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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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6202 results found

  1. PURCHASE BILLS

    Add discount option item wise in purchase bills

    1 vote
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  2. GST DATE UPDATE BY OFFLINE

    Provide GST1 AND GST2 data in excel for update manually.

    1 vote
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  3. Date Column in Manual Journal

    In case of Manual Journal, date should not be on top but in table i.e. Date- Account - Description- Contacts- Debits- Credits. It would ease us posting several transactions related to one account but occuring on multiple dates. For e.g. in case of Bank or Cash expenses we have to post several expenses and we have to select new date after every posting which consumes a lot of time, hence plz ;ook into it.

    1 vote
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    0 comments  ·  Manual Journals  ·  Admin →
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  4. Tax summary or GST reports only for paid invoices

    I would prefer to have a Tax Summary only for paid invoices

    1 vote
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  5. Market place retrun, commission etc reconciliation...Zoho is not right tool for that

    Reconciliation for marketplace online sale where there are different kind of return and different kind of marketplace fees

    1 vote
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  6. TDS Accoun(s) for billing and invoicing

    Hi, good day....
    When the feature TDS Account(s) for billing & invoicing is going to be available?
    Regards,
    Adolfo
    MAGRAVIS SAS
    admin@magravis.com

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  7. Export to Excel File

    I can export to PDF.. but it would be great to be able to export things to excel.

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  8. to let the owner be able to create templates on their own in regards with their usage.

    Its better if we can create our own templates. You know, like make use of the space that is available and also finally make them precise. My view though but it would be better if you could. It always messes up the space whenever the items are few in numbers.

    1 vote
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  9. Manual or Auto number for Payment Received

    Add manual number option for payment received

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  10. Implement 'AMEX Express Checkout'.

    Please consider implementing 'AMEX Express Checkout' to make it easy for customers paying via Amex.

    1 vote
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  11. While creating New Item - There should be option not check Any of the Purchase / Sale rate (Black value should be acceptable)

    There should be option not check Any of the Purchase / Sale rate (Black value should be acceptable)

    Say If We have Designing Service - Rate vary from client to client
    So rate are not be mandatory to put at first place

    1 vote
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  12. general notes from field employees

    need a place where all our employees from field to write a required items in a sheet date wise and a admin can take actions on that
    Reset

    1 vote
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  13. Creating a credit if client pays over the amount of an invoice/Allowing for application of payment to multiple invoices

    We have clients who pay in cash and often will round up, or they pay more than one invoice at a time with a single payment. Not allowing a credit option automatically and not allowing us to apply a single payment to multiple invoices means we have to take multiple steps and the record does not accurately reflect what happened. If a client has 2 open invoices, one for $500 and one for $475, and they pay $1,000 at one time and know they'll have more invoices, it makes sense for us to enter that as 1 payment, apply it…

    1 vote
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  14. Associating a default template for a Item

    For a set of line item by default I want to use spreadsheet template and for another set of line item i want to use spreadsheet plus template. Can we associate default template to line item.

    Eg.
    Spreadsheet Plus - Have around 40 Items (Paper Products).
    Spreadsheet Plus - Only One Line Item Wood Pellet.

    When in the invoice Wood Pellet item is there, on saving by default spreadsheet plus template is the format.
    When the invoice has the remaining 40 products, the format should be spreadsheet.

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  15. Alowing for diffent expenses to be added for importing of products like customs duty / transport etc with different vendors

    Allowing for different expenses to be added for purchase /importing of products like customs duty / transport etc with different vendors

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  16. Hulp gevraagd

    Wie kan mij helpen?
    Hoe kan ik bankrtransacties in ZOHO verwerken?
    Ik weet dat het mogelijk is, maar niet meer hoe het moet.

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  17. Contact report which shows all categorised income from bank statement import

    I'm the treasurer of a busy, volunteer sporting club.

    Our members pay each month by bank transfer. We do not invoice or send out any other paperwork - we just wait for the payments to come in and check who hasn't paid.

    This is a long and laborious process.

    In Zoho Books, I have added all our members as Contacts, and I have set rules up to categorise every bank transfer from that contact as a Sale Without Invoice.

    This means that when I click on that Contact, the bar graph shows me how much they've paid over the last…

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  18. kindly remove balance due from tax invoice

    "balance due" is not a proffesional way to show in tax invoice

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  19. El escaneado automático de facturas optimizado para español

    Optimizar el escaneo de facturas también para el idioma Español

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  20. Send and Print

    Print Setting > Document Copies > 2 Copies Selected
    However in the invoice click 'Send and Print' only one copy printout.

    The way it should work is
    When click on 'Send and Print' according to the print setting that many copies should be printed

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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