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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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6407 results found

  1. Purchases Orders (PO) from client portal

    Ability to client to make His purchases Orders directly from Client Portal and will be updated in Zoho Book

    28 votes
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    0 comments  ·  Purchase Order  ·  Admin →
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  2. Add QR Code for easy payment

    Special QR Codes called Girocodes are becoming the standard in Europe, see http://t3n.de/news/sepa-ueberweisungen-qr-codes-526649/. It would be great to add an option to show the QR code on the invoice template.

    28 votes
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    0 comments  ·  Invoices  ·  Admin →
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  3. Statement of Account

    The current statement of account does not show only unpaid invoices rather it shows all invoices including the paid and unpaid along with payment details. This makes the customer who are having many invoices difficult to identify the unpaid invoices and complaints. Even to get this list from the reports it is not possible as none of the reports allow to check customer wise details rather it shows all customers and the total. Please consider this feature as the statement of account should remove the invoices which are fully offset and this feature is very common when any statement of…

    28 votes
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    6 comments  ·  Customers  ·  Admin →
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  4. integrating price list/price books from ZOHO CRM to ZOHO BOOKS

    28 votes
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    4 comments  ·  Zoho Integrations  ·  Admin →
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  5. Timesheet - Zoho Books 'Extended' Zapier Integration

    Please add more triggers/actions from Zoho Books Timesheet to the Zapier Integration:

    • Creating a New Project

    • Adding Tasks for a Project

    • Logging Time for the Tasks Completed

    Thank you!

    28 votes
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    1 comment  ·  Third Party Integrations  ·  Admin →
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  6. Ability to apply a credit memo to a project to keep the project budget accurate

    When a project task is billed, and then subsequently credited back, the project budget for that task needs to be credited also or the budget to actual of the project task is incorrect. There is currently no way to apply negative time to a project task, or any other way to correct the hours to the task if they are in need of a downward adjustment

    28 votes
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    4 comments  ·  Projects & Timesheets  ·  Admin →
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  7. Role Permissions at Branch/Location/Cost Center

    Along with Permission at Transaction Level, feature to restrict the permissions to a selected Branch or Location or Cost Center is needed.

    e.g Role with a particular Branch permission can view only that branch transactions. Role with All Branches permissions can view full organization transactions and run reports.

    28 votes
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    9 comments  ·  Admin →
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  8. Fully unlock chart of accounts

    The inability to delete or edit many of the default accounts causes confusion for the user when posting transactions, and unnecessary work for their bookkeepers/accountants tasked with cleaning up the books. For some users, a small and streamlined Chart of Accounts is necessary. There is no logical need for the Chart of Accounts to be locked down like this.

    28 votes
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    2 comments  ·  Admin →
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  9. Electronic invoicing

    The Greek government voted a new law that wants all companies that issue invoices to comply with the new regulations for electronic invoicing.

    This law requires online connection of the ERP systems with the Greek IR (electronic invoicing). Are you aware of this issue? Can you help us with this implementation?

    Below some links that may help you.

    This is the official website of the Greek "Independent Authority for Public Revenue" referring to electronic invoicing:
    https://www.aade.gr/mydata

    They also have a website for developers. They say that they have created an API for the developers of ERP systems
    https://www.aade.gr/myDATA/tehniki-tekmiriosi

    https://mydata-dev.portal.azure-api.net/docs/services/myDATA-dev/operations/get-requestinvoices

    Thank…

    28 votes
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    3 comments  ·  Invoices  ·  Admin →
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  10. Give option of printing Ewaybill directly from Zoho Books

    Integrate GST portal with Zoho books so that the ewaybill can printed directly from zoho books. Currently the ewaybill number should be copied from zoho books and the paste in print ewaybill option on ewaybill portal.

    27 votes
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    1 comment  ·  Third Party Integrations  ·  Admin →
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  11. iZettle intergration

    27 votes
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    2 comments  ·  Third Party Integrations  ·  Admin →
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  12. Support DBA "Trade Name" sub-organizations

    I have an LLC that performs a couple different business activities under different trade names that are registered as fictitious entities (aka "DBA" or "Doing Business As").

    I'd like the ability to create these entities hierarchically, beneath the parent LLC. I'd like for the chart of accounts to then roll up, such that each DBA can have its own charts, but reports on the parent company will be inclusive of the subordinate charts.

    I'd like the DBA to essentially operate like current organizations do, so that there are different invoice templates, etc.

    However, I do use a single checking account…

    27 votes
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    2 comments  ·  Admin →
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  13. Issue and Print Checks from Client Credit Notes

    You need to be able to issue and print checks for credit notes. Similar to how you can issue checks for Vendors.

    27 votes
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    1 comment  ·  Banking  ·  Admin →
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  14. Job Card Systme

    A Job Card system suitable for exmaple for Auto Workshops.
    Where you can book a vehicle in and also print the Job Card for the customer, then do you work and analysis on the Job Card. Timesheets does not work for this.

    27 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  15. Modify / Edit Taxes in Bill

    There should be an option to edit tax when creating bills, it is available in expenses, please add it in Bills as well

    27 votes
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    5 comments  ·  Admin →
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  16. Deposit Invoices

    After the client accepts an estimate or quote, we need the option to invoice for just a specified partial payment (or deposit).This way the client may pay the deposit invoice and we can invoice for the remaining balance at a later date.

    Currently, we've added a custom field for Deposit Amount and ask the client to make a partial payment for that amount. But, it's confusing for our clients and sometimes they accidentally pay the total amount.Plus, it shows as though the client hasn't paid the correct amount and the invoice is late. This is frustrating and unprofessional.

    I see…

    27 votes
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    1 comment  ·  Invoices  ·  Admin →
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  17. Account Titles Associated With Items

    I just discovered that "Items" can only be associated with Income and Expense accounts only. If the user wants to associate the item with another account title, the user has to do it manually which is a great hassle especially if there are a lot of entries to create.
    Let's take for example: Rent Sales Invoice
    Rents require "Security Deposit" which is a Liability Account and not an Income Account. If we are going to reflect this in the invoice, we still need to add Additional Account which is a hassle especially if we have a lot of invoices to…

    27 votes
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    1 comment  ·  Items  ·  Admin →
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  18. Items need to have both a Sku and a UPC code option for scanning out sales

    Items need to have both a Sku that identifies them with the manufacture for Purchase orders. Items also need to have UPC codes as well.. Manufactures have both of these codes for items not just 1.. The barcode (UPC "Universal Product Code") would allow to you scan the item out and the sku is for reorder and product identification.

    27 votes
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    2 comments  ·  Items  ·  Admin →
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  19. Memorize Customized Reports

    Need ability to memorize customized reports and save as a separate report name. We waste a lot of time constantly recreating the same reports.

    27 votes
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    2 comments  ·  Reports  ·  Admin →
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  20. have a feature to view invoices associated with a certain price list category or a sort option to view all invoices under that price list.

    My business is using 4 PRICE LIST categories: SRP, special price, dealer price, and distributor price. I need to view the recent invoices associated to the SPECIAL PRICE category because I had a feeling that only a few customers is currently availing that price list. We're looking at making it inactive. I want to see for myself and not just base it on a hunch. But there is no option to check that. Kindly have that feature please.

    27 votes
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    5 comments  ·  Invoices  ·  Admin →
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