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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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6957 results found

  1. Receive a payment against sales order to track the progress of payment order wise, where Invoicing is only done after the whole payment.

    In the service business, where we collect advance but cannot invoice the same as it is unearned revenue, we need to track the advances against a particular order.

    3 votes
    0 comments  ·  Admin →
    How important is this to you?
  2. Allow Bank Accounts to be SubAccount

    Allow for creation of Sub Accounts under Bank Accounts

    3 votes
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?
  3. essay writing

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    I'm thrilled to introduce myself as your friendly home tutor right here in the Sunshine State. I understand that academic challenges can sometimes cast a shadow on your educational journey. However, worry not, because I'm here to shed some light on how you can overcome these hurdles and shine in your studies.

    🤔 What Difficulties Do Students Face in Academics?

    Many students face various difficulties in academics, such as:

    1. Complex Subjects: Some subjects can be really tough to grasp, leaving you feeling perplexed and overwhelmed.

    2. Time Management: Balancing schoolwork, extracurricular activities, and personal life…

    3 votes
    1 comment  ·  General  ·  Admin →
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  4. Add placeholder or pipe-in options to "Terms & Conditions" field

    My Terms & Conditions need to specify each vendor name. In Zoho CRM POs, a placeholder ${Vendor Name} takes care of this automatically. I would like to see this in Zoho Books, as well.

    3 votes
    How important is this to you?
  5. Pull an expense from Zoho Expense into a line item on an Invoice to bill customer for expense

    For passing through expenses to customers, the ability to assign an expense to a customer and populate in into an invloice in books. Even better if it can be assigned based on project.

    3 votes
    How important is this to you?
  6. Make an option where the QR code can be placed anywhere on the invoice. Often times, the QR code is pushed to the second page.

    Make an option where the QR code can be placed anywhere on the invoice. Often times, the QR code is pushed to the second page and customers don't see it. For example, if I want my QR code to be a link to my google reviews, I would like that to stand out to the customer, not be hidden in the back. Thanks!!!

    3 votes
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?
  7. import inventory sales invoices

    When I import bulk sales invoices with inventory,
    The invoices do not reflect the sold inventory and neither do they show up under the inventory reports.

    I have to go back and edit each invoice to select the intended inventory item.

    The problem is usually with an import like that,
    You have a bulk of invoices eg 1000 and editing each is very, very time wasting.

    Hopefully Zohobooks team can come up with a way to attach inventory directly during the invoices import.

    Or is the problem the zoho plan am on?
    (currently using the Zoho Professional pricing plan)

    3 votes
    0 comments  ·  Invoices  ·  Admin →
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  8. After doing Pull transactions from GSTN from IMS Dashboard

    If we accept the Input tax credit after Pull transactions from GSTN from IMS Dashboard there should be an option for booking those transactions automatically in Zoho books (If we select those transactions to be booked in Zoho books)

    3 votes
    0 comments  ·  Automation  ·  Admin →
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  9. item wise inventory price

    please create an option to find the item wise stock price including the landing cost. its very difficult to find the item wise price from inventory valuation summary

    3 votes
    0 comments  ·  Inventory  ·  Admin →
    How important is this to you?
  10. WhatsApp Integration Auto-Bot

    In WhatsApp integration add bot
    1. If customer ask for location send maps location automatically
    2. If customer ask for total outstanding balance It should send automatically.
    3. Chat timing. if not able to chat at this time send chat between times.
    4. store opening timings if asked.
    5. Other notices if store is closed on holidays.
    6. Send pictures of products if asked only required customers with price.
    etc. Some more features like this.

    3 votes
    How important is this to you?
  11. What’s the best coming-of-age film that you’ve ever watched?

    Coming-of-age stories are my favorite genre! HutZon has a cool collection, but I’d love to discover films recommended by fellow enthusiasts. Which ones left a lasting impression on you? Source: https://hutzon.com/

    3 votes
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?
  12. Improve Zoho Books' Avalara Integration for Multi-Location Tax Calculation

    We conduct business at multiple locations and often host in-person sales events, primarily in Tennessee, an origin-based sales tax state, requiring accurate tax calculation for each location. While Avalara supports multiple locations, Zoho Books' integration limits tax calculation to a single location, or "Company Code". This creates challenges during sales events, as we need to calculate origin-based tax accurately. The integration should allow selecting from Avalara's multiple locations at the transaction level to ensure sales tax is calculated based on the sale location, rather than defaulting to the customer's billing or shipping address.

    3 votes
    How important is this to you?
  13. Project users should be restricted from marking a project as Active/Inactive

    After a project is marked as Inactive, only the admin shoul be allowed to mark it as active if necessary.

    3 votes
    How important is this to you?
  14. 3 votes
    How important is this to you?
  15. Insert a "Late" column when listing all customer's payment

    When displaing the "Invoices payment" section it would be very useful to display a column "late" that can tell us how many days late/before the invoice wad paid against the due date.

    3 votes
    0 comments  ·  Transactions  ·  Admin →
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  16. 3 votes
    1 comment  ·  Customers  ·  Admin →
    How important is this to you?
  17. Medium business needs cash and bank book separate

    You can not find in ledger that customer paid cash or through bank 2 You can not assign a person to handle cash. Voucher no. should be seprate

    3 votes
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?
  18. Distinction between raw material and finished goods and track raw material consumption based on finished goods produced.

    We receive goods in kg and we convert them into smaller packs of numbers. It is difficult to track inventory in this manner. also, we buy packaging material which is primary to our product. whenever we sell these smaller no's pack, we sell them in this primary packaging that we bought (cardboard boxes). But when we make the sale, we only select the main item in invoice and not the cardboard boxes and thus we cannot track its inventory. How can this be solved?

    3 votes
    1 comment  ·  Inventory  ·  Admin →
    How important is this to you?
  19. Import items from excel when creating a quote/invoice

    It is extremely hard and time consuming to create a quote/invoice for 50-100 items and then change the discount for each item individually. It would be very helpful to import items along with their discounts while create a quote/invoice. This feature is also available in similar softwares.
    Thanks

    3 votes
    2 comments  ·  Estimates  ·  Admin →
    How important is this to you?
  20. Customer Statement

    Provide a new template design for Statement of accounts, similar like reports like Balance Sheet, P&L, Ledgers or Spreadsheets template with less space and more details, also to mention invoice due by days.

    3 votes
    0 comments  ·  Templates  ·  Admin →
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