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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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6588 results found

  1. Would like have option to omit details of paid invoices and payment received in client statement

    Would like have option to omit details of paid invoices and payment received while generating client statement .... In fact this is very comman feature and i have seen many other clients has already raised this request ... your quick action will be appreciated

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  2. we want some changes in billing format

    bills should display basic amount with subtraction of gst amount and then it should display the final amount.
    ex . if 200000 is the cost for a product with a 12 % gst include.
    then billing format will be like
    sr product quan unit rate cgst sgst total
    1 mc 740 1 178571.43 10714.285 10714.285 200000

    3 votes
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    1 comment  ·  Invoices  ·  Admin →
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  3. Reset Auto Invoice Numbering

    At the beginning of FY invoice numbering counter needs to be reset
    eg. FY 17-18 the last invoice generated is 325.
    Now from 1-APR-18 the counter needs to be reset to 001.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  4. Can't enter quantities in fraction for batch tracked stock item

    Can't enter quantities in fraction for batch tracked stock item

    3 votes
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  5. View uploaded Documents and Receipts in Expense Edit mode

    I would like to be able to quickly view the files I have uploaded while on the "Edit" screen of an expense (or other Item). As it is, I have to save the edit, return to the main entry, then click on the uploaded files to view them. If I want to add a note or change something based on what is in the document, I have to re enter "Edit" mode to do so.

    TLDR: Open/Preview uploaded documents from the "Edit" screen.

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  6. subitems under the main Item

    Give a option to add subitems under the main Item

    3 votes
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  7. add stock on hand filters for items.

    Make it so i can sort by stock on hand.

    3 votes
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  8. 3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  9. Project entries from Sales Invoice and Purchase Bills, very essential..

    Allow project entries to be made from Sales Invoice and Purchase bills, right now Zoho only allows to enter from "Expenses". We want to enter it on accrual basis and not on cash basis.

    3 votes
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  10. to incorporate cheque printing option with zoho book

    Cheque printing option from Zoho Book

    3 votes
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    0 comments  ·  Banking  ·  Admin →
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  11. 3 votes
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  12. 3 votes
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  13. barcode for Estimate and Invoice numbers

    Putting a Barcode would be a great idea.

    3 votes
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    0 comments  ·  Estimates  ·  Admin →
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  14. Toggle for OPEN instead of FINAL AMOUNT

    In purchase order, it would be nice if there was a Toggle option to remove the Final amount completely in PDF and email. So when the receiver gets it. They can see the list of items and their respective values. But where the total is supposed to be it just says "OPEN".

    Reason: When renting out equipment, the rates can change from month to month. So we prefer to send the PO with keeping the final amount as OPEN, so as to change it when the Invoice would come.

    That would be a much appreciated option and our company requires…

    3 votes
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    0 comments  ·  Purchase Order  ·  Admin →
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  15. Multiple PO from a single SO & PO cycle

    We are a organization where a single SO are to be converted to many PO. As of now, there is provision of single SO converted to a single PO.
    We need to maintain the cycle from raising the SO to PO. In the PO section, i am unable to see which SO has it be raised from. Need to give a read only feature in PO, where SO number is mentioned. Once clicked on it, the SO opens up directly, rather searching the SO in SO section,

    3 votes
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    0 comments  ·  Purchase Order  ·  Admin →
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  16. Editar la plantilla de pagos realizados

    Poder editar las plantillas de los Pagos realizados

    3 votes
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    0 comments  ·  Purchase Order  ·  Admin →
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  17. Create a items sold to customer or customer usage report

    Need a report listing the items sold to each customer and the quantity of each item sold sort-able by day month year etc.

    3 votes
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  18. Bill Template: Account Visibility for Items in View Mode

    In the Bill vies is Missing the option to view the Account assigned to every item. We suppose this could be easy to manage in the Bill Template Settings . This feature is necessary for Accountants an other colleagues for a quick chec, Approval or editing.

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  19. Add fonctionality

    Dear,
    I use ZOHO since few months for my business and I have identified some improvement.
    Is it possible to add some options to ZOHO in order to be more efficient?
    We have the needs below :
    - To Incorporate lines for titles in cost estimate and invoices.
    - To Print cost estimate and invoices without the cost only with the designation
    - To Link automatically every cost estimate lines to the project (instead of manually)
    - To Add a schedule to a cost estimate ( with a date for the beginning and the end of the work)
    - To…

    3 votes
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  20. 3 votes
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