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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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6174 results found

  1. the contact can be vendor and customer at same time

    31 votes
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    2 comments  ·  Customers  ·  Admin →
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  2. offline access to zoho books mobile app and sync when i have wifi

    Hi,
    It would be a great feature if users can use the app offline and sync it later when they have wifi.

    Salesmen can create new invoices or create new customers on the go without loading time.

    31 votes
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    6 comments  ·  Mobile App  ·  Admin →
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  3. Payment gateway integration with Eway.com.au

    Hi Eway is a very common payment gateway used hear in New Zealand , Australia, Uk and other countries. Xero accounting systems and few others are integrated their invoicing with themthem and i badly need it. So i wonder whether zoho to consider adding them as a payment integration. Waiting to your positive response.
    https://eway.io/nz and https://eway.com.au

    31 votes
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    6 comments  ·  Third Party Integrations  ·  Admin →
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  4. Rounding off in Bills!

    There needs to be a option to round of on all bills. Simple feature that can save a lot of headache!

    31 votes
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    1 comment  ·  Expenses & Bills  ·  Admin →
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  5. Reports should be displayed in table / columns with total.

    Currently, if one selects multiple months / tags for a report say P&L, the report data is displayed as just one column i.e. total.

    All such reports should be displayed as a table i.e. a period report for Apr-Mar should be presented as a table of Total-Apr-May-......-Feb-Mar.

    Similarly for tags, the report for multiple tags should be Total-Tag1-Tag2-Tag-3.....

    The work around is very inefficient and time consuming, to generate separate report for each month/tag and export it to excel.

    A simple modification to report module would be highly appreciated.

    31 votes
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    2 comments  ·  Reports  ·  Admin →
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  6. Integrate NMI gateway

    Integrate Zoho Books and Zoho Checkout with NMI payment gateway

    31 votes
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    1 comment  ·  Third Party Integrations  ·  Admin →
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  7. Use Vendor information when creating a PO or multiple POs from a single invoice

    There's another request to allow PO from Invoice (I agree with this)

    Adding to that, in the CRM there are fields for Vendor Name and Vendor Code which are not carried over to Books. And in Books there is the cost of goods sold which does not carry over to CRM (unless I overlooked something).

    All this information should carry over and should be used to generate as many purchase orders that are needed from a single invoice. A PO should be generated for each Vendor on an invoice and automatically carry over the Vendor name, Vendor Code (assuming this…

    30 votes
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    4 comments  ·  Purchase Order  ·  Admin →
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  8. Cost Center

    i have in my business more than one branch but i can't make a P&L by branch because there is no cost center option so please try to add something to cover this point

    30 votes
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    3 comments  ·  Admin →
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  9. Apple Pay for supported gateways

    Strip and Braintree both support ApplePay in Safari for iOS and macOS Sierra. I would love to see integration of this into Zoho Books payments. So many of my clients first see their invoice on their iPhones. It would be so much easier if they could just pay in a couple of taps.

    30 votes
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    2 comments  ·  Payments  ·  Admin →
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  10. "sales order" online payment

    Allow customers to prepay a sales order via an online "pay now" button linked to an email template, similar to what's available now with an invoice.
    Our customers will not take the time to log on to the portal and so the only way we can automate the payment process is to send them an invoice, even though we may not have yet shipped the order. All our product is custom made-to-order, so there is always a 2-3 week "wait" from the date the order is placed and the date the order is shipped. It's sloppy bookkeeping to have sales…

    30 votes
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    5 comments  ·  Payments  ·  Admin →
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  11. Add reoccurring RETAINER Invoices

    It would be great if you could also create reoccurring RETAINER invoices too, most of my big projects are on monthly retainers that I bill against, especially when integrating with zoho projects this makes it even better, but without the ability to create reoccurring retainer invoices I have to do them all manually

    29 votes
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    6 comments  ·  Invoices  ·  Admin →
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  12. Default Account for Vendors

    Default Account for Vendors set on the Contacts (Vendor) so that when I am recording a bill and I select this vendor, the Account defaults to the Account set on the Vendor details. This will reduce errors of using wrong accounts on vendor bills

    29 votes
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    5 comments  ·  Vendors  ·  Admin →
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  13. approval workflow is required.

    we need workflow approval system, so that our employees will create purchase order, invoice, other data and they should take our approval before go live.
    please provide the option, otherwise it should be just like other excel software.

    29 votes
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    2 comments  ·  Purchase Order  ·  Admin →
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  14. Show effect of Account Receivable/Accounts Payable through Manual Journal on Dashboard

    Currently if we record AR or AP through Manual Journal Entry. The effect of the entry is not reflected on Dashboard. Please add this feature.

    29 votes
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    1 comment  ·  Manual Journals  ·  Admin →
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  15. Add IntegraPay as online payment gateway

    Add IntegraPay as online payment gateway

    28 votes
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    5 comments  ·  Online Payments  ·  Admin →
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  16. Exporting only search results

    At present if you search for a range of invoices / contacts etc and then select the "export" option all records are exported not just those retrieved in the search.
    I think it would be very useful to be able to export just the records searched on.

    28 votes
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    2 comments  ·  Admin →
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  17. I would like to be able to customize more the templates of the invoices or estimates

    I would need for example to show only the subtotal but not the total and taxes, stuff like that.

    28 votes
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    3 comments  ·  Estimates  ·  Admin →
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  18. Purchases Orders (PO) from client portal

    Ability to client to make His purchases Orders directly from Client Portal and will be updated in Zoho Book

    28 votes
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    0 comments  ·  Purchase Order  ·  Admin →
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  19. Add QR Code for easy payment

    Special QR Codes called Girocodes are becoming the standard in Europe, see http://t3n.de/news/sepa-ueberweisungen-qr-codes-526649/. It would be great to add an option to show the QR code on the invoice template.

    28 votes
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    0 comments  ·  Invoices  ·  Admin →
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  20. Statement of Account

    The current statement of account does not show only unpaid invoices rather it shows all invoices including the paid and unpaid along with payment details. This makes the customer who are having many invoices difficult to identify the unpaid invoices and complaints. Even to get this list from the reports it is not possible as none of the reports allow to check customer wise details rather it shows all customers and the total. Please consider this feature as the statement of account should remove the invoices which are fully offset and this feature is very common when any statement of…

    28 votes
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    6 comments  ·  Customers  ·  Admin →
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