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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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6133 results found

  1. Give access to PriceLists in Deluge (custom fucntions)

    Give me access to "PriceLists" via custom fucntions with deluge
    Please add the one line of code that allows zoho.books.getrecords("Pricelist"...... and zoho.books.getRecordsByID("Pricelist"......

    Its concerning that I can access Invoices, bank records, sales orders, purchase orders etc this way but I can not access a simple list of data for pricelists

    3 votes
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    2 comments  ·  Automation  ·  Admin →
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  2. Add Auto-Fill option for Expense Entries (based off previous entry for that vendor).

    I'm looking for an "auto-fill" function that will automatically fill in transactions (like for expenses) when any certain vendor is selected to start the transaction entry. In other accounting packages, the auto-fill is based on the last entry made for any particular vendor. The auto-fill should include things like the expense category and description.

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  3. Generate copy invoices

    When we have sent an invoice already and the customer has lost it or not received it. Then when sending the invoice for a second time a copy invoice should be generated (the invoice with the words copy invoice watermaketed on the PDF)

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  4. be able to select which vendor (or user and role) has access to which items

    I have 2 differents type of vendors :
    - Classic
    - Technico

    Some items are same for each type of vendors, some else ...not.
    It would be nice for each vendors to have only choice of their items display in estimate and invoice.

    3 votes
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    0 comments  ·  Items  ·  Admin →
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  5. Need to view the specific Avalara integrated records in Zoho Books Estimate, Invoice

    Once upon a time I am enable avalara integration and create the one record. then disable it. But, Now I try to view that record. I understand is that not possible now.

    3 votes
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  6. Create reports with % change of each line item based on relative periods

    If I look at side by side comparisons of a P&L relative dates report for example, I would like to see the percentage % change from report to report to better understand what is happening with the business - simple!!

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  7. provisions for doubtful debts

    we need to record an invoice as provisions for doubtful debts, but Zoho doesn't have this option !!!

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  8. Cliq

    With Books, we have 10 fee earners recording time, and we want to be able to use Cliq internally. A fee earner can then send to another fee earner to review the invoice, and others can chat on it to ensure it is correct. At present, you can only use the comments section which is static and you cannot alert another fee earner of this comment without sending an email. Salesforce allows this on all items, and Cliq should be integrated like this as well!

    3 votes
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    1 comment  ·  Admin →
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  9. Please make an option to delete the particular entry after going to the particular ledger

    Please make an option to delete the particular entry after going to the particular ledger

    3 votes
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  10. Improve search suggest of drop-down lists: i.e. items, customer names, and other lists

    Drop-Down lists for items, customer names, etc. would improve entry time and accuracy if the field would use search suggest (type a few letters and match in any part of the results) instead of only searching from the beginning. For example:
    I have the following products: Cloud Services, Cloud Applications, Cloud Consulting. It would save time if by typing "cons" I already see "Cloud CONSulting" as the only item, instead of typng "cloud" and pick from three options.
    Same for customer names, I often forget the last name of my customers (customers show as LAST, FIRST), so I need to…

    3 votes
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    0 comments  ·  Items  ·  Admin →
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  11. PARTIAL payment email notification

    Currently payment notification emails look identical whether the customer has paid in full or partially which leads to confusion.

    Partial payment's should be communicated clearly in the notification and ideally in the subject too e.g. "PARTIAL PAYMENT RECEIVED - INV-5677"

    3 votes
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    0 comments  ·  Payments  ·  Admin →
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  12. rounding off on sales

    round off feature on the sales invoice shall be open for edits. Some of my clients do not accept invoices with rounded off total and they finally pay us based on the un-rounded totals. It is very painful to match the payment in such cases.
    Either:-
    1. keep the round off values open for edits
    OR
    2. create a setup option against each customer to select "Rounding Off" or "No rounding off".

    This will save a lot of our time.

    Thanks,

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  13. When invoicing a client and adding an unbilled project I would like to be able to moved the unbilled expenses below the project information

    When invoicing a client and adding an unbilled project it always displays this a the bottom of the invoice. I would like to be able to move this above the unbilled expenses for the project. Our clients prefer to see this first followed by the list of expenses. Is there a way of being able to selectively merge the expenses so the invoice is not pages long!

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  14. Add custom filters for IOS

    Add custom filters for IOS so that Purchase Orders can be filtered.

    3 votes
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    2 comments  ·  Mobile App  ·  Admin →
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  15. 3 votes
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    0 comments  ·  Admin →
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  16. Bill/expense grouping to single line on invoice

    Currently, when a bill or expense that is associated to a project is added to an invoice all the individual items in the bill or expense are on a separate line. I would like to have a single line with a description and the total amount of the expense or bill.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  17. 3 votes
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  18. Customer and Vendor Portal Emails

    Provide a unique reception email address for each of the customer and vendor portals instead of a single organization email address. At this time, only a single email is available when using both portals. Customers usually make payments and have questions for Accounts Receivable. Vendors receive payments and have questions for Accounts Payable. A unique destination address for each portal would streamline communication to the proper department.

    3 votes
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    0 comments  ·  Vendors  ·  Admin →
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  19. Limiting accounts that you can use on accounts payable/receivable.

    Zoho Books shouldn't limit accounts we can use on any modules: accounts receivable/payable. There are cases where we need all the accounts. I understand that some of these accounts don't show due to their type/category of accounts, but because of this, there are times when I am obligated to make reclassifying journal entries on the grand ledger.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  20. To make an option to get payment recorded my generating an invoice

    In your zoho books websites their should be an option to auto record payment by generating invoice or advance

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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