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If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

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6725 results found

  1. In case of more than 50 lacs single invoice TCS tax is applicable, but in few case it's not applicable. those details are missing in FAQ.

    In case of more than 50 lacs single invoice TCS tax is applicable, but in case of Trading this tax is not applicable, but in your FAQ in this not mentioned.

    Please provide more details on TCS tax.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  2. enter part payments on expenses and have the option of payment pending

    Not all expenses are paid for immediately. There are expenses which are paid after a period of time, fixed asset purchases are made in parts over a year, which needs tracking.
    Currently payments are made over the year and recorded as advance payments. But you cant select multiple payments and match it with an expense bill. which has been paid for by multiple accounts. Expenses should have a payment pending status just like the bills.

    As of now I record payments as advance and the expense says paid through prepaid expenses.
    But net effect I have an advance under my…

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  3. Printing check to blank check paper

    I'd love to see the ability to print to generic blank check paper and have the system add in the check information (routing, account, etc) which Xero supports instead of having to buy pre-printed checks and store them with the risk if the checks are stolen they are usable (vs storing blank paper). This is the one function preventing me from leaving Xero completely.

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  4. Be able to transfer money between banks with different currencies

    If you have multiple bank accounts and need to transfer money between them how do you deal with this?

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  5. Export Overdue Invoices List in PDF Format

    It would be great if you could add an option to export current view of overdue invoices in PDF format.

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  6. Delete Audit Reports

    I am now unable to edit / delete Audit Reports. I think Admin should be given the flexibility to edit / delete Audit Reports if needed.

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  7. Enhance page numbering on PDF

    Enhance page numbering from displaying page numbers to displaying page number followed by total pages.

    2 votes
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    0 comments  ·  General  ·  Admin →
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  8. Monthly Recurring Revenue Report MRR

    We need a report that let us know the projected revenue we have in recurring active invoices. MRR is essential in any billing software.

    6 votes
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    0 comments  ·  Reports  ·  Admin →
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  9. Transaction confidentiality per Branch

    We want to have a login option per branch and confidentiality of branch transactions. The list of customers, invoices, and other transactions per branch is only visible to the admin and branch user. Other branches should not be able to see other branches' customer lists and transactions.

    Also, we want to have a feature that you can create a customized report including the sales, invoices, payments received, expenses, etc. on a single report, to avoid the number of papers used per report.

    Hope this will be considered.

    Thank you.

    3 votes
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    0 comments  ·  Users & Roles  ·  Admin →
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  10. Set Discount Per Line Item as default

    Allow Discount Type to be set as "At line item level" as the default setting.

    7 votes
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  11. DELETE scheduled reports

    We should be able to Delete scheduled reports instead of only being able to mark them Inactive. Inactive is useful, but eliminating the clutter of unused reports by deleting them would be very helpful and User friendly.

    7 votes
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    2 comments  ·  Reports  ·  Admin →
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  12. Not display invoice copy

    Would it be possible to deactivate the link that displays actual invoice.
    Indeed we are not using Zoho invoice template.
    Setting up clickable link shall be offered to Zoho customers.

    1 vote
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    0 comments  ·  Templates  ·  Admin →
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  13. Separate Field customisation for Vendor and Customer and Mandating them

    We would like to have separate fields for customers and vendors as both are supposed to be different categories. Also there should be option to mandate the fields as users may miss out some vital information

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  14. Email template dynamic if then else tags

    Allow us to add %if% tags to email templates. So, for instance, we can do things like:

    %if:OverdueDays>0% Overdue by: %OverdueDays%!! %endif%

    %if:ProjectName% Project: %ProjectName% %else% No project. %endif%

    1 vote
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  15. 3 votes
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    0 comments  ·  Customers  ·  Admin →
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  16. Import the Recurring Invoices - Overwrite Function please

    Please allow us to import with OVERWRITE for the Recurring Invoices. This will allow us to export existing Recurring Invoices, make necessary changes in Excel, then import it back into ZOHO. This would greatly help when we want to add a one-time note on all "Next Invoices" or if we decide to update a particular field that was previously unused. The bulk update only allows updating of fields 25 at a time.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  17. 1 vote
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  18. multiple tickets on single invoice

    It would be useful to be able to select tickets to invoice by customer, rather than 1 invoice per ticket.

    Currently I run a report that shows all billable, closed tickets by client. I then select the tickets one at a time, which results in 1 invoice per ticket and some of our customers may have 5 or 6 tickets per month, often for small amounts.

    3 votes
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  19. Give the ability to customize the look and feel of the client portal

    Give the ability to customize the look and feel of the client portal. For instance, I would like to change the Estimate "Accept" button text to "Yes, please!" Also, I would like to use a different label for Estimates.

    1 vote
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    0 comments  ·  Client Portal  ·  Admin →
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  20. option to select the Bank Account details from a multi tab that need to appear on Invoices

    We need to use different bank accounts for different Customers. It would be great if we are able to select the Bank Account Details to be used when we generate an Invoice. It can be a multi tab or a drop down list from where we can select the same.

    1 vote
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