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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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  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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7019 results found

  1. Add Complete Status on Purchase Orders

    I would like to be able to have a Complete status option on purchase orders so once an order is complete they do not show up on a report.

    I also need to have the ability to run a report of Purchase orders that shows multiple statuses (open, partially billed, etc.).

    1 vote
    1 comment  ·  Purchase Order  ·  Admin →
    How important is this to you?

  2. Credit notes automatically added to automatically generated invoices

    When I create a credit note now, I have to stop all of the invoices in the system from being automatic.

    Now I get a ton of emails so I have to go in, apply the credits and send off and/or charge the customer.

    When creating a credit note, I'd like the option to tick off a box that says "apply to next invoice?" Then let you choose an amount or percentage etc.

    Right now I have to temporarily change my system from being fully automatic to having manual steps. It's annoying and definitely decreases productivity.

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

  3. Put currency on invoice

    It's not clear is it US dollars or CA dollars on invoice.

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

  4. To not chose "taxable" or "not taxable" when creating customer.

    Sometimes it's taxable sometimes it's not. Also below 30k revenue there is no need for taxes and above there is. So that's not something that depends on the customer

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

  5. Insert payment received

    Can I just insert payment received without creating an invoice?

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

  6. Customer can take a picture of their credit card and the card #, expiration, uploads automatically when they are paying for an invoice

    Customer can take a picture of their credit card and the card #, expiration, uploads automatically when they are paying for an invoice

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

  7. Easier view to see that you have multiple attachments

    Right now we see this:
    http://prntscr.com/a9ot1h
    I cannot easily see that I have two attachments and also the names of the attachments are not displayed. It would be nice to display the number of attachments and in the center or at the bottom to display the name of attachment.

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

  8. POS System

    Create a POS system that integrates with Zoho Books, Inventory, and a Online store front

    114 votes
    12 comments  ·  Online Payments  ·  Admin →
    How important is this to you?

  9. Create a Store front That Integrates with zoho Inventory.( Something like OpenCart)

    A store front that integrates with Zoho inventory, Books, CRM, Reports, etc. This is one of the only avenue Zoho is missing in terms of online visibility.

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

  10. Create User Roles and Hide aspects (i.e. modules) of Zoho Books from Certain User Roles

    I would like to create user roles with certain restrictions to certain modules such as 'Banking'. This would allow for access control to vital company information.

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

  11. Exporting single purchase order in CSV/XLS

    Hi all,
    Today, many vendors uses online systems to record purchases and/or sells. Sending a purchase order in PDF is, of course, beautiful and clean, but when it comes to register a received PO as PDF in the system is long and risky of errors.
    In Zoho we have the possibility to import one or more POs or to export all POs at once. We cant export ONE PO only (afaik), so when I send a PO to my vendor, it may be difficult for him to insert it into his system, specially when my POs concerns thousands of items.

    …

    9 votes
    1 comment  ·  Purchase Order  ·  Admin →
    How important is this to you?

  12. sir please balance seat and profit & Less required same to tally erp( other wise shatcut thank you

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

  13. Option to add a web link to an item

    It would be great feature to have the option of adding a web link when creating any item. Since most invoicing has now become web based with very little printing, it would be useful to allow the customer to click on the item name and then be directed to any web page. This web page could be anything, you tube video of how to use the product, google drive folder with all brochures, MSD Sheets, warranties etc or even just single pdf brochures.

    I am sure customers will love such interactive invoices in a world where everyone just hates the…

    6 votes
    Not For Now  ·  0 comments  ·  Items  ·  Admin →
    How important is this to you?

  14. Project/Timesheet Report Customization

    An integrated report showing both project and timesheet information to include individual timesheet log entries, total time logged, budgeted hours, percent complete, number of days active since first log entry. This should allow grouping by project and/or staff.

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

  15. allow payment of more than 5 bills at a time

    Currently, I can only pay 5 Bills with 1 check. I often have more than 5 Bills for a Vendor due at a time. It would be nice if we didn't have a limit to the amount of Bills we can pay in one transaction.

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

  16. add a little more project tracking into zoho books.

    I love zoho books for my small professional services business. I just need to be able to organize a project with tasks and subtask (or phases and tasks). If you did this, you would be the only simplified project accounting software on the market right now. Integrating project management with accounting would be so awesome!

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

  17. Payment gateway integration with Eway.com.au

    Hi Eway is a very common payment gateway used hear in New Zealand , Australia, Uk and other countries. Xero accounting systems and few others are integrated their invoicing with themthem and i badly need it. So i wonder whether zoho to consider adding them as a payment integration. Waiting to your positive response.
    https://eway.io/nz and https://eway.com.au

    31 votes
    6 comments  ·  Third Party Integrations  ·  Admin →
    How important is this to you?

  18. automated statement for outstanding payments for each customers every month

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

  19. Need to distinguish between payment dates and when funds actually cleared.

    The date when clients pay and when payments are actually cleared are often a few days apart and sometimes more. Please allow us to input those 2 dates separately. Currently, we cannot, and it is forcing us to go back and change the payment dates to the dates the bank cleared the funds. We don't want that. We would like to keep records of both of those dates for more accurate bookkeeping.

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

  20. Allow usability for German market / Enter German market

    Zoho books is not usable as a book keeping software in Germany.

    • One typically report monthly your VAT to the authorities via the ELSTER link. This is needed to know how much tax you have to pay. - Many German companies work on a monthly basis with their tax advisor, for which one needs a DATEV-link.
    • Full integration of the local bank transaction stanrdards
    • The accounting is done here typically with certain standard accounts (Standardkontenrahmen SKR).
    • The yearly financial disclosure (Jahresabschluss) follows different standards.
    • Moreover, as a full bookkeeping software zoho books would need to allow depreciation/amortization (Abschreibungen) according to…
    176 votes
    13 comments  ·  Admin →
    How important is this to you?
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