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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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6130 results found

  1. to have a feature to automatically create interest invoices for unpaid invoices

    Please add a feature to automatically create interest invoices for unpaid invoices . this is urgently needed

    5 votes
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    2 comments  ·  Invoices  ·  Admin →
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  2. Import multiple statements

    Possibility to import multiple camt.053 at once. Our bank generates one camt.053 report for every day. If we are a week 'behind' our imports we have to manually download and import these one by one. It would improve the function a lot if we can select multiple files at once.

    5 votes
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  3. Reduce the size of mobile uploaded receipts!! It takes over 30secs per receipt over mobile data

    I make several business purchases a day, uploading each to Zoho through my mobile is very time consuming (20 secs approx over wifi, 30secs over data). Reducing the size of the image uploaded, or background uploading will massively help this - i don't need an 8mega pixel receipt.
    I've used Expensify before and their system is much better.

    5 votes
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    0 comments  ·  Mobile App  ·  Admin →
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  4. MAKE IT POSSIBLE TO ATTACH MULTIPLE FILES TO AN INVOICE

    Especially because we cannot make items in a bill "billable to a customer" right now, and because we need to attach those bills to an invoice so that the customer can see what they're billed for, it's very inconvenient not to be able to keep attaching files as we add more lines in an invoice showing the expenses incurred due to bills from our vendors. This will not be that crucial once you make it possible to make items withing a bill "billable to a customer" as in an expense entry.

    5 votes
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  5. Allow Multiple Attachments for Expenses

    I attach images of the receipts to expenses. Some expenses have different components for the receipts. A simple example is different pages on one receipt where I am storing pictures without the ability to scan. Another would be multiple documents all together. I would like the ability to attach multiple documents to any given expense.

    5 votes
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  6. text customer payment link

    I want to be able to text my customer a message with a payment link so they can use their cell phone and make their credit card payment. and view their invoice

    5 votes
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    0 comments  ·  Payments  ·  Admin →
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  7. Deposit payments in Undeposited Funds instead of having to edit the payment.

    Want "Deposit" capability for payments. Now, I have to edit the payment and change date and account to reflect the actual deposit. I want to keep the original payment date and have a separate deposit date.

    5 votes
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    0 comments  ·  Payments  ·  Admin →
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  8. Ability to set a default payment option for online payments.

    When multiple payment methods are accepted, (eg Credit Card, PayPal) we need the ability to set a default for the customer online payment experience. If a customer decides to pay online via the link supplied to them in the Invoice email, currently PayPal is selected by default. 99% of my customers will pay via credit card, so that's an additional step for them. Additionally, I wish to encourage payment via credit card since my business receives a better transaction fee for CC over PayPal.

    So either Zoho is pushing PayPal as the preferred option, or it's random, but either way,…

    5 votes
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    0 comments  ·  Payments  ·  Admin →
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  9. Improve scheduled reports

    The scheduled reporting feature could be improved a lot. Currently the reporting period start dates/end dates are not obvious and don't work as expected (you have to wait for a report to arrive to see if it gives you what you want). The reports should be customisable. It should also be possible for a user (eg book-keeping emplpoyee) to press a button to "send scheduled report now", so that they can trigger the reports being sent to management/directors etc. Scheduling reports doesn't always make sense if the book-keeping person has not completed the data entry and reconciliation for the reporting…

    5 votes
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    0 comments  ·  Reports  ·  Admin →
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  10. Daily report

    Daily report

    5 votes
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    0 comments  ·  Reports  ·  Admin →
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  11. add a placeholder of the current date to include in email templates

    I want to inform my costumer that we have checked our bank untill today and have not received the outstanding amount yet. Currently we copy the current date in every mail, would be much easier if it was included as a placeholder.

    5 votes
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    0 comments  ·  Templates  ·  Admin →
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  12. Allow incremental billing

    Add the ability to bill in increments. Allow us to set the number of minutes by which to increment by so if you set your increment to 15 minutes and you have a task that took 13 minutes, it would automatically round up and bill at 15 minutes.

    5 votes
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  13. Pin Favorite Reports

    I was going through a bunch of reports, each time I go into reports, I have to crawl through different set of reports and find my favourite one. How about we give an option under reports to pin it so that the report show up on the left panel or somewhere on the top as a drop menu or something (You guys are already on clouds of creativity) that is always visible as my favorite reports.

    Best Regards,
    Syed H

    5 votes
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    0 comments  ·  Reports  ·  Admin →
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    Hi there,

    We now have the option to set up favourite reports. This would work similar to pinning a report. By doing so, the reports you have favourited will be listed at the top under the the ‘My Favourites’ section. Please take a look at the screenshot below.

    Hope this helps.

    Regards,
    Ann

  14. items on sales order report

    I would like to be able to get a report on items that are on sales order.

    5 votes
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    1 comment  ·  Items  ·  Admin →
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  15. In the Items section, allow the option to have this amount not go into AR but a suspense account so that we don't overstate accrual income.

    We hold monies (not income to the co.) for clients as a liability and convenience to them. We need to be able to classify this onto a Balance Sheet account (suspense account) and not in the A/R. I tried the ... option to the right of the item selected on the invoice portion. However, it is still added to AR as income.

    5 votes
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  16. I would like to see an option within invoice/packing slips enabling a customer to digitally sign for a delivery on my pda/phone.

    I have several customers that require a signed hard copy of the paperwork to pay us. Emailing the invoice without the sig is not allowed. Access to a printer is rarely an option. Asking the customer to print out the invoice and sign is unprofessional.

    This would be similar to signing for a credit card purchase on Square. The digital signature would then be incorporated into the packing slip and/or invoice and emailed to the vendor.

    5 votes
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    0 comments  ·  Invoices  ·  Admin →
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  17. Develop a report to Group bill/expenses based on custom fields

    Even though we are entering data in custom fields for bills or expenses we are not able to generate any report in books or even in reports( custom fields don't get imported into reports). I would like to see a report where we can group it by data in the custom fields.

    5 votes
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    1 comment  ·  Admin →
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  18. Match Transactions

    The automated algorithm only searches by transaction date.

    Your filter option is unwieldy with a large client base and impossible to use in relation to bulk invoice payment in single transactions.

    Can we get a search bar/filter that runs by client name, invoice number or amount ALONE? The filter makes me enter more data than I wish every time. This is especially annoying if you have bulk numbers of invoices being paid in one transaction.

    5 votes
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    0 comments  ·  Invoices  ·  Admin →
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  19. 5 votes
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  20. Need to create item groups (this will have multiple items in a group)

    Items will be grouped into an item group and the item group needs to have the ability to have an price list adjustment as well. As of now you can only add price list to the whole contact account and not the individual item (or group)

    5 votes
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    1 comment  ·  Items  ·  Admin →
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