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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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6163 results found

  1. what i was looking for is that if the remaining billing cycle reached 1 we will get notified that there is only one billing cycle left

    what i was looking for is that if the remaining billing cycle reached 1 we will get notified that there is only one billing cycle left

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  2. annual account

    Can we have a report button that shows all the three financials on one page - The Income statement, cash flow and balance sheet.

    It would really be nice for managerial reporting purpose.

    Thank you

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  3. what is your transaction security e.g.public key

    public -private key encrypt decrypt

    1 vote
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  4. Exportar Lista de pecios

    Que podamos exportal la lista de precios a un PDF con logo de la empresa para enviar a los clientes y por otra parte, que el cliente pueda verla desde su portal

    1 vote
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  5. PayUMoney

    PayUMoney is a fairly use payment gateway since, there are no setup costs. I would like to request an integration with PayUMoney Payment Gatweay so that my customers would have a way to pay via., the gateway.

    1 vote
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  6. Format currency sign positions according to locale settings

    In many cases currency sign/code goes before the number, like $123, €321 etc. But sometimes, like in Sweden, the currency code goes after the number like 123 SEK.

    Can't find any way to change it from SEK123, which looks unprofessional.

    1 vote
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  7. retainer payment will be added to the from estimate generated invoice

    the nice retainer invoice works nicely - but if you generate the main invoice the retainer payment shows up in the page after you made the invoce instead of before in the editor. Also if you generate a retainer it should remind you that you didn't generate the main invoice..

    1 vote
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  8. Add a payment gateway in books app to take credit card payments on pending invoices

    we keep getting duplicate sales when we take credit card payment in store which is attached to an invoice.

    1 vote
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  9. Add a Report "Estimates per User"

    Reports Estimates per User

    1 vote
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  10. STOCK TRANSFERS

    STOCK TRANSFERS 2 OR MORE GODOWNS

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  11. banking integration for Yes Bank Retail

    Yes Bank Retail Net Banking not integrating, only yes Bank corporate netbanking is working, Kindly add a feature

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  12. Account overview screen needs to show link to recurring invoices/subscriptions

    From Contact Overview/Summary screen need to see a) recurring invoices/subscriptions in existence and B) link to list of recurring invoice

    1 vote
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  13. 1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  14. 1 vote
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  15. Please add the Sales Order field "due date" to packing slip fields. No way to relay this information to the warehouse other than in a note

    The due date is critical information for the warehouse to know so they can ship on time. Can this be added to the available fields on the packing slip?

    1 vote
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  16. 1 vote
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  17. Invoice status: "Reminded"

    I can't immediately tell when overdue invoices had a reminder sent.
    How about a new setting "Remind again after" which would be the number of days after a reminder that an invoice needs to be reminded again.

    As an example, set the Remind-again-after to 7.
    When a reminder is sent, invoice moves to new category "Reminded".
    After 7 days it reverts to Overdue again.
    Then all we need to do is send reminders to Overdue.

    1 vote
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  18. 1 vote
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  19. 1 vote
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    0 comments  ·  Payments  ·  Admin →
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  20. Make it possible to save a PO as a template to facilitate the repeat ordering of a list of parts.

    Make it possible to save a PO as a template to facilitate the repeat ordering of a list of parts.

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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