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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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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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6725 results found

  1. PLEASE PLEASE PLEASE add reporting tag to Bank transaction rules

    PLEASE PLEASE PLEASE add reporting tag to Bank transaction rules

    14 votes
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    2 comments  ·  Banking  ·  Admin →
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  2. Paypal Invoice payment transaction fees to be covered by the Customer?

    If a customer chooses to pay their invoice via paypal/credit card then the the transaction fee is paid by the customer and then auto added to the zoho invoice retrospectively?

    Currently if a customer chooses to pay via the paypal button on the invoice, we are charged the transaction fee

    14 votes
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    0 comments  ·  Payments  ·  Admin →
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  3. Deleting inactive items / items involved in transactions

    I have lot of inactive items in inventory and i dont want to keep these data. So it is better to provide provision to delete inactive items with transactions involved. In most accounting softwares during year ending, the items that are inactive can be removed evenif transaction are involved. Even if it cant be deleted, it is better to hide inactive items by default. Right now, while searching all inactive items are popped which is very frustrating. If the option is provided in Settings page, to hide all inactive itemsby default, it would be very helpful. I know, it is…

    14 votes
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    1 comment  ·  Items  ·  Admin →
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  4. Mentioning TDS when Invoice is created

    Provide an option to mention TDS recievable when the invoice is being created.

    14 votes
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    2 comments  ·  Invoices  ·  Admin →
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  5. Export des données comptables depuis ZOHO BOOKS vers...

    Bonjour,

    Mon comptable nécessite au mieux un export au format FEC ou au pire, un fichier csv ou l'on retrouve pour chaque ligne :

    • Une date
    • Un code journal ("01" Achats, "02" Ventes, "04" Banque CRCA...)
    • Un numéro de compte
    • Un libellé
    • Un montant débit ou crédit

    J'ai réussi à générer toutes les informations via les champs personnalisés du plan comptable et la ou je coince, c'est pour le champ code journal! Il n'est pas possible de créer de champs personnalisés dans le plan comptable pour les banques et les CB
    !!!
    Ce serait intéressant que vous envisagiez cette fonctionnalité…

    14 votes
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    6 comments  ·  Third Party Integrations  ·  Admin →
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  6. Formula fields in Zoho Books

    It would be usefull to have formula fields in Books as we have in CRM. For example, a client of mine needs to work with lb and Kg, as no conversion tool exists in Books, a simple formula field would do the job.

    14 votes
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    1 comment  ·  Automation  ·  Admin →
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  7. Proforma Invoice is compulsory and should be easily convertible to Invoice

    It is compulsory for Indian Accounts standards for many companies to have a Proforma Invoice generation option in any Accounts Software. But sadly we couldnot see the same in Zohobooks, and we are struggling with Excel now to create a separate Proforma Invoice for our clients. Also note that when you include this new feature in upcoming versions, ensure that it is easily convertible to 'Invoice' as in Estimation. Proforma Invoice option is used by many companies for the purpose of giving an idea to its client about the total invoice amount and payment terms etc, before receiving payments, and…

    14 votes
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    0 comments  ·  Invoices  ·  Admin →
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  8. Allow time entries from Zoho Desk to be added to Invoice the same way as Zoho Projects

    When a draft invoice is created for a Customer that has billable time in Zoho Projects, you are presented with an option to "Include Unbilled Items" Please allow for billable time entered into a Customer Ticket in Zoho Desk to be billed in the same fashion. Currently you can only generate a new invoice in Zoho Desk.

    14 votes
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    0 comments  ·  Zoho Integrations  ·  Admin →
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  9. allow us to use forte ACH on retainer invoices

    forte ACH doesnt work with retainer invoices.
    this is a huge feature for us. we use retainer invoices constantly.

    please please add this.

    13 votes
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    3 comments  ·  Payments  ·  Admin →
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  10. Auto generation of Bill numbers.

    When we purchase from unregistered suppliers, we have to rise bill by our own. Hence auto generation of Bill number is must. Especially when Purchase is made under Reverse Charge Mechanism.

    13 votes
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    1 comment  ·  Expenses & Bills  ·  Admin →
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  11. WE KNOW ZOHO CAN FETCH DATA FROM E-WAY PORTAL THERE SHOUD PRINT OPTION FOR E-WAYBILL. WE NEED EVERY TIME LOGIN TO E-WAY BILL FOR PRINT

    E WAY BILL PRTINTING AVAILABLE IN TALLY.
    WE KNOW ZOHO CAN FETCH EWAY BILL DATA SO IT POSSIBLE OPTION FOR PRINTING EWAY BILL OPTION.

    13 votes
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    0 comments  ·  Invoices  ·  Admin →
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  12. allow me to attach my Terms and Conditions PDF automatically to a Purchase order

    Would love to have the ability to attach my PDF terms and conditions to a purchase order (to create a second page). instead of me having to upload a separate document within the email.

    13 votes
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    1 comment  ·  Purchase Order  ·  Admin →
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  13. A read-receipt option inside of Zoho books when emailing out invoices would be very helpful in streamlining our tasks

    Read-Receipt option inside Zoho Books

    13 votes
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    0 comments  ·  Admin →
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  14. Increase the number of decimals for FX conversion rates

    We work on an organisation dealing with two currencies: USD and LAK (Lao kip), the base currency being USD.
    The USDLAK exchange rate is in the 10,000 order of magnitude, meaning that the LAKUSD rate needs a lot of decimals for all conversions to remain accurate.

    Example: Current USDLAK = 8,160
    A LAK 1,000,000 amount should be booked as USD 122.55
    Right now it is being booked at USD 123 because Zoho caps the number of decimals in the exchange rate to 6.
    To be safe with LAKUSD we would need at least 8 decimals.

    My question is: would it…

    13 votes
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    3 comments  ·  Transactions  ·  Admin →
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  15. Provide a way to merge duplicate accounts created during the migration process

    duplicate accounts in the general ledger and items occur easily in the migration process. There should be a simple merge accounts with a warning before proceeding that captures all the history.

    13 votes
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    1 comment  ·  Migration  ·  Admin →
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  16. Integration with BluePay Payment Gateway.

    13 votes
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  17. Create users without inviting them

    I don't need you to confirm that my company email addresses work.

    I do want to confirm that Zoho works before everyone gets an email inviting them to join a system that is not ready for them. I want to set up all of my users and their projects and make sure everything works before I bother them with emails. But for no good reason, you're forcing me to send email invites to their actual email address.

    13 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  18. Inventory adjustment - Search

    When looking for an existing adjustment, it gets very complex because you have to go through all the list which just grows over time. It would be great to be able to select and item and date range to see only the adjustments that fall in that selection.

    13 votes
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    0 comments  ·  Inventory  ·  Admin →
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  19. Kindly make an option to have an Approval signature area under the content of Purchase Order

    Kindly make an option to have an Approval signature area under the content of Purchase Order

    13 votes
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    2 comments  ·  Purchase Order  ·  Admin →
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  20. inventory report

    I would like to be able to run an inventory report and filter on the quantity on hand so that I can easily see what inventory I am low on.

    I see other suggestions to add filters. It would probably be easiest to add filters to all of the fields in the inventory summary report.

    13 votes
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    0 comments  ·  Reports  ·  Admin →
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