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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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  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. In Banking transaction list, can you have the next page also at the top

    In Banking transaction list, can you have the "next page" also at the top so you dont have to scroll down to go to the next page.
    I the same way, have the process button also at the bottom

    10 votes
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    0 comments  ·  Banking  ·  Admin →
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  2. allow split expenses to be allocated to split customers

    When I itemise expenses, I would like to be able to allocate each line to a different client... i.e. if I buy 5 items in one go for 5 different clients then I want to itemise that expense and then bill each client for their line

    10 votes
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  3. Allow recurring expenses to be itemized (split between different accounts)

    Zoho Books now supports itemized/split expense accounts for manually added expenses. However, this feature is not currently available when creating recurring expenses. As a result, recurring expenses that have more than one component (e.g. a recurring payment made with principle and interest components, or direct-cost and tax components) need to be set up as distinct recurring expenses.

    It would be nice if recurring expenses offered the same feature set as manually added expenses.

    10 votes
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  4. Customisable Tax Reporting

    As it will surely take a long time to offer region-specific Zoho books, especially in terms of tax/VAT compliance... Can you at least offer more comprehensive tax reporting, where we can specify what tax and transaction types we would like to see in ONE report that can then be exported easily and transferred to our relevant tax documentation?

    10 votes
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    0 comments  ·  Reports  ·  Admin →
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  5. 'Payment Received by Sales Person'

    We calculate sales commission based on sales invoice that have been paid. Would really appreciate if you can create 'Payment Received by Sales Person' report -- similar to 'Sales by Sales Person' report.

    10 votes
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    0 comments  ·  Reports  ·  Admin →
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  6. Allow projects to be set up as fixed fee but invoice can show tasks and cost per task instead of only by hours and hourly rate

    Most of my projects are fixed fee by task, but I still track the hours by task. I want to show each of the tasks as a line item on the invoice but I want to bill by fixed fee and not by the hours spent. The hours spent are only for my internal information.

    10 votes
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  7. Retainer Invoice with Salesperson Input

    Be it is a Standard Invoice or Retainer Invoice, they are still considered Sales. So Salesperson information should have been included in the Retainer Invoice, without that we can't track and do proper payout to our Sales Team!

    10 votes
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    0 comments  ·  Invoices  ·  Admin →
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  8. BACS - multiple payments in one bulk payment

    We pay vendors by BACS. Payments for multiple vendors (including multiple bills for the same vendor) are combined into one payment which appears on the bank statement as a total figure. In Zoho Banking we want to be able to see the total figure and not see each individual transaction from the payment. At present Zoho Books can pay multiple invoices for one vendor but not payments for multiple vendors.

    10 votes
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    2 comments  ·  Banking  ·  Admin →
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  9. Allow flexibility of customizing multiple business check styles. I, for one, need a 3-per page, wallet-style format.

    Allow flexibility of customizing multiple business check styles. I, for one, need a 3-per page, wallet-style format.

    It would be helpful for us all to have greater flexibility to customize our banking and billing forms according to the norms in our respective locations. Part of the address block on my invoices and estimates renders incorrectly in the display and in print after entering the information in the template but, it cannot be corrected to display and print properly.

    Additionally, the check template is too limited. All your business account holders should be allowed to customize the check format according to…

    10 votes
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  10. bank reconciliation

    there should be a option available to change entries after bank reconciliation. because sometimes it happens that we have to change debtor ledger in that case we are unable to the change entries. in that case first we have to delete whole reconciliation the can edit. it is very painful.

    so request you to do the needful

    10 votes
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    0 comments  ·  Banking  ·  Admin →
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  11. When a mail is being sent from Zoho I want to see it in "sent items" at my Gmail account

    When a mail is being sent from Zoho I want to see it in "sent items" at my Gmail account

    10 votes
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    1 comment  ·  Templates  ·  Admin →
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  12. compatibility with French regulations ?

    being able to edit an FEC file for example

    10 votes
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  13. integrate Zoho Inventory with EBAY Australia for stock control on EBAY

    Setup integration for Inventory to manage stock on EBAY same as the EBAY UK system

    10 votes
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  14. to integrate bunq payemnts

    Dear Zoho,

    I would love to have my banking connected to Zoho booking. I am using Bunq as my business bank account. Right now I can't find an integration with Bunq.

    However they provide excellent integration with their open API: https://www.bunq.com/api/developer

    Right now I am doubting to continue with Booking of zoho since I am not able to wire up my business account.

    Please let me know what you guys can mean for me.

    Best,
    kevin.

    10 votes
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    0 comments  ·  Banking  ·  Admin →
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  15. 10 votes
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    1 comment  ·  Admin →
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  16. Dark Mode

    Please add a dark mode across Zoho financial and Zoho CRM!

    10 votes
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  17. Capability for discount payment terms on customer invoices

    Make the payment terms more robust so that discount terms can be automatically calculated. As a simple model, the ability to have a discount if paid within a certain number of days and the invoice due date in a longer number of days. For example, net 60, 1.5% 10 days: payment is due within 60 days, but if paid within 10 days the customer is allowed to take a 1.5% discount. The number of days and the discount percentage should be configurable within the terms. Frankly, this is a basic function that is surprisingly missing from the package.

    10 votes
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    3 comments  ·  Invoices  ·  Admin →
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  18. Display amounts in Zoho Books without VAT added.

    In Zoho Books there is no option to display amounts excluding VAT. SO on my dashboard (and in the total amount of invoices) all amounts are including VAT. So if I want to know my turnover or profit I first need to manually distract the VAT percentage. THis is not normal for accounting because VAT is no part of the turnover or expenses.

    10 votes
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    1 comment  ·  Accountant  ·  Admin →
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  19. Zoho Books > Documents uses Zoho Workdrive

    Zoho Books > Documents uses Zoho Workdrive so that documents can be attached to invoices, bills all the other items.

    Zoho Workdrive should be used to integrate between all the zoho apps to make workflow and documents easily accessible

    10 votes
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  20. Sales Price range for Items

    Should be able to give minimum sales price and maximum sales price for an Item

    9 votes
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    0 comments  ·  Items  ·  Admin →
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