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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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  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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6132 results found

  1. make condition negative for making personalized view in invoices. you can only choose is, contains, starts, but I need, is empty or does not

    make condition negative for making personalized view in invoices. you can only choose is, contains, starts, but I need, is empty or does not contain so I can work the listing that is not jet done.

    rob

    6 votes
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    1 comment  ·  Invoices  ·  Admin →
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  2. add a page break in estimates and invoices

    I suggest you add the possibility to insert a page break between 2 articles so that we can spread over several pages and avoid having only signature and footer on the last page...

    6 votes
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    1 comment  ·  Invoices  ·  Admin →
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  3. We are into construction business and we give estimate we are unable to mention the unit of measurements.

    We are into construction business and we give estimate we are unable to mention the unit of measurements.

    6 votes
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  4. Option to create custom Account Type in Zoho Books

    There should be an option to add custom Account Type in Zoho Books. There is no way that anyone would shift from Tally if there is no option to create custom Account Types.

    6 votes
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  5. Purchase Bill entry

    I've an issue with Purchase Bill entry.

    While adding an Item under the Purchase Bill, Item details tab shows no item (I've already entered the items and created Sales Invoices with them). And then I clicked "Add New Item" and entered the details, while saving that Item details its showing "Item already exist". I cant add item details to the Purchase Bill.

    Stuck with this issue. Please help me to fix this.

    6 votes
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    0 comments  ·  Items  ·  Admin →
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  6. While converting estimate to invoice, I want invoice number to be auto-generated to same as estimate number.

    While converting an estimate to invoice, I want invoice number to be auto-generated and it should be same as estimate number.
    Reason - once I have sign off from buyer and procurement team, I convert estimate to invoice. Now, procurement team has dealt with estimate number, while dispatching we need to put invoice.
    Estimate number and invoice number being different creates misunderstanding.

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  7. schedule report by salesperson

    Hi,
    1. Automatic scheduling of report should be available at individual level, this will allow us to send payment collection details at fixed time to salesperson.
    2. also invoice of customers who have already paid and balance is zero should not reflect inside report generation.

    Kindly add these features.

    6 votes
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    1 comment  ·  Admin →
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  8. 6 votes
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  9. Timesheet Filter

    It would be helpful when using the All Timesheet screen to filter out inactive contacts from the customer drop down menu.

    6 votes
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  10. Roll up / Hide Line Items

    To have the ability to ROLL UP / HIDE Line Items.

    We manufacture bespoke products, that are made up of individual parts,

    We do not want to SHOW the individual parts or their cost.

    However the cost will still be added to the total on the estimate

    The hidden line item price - can be added to the first line item price...

    6 votes
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    0 comments  ·  Estimates  ·  Admin →
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  11. Allow items to have add-on pricing beyond just the rate.

    Sometimes a service has a mandatory fee, in addition to the rate per unit. It would be helpful if such fees could be built into the price of an item.

    6 votes
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    0 comments  ·  Items  ·  Admin →
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  12. Having a Developer Space here in Zoho Books

    Having a developer space here in zoho books the same in zoho crm to create vertical solutions in the zoho books.

    6 votes
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  13. Improve Square integration to sync inventory

    The current Square integration is limited only to payments and invoices. It would really be nice if there was a bi-directional inventory sync as well. When a customer makes a purchase in Square, the inventory in Zoho Books should be reduced. Similarly, when the inventory in Zoho Books is reduced by some other mechanism, the new inventory count should be pushed to Square. This allows businesses to not oversell product that may be sold in other sales channels.

    6 votes
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  14. Shortcut key for "Clone"

    Shortcut keys for "clone". We use clone a LOT. Preferably will clone whatever is active at the time-Est, SO,Inv, Pmt. And clone an item while entering line items into a SO-Invoice? Save soo much time. Thank you!

    6 votes
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  15. Item search when adding to Estimate/Invoice

    It would be nice to have search extended to other fields too (Description, maybe other fields too) when adding items to Estimate/Invoice.

    6 votes
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    1 comment  ·  Invoices  ·  Admin →
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  16. apply credit

    Please allow credits to be applied to next recurring invoice automatically.
    With auto pay there is not a time slot to apply credits to next invoice.

    6 votes
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    0 comments  ·  Payments  ·  Admin →
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  17. Create Integromat module for Zoho Books

    Integromat is quickly gaining market share on the integration platforms market and is now second largest after Zapier. However they claim Zoho Books isn't adhering to oAuth standards which is why they can't create a module for your platform.

    I want to ask the Zoho Books team to give all the support Integromat needs to create the module, so we can integrate Books with our other systems through their platform

    6 votes
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  18. Bank transfer to another account should include all accounts

    When recociling the bank account I would like the option to be able to pick any ledger account, or at least any balance sheet account. If I have liabilities accrued and a standing order paying them monthly I want to be able to post directly to it.

    6 votes
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    1 comment  ·  Banking  ·  Admin →
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  19. Total in words in languages other than English

    In invoices, we need an options to have "total in words" to be translated to a chosen language

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  20. ROUND OFF IN PURCHASE BILL

    DUE TO WITHOUT ROUND OFF THE BILL ALL THE BILL AMOUNT IS NOT MATCH WITH VENDOR BILL VALUE & FOR FEW PAISE THE BILL IS SHOWING ALWAYS IN LIST OF OVERDUE BILLS & OUR PAYMENT AMOUT IS ALSO DID NO MATCH WITH VENDOR BILL AMOUNT.
    SO PLEASE DO IT AS SOON AS POSSIBLE.

    6 votes
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