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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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6729 results found

  1. Approval of purchase order based on the amount

    It would be very helpful if the approval could be based on the amount of the purchase order so not every purchase has to be approved if it's for a small amount of money

    17 votes
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  2. Schedule backup

    Can you put a schedule into backup? I dont want to initiate backup myself. Also why am I waiting 15 days before I initiate the next backup?? Give us the option to backup everyday or every week.

    17 votes
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    5 comments  ·  Automation  ·  Admin →
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  3. ZOHO INTERGRATION WITH MPESA FOR KENYAN CLIENT

    WE WOULD LIKE INTEGRATION WITH MOBILE MONEY WALLET AND TILL NUMBERS

    17 votes
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  4. Sales order balance

    Balance quantity of each sales order should be available as a report. This can help me to keep a track on all items whatever is pending from my side from delivery to customer.

    17 votes
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  5. put an option to convert a Sales Order to Delivery Challan. At present only option is to convert Sales order to Sales Invoice

    Make Sales Order - Convert to Delivery Challan - Convert to Invoice
    At Present You can't convert from Sales Order to Delivery Chalan

    17 votes
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  6. Amount based approvals

    Approval should be based on criteria. For example I will want purchase approval only above a certain amount in my organization

    17 votes
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  7. VAT Returns for other EC Countries - Configurable VAT Reporting

    Implement System whereby you support either by countries filing of VAT returns or a 'module' where you can configure it yourself (ie link VAT Rates to a VAT box(es).

    17 votes
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  8. Allow bank charges to be specified on all PayPal banking transactions

    For the PayPal bank feed, only the net amount (revenue minus Paypal fee) is imported. For ecommerce transactions that don't have associated invoices, it's currently unclear how to incorporate the bank fee so that the accurate amount of revenue and accurate bank charge is recorded.

    Adding a "Bank Charges" field to Other Deposit or Sales Without Invoices (like the functionality that appears under Customer Advance or Customer Payment) would fix this issue.

    16 votes
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    3 comments  ·  Banking  ·  Admin →
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  9. Add batch invoicing for projects.

    Ability to create and send invoices for multiple projects, in one batch/click. Currently, we have to create/send one invoice at a time, which is time consuming when a company sends 200-300 invoices for 200-300 projects (with all the same parameters ie. dates, time etc...).

    16 votes
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  10. 16 votes
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    1 comment  ·  Reports  ·  Admin →
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  11. post delivery of estimates and invoices

    I might be working on an Estimate at 10pm and it is ready to go.

    So I just want to send it.

    But I don’t want to send an email to my client at 10pm.

    And I don’t want to have to remember to come back to it the next day, or maybe in 2 -3 days time.

    So it would be really helpful to be able to SCHEDULE the delivery of an estimate email at some future date and time.

    In addition to the SEND button, there would be a SCHEDULE SEND button with a date and time pop-up.

    16 votes
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    3 comments  ·  Estimates  ·  Admin →
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  12. Option to add a text line Where it says + add another line

    Option to add a text line Where it says + add another line

    In Estimate, Sales Orders, Invoices
    Where it says + add another line
    Give the Option to add a text line rather that a product line.

    We need to group products i.e. four or five lines and then add notes under the group. The ability to add a text line would give me the ability to do this. This should be very simple for you to add.

    16 votes
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    2 comments  ·  Estimates  ·  Admin →
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  13. mileage

    I would like to be able to track and report mileage for TAX purposes. I do not bill customers for mileage, but linking invoice #'s to mileage and being able to produce an annual report would keep me from using 2 programs.

    16 votes
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    0 comments  ·  Reports  ·  Admin →
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  14. Add Tracking Number & Shipped Status to Invoices

    I would like to be able to:
    1) Add tracking number to the invoice so we can easily identify if an order was shipped and via which carrier
    2) Mark items as shipped.

    We currently use Aftership.com which is a great service. Would be nice if it could be integrated to the system.

    16 votes
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    2 comments  ·  Invoices  ·  Admin →
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  15. Create deposit invoices based on a % value of total invoice amount.

    For larger projects businesses often ask for a percentage of the total amount of a project to be paid upfront prior to the works commencing. I would like to be able to create a project invoice and then issue the deposit invoice to a customer from this, the remainder of the invoice is then due once the project has been completed and the appropriate invoice can be sent to the customer. I notice you have a number of workarounds, however this is a very common requirement of most businesses so should be incorporated into Zoho Books. You have a Retainer…

    16 votes
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    1 comment  ·  Invoices  ·  Admin →
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  16. Convert Invoice to PO when Invoice created from Estimate

    The ability correctly exists to send an Estimate to a Customer via the Portal, and when the Customer accepts the Estimate it will auto-create the Invoice based on settings in Preferences.

    But when using this capability, it isn't possible to convert the paid Invoice into a Sales Order in order to convert to a Purchase Order. This is a big problem and eliminates 70% of the value of delivering the Estimate via the Portal.

    When a Customer pays via Estimate, there is ZERO VALUE in creation of a Sales Order. Payment has already been made. There must be the ability…

    16 votes
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    1 comment  ·  Invoices  ·  Admin →
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  17. JOB WORK FEATURE NOT IN SOFTWARE

    SINCE ITS NOT PURCHASE HOW TO FEED INWARD MATERIAL FOR JOB PROCESS AND GENERATE BILL ONCE JOB IS OVER

    16 votes
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    0 comments  ·  Inventory  ·  Admin →
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  18. Templetes not available for Payments Made

    In the templetes menu, there is no option to customise the "Payments Made".

    Please do the needful at the earliest.

    16 votes
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    2 comments  ·  Payments  ·  Admin →
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  19. Integrate Zoho books with www.ecwid.com

    Ecwid is a growing popular shopping cart which provides facility to have an online shop over multiple platforms like website, facebook etc. In India also, number of ecwid online stores is growing rapidly. We need you to kindly integrate Zoho books with ecwid so that the powerful Zoho books software can be optimally exploited by Ecwid users. API of Ecwid is easily available.

    16 votes
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  20. Please add a feature by which multiple delivery challan can consolidate in one invoice.

    In many industries party sale goods to customer on delivery challan basis because some times delivery goes to them multiple times in a Day so it is not possible to raise invoice for every delivery challan. So I think it would be great if you add a feature by which multiple challan can consolidate in one single invoice.

    16 votes
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    0 comments  ·  Invoices  ·  Admin →
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