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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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6148 results found

  1. Serial Number Tracking

    Allow items to have a serial number Entered in the System.
    1. Enter Serial of Items/Goods and dated purchased.
    2. Warranty Periods for Serial Numbered Items
    3. Pick Items by serial number when doing customer invoices (it helps when items get faulty during their warrant period and to know where there goods where bought from and return to original supplier or manufacturer.) We are having look check the items if there are returns and start opening files to see where we bought from and is it still under warranty.
    4. Being able to see Faulty Items when returned by customer…

    57 votes
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    2 comments  ·  Items  ·  Admin →
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  2. show what is on backorder from sales order on invoice to customer

    It would be great if the invoice would show what and how many items are on back order when you partial ship a sales order.

    56 votes
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  3. Revolut

    Support revolut as a bank and as a payment gateway

    55 votes
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    6 comments  ·  Banking  ·  Admin →
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  4. discount by line on purchase order

    discount by line on purchase order
    discount should be able to be added by line item in the same way that it does for Sales Orders

    55 votes
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  5. subtotal expenses on invoice

    I often have multiple expenses on an invoice along with the other Sales items. It would be very useful for me and my customers to have a subtotal of expenses on the invoice

    54 votes
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    6 comments  ·  Invoices  ·  Admin →
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  6. Integrate more payment gateways like CC Avenue, Payfort and more

    It's getting real costly! All your payment providers support only US transactions. This means more costs for us. We would really appreciate if you can integrate payment providers from the Middle East or even India. This could help a lot of us.

    54 votes
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    8 comments  ·  Payments  ·  Admin →
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  7. Please allow check printing for employee reimbursements submitted through Zoho Expense

    I want to be able to record a payment and write a check for an employee expense which was submitted through Zoho Expense. Currently, you can only record that you did pay the expense, but you have to hand-write the check. There is no option to write a check for the expense.

    54 votes
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    9 comments  ·  Banking  ·  Admin →
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  8. Reporting Tags needed in Manual Journals and Bulk Add Expenses

    Reporting tags are a fantastic feature that can solve so many issues for Locations, Departments, Projects, etc. However, it is a real weakness that Reporting Tags cannot be assigned to Manual Journals or Bulk Add Expenses. I'm working around this by using Bills for some manual journals (eg, entering depreciation journal as a zero-sum bill) and entering expsnses singly rather than in bulk. But logically would be much better just to be able to add reporting tags to Manual Journals and Bulk Add Expense items. (Bulk Add Expense items also seem to lack tax coding.)

    53 votes
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  9. Developer Sandbox

    It would be nice if Zoho Book's API had a developer sandbox that was available with paid accounts so that a developer can work, test, and experiment with solutions without polluting their "real" books with test data.

    52 votes
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    1 comment  ·  Admin →
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  10. PLEASE ALLOW PARTIAL PAYMENTS ON RETAINER INVOICES

    PLEASE ALLOW THE SAME FUNCTIONALITY TO ALLOW FOR CUSTOMERS TO MAKE PARTIAL PAYMENTS TOWARD RETAINER INVOICES THE SAME AS THEY CAN FOR REGULAR INVOICES. WITHOUT THIS FUNCTIONALITY I AM SEVERELY HANDICAPPED AS MANY OF MY CLIENTS LIKE TO LOG IN AND MAKE PARTIAL PAYMENTS TO THEIR OPEN ORDERS ALONG THE WAY. SINCE IT'S ALREADY FUNCTIONAL FOR A REGULAR INVOICE I CANNOT SEE WHY WE CAN'T DO THIS FOR RETAINER INVOICES!!!!!

    51 votes
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    7 comments  ·  Payments  ·  Admin →
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  11. sales person commission on sale payment received

    sales person commission on sale payment received
    1. commission % depends on item
    2. it will be payable on sales payment received
    3. commission % is different for each sales person depends on performance of sales person

    50 votes
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  12. Invoice Print in (POS) Ticket Style or Layout

    Need to print invoices in a ticket printer like EPSON TMU220 or similar (POS PRINTER) but to do it, we need a new style or layout of invoice that fits in a ticket paper and print, I think that will be a very usefull I and also very nature friendly because we spend less paper and tonner.

    50 votes
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    4 comments  ·  Invoices  ·  Admin →
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  13. Save report customizations

    Zoho Books should be able to save report customizations. E.g., when I run Receivables Aged Summary, I ALWAYS want it aged by Invoice Date (not the default of Due Date), and when I run Journal Report, I ALWAYS want it to include reporting tags. It's crazy that I have to keep changing these customizations every time I run a report.

    50 votes
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    5 comments  ·  Reports  ·  Admin →
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  14. Items - Multi Currency Purchase Rates ?

    Hi,

    We do International Trading and buy products in multi currencies. However the Items purchase rate is fixed as per company's base currencies and this does not suit us. This results in a false value to our stock and affects all our reporting.

    Even if we convert the purchase rate into the base currency, this rate will never be accurate unless it's updated on a daily rate basis. This is not even an option.

    Rates in Exchange
    Where can we input the rates or exchanges on a daily basis on Zoho?

    50 votes
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    0 comments  ·  Items  ·  Admin →
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  15. single total expenses line on the invoice

    Ability to generate a single total expenses line when adding project expenses to an invoice instead of showing each expense on a separate line.

    50 votes
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  16. Custom "Lookup" Field

    Must add a custom field "Lookup" that looks up a pre-existing value just like in Zoho CRM, this should be add to all modules (Estimates, Invoices, Purchase Orders, etc.) for example if I want to add the PO number to invoice so I can know they are related

    49 votes
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    1 comment  ·  Admin →
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  17. Add Instamojo as online payment gateway. It is very popular with startups.

    Add Instamojo as online payment gateway. It is very popular with startups.

    48 votes
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  18. Batch payments

    Use batch payments to bundle multiple bills into one payment transaction (use tick box to select which bills to pay in the batch, and have the amount editable in case you don't want to pay the full balance of all the bills selected).

    Bank details will have to be recorded in the system for each supplier, so that you can then export a batch payment file and upload it into your online banking system.

    Payments to be recorded accordingly under each bill within the batch.

    48 votes
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  19. Customize Dashboard...

    It would be Great if we could remove or rearrange blocks. I would prefer to move the CashFlow chart down below a couple other rows or possibly turn it off.

    48 votes
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    6 comments  ·  Reports  ·  Admin →
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  20. Ability to Add Product Visual/Image to Estimate and Invoice

    I want there to be the ability to add a small thumbnail of about 185x185 next to my items in my Invoice and Estimate to be able to provide a visual reference to my Clients. On clicking the product visual, they can either be taken to the product page on my website(Custom Link) or to a larger version of the image(Image Source).

    48 votes
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