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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.

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  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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6725 results found

  1. Need Zapier Trigger for SALES ORDER creation

    I pay for multi users in both BOOKS and CRM. I simply want DEAL stage (in crm) to change when I create a Sales Order in Books. I'm told that I have to upgrade from Professional to Enterprise. This would cost me $500 more annually. I won't do this... I tried to create a zapier for this, There's trigger for INVOICE....There's trigger for ESTIMATE... how hard would it be for ZOHO to have a trigger for SALES ORDER????

    16 votes
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  2. TERMS & CONDITIONS

    Terms and Conditions are created in Preferences - one for each template (invoice, estimate, etc). However, there are many types of terms of conditions a seller will have within each category. For instance some quotes will be valid for 30 days, some 90, and terms will need to change accordingly. Users should either be able to create multiple terms and conditions in Preferences, or just be able to make and save terms and conditions in the Invoice/Estimate/etc templates and save the different template versions they need.

    16 votes
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    1 comment  ·  Admin →
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  3. Make the template creator more like the template creator in Zoho CRM

    The template creator in Zoho CRM (Quote, Sales Order, Invoice) is much more flexible than what is presented in Zoho Books. Use the Zoho CRM template creator tool in Zoho Books so there would be more synergy between the two product modules. You guys really have something here with all the modules, but it seems that each team (responsible for their modules) is having to recreate the wheel which seems redundant. I am sure the accounting module is not the easiest module to create especially when you are having to have it compatible with multiple country accounting practices. I applaud…

    16 votes
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    1 comment  ·  Estimates  ·  Admin →
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  4. WAC Inventory Valuation Method

    We are following WAC (weighted average cost) inventory valuation method,but in Zoho Books only FIFO method is possible. Please let me know if there any way to get WAC values in the reports & for COS calculation.

    16 votes
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    1 comment  ·  Inventory  ·  Admin →
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  5. Refresh all feeds with single button from bank over view screen

    Have one button that refreshes all bank feeds at one time instead of having to go into each account and refresh individually.

    16 votes
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    Not For Now  ·  0 comments  ·  Banking  ·  Admin →
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  6. FNB South Africa Bank Feed

    Please enable bank feed for FNB South Africa and maybe other popular South African banks.

    Xero does this but I don't want to switch. I love #Zoho

    16 votes
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    1 comment  ·  Banking  ·  Admin →
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  7. Support for XML and digitally signed documents

    My request is to add additional file formats as allowed attachments to transactions. There cases where I have to attach an XML file or a .P7M file (a digitally signed file) to a transaction. Since those documents are generated by government agencies (Italy), they cannot be converted in other formats but must be kept in their original format.

    16 votes
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    0 comments  ·  Invoices  ·  Admin →
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  8. Zoho docs integration to allow customers to upload files

    I have the need to share (send & receive documents) beyond just an estimate/invoice through the client portal. If it just had a link for the customer to access a shared read/read-write folder that would work too. But it would have to have the ability to create a folder and set permissions from the backend. This is so I can use one place to communicate documents with the customer related to their account, it would be preferred over having to also send them a docs folder invite separately.

    16 votes
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  9. Progress billing for Service oriented companies

    Multiple Invoices from one Sales Order for service industry

    16 votes
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    0 comments  ·  Invoices  ·  Admin →
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  10. link purchase orders to projects

    With the recent update to integration between zoho projects and books.
    Is there now a way to link a purchase order and open/closed bills to certain tasks in projects

    16 votes
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  11. Allow contacts to access client portal for multiple customers

    Often times one person is responsible for managing and making payments for more than one of our clients. We need a person, single email address, to be able to log into the client portal for multiple clients.

    16 votes
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  12. Ability to add multiple Stripe accounts for payments

    We have 2 lines of business, each with its own Stripe account, so the ability to add multiple Stripe accounts in payment options would be helpful.

    16 votes
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    1 comment  ·  Payments  ·  Admin →
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  13. 16 votes
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    1 comment  ·  Invoices  ·  Admin →
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  14. 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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  15. invoice

    PLEASE ALLOW US TO CUSTOMIZE THE FORMAT FOR INVOICE, WE SHOULD BE ABLE TO USE OUR LETTER HEAD FOR INVOICE INSTEAD OF YOUR PRE INSTALLED TEMPLATES. WE SHOULD BE ALLOWED TO CREATE OUR OWN TEMPLATES WHICH CAN HAVE ADDITIONAL COLUMNS / ROWS

    16 votes
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    1 comment  ·  Admin →
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  16. Tax payable account in manual journal

    Option to post manual journal for tax payable account - global edition

    15 votes
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  17. Add Payment details to Statements as well as Invoices

    Currently only the invoices have payment details. It would be useful for statements to also have these details to make it easier for customers to pay.

    15 votes
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    1 comment  ·  Invoices  ·  Admin →
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  18. Banking - User Roles - 1 User To Have Access To Single Bank Account.

    We have various locations and each location has to manage it's own expenses and is allocated/manages one bank account (sometimes in different currencies) - we need to be able to have one User/Accountant/Manager to have access to only a single bank account. By default the company Accountant can access all accounts.

    15 votes
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    0 comments  ·  Banking  ·  Admin →
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  19. A project related report that lists all transactions

    At the moment, the project reports are limited to staff and tasks, with no feature of invoices or expenses. To get a whole view of a project these items need to be incorporated into a report.

    15 votes
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    3 comments  ·  Reports  ·  Admin →
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  20. Timesheet/Support Staff User Role

    Be able to have more granular control of user roles, in order for employees (i.e. support team), not to be able to see sensitive information of the company (i.e. invoices, expenses, customer balances, etc.). In addition to current timesheet access, I would like to be able to give my support employees to:
    1. Create new tasks (currently they can only select from existing tasks)
    2. Have the ability to create Fuel/Mileage expenses when they travel to customer site for support

    15 votes
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