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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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6133 results found

  1. Multiple Search Filter for Invoice, Bills

    Multiple Search Filter for Invoice, Bills

    1 vote
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  2. GST ITC 04 report for jobworks

    We need ITC 05 GST report for all job work delivery challans to vendors.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  3. Material receipt acknowledgement Field in customer portal

    When my customer is able to bulk acknowledge the material receipts against the invoices in Customer portal,It would be treated as our digital Proof of delivery and if zoho enables option to download the acknowldgement status in excel,it would be fantastic

    1 vote
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    0 comments  ·  Client Portal  ·  Admin →
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  4. Enabling Bulk Download of Invoices in Customer Portal

    Would be better if mu customer be able to dowload the invoices in bulk. Now it is only possible to view invoices one by one.

    1 vote
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  5. To create New field" Posting Date" apart from Invoice Date while creating Purchase Bills

    In Zoho books, Stock summary report is generated based on the invoices and bills accounted.
    We need a separate field like Posting date apart from Bill date so that Stock summary report will be generated based on posting date.
    Because if myy vendor raise a bill on 30th June and if it reaches my end at 1st day of July,my inventory report is being confused after i accounted the same, Since I entered the date as specified in the bill.

    This leads to stock mismatch in the previous month and if there is a option like stock report generation based…

    1 vote
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  6. Project Budgeting should include cost of goods

    Project budgeting should also have an option to budget for items/goods that will be purchased for completion of the project.
    Currently project budgeting has option for only incorporating the services/man-hours.

    2 votes
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  7. Multiple Languages for Terms and Conditions and Customer Notes

    Many Countries have multiple official languages.
    Sales Documents must be sent in the language of the Customer.
    Currently, in Zoho the Terms and Condition applies generally to all Sales Documents. But, it must be that the Terms and Conditions and Customer Notes are in the language of the customer.

    1 vote
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  8. discount feature

    The Discount Field on invoices at the transaction level (not line item) should not only be by percentage. The invoice creator should also have the privilege to input a total discount value by themselves at the transaction level(not by percentage) which will now be deducted to get an invoice balance. Zoho books only provides for discount by percentage.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  9. in Accounts Transaction Report, i would suggest to add a column for "Project" or "Customer". It would be really valuable for us and for othe

    in Accounts Transaction Report, i would suggest to add a column for "Project" or "Customer". It would be really valuable for us and for others in order to analyze the total spending's on particular project or customer.

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  10. We have to be able to set default COA for invoice based on customer currency

    Please make the setting for set default COA for invoice that is created by Zoho Project, so we dont need to change the item's COA one by one manually on invoice

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  11. 1 vote
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  12. show which projects are inactive while making invoice

    If I add an inactive project to an invoice, rather than just tell me one of the entries is inactive, show me which project it is and let me switch it to active without losing all my work on drafting the invoice.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  13. When creating an invoice, rather than having to click each individual unbilled project, add all unbilled projects at once

    When creating an invoice, rather than having to click each individual unbilled project, add all unbilled projects at once. Right now you had to add each one individually, which is time consuming and unnecessary.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  14. THE PRINT PACKING SLIP

    IF I PASTE THE PACKING SLIP ITSELF ON THE BOXES OR CONTENT HOLDERS SO THAT IT CAN BE EASILY TRACED OUT FOR WHAT ARE THE CONTENTS OF THE BOXES AND HOW MANY TOTAL BOXES ARE THERE FOR THE INVOICE.
    NEED A MANUAL ADDITION OF NUMBER OF BOXES, BOX NO( 1 OF 20 LIKE WISE), BOX CONTENTS CAN BE ADDED WHILE PRINTING THE PACKING THE SLIP

    4 votes
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  15. 1 vote
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  16. invoice subject on statment of accounts

    Invoice subject to be mentioned in Customer Statement.

    16 votes
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    1 comment  ·  Customers  ·  Admin →
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  17. reporting as per FCRA compliance

    The FCRA needs to be reported in two category, 1) admin cost and 2) program cost.
    Can we add this feature in this software ?

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  18. Delivery Challan Customize Templet should be there

    Delivery Challan Customize Templet should be there

    1 vote
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    0 comments  ·  Templates  ·  Admin →
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  19. Easy Item Searcher

    When we add items on invoices, the items should come even if we type its middle name. This make easy to add items which we search for.

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  20. Pls add lorry/ truck no. and eway bill no. column in Invoice

    Pls add lorry/ truck no. and eway bill no. column in Invoice as it is necessary in my all invoices.

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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