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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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6555 results found

  1. please include a feature where i can enter payment receipt of various customers in single step using batch payment

    invoice amount of A=10
    invoice amount of B=30
    invoice amount of C=50
    I need to credit cash received in a single receipt of 90 against A,B&C

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  2. local indian fonts in invoice template

    Keeping localisation in mind I request you to provide Indian local font options in Invoice

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  3. Funnel transactions by date

    Allow us to funnel transactions into the registries by date.

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  4. Our client deductes TDS of 2% on every transaction. How do we show that on invoice? For Rs 100/-we get Rs 98?

    Our client deductes TDS of 2% on every transaction. How do we show that on invoice? For Rs 100/-we get Rs 98? So there will be a difference of 2%, how do we justify that in invoices?Please help!

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  5. sales return product but no search option button

    sales return product but no search option button

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  6. Integrar cuentas de entidades financieras españolas

    Integrar tarjetas de crédito banco santander españa y el banco y tarjetas ING.es

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  7. bulk entry for 'record payment'

    Hi, there should be an option of bulk entry for payment received data. Many a time, we are not able to do entry, mostly it happens in month end, if there is an option of any excel for bulk entry, then it will be really helpful,

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  8. Books Customer Portal and Invoice Payment Email Reminder Reporting

    1. Books Customer Portal Reporting: Ability to report on revenue collected via the customer portal. I would like to know how much use and value the customer portal is giving our company. We then can track the changes in use as company processes change or updates happen.

    2. Email Reminder Reporting:
      We would like to report on revenue collected via our invoice payment reminders to our customers. This would show the value of the automation. We then can track the changes in use as company processes change or updates happen.

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  9. Purchase Location Map

    A map that tracks your sales by item and location of purchase.

    1 vote
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  10. Customer field on the time entry screen

    Time entry screen is linked to projects: so, on the time entry screen, you choose a project and record the time. This means that, where there are same projects which are common to multiple customers it is not clear from the time entry screen which customer you are recording time against: the only way round this is to have unique named projects (which will increase the number of projects hugely) or to first select a project from the projects list and then record the time. So - simple suggestion - it would be extremely helpful if the time entry screen…

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  11. 1 vote
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  12. Filter in the banking for the Catagorise Manully to match the invoices

    Please provide the filter in the Catagories Manully to reach directly on a new or old invoice

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  13. Feature required in Estimate

    Estimate feature required for per unit or per meter price is not available in templetes

    Pls kindly advice

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  14. Recurring invoices based on a total balance owed rather than end dates

    I sometimes have payment plans set up for clients. It'd be great to have recurring invoices that pay down a specific balance rather than using a start and end date. Additionally, it would be helpful to see that balance auto-update as it is paid down over time.

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  15. CUstomize fonts for Organization name

    Customize font options is must have, so that business owner able to match with organization logo and the name same fonts type.

    Our case we have created the logo on (Cormorant SC), but Zoho books doesn't have the fonts.

    The outcome of the reports looks awkward..

    1 vote
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  16. 1 vote
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  17. please enable rounding off to be printed on bill in spreadsheet style invoices.

    entry for invoices shows rounded figure but the invoice does not show roundoff-ed figure

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  18. make separate access to banking part for different user

    Pls note that when Give person access to Banking Module he can access to all Bank accounts but company have main account and daily accounts and don't want to give access the staff to main accounts and need to give access only to sub accounts pls make solution for it because we have problem to use Zoho for all of our accounting purpose due for this reason

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  19. Please add internal notes tags to invoices

    Please add internal notes tags to invoices that should look similar to the tags created after writing notes on received payments. As in this case, the invoice tags should show when you scroll up or down the list (LIST) of invoices. This is so handy so you don't have to open each invoice individually (ONE BY ONE, waste of time) looking for notes or internal reminders. For example: not paid yet, waiting for payment, owe $10.00, 10 units on back order, etc.

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  20. when categorizing expenses, it would save lot of time, if you could check off multiple expenses (ie: meals) and then categorize all at once

    when categorizing expenses, it would save lot of time, if you could check off multiple expenses using check boxes provided and then categorize a group at once time. currently you have to categorize one item at a time which requires more time.

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