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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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6729 results found

  1. INDIA GST Delivery Challan For Job Work

    In India GST_Delivery Challan for Job Work :

    1. you have provided format for Delivery challan for Job work as per India GST. We are sending the materials for Job worker to our vendor ( Not to our Customer) accordingly the starting point "TO" must have Vendor details instead of CUstomer details.

    1. After completion of Job work our vendor sent back the goods to us, there must be a provision to make entry to close the process and have make automatic entry in purchase also.

    2. As per India GST, those who are sending goods for Jobwork have to file return…

    13 votes
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  2. Post Dated Cheque Posting / tracking

    Need to have post dated cheque posting / tracking features and statement of account generated with or without pdc effect.

    13 votes
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    1 comment  ·  Banking  ·  Admin →
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  3. Fixed Discount per client

    We have to manually enter discount per item in every invoice. Would like to have an option to fix the discount per client so that every time the discount amount or percentage pops up automatically. But this with an option to change the discount in special cases.

    13 votes
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    2 comments  ·  Invoices  ·  Admin →
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  4. Add serial number for items already in transaction

    Hi,

    currently Zoho only allows you to include serial number for items which have not had any transaction. We would like this changed.

    We have not been keeping our inventory well until we started seeing the benefit of zoho. When we put our stocks in zoho and requested for strict serial number tracking, some items had the error "this item has already been transacted", so we could not do anything.

    kindly make it possible for us to make sure at every stock count, we are able to confirm, edit, delete etc to make sure ONLY serial numbers that are available…

    13 votes
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  5. Create PO automatically from Low Stock Items list.

    Just a single click from email notifications & from the items list or somewhere). So the PO will be created based on their vendor or combined for the same vendor for the low stock's items list.

    This is very helpful who has big inventory.
    No need to choose one by one.

    Would be exciting for zohobooks user / zoho inventory user.

    13 votes
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  6. Provision for Tax collected at source

    There should be a provision for TCS in invoices.

    13 votes
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    1 comment  ·  Invoices  ·  Admin →
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  7. 13 votes
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    0 comments  ·  Estimates  ·  Admin →
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  8. Products Created In Zoho Subscription or Zoho books don't Synch

    Products which are created in Zoho books or Zoho inventory cannot be accessed in Zoho Subscription. If I want to sell a product has a subscription and there is a cost to it, there is no means in Zoho Subscription to do this. Only invoices get replicated to Zoho books, but the cost of the product can't be derived. Please add the option to select product in Zoho Subscription from Zoho Inventory.

    13 votes
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  9. Expenses Roundoff

    There should be an option of round off in expenses because most of the vendor or supplier issue us the round off total bill. Due to this we are unable to match the transaction with bank record in Zoho books.

    13 votes
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  10. Add multiple Desk tickets to the same Invoice

    In Desk, you can create an invoice from a ticket.

    Would like the ability to "add" a ticket to an already existing invoice.

    Example: If we do 3 Help Desk tickets for a customer in the month, from within the first ticket, we could click "+ Invoice" to create the invoice and save it. Then for the 2nd and 3rd ticket, we could click "+ Add to Invoice" and it would let us choose the Invoice to add it.

    This way the customer gets 1 bill at the end of the month with the 3 tickets combined on it.

    13 votes
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  11. purchase bill need item wise discount column.

    purchase bill need item wise discount column

    13 votes
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    1 comment  ·  Vendors  ·  Admin →
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  12. Posting date,

    Please provide the option for "Posting Date" while booking purchase bills and expenses because,existing mandatory field was Bill no and bill date, posting date should hit to current month expenses not for bill date, exch: after GSTR3B return file if we received any bills from vendor we are not able to change the posting date bcz we have to account it in back dated, once finalised MIS how we can account it in back dated, please provide additional option for posting date.

    13 votes
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  13. MULTIPLE ITEM SELECTION

    IT WOULD BE GREAT IF WE CAN SELECT MULTIPLE ITEMS FORM THE DROP DOWN MENU WHILE GENERATATING INVOICES AND BILLS

    13 votes
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    0 comments  ·  Invoices  ·  Admin →
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  14. Financial Year Based Accounting

    Zoho Books run on Open Period Concept where one can enter transactions in Any year (Either Past Date or Future Date). This is a serious gap in internal controls where any of the executive may end up keying transaction in incorrect financial year and same will have impact on company's financial position.

    13 votes
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    2 comments  ·  Invoices  ·  Admin →
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  15. Integrate with SHIPSTATION!!!!

    Please build a bridge for ShipStation!! Its one of the biggest shipping platforms!!!!

    13 votes
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  16. bulk categorize

    while in the banking module, please allow for items in uncategorized to be bulk categorized without the use of rules. For example, if I have 4 different transaction from 4 different restaurants, I would like to be able to select those 4 transactions, and click on button called 'bulk categorize' so that each one of them goes in Meal and Entertainment. I don't want to have to create rules first because that is 4 rules that I have to create, making my workload even greater. I realize I can then bulk categorize them, but that is defeating the purpose because…

    13 votes
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    2 comments  ·  Banking  ·  Admin →
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  17. Need the ability to write a refund check to a customer or a company that is NOT a vendor.

    Need the ability to write a refund check to a customer or a company that is NOT a vendor. Also, write a check to any company that is not a vendor, like a charity.

    13 votes
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    0 comments  ·  Payments  ·  Admin →
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  18. Request for multi currency feature in ZohoBooks

    Dear Zoho Books,
    We would like to request to have multi currency feature in ZohoBooks. We are facing difficulties for not having this feature. We are doing international trading and very difficult to convert everytime as our purchase price currency and selling price currency is different. It will be very nice and convenient for international sales if we can have multi currency feature in zoho books. Please kindly consider this request.
    Thank you.

    13 votes
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    Not For Now  ·  2 comments  ·  Inventory  ·  Admin →
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  19. Macro Option in Zoho, Its bugs

    I am creating a website of horse racing "https://geniduturf.com/". In which i need to add zoho sheet with working macro. clear data in one click. But when i d copy paste this in website html
    its macro button don't work there.
    anything i am messing? or any changes ?

    12 votes
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    3 comments  ·  Reports  ·  Admin →
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  20. discount on expense

    Please add the ability to show a discount on an itemized expense. This discount would subtract from the expense total. This would be for expenses not bills.

    For example, if we order 4 items at $5 each, the total would be $20. However if we receive a $7 discount, we would still like to show four items at $5 each and then have a line that shows "Discount: $7" for a final total of $13.

    Currently if we receive a discount on an order, we cannot itemize the expense as we normally would because there is no way to show…

    12 votes
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