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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. reporting tag to an account in my chart of accounts

    The ability to add a reporting tag to an account in my chart of accounts.

    For example, I have a reporting tag named Tax and have "Deductible" listed under that tag. Having this feature would enable me to run a P&L and show all items in an account as tax deductible without having to go through the laborious task of adding that tag to each and every expense. It saves time and money!

    5 votes
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    1 comment  ·  Reports  ·  Admin →
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  2. I need to be able to add multiple sales people at different percentages to an invoice for commission purposes.

    We have invoices where I have to put multiple sales people. They each get a different percentage of of the sale. Right now we can only put down one sales person.

    5 votes
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  3. Charge customer with card on file in mobile app

    It would be beneficial to be able to charge the customer for an invoice using a card on file in the Android/iPhone application just like we can in the web interface.

    5 votes
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    0 comments  ·  Payments  ·  Admin →
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  4. zoho app for scanning QR/Bar Code

    For Inward & Outward of items, instead of typing, please add zoho app for scanning QR/Bar Code to quickly add in the Bills & Invoices through mobile camera/picture or web camera instead of using third party bar code scanners.

    5 votes
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  5. Ability to edit time entries in Mac Zoho Books - time tracking

    The Mac desktop application allows you to either manually enter or use the timer, but once entered, there is no way to edit there.

    5 votes
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  6. I need different invoice ID for different products for sale

    I have 200-300 items from different vendors, whose products are also different. I would like to get Invoice nos. different for sale of items from different vendors. I currently making different invoices for for different products to same customer. Eg. I have products from Havells, Philips, Morphy etc. if same customer wants different products from all 3 brands then I have to bill 3 invoices with each invoice having products from same brand. I would like to get Invoice nos. having a prefix that depicts the items it contains for eg. PT/HAV/001 will have only havells items. Similarly PT/PHL/002 and…

    5 votes
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    0 comments  ·  Invoices  ·  Admin →
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  7. Add a tab Alias for Every name and item that we create , this will very helpfull

    Dear team,
    please add an tab name alias for item name and customer name, that will be helpfull to find the item by it,s code and alias

    5 votes
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    0 comments  ·  Inventory  ·  Admin →
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  8. State code

    You should also add State Code for Invoice Making

    5 votes
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    1 comment  ·  Invoices  ·  Admin →
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  9. Please Add a Additional Payment Gateway of Indian Currency

    There should be one additional Indian Payment Gateway to accept payment from PayUMoney or CCAvenue

    5 votes
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  10. Multi location GST compliance in India

    Many businesses now have more than one GSTIN, generally state-wise and hence, you provide facility to have multiple GSTIN and multiple locations.

    5 votes
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    0 comments  ·  Invoices  ·  Admin →
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  11. price list

    When a price list is de-activated, all the contacts that had that list assigned automatically just stop having an active list assigned. Now I need to go contact by contact by contact re assigning the new list... so that I don't need to do it every time that contact makes a purchase.

    My solution:
    If a new price list is created and the old one is deactivated, the system should ask something like: "do you want to re assign a specific list to all customers who had assigned this list you're about to disable"?.

    Thanks
    bye!

    5 votes
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  12. have a POS integration for Global edition of Zoho Books

    some governments have their POS used for all Businesses in the country to be aware of each business's turnover and taxes to pay

    It can be much better if zoho allows integration of POS for Global edition to avoid manually recording of invoices from the POS to Zoho Books

    Thank you

    5 votes
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  13. Historic of sales and purchase prices of an item

    When changing item price eiteir sale or purchase , it will be helpful to have the list of prices applied since it creation to evaluate the price trend for the item .

    5 votes
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    0 comments  ·  Items  ·  Admin →
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  14. NEED DIRECT EMAILING OPTION FOR THE SECTION PAYMENTS MADE IN ZOHO BOOKS LIKE IN INVOICE SECTION

    NEED DIRECT EMAILING OPTION TO THE VENDORS IN THE SECTION

    " PAYMENTS MADE "

    IN ZOHO BOOKS LIKE IN INVOICE SECTION

    5 votes
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    0 comments  ·  Payments  ·  Admin →
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  15. Add an additional cess column , Tax of which is not calcullated on taxable value but is is levied @ flat rate .for cigar it is applicabl

    For some goods like cigars, there will be both cess & add cess.
    Cess will be charged on taxable value but add cess is charged @ flat rate, unlike other taxes.

    If you add this option it will be helpfull for dealers how are dealing with goods on which add cess is levied.

    5 votes
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    0 comments  ·  Invoices  ·  Admin →
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  16. Customise the P&L

    Customise the P&L so that we can have columns for each client, or vendors on a cash or accrual basis and with percentage of revenue for each major line items on the P&L, such as major lines of revenue, COGS, GP, G&A expenses, Personnel Expenses...

    5 votes
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    1 comment  ·  Reports  ·  Admin →
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  17. Display Next Month on Recurring Invoices

    On Recurring Invoices, Please ADD a feature to display either CURRENT or NEXT MONTH "Completely". We bill our clients 1-month in advance. So I would like to see the Next Month Written completely in each of my Recurring Invoices In the description field or anywhere else in the Invoice

    5 votes
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    0 comments  ·  Invoices  ·  Admin →
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  18. Simplify customer portal access / auto log in

    The customer can already access a specific invoice in the customer portal via the direct URL, but to navigate the portal the customer still needs to log in.
    It's unlikely that anyone wants to bother remembering another login, so it would be great if there was a portal option to allow full access just by the custom link.

    5 votes
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    1 comment  ·  Admin →
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  19. GST on Freight Charges

    As far Shipping Charges/Freight Charges is also GST applicable, wherein, in your current software if you want GST to be calculated for Freight charges it is not possible. Your call center team suggest us to add as another line item this shipping charges which is not the right way of doing it

    5 votes
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    1 comment  ·  Invoices  ·  Admin →
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  20. Approval Process for Estimate, Sales Order and Invoice

    Please add approval process for ZOHO Estimates, Sales Order and Purchase Order.

    Please don't add basic features and add approval process like in ZOHO CRM.

    Please improve Purchase order approval process like zoho crm

    5 votes
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    0 comments  ·  Estimates  ·  Admin →
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