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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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6185 results found

  1. Bank Fee Linked to Transaction

    I want to be able to specify a bank fee on an expense rather than having 2 separate expense lines.

    I can do this with custom fields but that wont be contributed to the overall expense ammount

    3 votes
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  2. Add the doc for API "documents"

    In the API documentation, there is no section for "documents" but it's working. I just have to guess each query string parameters name, value, usage etc.
    Please, can you doc it ?

    3 votes
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  3. invoice multiple address

    Can you add the ability to assign items to different addresses on an invoice? We sell services to customers who have multiple locations and need to see the invoices separated by location.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  4. Non-rate based Tax / Custom Tax Amount

    In our industry there are taxes that are not based on a percent of amount. Sometimes it is a flat fee, sometimes it is a fee based on quantity. To accommodate this, could we have a tax that is just editable on the invoice? This way we can do the calculations and add it if it doesn't fit in the standard % of amount tax model

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  5. Print Simplified BAS report

    It should be possible to print a Simplified BAS report. At present, the detailed BAS report prints even when the Simplified BAS is displayed onscreen.

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  6. Items custom fileds in packing slips

    Items' custom fields created under item preferences can be printed in invoices but do not print on the packing slips.

    Invoice Templates on the Item table has the option to show Custom Fields. That option does not exist for packing slip.

    3 votes
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  7. The ability to send a letter reminder when an estimate is about to expire would be fantastic.

    When an estimate is due to expire, it would be wonderful to be able to send the clients a letter reminder as a response to prior correspondence.

    3 votes
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  8. Restrict a user to use only one branch for his entries.

    Restrict a user to use only one or many branches for his voucher entries.

    3 votes
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    1 comment  ·  Users & Roles  ·  Admin →
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  9. how can we settle customer vendor dues

    not able pass journal entry in customer & vendor account

    3 votes
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    0 comments  ·  Accountant  ·  Admin →
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  10. We want multiple vendor bulk payment. We should be able to select multiple bills and then simple click to pay

    We pay multiple Vendors every month. Irrespective to vendors we want to select all Bills and just one click pay. that will make our life so easy

    3 votes
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    0 comments  ·  Payments  ·  Admin →
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  11. Display Base Currency Value of Foreign Currency in bills

    When capturing a foreign currency bill or expense, have the base currency value reflect under the foreign currency value.

    This would be similar to how the markup is shown on an invoice while editing, just it will be on the rate, the item total and invoice total

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  12. 3 votes
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    1 comment  ·  Admin →
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  13. Allow a bank deposit transaction to be converted in to a Sales Receipt directly, with associated purchased items and GST payment.

    Quick books allowed a Bank deposit transaction to be converted to Sales Receipt with just a drop down field, and allowed it to be itemized with line items and GST and category etc.. I am not able to do this in Zoho Books. This is critical because most customers for me are walk-in and pay using UPI/GPAY etc.. which becomes a bank deposit transaction in Zoho books

    3 votes
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    1 comment  ·  Sales Orders  ·  Admin →
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  14. Add Credits to customer accounts after commission is paid

    Paying commission by crediting the users accounts.

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  15. Add Items subform to custom module

    We need to add Items to a custom module.

    3 votes
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    0 comments  ·  Items  ·  Admin →
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  16. Best Industrial Flooring Contractors in UAE

    Being one of the best industrial flooring contractors in UAE, we provide wide ranges of floorings including Resin Based Epoxy Floor Coating, Poly Urethane (PU) Floor Coating, Self-Level Flooring, Anti-slip Flooring especially for Industries, in particular, the Commercial, Industrial Manufacturing & Processing Plants. We also provide innovative solutions for Heavy duty floor coating for car park facilities.

    3 votes
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    2 comments  ·  General  ·  Admin →
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  17. 3 votes
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    0 comments  ·  Accountant  ·  Admin →
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  18. Undo Payment

    I should have the capability to designate an invoice as unpaid in the event that it was inadvertently marked as paid during previous records.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  19. Amount Column in Expenses or Bills Tab default to base currency with additional column for Foreign Currency

    When viewing bills or expenses in their respective "list" view please can we have an option to have the amount default to the base currency but with the vendor currecny value underneath similar to the way a markup value shows underneath a billed expense

    3 votes
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  20. Report with Serial number

    Report with Serial number
    The invoice report included the Serial number,
    warehouse report with serial number can be tracked and cross-checked with inventory

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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