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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.

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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324 results found

  1. Pay roll

    Certainly need Salary process module. Absence of this, we continue to use Tally for salary. Unable to use People, HR..as presently these r .

    1 vote
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  2. Reversal of Bill/Payables in following periods.

    Zoho is flawed as it does not allow you to clear errors in bills that extend into another fiscal period where the prior one was closed and taxes remitted. The system only allows you to delete or void a bill that should not be there for whatever reasons. Being a new period either method is not appropriate as it will change the past fiscal period numbers that have already been filed. The correct way is to prepare a journal entry against that Bill in the current period and then clear the balance from the Payables report. Zoho does not provide…

    1 vote
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    1 comment  ·  Expenses & Bills  ·  Admin →
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  3. 1 vote
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  4. 1 vote
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  5. pls include a way to know the actual/real profit of the business on the basis of total purchases and sales

    pls include a way to know the actual/real profit of the business on the basis of sales and purchases.

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  6. Custom View : option to show/hide paperclip icon (for attachments)

    For Bills, You can see the paperclip on the right if there's an attachment. But not in any custom view.
    Custom View : option to show/hide paperclip icon (for attachments)

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  7. Chart of accounts:

    Is it possible under the chart of accounts to select which account is visible when you are entering in an expense. It is a pain to have to wade through all of the accounts to select which one to categorize an expense.

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  8. Would like to be able to select MULTIPLE expenses from the expense section and invoice them at the same time

    Once you filter the expenses that are outstanding to be billed for a customer or project you can invoice them one at the time (which is no good). There is no option from this few to add outstanding ones. It would be great if one could select them and add them all in an invoice.

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  9. billable expenses to be listed also with product during invoice creation

    When you choose to add the expenses to the invoice you can select and add only the expenses you want to associate with that invoice, but only defined by details, they could be of a number of mixed projects for that client, so impossible to say if you are adding the right ones. There is a project link too, but for me it only works if ALL the expenses within a the project are unbilled. If some expenses are left over from a project, they are listed together. Some more detail would be so useful to have so the selection…

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  10. search unmatched bills and expenses

    in the bills and expenses sections i would love to be able to filter by what has been "matched" in the banking section. we were using rules in the banking section and then we were also entering receipts so we have double ups, 1 entered, 1 auto created by rules

    maybe as a "status" option

    1 vote
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  11. Ability to markup an expense on the Record Expense tab.

    Much easier and quicker than having to go through the price list option.

    1 vote
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  12. Please create Mileage calculator using a map for mileage reimbursement.

    Tracking mileage to be reimbursed when not using a company car.

    1 vote
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  13. 1 vote
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  14. Viewing only by person who posts them

    Please allow only the consultant who posts the expenses to be able to see the expenses.. it is no one else's business and honestly every consultant that I have complains about it. I am sure that you are losing clients that might have signed on but this is a huge flaw in the program.

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  15. 1 vote
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  16. Bills Payment - Customization

    Should have option to customize the bill payment voucher so that it can printed & stored as per organization requirements

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  17. Align Invoice Template with Bill Template.

    I see that when creating Invoices, it's easy to add Shipping costs. However, with creating a Bill, it's not the same. I'd expect feature parity there. If we could add the ability to enter Shipping charges in the same location as Invoices, rather than having to enable Landed Charges, and enter is as a line item, it would be great. Let me know if that doesn't make sense.

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  18. Option to add logo image in expense voucher

    Expense Voucher printing with company logo and all details same like invoices

    1 vote
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  19. Electricity is also bill. but that is not same everytime. where to make entry ?

    Electricity is also bill. but that is not same everytime. where to make entry ?

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  20. Add a customizable label field for Vendor Statements, that will correspond to a column/label field in the BIlls.

    Zoho Books - RE: BILLS & VENDOR STATEMENTS.

    In BILLS, I can enter Item # and Description under a label, in a column. I would like to also show this info, in the Vendor Statement.

    Alternatively, I would like a custom column field available to add to the Vendor Statement, that will pull text data from another column located on the BILL.

    Please help.

    It seems all the other modules we can add a custom label / column, but not possible for the vendor statement.

    1 vote
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