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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.

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6133 results found

  1. 1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  2. Enable default inventory account for new items

    Having to now select from Finished Goods, Inventory Asset or Work in Progress leaves room for error. It would be good if in the preferences for items we could select a default account and then only change it as necessary. We only track Inventory Assets but have had recent errors in the set up of new items as Finished Goods

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  3. Enable us to see the client portal from within the customer's account

    I would like to suggest a feature request - add the ability to view client portal exactly as clients see it. This is the only real way to ensure a quality customer experience and assist them over the phone with problems, training, etc. Not being able to see what our customer see puts us in a blind spot and makes it very hard to support them and encourage them to use the portal. Please add this!

    1 vote
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  4. I would like to be able to track time without creating a project. Right now we have to bill our clients every time we do labor.

    It would be nice to be able to track hours and bill clients without having to create a project.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  5. 1 vote
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  6. On Sales Order, Show Quantity of Items on Purchase Order

    On the Sales Order item line, show the Quantity of item that is on a Purchase Order. For example, if the Sales Order quantity is for 45 but I've only ordered 20 on the PO then I'll see that 20 have been ordered and I need to order 25 more to complete the line.

    1 vote
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  7. Signature on Invoice/PO should be added only after approval

    We can add signature (scanned image) to the templates in the footer section. But this signature gets added while the invoice is in draft status or while it is in pending approval status. This should not be the case. Unless all approvers have approved the invoice, the invoice should not carry the authorized signature section.

    This should be applicable for PO, bills, estimates and all other modules where it is applicable.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  8. 1 vote
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  9. CREATE A FEATURE CALLED "PRODUCT GROUP"

    WHEN CREATING ESTIMATES IT WOULD BE USEFUL TO BE ABLE TO CREATE A PRODUCT GROUP- FOR EXAMPLE - WHEN WE ARE INSTALLING INTRUDER ALARMS IT WOULD BE GOOD TO HAVE A GROUP THAT WE CAN CALL ALARMS THAT WILL SHOW ALL THE ALARM ITEMS WHEN SELECTED, THIS WAY IT WOULD BE VERY FAST FOR US TO PULL THESE ITEMS ONTO QUOTES, INVOICES ETC.

    1 vote
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  10. Make customizing templates easier with more options

    I'm a construction contractor. Arguably, the estimate (or Proposal, as I call it) is the most important part of my interaction with a potential customer. I've tried all of your standard options for customizing templates including the "Customize Template" option which I was given special access to but it's all very difficult even for a guy with a pretty strong technology background.

    This is what I'd like to be able to do:

    1) Have separate "Item & Description" blocks with a subtotal at the bottom of each. Ex: One block would describe the main job with a total and a…

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  11. Bank Feeds Schedule & Address Auto Fill

    1. Having moved from another system the one time saver was their auto look up on any address you cut/paste when setting up a new customer. Just paste the entire address and select when a match is found. Then the system auto populates the fields.

    2. Bank feeds seem to need manual intervention to update each day. It'd be great to schedule multiple updates each day. For example once in the morning before work starts so the latest information is waiting and a couple of times during the day to check for any further payments. It would mean we could action paid…

    1 vote
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    0 comments  ·  Automation  ·  Admin →
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  12. 1 vote
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    0 comments  ·  Banking  ·  Admin →
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  13. 1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  14. How do I edit (reset) submitted GSTR - 3B summary, before filing

    Want to edit my GSTR filing after submission in Zoho
    GST Portal has option to rest GSTR 3B so Zoho too should have

    1 vote
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  15. the balance sheet and the profit and loss statement may have columns by tag to see comparisons

    Please i need that the balance sheet and the profit and loss statement may have columns by tag to see comparisons

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  16. 1 vote
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  17. 1 vote
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    0 comments  ·  Customers  ·  Admin →
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  18. BANK C.C / O.D A/c

    There is not option to add bank c/c a/c or O/D Account.This is a basic function which must be in accounting software.

    Due to this limitation all financial reports are wrong generated and all reports are useless.

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  19. Visual presentation in Reports :Segment Wise Reporting in Comparative basis in Coloumnar form using Reporting Tags

    There is a visual presentation issue in Reports. If i have to get Reports segment wise using Tags then i can only view single Segment at a time. I can't see the comparative Segment wise P/L or any other Report in coloumnar form in a single sheet using Tags. Please incorporate this feature as most companies who has to do segment reporting who wants to see the comparative in a single sheet can't see it in Zoho.

    1 vote
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  20. possibility of selecting several warehouse

    It would be helpful to be able to choose warehouse for each line in sale order or invoice.

    I do not have the possibility of selecting several warehouse on the same invoice or customer order.
    Currently, a default warehouse is selected for all invoice lines, this is not the reality of warehouse management needs

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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