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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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6968 results found

  1. Make Projects Able to Be Bulk Edited

    At the very least I'd like to be able to mark them Active / Inactive in bulk. But there are a lot of other options that could be added to a bulk update feature.

    1 vote
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

  2. put an area on the purchase orders to add freight shipping costs after the discount can be applied

    1 vote
    0 comments  ·  Purchase Order  ·  Admin →
    How important is this to you?

  3. Improve Books ---> CRM sync

    The way the fields are synced now between Books and CRM make it a confusing wreck. Account needs to be Company Name, and contact needs to be Primary Contact. The fact that Display Name automatically links up with Account (no way to change it) and contacts have to be added as additional contacts (with Primary Contact in Books being totally ignored) makes syncing contacts a train wreck of data duplication and confusion.

    1 vote
    0 comments  ·  Admin →
    How important is this to you?

  4. Inclusion of User and Contact Module for workflow automation

    When we sync contact from CRM to Books it is not associated with the particular user to show to only the contact owner as the contact owner field left blank after sync process; We have tried to do the same with custom function but user and contact module is not available with workflow automaton in Zoho Books. Please add this feature for easiness.

    1 vote
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?

  5. Delivery Note - non-roman language support

    Currently the delivery note and packing slips do not support printing in some languages. Many of our customers information is entered in Thai language and therefore does not print on the delivery note or packing slip. This is not a problem with invoices and other customizable templates.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  6. Add the ability to clone a credit note, and make recurring if possible.

    We would like to be able to clone credit notes the same way that we can clone an invoice. We have regular adjustments that we make during our regular billing process and it would be helpful to be able to clone existing credit notes, and even make them recurring (best case scenario).

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  7. Custom field under the total amount in the invoice

    We face an issue in Lebanon where we invoice in US Dollars. We have a VAT tax which value should be mentioned in local Lebanese pounds on the invoice under the total amount. This means that even when the invoice is in US Dollars, the tax value should be displayed in US Dollars. Since it seems impossible for ZOHO team to develop this feature, we are requesting a custom filed under the invoice total that we can call TAX Value in LBP & then input this conversion manually on each invoice. Thx.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  8. want sales person permission ( He access only what he Created )

    1 vote
    0 comments  ·  Admin →
    How important is this to you?

  9. Recording GST Payment

    In your FAQs you are suggesting that we create an expense to record the payment, and put that it is out of scope for GST treatment. This will create trouble as it will show in the GSTR - 3B as a nil rated expense. I suggest you create something different specifically for this

    1 vote
    0 comments  ·  Admin →
    How important is this to you?

  10. add a line item ability for date. meaning the ability to date each item i am adding to the invoice.

    I would like a column for "Date" on the invoice. I simply put that in the description right now but it would be great to have as a separate column. It would also be great if it was a searchable field in within the client so i could look at what work was done on a date. But that i am sure would be much more difficlut

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  11. Opening Balance of Contacts

    is there any option for opening balances of contact. as we started the books in zoho from 01/04/2018. so how can i add opening balance of Last FY

    1 vote
    2 comments  ·  Admin →
    How important is this to you?

  12. Please set up sync with the Paypal Mastercard

    I have a Paypal Mastercard (by Synchrony) and I would like to sync it. Though I can sync my paypal account, this card does not appear. Other Synchrony cards seem to work. This card uses the same logon credentials as the paypal account itself.

    1 vote
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?

  13. Allow retainer invoices to be applied against customer's prepayments

    Currently if i received an advance paymnet from customer then I craeted a Retainer invoices, I cannot apply the retainer invoice against customer's prepayments, it is only applied against final invoice

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  14. Creating a Area wise Summary

    We have distribution network in the entire city and we make bills according to the areas. We used Foxpro before this and it gave us an areawise summary which helped us remove only those products in the quantity that are mentioned in the bill which helped us save time to pack the good. Now we have to remove the items invoicewise which is really a waste of time as we have to visit the godown/storeage very frequently for each product. please get this done soon as this is also the issues other distirbutors are facing and we may have to…

    1 vote
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  15. Can we have Grand Total in expense window ?

    Can we have Grand Total in expense window ?

    1 vote
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  16. There should be more freedom to edit the sections of the Invoice.

    We are facing limitations for the same to adapt our offline format. The Invoice format should be easily editable or allow us to import our codes or formats.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  17. In the Payment Made Template to change the font color of Reference Number - Paid To - Payment Mode - Paid Through to black color.

    In the Payment Made Template to change the font color of Reference Number - Paid To - Payment Mode - Paid Through to black color.

    1 vote
    0 comments  ·  Admin →
    How important is this to you?

  18. Advance payment to supplier Via ICICI bank account

    Payment to bill is possiable thru icici , in the same way if some po needs advance and u have the bank details , it should record the advance payment

    1 vote
    0 comments  ·  Purchase Order  ·  Admin →
    How important is this to you?

  19. Create Product Categories in Zoho Books

    Allow us to create and name a category for our products so they can be seperated in such a way that makes it more efficient to look up items to enter into an estimate.

    1 vote
    0 comments  ·  Admin →
    How important is this to you?

  20. Allow Visualization of products within the Items section

    Allowing this without having to click on the item would allow those companies with many prodcuts to quickly scroll through the items list and select those to use to create an estimate...additionally, you could allow to go to items list, and CTRL +C (select) multiple items at once, then allow to create an estimate from those selections quickly.

    1 vote
    0 comments  ·  Admin →
    How important is this to you?
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