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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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6162 results found

  1. Export bank statement for offline reconciliation and information gathering from the concerned team about the nature of expense.

    Need functionality to export the bank statement from Zoho for offline reconciliation and information gathering.

    1 vote
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    1 comment  ·  Banking  ·  Admin →
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  2. enter a notepad to write pending things or query

    should have some notepad to have pending things or queries

    1 vote
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  3. enter a notepad to write pending things or query

    should have some notepad to have pending things or queries

    1 vote
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  4. Hindu Samvat Date

    Can we also have a custom field named Hindu Samvat in the Zoho Inventory. We need this date as reference.

    1 vote
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  5. Purchase price as percent

    We are retail storekeeper where we have commission percentage in MRP. The commission percentage is not fixed and is usually decided at the end of the financial year. In such scenario what should be the purchase price.

    1 vote
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  6. customised reports

    According to our business requirements, P&L is required to be checked every month seperately for main business and side projects and there is no feature in zoho to do the same thing. It woud be very helpful to see the reports seperately for main business and for the projects.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  7. Payment made - apply a discount if customer pays earlier / e.g : 2% if paid within 7 or 15 day

    Hi,

    would be great to be able to apply a discount on the payment interface without having to enter it bill by bill.

    e.g : 2% if paid within 7 or 15 day

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  8. inventory age

    Inventory Ageing Report:

    It is quite important for a business holding inventory to know its age so appropriate business decisions can be taken on OLD inventories.

    Kindly consider it in your roadmap ASAP.

    Sincerely,
    Gaurav

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  9. i wud like to c pre defined order quantity for every item

    i wud like to c pre defined order quantity for every item,foe example if my reorder level is 10 for X item then once current quantity gone below 10 then system shud be automatically recommend predfined quantity wch we have mentioned

    1 vote
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  10. Debit and credit note transactions cannot see under cash basis.

    Those who are following cash basis they didn't get a proper GST and TDS details when they raised debit or credit note in any month. There may chance of missing to consider those figures at the time of calculating GST and TDS.

    1 vote
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    0 comments  ·  Transactions  ·  Admin →
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  11. Fix the period selection of reports once selected. Now every time I check any report, the dropdown menu select this month by default.

    Now every time I go for a report, the period is "This Month". During month end we take a lot of reports and every time I need to change this to previous month. So If you can save the previous selection it would be great help.
    Thank you

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  12. payments received

    balance on payment receipt screen after payment received

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  13. Add retail print template to sales orders.

    Hello, I Would like to have retail receipts with the sales order module in Zoho books. I currently use the Shopify integration and it sends my receipts to sales orders. I want to print a retail receipt for the customer and i cannot do it without converting it to an invoice. Thank you.

    1 vote
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  14. CRM-Books Sync Error Logs | More information needed

    When syncing CRM to Books, the error logs only have two columns invoice and error - which means everytime we look at the error log, we have to click on each error to see if it needs to be corrected. There is no way to remove these errors. I suggest you add the following:

    Company/Client

    Date of error

    All columns need to be sortable so we can see the most recent errors at the top and can sort by error or by the company or by date.

    If there could be a checkbox to "Disregard This Error" that would be…

    1 vote
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  15. Vendors should have the ability to have transactions between them especially where parent company pays invoices issued on its subsidiary.

    Vendors should have the ability to have transactions between them especially where parent company pays invoices issued on its subsidiary.

    1 vote
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    0 comments  ·  Vendors  ·  Admin →
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  16. drill down

    Be able to drill down in a P&L for last month compared with previous months (so the whole year by month), be able to drill down to the details of ANY month

    1 vote
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  17. 1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  18. allow time import as decimal

    I would love to see an integration with TSheets.

    Short of that, I'd like Zoho to allow the time spent on an import file to be decimal. Zoho currently requires text 00:00 format. Time sheet exports are often used to calculate pay and its converted to a decimal in the reports. Being able to take time spent in EITHER decimal or text and have the program convert it would bring it up to par with other timekeeping apps like harvest and TSheets. (both of which I use and would like to only use Zoho)

    1 vote
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  19. Daily backup

    Daily backup automatically for paid users are kind of must to do feature. I see many people requested it but somehow its not being done?

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  20. Add the check number back to the A/P payments made report. The check number is necessary.

    Add the check # to the A/P payments made report. The report is useless without the check #.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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