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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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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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7062 results found

  1. Forecast when and Item will reach the re-order level

    Based on historical sales data, It will be good to know how much time remaining for an item to reach the re-order level. This will help a lot in putting plans for ordering new material.

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

  2. Option to add expense from books to a ticket in Zoho Desk, like Project.

    Provide an option to associate an expense created in Zoho Books to a Zoho Desk support ticket.
    Right now we can associate spending only with projects.

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

  3. I have a printing company. We print on different papers and it could be single side or doubleside. There rates for single side and dou

    We are a printing company. We print on paper, it can be single side or double side. The item is the same paper but price varies from single side or doubleside. Currently we can't track stock, as we have to give 2different items but actually its the same item. We can't also use priceless as in one bill there could be 2 single side and 4 double side items. If we give price list all of it gets changed. We want a solution where we can club multiple items into a single inventory source.

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

  4. UI

    Black-Green

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

  5. Show proper decimal places with currency amounts

    As a user, anywhere in Zoho Books where I am looking at a bill amount, currency amount, or other monetary amount, the amount should display with the correct number of decimal places.

    Zoho Books currently trims tailing zeroes from an amount. For instance, $420.30 becomes 420.3. This is extremely awkward to read since .3 is supposed to be 30 cents.

    The number of decimal places should be maintained so that $420.30 always reads as 420.30.

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

  6. Error find in to assign contact owner in zoho book, owner can show customer balance summary with all customers balance data, it's not right

    user can not show data of all customers after assign contact owner already function on.

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

  7. Error find in to assign contact owner in zoho book, owner can show customer balance summary with all customers balance data, it's not right

    user can not show data of all customers after assign contact owner already function on.

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

  8. ey both provided you all my feedback

    Hi, I have addressed a lot of issues to Sara and Sai. Unfortunately, I do not know if they provided you ALL my feedback.

    Please email the proof that you are doing something.
    Your system does not fits according to your customer's need.

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

  9. GL account cannot default

    When you created a new customer and vendor's , you cannot assign a defaulted GL account number. Hence, each time you enter the invoice and/ or post a vendor's invoice, you need to pick up the corresponding GL account number. NOT SO GOOD.

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

  10. add attachement estimates from api

    Hello,

    How it is possible to add an attchament to an estimate from the api zoho book.
    It s possible from ZohoBook, but no from the api.

    cdt

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

  11. printing rights by user

    i propose we have printing rights by users in zoho books whereby the system admin can restrict the number of time a user can print sale order or invoice in certain times

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

  12. Exception Approval for SO, Invoice or delivery without advance or full payment

    We have retail customer, our order to delivery would generally take from 1 week to 3 months or more, depending on the products our customers select. We deliver the products in different batches. Our policy is to have a minimum 50% advance payment to confirm the order. We collect payment in advance, please have an option to restrict creating or approving an SO for which the certain defined amount(50% in my case) is not available as advance. Upon invoice or delivery the remaining amount against the product delivered value would be collected. Top level exception approval has to be taken…

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

  13. Sales and Purchase Approvals

    Estimate, SO, Invoice is approved at various hierarchical levels based on two factors.

    1) Discount offered against a product
    2) Advance Payment

    For a person at lower level in the hierarchy could approve transactions with lesser discount and advance payment. This freedom to approve changes when it goes to the higher level in the hierarchy. All customers wouldnt have to wait till all approvals are made by the head of department. Please create a more condition based purchase and sales approvals.

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

  14. Stopping Overspend

    I'll explain with a typical scenario.

    We had issued a post-dated cheque to one of our vendor before corona lockdown. The amount was more than a lakh. And we recorded the payment against the bill. But due to corona lockdown, the vendor did not present the cheque for clearing. So what happened here was in Zoho Books the payment was entered but the amount was not debited from the bank.

    Now when you look at our bank statement and Zoho books, they do not match as well.

    As a startup services company we have more expenses to be met. Since…

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

  15. Use customer and vendor ID to overwrite display and contact names just like items.

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

  16. @mention other users in comments on SO, INV, PO etc

    Id like to have a function where we can @mention other users on transactions so that they can be informed of relevant changes made to transaction. Example if there is a backlog on a PO, a user can be notified directly within zoho books / finance / inventory (should all be the same since it can sync).

    There are a ton of use cases where this collaboration would be helpful

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

  17. Sanctions process

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

  18. Enable sector profitability reporting using Reporting Tags against items

    I have added reporting tags to specific items to only just learn via chat that only the sales will report for these items and not the associated Cost of Goods Sold for the items sold. This renders the functionality useless for the purposes of Sector profit margin reporting

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

  19. I would like to see more connectivity Between books (or upgread Project in books) and Projects and have the ability to connect contacts

    1. I would like to be able to add vendors or just persons to the project because they are connected to the transaction. The system only allows for client users. I need other people that are associated with the transaction to be connected just to keep everyone together without having to use another software.
    1 vote
    0 comments  ·  Admin →
    How important is this to you?

  20. Comments & History View/ Edit Restriction on different users/roles

    Hi,

    Some of the comments & history should not be viewed/edited by certain roles.

    Important comments once deleted cannot be reverted.

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