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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.

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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1020 results found

  1. column for Number of packages/ Bags in item detail

    column for Number of packages/ Bags in item detail table.

    3 votes
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  2. 3 votes
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  3. ADD TO INVOICE SHIP VIA AND TRACKING REF. NO.

    THERE MUST BE OPTION TO ADD SHIPPING DETAILS(SHIPPED VIA AND TRACKING NO.)

    3 votes
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  4. GIVE SELECTION BUTTONS INSTEAD OF RADIO BUTTON WHILE PRINTING

    WHILE PRINTING INVOICES THE OPTION WOULD BE GIVEN TO SELECT FROM WHETHER I WANT TO PRINT CUSTOMER COPY, SELLER COPY, TRANSPORT COPY ETC OR THERE MUST BE SELECTION BUTTONS TO SELECT APPROPRIATE COPY

    3 votes
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  5. notifications to manager about actions taken by team

    The Finance manager should get a notification every time the intern or subordinate accountant performs an important action on invoices / accounts, etc.
    Checking reports and logs does not solve the purpose. Notifications are real time and will give immediate attention. There should be an option to give daily digest or real time notification.

    3 votes
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  6. better way to deal with vendor invoices

    There should be a way to create an invoice with a mark up directly from a Bill. Currently, these are not linked. A mark up can only be done on an item with one set rate - the mark up should apply to whatever you change the rate to on the invoice, not the set rate.

    3 votes
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  7. custom status in Invoices

    We must be able to create custom status just like that of Sales Order.

    Eg : 1. Printed
    2. Acknowledged etc...........

    3 votes
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    1 comment  ·  Invoices  ·  Admin →
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  8. hide invoices

    Allow to flag an invoice that has to be hidden from other users

    3 votes
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  9. BUG: Use discounted total to generate sales tax line on invoices and estimates

    Somebody fix this, please! The current calculation process makes absolutely no sense. Although it doesn't affect the final total owed by the customer, It is misleading, potentially problemsome, and definitely annoying. I'm constantly explaining the issue to observant customers. Plus, it forces me to manually calculate the sales tax paid on every taxable sale--a tedious task that my invoice program should be doing for me.

    BAD (current method):

    Sub Total: $100.00
    Sales Tax (5%): $5.00
    Discount (50%): -$50.00
    Total: $52.50
    Revenue: $52.50 - $5.00 = $47.50

    GOOD (proper method):

    Sub Total: $100.00
    Discount (50%): -$50.00
    Sales Tax (5%): $2.50
    Total:…

    3 votes
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  10. In Mobile app while creating invoice customer address need to display and has an option to change multiple address of that customer.

    In Mobile app while creating invoice customer address need to display and has an option to change multiple address of that customer.

    3 votes
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  11. Ability to bill hours in excess

    I bill my customers a certain amount of hours every month. That's a fixed amount in each invoice I create. What I need is a way to tell Zoho Books to add a new line to the invoice when the associated project hours are more than a the number of fixed hours. That way I can automate billing and charge my customer for those extra hours I worked for them during the month

    3 votes
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  12. Delivery Chellan

    In zoho books, please add the option while generating the Delivery chellan, reduce the stock from inventory

    3 votes
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  13. 3 votes
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  14. Email full invoices for selected periods.

    I want zoho to email me specific month invoices, not just the list, i want it to email the full invoices for selected periods i choose.

    3 votes
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  15. Make all caracters of a project searchable when creating a new invoice

    Make all project name searchable when creating an invoice.

    We create project by writing the client number, the project number, and the client name.

    It would be much easier when creating an invoice if we could search by entering the name of the client, not the project number.

    Now, only the first caracters of the projects are searchable when creating an invoice.

    3 votes
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  16. 3 votes
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  17. Search option when adding items on desktop version ( already exist in mobile app)

    This option is needed when there are thousands of items. In mobile app the option of search item exist. This module is needed for invoices, po, so etc not only invoices.

    3 votes
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  18. we want some changes in billing format

    bills should display basic amount with subtraction of gst amount and then it should display the final amount.
    ex . if 200000 is the cost for a product with a 12 % gst include.
    then billing format will be like
    sr product quan unit rate cgst sgst total
    1 mc 740 1 178571.43 10714.285 10714.285 200000

    3 votes
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    1 comment  ·  Invoices  ·  Admin →
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  19. Reset Auto Invoice Numbering

    At the beginning of FY invoice numbering counter needs to be reset
    eg. FY 17-18 the last invoice generated is 325.
    Now from 1-APR-18 the counter needs to be reset to 001.

    3 votes
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  20. 3 votes
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