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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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  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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6487 results found

  1. Migrate including attachments to Zoho Books UK Edition

    Enable the migration to the UK Edition of Zoho Books including Attachments, currently if I want to migrate I will lose all the receipts attached to the expenses.

    I do want to migrate to the UK Edition, however I do not have the time or patience to manually export every receipt and re-attach to every expense, it's the one barrier to migrating.

    I wouldn't even mind if there was a seamless migration charge.

    3 votes
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    Not For Now  ·  1 comment  ·  Migration  ·  Admin →
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  2. Asset register

    Need an asset register to hold all assets that can be depreciated and accommodate depreciation calculation as well. This would Zoho Books on a par with the more well know competitors.

    377 votes
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    Not Planned  ·  28 comments  ·  Expenses & Bills  ·  Admin →
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  3. Support gross payable and total payable

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  4. Restrict access fro sales team

    Let sales team only access order that they created

    6 votes
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    1 comment  ·  Admin →
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  5. Add the ability to pay Resources via Books via Wire, ACH, etc

    4 votes
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    0 comments  ·  Banking  ·  Admin →
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  6. Simple oData Feed for Excel

    The Rest Api is simply to complicated for novice user without development skills.

    Add support for oData and allow Excel to easily connect to Tenant Service

    2 votes
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    1 comment  ·  Transactions  ·  Admin →
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  7. Track Cost per Task, or Resource

    Calculating realtime profit via Timesheet, requires Tasks and Resource Cost

    5 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  8. Create a Bill for each Resource during Timesheet Invoice creation

    The ability to assign a Cost per Task, or Resource. Task currently track rate per hour, but not cost per hour.

    During the "Create Invoice" from Timesheet process create a Bill and associate it to the respective Client and Project.

    The Bill could in the future, be "Wired", "Check Created" etc. and reconciled to the respective project.

    4 votes
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    0 comments  ·  Admin →
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  9. Retainer Invoices Mobile App

    Add the option to create retainer invoices for the mobile app.

    18 votes
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    2 comments  ·  Mobile App  ·  Admin →
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  10. Create a Global Admin for Client Portal

    Create a global admin so you can see the customer's client portal. I want to be able to log in and see what each customer will see when they log into the client portal.

    10 votes
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    1 comment  ·  Customers  ·  Admin →
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  11. Email packing list to warehouse

    It would be helpful to be able to email a packing list (invoice) to the warehouse. We have two different warehouses, so we would want to choose which warehouse to email. We do not want the packing list sent to the customer, just the warehouse.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  12. adding signature to invoice and estimate

    409 votes
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    31 comments  ·  Invoices  ·  Admin →
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  13. Allow for PayPal Payments Pro to integrate with certificate, not solely by signature.

    My shopping cart system requires that my API is linked via Certificate with PayPal Payments Pro rather than a signature. Because of this, and since PayPal only allows 1 option for API access I am unable to integrate with ZOHO as it requires the signature option. I am sure that other people are in the same position as me, I think offering the option of either or is a a great thing to integrate so that users in my position can better utilize the amazing zoho books system.

    5 votes
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  14. Show timer in lock screen

    It would be great if once you run the timer in the app, that it shows the timer while in Lock screen on the iPhone. At the moment, you forget if the timer is on or off. need some sort of way to see this quickly or access it while in lock screen.

    4 votes
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    3 comments  ·  Mobile App  ·  Admin →
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  15. Allow PO and Quote/SO in CRM to map to Books as PO and Estimate

    If you create a PO in CRM you need to create it again in Books and it should automatically map over. Same goes for a Quote as an Estimate or an SO. Or at least be given the choice to avoid duplication of entries.

    8 votes
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    2 comments  ·  Admin →
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  16. Cost of each item should be limited to specific user

    4 votes
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    4 comments  ·  Items  ·  Admin →
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  17. Stock & Warehouse management + sales commission

    1) different stock can enter the item list with expire date
    2) add shipping status
    3) sales commission features upon payment received.
    4) sales profile and commission rate linked to different items
    5) search of the items should be enhanced.
    6) add item category + sub-category

    484 votes
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    26 comments  ·  Items  ·  Admin →
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    Work In Progress  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    We now have a Zoho Inventory Add on option for Zoho Books. You can take a look at that. You can achieve a lot of these features using Zoho Inventory.

    https://www.zoho.com/in/books/help/items/advanced-inventory.html

    Regarding your requirements,

    1- You can use the backtracking option to achieve this in Zoho Inventory. https://www.zoho.com/in/inventory/kb/sales-order/so-back-order.html

    2- We have default shipping status based on the carrier in Zoho Inventory
    You can refer this link – https://www.zoho.com/in/inventory/help/sales-orders/shipments.html

    3- You can use the custom function feature to calculate the sales commission.

    4- sales profile and commission rate linked to different items – We currently do not have this option

    5 – search of the items should be enhanced – For queries on this you can send us an email at support@zohobooks.com

    6- We are working on item category in Zoho Inventory and will definitely update you.

    If you have any further questions you can write to support@zohobooks.com

  18. Custom categorize invoice

    I need to "mark" or categorize invoices to have easily access to them, for example: "product shipped", "work in progress" or others.

    6 votes
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    2 comments  ·  Invoices  ·  Admin →
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  19. Deepen the salesperson integration.

    I would like to request some bolstering of the "Sales Person" feature. I understand Zoho added Sales Person to the invoice and estimate documents, which is great. Here are some improvements I think can be made to the Sales Person field:

    (1) Integrate it with the "staff" role of the Users preference pane. If I invite users to join my books.zoho.com organization, then it is a fair assumption that at least some of them will be my sales people. I would like the Sales Person box to populate from that list [but don't lose the ability to type in for…

    23 votes
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    0 comments  ·  Admin →
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  20. Link SO, Invoice & POs with a common value

    Linking Sales orders, invoices and purchase orders would enable easy tracking of the transactions between all three.

    We'd like to see one common value that links all there and can be used as reference # for invoice and PO at the same time. This common value can be used by the "organization" to track related transactions between customers and vendors

    180 votes
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    18 comments  ·  Transactions  ·  Admin →
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