Accessories Suppliers In UAE | Welding Blanket Supplier UAE

    Most prominent Welding Blanket Supplier in UAE. We are the Leading Welding Accessories Suppliers in UAE, our goal is to provide quality welding accessories at an affordable Rate.
    https://www.bwsme.com/deep-sea.php

    1 vote
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  9. Minimum Retainer Balance

    I use what is called an "evergreen clause" in my service agreements.

    This requires that my client maintain a minimum balance in a retainer account to be billed against each month.
    Example #1:

    1) Client signs agreement and pays $2,500 as a retainer.

    2) At the end of the first month I issue an invoice of $1,200 for services provided.

    3) That invoice will be paid by drawing $1,200 from the $2,500 retainer invoice.

    4) The client's retainer balance is now below the $2,500 minimum requirement, so . . .

    5) I need to be able to issue a payment…

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  10. Can I get my earnest deposit back?

    I was in the process of purchasing a new build home from Richmond American. In the 8 months between the time of purchase and the building process interest rates rose 3% and my loan application was declined by their lender a month before closing. I have the documentation from my loan officer citing insufficient income for the loan amount. However, they kept my original earnest deposit of 4k citing that since I was pre-qualified by them at the beginning of the sales process that they were within their rights to keep the money (there was a 10k incentive at closing…

    3 votes
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  11. Stamped Concrete Patio Question (sealer question)

    Any input welcome. 2 years ago I hired a guy (based on a couple recommendations) to install a 900 square foot, shaped, colored, antiqued, stamped concrete back-yard patio to replace an old rotted deck. Looks great, enjoy it a lot, but I know I'll need to seal it again soon. I know you can't apply solvent-based sealers over water-based. I have no idea what the guy installed, and he may be out of business...he does not return calls or e-mails. I just want to know if he used solvent or water-based sealer. I tested a small amount of solvent sealer…

    1 vote
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  12. Add Items subform to custom module

    We need to add Items to a custom module.

    3 votes
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  13. Add Credits to customer accounts after commission is paid

    Paying commission by crediting the users accounts.

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  14. Entry Number field on import VAT template should not be set as 'required'. We are not sent import docs when only postponed VAT involved.

    When only import VAT is calculated, and our VAT registration means VAT is postponed, our carrier does not supply import documents, so I don't have an 'Entry Number'. It would be helpful to be able to turn off the 'mandatory' classification for the 'Entry Number' field in the import VAT form. I can't find the form in templates to do it myself.

    1 vote
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  15. Best Colorectal Surgeon In Dubai

    If you have been diagnosed with ulcerative colitis or Crohn’s disease, then you might need surgical intervention if it is not possible to cure through medication and lifestyle changes. This is where you might have to undergo Colorectal Surgery

    1 vote
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  16. Gynaecology Hospital in Al Dhafra

    Women are gifted with the glory of bearing children and ushering a new generation into the world. However, there are a number of potential complications for pregnancy and reproductive health. And also, it is critical for women to maintain good health whether they are pregnant or not.

    1 vote
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  17. zoho books

    Please create a new Zapier trigger:

    Everytime a Purchase order is created on Zoho books,
    than,
    Create an event on google agenda
    Thanks

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  18. GDPR Cookie Consent Banners

    What are GDPR Cookie Consent Banners?
    GDPR cookie consent banners are notifications that websites display to users regarding the use of cookies and similar tracking technologies. These banners inform users about the types of cookies being used, their purposes, and give users the ability to provide explicit consent for their usage.

    The Role of GDPR in Protecting User Privacy:
    The GDPR aims to give individuals control over their personal data and protect their privacy rights. It establishes principles that organizations must adhere to when processing personal data. Obtaining informed and explicit consent from users for cookie usage is a critical…

    3 votes
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  19. Customs Declaration Software

    Understanding Customs Declaration:
    Customs declaration is an official document that provides customs authorities with essential information about imported or exported goods. Its primary purpose is to enable customs officials to assess the goods for compliance with regulations, determine applicable duties and taxes, and ensure adherence to security and trade policies. Failing to comply with customs declaration requirements can result in delays, penalties, or even the seizure of goods.

    Learn more: https://www.icustoms.ai/blogs/customs-declaration-software-5-things-i-wish-id-known-earlier/

    2 votes
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  20. The Vogue Club Dance & Night Club

    The Vogue Club
    Dance & Night Club

    1 vote
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