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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.

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1020 results found

  1. 3 votes
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  2. Provide the ability to keep track of Discounts given on Invoices

    Keeping track of discounts on invoices would let us show ourselves and the customer what they have gotten

    3 votes
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  3. Add more criteria choices to "Edit Custom View" on Invoices and Estimates.

    It would be nice to have some more control when i'm in the "Define the criteria" section of the Custom View Editor, At least ad the "or" function instead of just "and" .

    3 votes
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    1 comment  ·  Invoices  ·  Admin →
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  4. More grouping options when generating invoices from time sheets

    More grouping options would be very useful when generating an invoice from timesheet entries. In particular I would like to be able to group hours by project by week and project by month. Task by week/month might also be useful.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  5. Notes

    This is a suggestion applicable for both Sales Orders and Invoices.

    I would like to see a simple function whereby on the list of both sales orders and invoices, wherever a note is applied to a specific invoice/sales order, a small icon is shown on the list of sales orders and invoices.

    This just serves to demonstrate which invoices or sales orders have notes assigned to them.

    Thank you

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  6. Search creates so much work for me, due to it does not understand the need for allowing duplicate org names. Add other searchable fields!!!

    Used SalesForce for 10 years. We have hundreds of Religious Organizations with the same name. When I'm creating invoices or recurring invoices I literally must open at least 3 screens to make sure I have the correct client. 1 screen consisting of the report im running from zoho CRM (which i dump into excel), another screen in zoho BOOKS (which also opens a long list of hundreds of the same name clients that i have requested. And another zoho CRM screen where i do searches on my unique account number. Something that should take seconds turns into a 15 minute…

    3 votes
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    1 comment  ·  Invoices  ·  Admin →
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  7. Update price lists when invoice line item price changes

    I have associated price lists to each customer but when my prices increase, I would like to see the price list automatically be updated so that the customer will then be charged the most recent price without having to manually update the price lists daily.
    Some items are not on customers lists, but when they start to order the item, it would be great to have the last price they were charged automatically on their price list.
    If there is a workflow that anyone knows of that could enable this, I'd greatly appreciate your comments.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  8. challan for consignment sale

    Ability to create challans for consignment sale and show the inventory in your partner's account. Once sale is done by them then ability to make invoices and book sales

    3 votes
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  9. There should be an option to generate invoice from delivery note or generate delivery note from invoice. fully / partially

    There should be an option to generate invoice from delivery note or generate delivery note from invoice. fully / partially
    when we select any specific customer it should show the tag for pending delivery notes and invoices requires action

    3 votes
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    1 comment  ·  Invoices  ·  Admin →
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  10. auto pre-GST base rate calculate and no CGST/SGST breakup needed

    can u add feature to auto calculate base rate if final price is given and option like inclusive / exclusive of tax is chosen ( like in quick books)

    also another very useful feature is that it automatically selects CGST/SGST or IGST based on base place & supply place .. and in case it is intra-state, i just need to choose 'GST' rather that CGST/SGST and the app auto breaks up tax into 2 halves..
    this is really very convenient for the workflow

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  11. Put totals at the bottom of the invoices pages

    It would be the easies thing to add a TOTAL at the bottom of the Draft, Unpaid, Overdue etc page on Zoho Books. Literally will take 10 min to program that. It seems like a basic concept yet why isn't it implemented? (NO I don't want to run a report every single time, or calculate by hand).

    http://i.imgur.com/ZdXPtMh.jpg

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  12. invoicing

    Currently if a field technician has the ability to create an invoice they also have the ability to see every invoice created by all Field technicians. Basically the financial breakdown of the companies gross Income from day one. I need my field technicians to create invoices and take payments from clients but not Have access to previous invoices. There should be a restrictions section for this.

    3 votes
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  13. In Invoice print,Invoice Amount in words needs to be included.

    Invoice Amount in words needs to be included. Line spacing also need to be reduced.Blank Lines may be deleted from Invoice Figures - total taxes etc.

    3 votes
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  14. 3 votes
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  15. Error should be removed in case export services Invoices:

    We are getting the Error: You have transactions which do not have the required information to upload to GSTN

    As we have charged the IGST in our Export services it should be correct

    3 votes
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  16. allow different customer address formats for different templates

    When we create invoices, we have different needs for our Customer Addresses for different templates. For example, our customer address format needs to be different for tax exempt clients per IRS rules. Unfortunately, I can't make a separate Invoice template for Tax Exempt because changing the Customer Address Format is universal across all templates.

    3 votes
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    1 comment  ·  Invoices  ·  Admin →
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  17. I would like to get file attachment container for customer credit notes also becuase we have to attached airlines credit note to the note

    Since our business has requirement where we need to share actual credit notes with our client thus we want a feature were we can attach actual airlines credit note to the client credit note. Thus please provide us a container in the client credit notes where we can attach the file. This will also be helpful for auditing purpose. We know that we can email separately any files, but we want to keep it in our ERP software also for auditing purpose.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  18. Pull Exchange rate from HMRC

    Can we add an option to allow us to select the Exchange rate from HMRC? so when you click on the Exchange rate, you have options to set it manually, but also, you can then see what it is from XE and HMRC perhaps? or even just a quick button to show the rates in a window?

    3 votes
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    1 comment  ·  Invoices  ·  Admin →
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  19. Allow deleting draft invoices but not sent invoices

    If you don't want to give a Role the permission to delete invoices that have been sent to a customer, but only invoices which are in Draft status.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  20. Create Challan From Invoice

    There Should be an Option of Creating Challan from Invoice BY Fetching Data of Invoice.

    3 votes
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