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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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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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6159 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. Hi. Add a field for credit card service provider charges while depositing the funds from undeposited funds account to the bank.

    For any credit card transaction, there are charges which the credit card service provider charges. However, we see no such provision to include those charges in credit card transactions.
    All credit card transaction amounts go to Undeposited Funds account. Now when we choose to deposit those funds to the bank, in that deposit sheet, there must be a field for the related charges (and the vat on those charges) .

    So the the amount which is deposited in the bank matches the actual amount which is credited in the actual bank.

    5 votes
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  7. Bulk uploading of item images

    be able to upload and assign images in bulk, specially if uploading items through the Excel sheet provided by Zoho.

    5 votes
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    0 comments  ·  Items  ·  Admin →
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  8. Ability to decide which invoice shows in the client portal

    Have an option on invoices, sales orders and all other documents where we can click a box to select if we want it to display in the client portal. Also, portal should be organized in a way where invoices are shown in the following format (for example) Last 15 days, Last 30 days, Last 60 days. This would help especially if the default is something like the last 15 days and then the client can adjust the filter to view more.

    I love the pay now button but can a second button be added by us if we wanted to…

    5 votes
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  9. Sub totals

    While estimate creations, clients like to get a single quotation for multiple options, so I suggest to add sub total options.
    Eg option 1 will have 2 3 items that I can subtotal, option 2 will have 3 4 item then their sub totals

    5 votes
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    0 comments  ·  Estimates  ·  Admin →
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  10. Empty Criteria

    Please can you add empty criteria to the filter so that I can find ones that have not been filled out

    5 votes
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    2 comments  ·  Admin →
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  11. Allow more than 3 people to be either cc or bc on email

    At the moment only a maximum of 3 people can either be cc or bc on an email template

    5 votes
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    1 comment  ·  Templates  ·  Admin →
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  12. ADD CHAT,CALL AND UPLOAD PHOTOS AND DOCUMENTS FEATURE IN ZOHO BOOKS

    PLEASE ADD CHAT,CALL AND UPLOAD FEATURES (LIKE ZOHO CLIQ) IN ZOHO BOOKS

    5 votes
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    0 comments  ·  Customers  ·  Admin →
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  13. select multiple items in bill to change the settings for all of them once

    instead of clicking on the 3 dots next to each item to select customer and or reporting tag, it would be really helpful if we can select multiple items and change the settings we need once to apply for all selected items.
    this needs to be applied on P.O. and bills and invoices...

    5 votes
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  14. Customization options for templates

    Please give us more customization options.
    For organization name in template "Simple" If you increase the font size to 10 then the organization name is shown in two lines. If you add a second line of address it does not show up in the invoice. Most times the Registered name & the trading names will be different. We dont get the option to make a trade name bold. The customer should get the option of customizing which portion of a document he need bold/italic or if he requires a left/center/right orientation etc. Even the rupee symbol if selected works with…

    5 votes
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    0 comments  ·  Invoices  ·  Admin →
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  15. Provide placeholder for credit card last for digits within payment receipts and on receipt templates.

    For the receipts sent to customers, please add "last 4 digits of card" as an available field to display in the receipt template, nor in the email template.

    Some customers have multiple cards on file and there is currently no way to convey which card was charged for a specific transaction. It is not available in the customer facing portal either.

    5 votes
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    0 comments  ·  Templates  ·  Admin →
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  16. An Item should not be duplicated if the purchase price of the item is different each time.

    The purchase rate of the item can vary each time I procure that. Instead of creating a duplicate entry for the same item there should be provision of adding a different purchase price to the item already created. While tracking the particular item I should get a breakup of stock as how much quantity I purchased and at what price. It is becoming difficult as there are multiple entries of the same product.

    5 votes
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    1 comment  ·  Inventory  ·  Admin →
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  17. estimate with options

    As explained by a person in this thread:

    "For Example:

    Our Proposal For Customer X

    Option 1 - (Description)
    - part 1 $AA

    - part 2 $BB
    Total Price $AA+BB

    Option 2 - (Description)
    - part 1 $MM

    - part 2 $NN
    - part 3 $OO
    Total Price $MM+NN+OO

    Option 3 - (Description)
    - part 1 $YY

    Total Price $YY

    Grand Total Price $Option1Total + Option2Total + Option3Total

    (Grand total may or may not be relevant to show on the quote template)"

    https://help.zoho.com/portal/community/topic/add-options-and-subtotals-to-quotes?action=communityTopicLike&actionId=2266000006436072

    5 votes
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    0 comments  ·  Estimates  ·  Admin →
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  18. scheduling of email in Zoho Books

    I would like to schedule emails when emailing invoices i.e. for the following morning

    5 votes
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    2 comments  ·  Invoices  ·  Admin →
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  19. Chat feature to interact with team-members in Zoho Books

    Chat feature to interact with team-members in Zoho Books

    We have a team that does accounting and inventory management, who for now, has to chat / communicate outside of zoho books.

    A chat platform is very productive for an accounting team

    5 votes
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  20. Show linked Bills in a Related List to Contacts in Zoho CRM

    Currently, only Invoices, Estimate, Sales Orders, and Expenses are linked to Contacts in Zoho CRM. It would be extremely beneficial to integrate linked Bills as well.

    5 votes
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    1 comment  ·  Zoho Integrations  ·  Admin →
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