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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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6968 results found

  1. Zoho books Calendar intergration

    One feature of Sales and ordering software sadly lacking is a dedicated calendar integration feature. This would be driven by the Sales Order, Purchase Order, and Invoice components, so a diagrammatic representation of customers orders could be viewed and moved around easily.

    On any day you could see fields like

    CUSTOMER _____________________PRODUCTS

    SALES ORDER _______PURCHASE ORDER_______

    INVOICE____________

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

  2. Please include a VAT account report. The report should show VAT collected and VAT paid and balance for VAT returns

    Make it possible to add the VAT account to a watchlist

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

  3. Kindly provide estimate follow ups and remider for sent estimate

    It will very useful to increase sales for small business to follow up his quotes/estimate timely.

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

  4. client automatic numering

    Assign to a client a number that ifentify him as is done for BILLS,ESTIMATES .....

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

  5. webhooks

    Hi,

    It would be great to have webhooks for Inventory quantity and price changes, changes in tracking status, changes in order status.

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

  6. Add a Tax field & include exclude tax field to bulk expense entry screen

    Can we please have a Tax field and a tax included / excluded tick box in the bulk expenses entry screen. This will enable a tax to be selected at entry and eliminate the need to edit the records to add the tax.

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

  7. API for Client Portal Access

    We need to provide users access to their Client Portal via API. For example, the user is listed as a contact for their organization in books, I want to send an API request to enable Portal Access for that user.

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

  8. When automatically creating transaction rule, allow selection of "any" or "all" criteria

    When you categorize a transaction, and Zoho asks if you would like to make it a rule, you are not allowed to select whether your criteria are "all" or "any". The default is to create "any". This means that for my fuel expenses, where I set the criteria to "> 20" and includes "gas station", that ALL future transactions that are over $20 are auto categorized by that rule. I have to go into "Manage Transaction Rules" and select "all" before I continue working in my bank transactions.

    Thanks
    Sean Garland

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

  9. the option to create estimates directly from selected inventory items

    would be cool to have an option to convert the selected items of inventory list directly to an estimate or invoice. just like the online stores do, you select what you want then create an invoice/estimate from that selection.

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

  10. Comments and History feature

    In Books, the new comments and History feature is not helping the Finance Team process. Its hard for us to track the EPD notes . Its quite difficult to search and find the comments from all the auto reminder notifications.. Pls consider going back to the Classic look. Thank you.

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

  11. My business module require part invoicing on the full SO value. It may be two or three invoices t=at different time. How to do it?

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

  12. My business module does not require Shipping details in SO and Invoicing. The field needs to be removed. How to do it?

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

  13. Send customers Sales Orders via the client portal

    Currently you can send sales invoices and estimates through the Client Portal. Could you make it possible to send Sales Orders through the Portal and give them an acceptance button as with Estimates?

    Client has developed integration through CRM and the ability to generate Sales Orders in CRM to be transferred to Books and if the client had the ability to see and accept through the portal this could make life very easy.

    Thank you

    43 votes
    3 comments  ·  Customers  ·  Admin →
    How important is this to you?

  14. Enter with in the customer's account history, or on an invoice history, that the thank you/receipt email was sent.

    Currently, when you send a thank you email, you have no history of it within the Account or invoice history log. So if the thank you was auto sent, it doesn't even give the notification it was sent, and it's not logged. You can't ever verify that it was actually sent.

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

  15. service invoice and income from this invoice should to go service or labour account

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

  16. Timesheet/Support Staff User Role

    Be able to have more granular control of user roles, in order for employees (i.e. support team), not to be able to see sensitive information of the company (i.e. invoices, expenses, customer balances, etc.). In addition to current timesheet access, I would like to be able to give my support employees to:
    1. Create new tasks (currently they can only select from existing tasks)
    2. Have the ability to create Fuel/Mileage expenses when they travel to customer site for support

    15 votes
    2 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

  17. Overwrite 1 penny and up to a 1$

    Overwrite when matching transactions for 1 penny and up to a 1$, it would be good to have some freedom to overwrite the match when there is a small difference in the amount and we are sure the transactions match.

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

  18. Taxable task

    It would be smart to be able to set individual tasks as not taxable. As it is, I have to manually edit each non-taxable task every time I generate an invoice. It's repetitive, time-consuming, and invites error.

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

  19. Allow rename of Projects and Tasks

    After a project or task has been invoiced, you cannot rename it. While I can understand why (referential integrity in the database), this is a terrible restriction. Prior invoices with the old name shouldn't need to be affected, but sometimes details of a project evolve, and renaming is helpful (especially if you discover a typo).

    8 votes
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

  20. Create Complete Projects

    1. Create a Project, for example - Project A
    2. We will add, Client Details, Billing Address, Shipping Address, email Id, tel number etc. (this could also be an existing client in my contacts)
    3. We will also add other contacts associated with this project (could be new or they could be existing contacts in My contacts)
    4. We can then create estimates / invoices related to this project and its details.
    5. This way different projects with different clients or same clients can have common contacts, who can view all documents (estimates / invoices etc.) with a single login id and password. which is…
    12 votes
    1 comment  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?
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