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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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6133 results found

  1. Estimates Section

    In the Estimate Section , I would like to have the status update when its converted to Sales Order " From accepted to Converted to sales order"

    Please do the needful as we are getting confused which estimate is accepted but doesnt convert to sales order.

    We have it in the activity history but we would like to see in the estimation status itself before opening it.

    4 votes
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    1 comment  ·  Estimates  ·  Admin →
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  2. 4 votes
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  3. Add Payment Evolution in Canada

    It would provide a payroll solution sand supplier payment gateway.
    Integrations already exist for
    Kashoo
    Xero
    Quickbooks
    SAASU
    Freshbooks
    Liberty

    4 votes
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  4. Date range filter incorrect in 'Match transactions'

    Hi there,

    The default date range for 'Match transactions' is always incorrectly placed in the future. Could you please fix this so that the end date is the current date and the start date perhaps 1 month in the past?

    Thank you.

    4 votes
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    0 comments  ·  Banking  ·  Admin →
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  5. multiple currency invoice for braintree

    Braintree currently only supports a single currency even when the account support multiple one.

    Could you please have this updated so customers can pay in a currency of their chossing.

    4 votes
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    0 comments  ·  Payments  ·  Admin →
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  6. I want more information from sales orders printed out as sales order history but custom fields are not exported

    I need more information in sales orders - this can be added in custom fields but the custom data is not exported in reports
    There is an excel column custom_fields but it is empty

    4 votes
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  7. Please add the feature for disabling and enabling SKU separately for Purchases order and Invoices. few prefer not to have it in invoices.

    Please add the feature for disabling and enabling SKU number separately for Purchases orders and Invoices. We prefer not to show sku in the invoices.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  8. Print Option for multi copy Invoice

    Request for print option of multiple copy of Invoice with single click
    Like Customer Copy, Transportation Copy, Suppler Copy

    4 votes
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  9. create a function for tracking secondary sales for multi tier/tradtional distribution businesses

    create a function for tracking secondary sales for multi tier/tradtional distribution businesses

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  10. Payment Gateway - checkout.com

    Implement checkout.com (different from 2checkout).

    4 votes
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    0 comments  ·  Payments  ·  Admin →
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  11. Option for handling charges/carting charges in bills...

    Vendor charge carting and include it in bill which he payed while transferring material from his warehouse to transporters go-down. Please provide this option below subtotal in bill.

    4 votes
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  12. Statement HTML templates

    Please can you enable HTML templating for Customer Statements as you have with Invoices and Bills? Thank you!

    4 votes
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    0 comments  ·  Templates  ·  Admin →
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  13. Please include Service orders with Warranty, Non - Warranty & AMC with all features of quote preparation, invoice and payment status

    Please include Service orders with Warranty, Non - Warranty & AMC with all features of quote preparation, invoice and payment status

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  14. adding invoice columns

    We are doing courier business, so we need to create invoice for monthly billing customers. So we need to show the Date of shipment, AWB# of shipment in each line item.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  15. Vendor Code in Customer contact field with mapping with Retainer Invoice, Estimate, Sales Order & Invoice

    Most of customer gives Vendor Code to their suppliers which is Mandatory to be written on all commercial documents related to them.

    I would advise to create a field in Contact with Auto mapping with Retainer Invoice, Estimate, Sales Order, Invoice, Delivery Note, Packing Note and Account Statements.

    4 votes
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    0 comments  ·  Customers  ·  Admin →
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  16. 4 votes
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  17. Simplify the Avalara integration

    Eliminate the full service integration with Avalara (it doesn't work anyway!) and simplify it by allowing Zoho to calculate the sales taxes and utilizing Avalara's TrustFile service for filing the returns. It is simpler and much cheaper - about US$100.00 per year versus over US$1000.00!

    4 votes
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  18. Update Books for Retail

    Hi,I suggest to add item individual code and faster invoice without emailing, Tender cash record payment update. Try it make easier to use retail business. Kindly update new Templates for Retail, Vegetables shop.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  19. importing of bank statement is very tedious check Quickbooks option for importing which is automatic and does not require formatting

    In quickbooks the import is automatic without having to format the statement - which is a tedious job especially when the transactions exceed 100

    4 votes
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    0 comments  ·  Banking  ·  Admin →
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  20. Inventory+Order Integration with Shopify

    Shopify is a powerful front-end for our Ecommerce and Offline Point of Sales. Zoho is a powerful tool to manage the back-end operations. The existing Zoho Inventory & Shopify Integration is full of bugs. Payments and Fulfillment have to be manually entered in Shopify and Zoho even after the integration, it doesn't capture beyond the Inventory and Sales Orders details such as payment details, tax info, etc.

    4 votes
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