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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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6957 results found

  1. we need to have a field where we can enter our reference number on the purchase orders

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

  2. Invoices: State appearing in wrong line

    I have created a customer entry in Zoho Books. However, when I download the invoice as PDF, I see that the state initials appear in the wrong place. Example:

    Bill To
    Customer Name
    123 Main Street 2nd Floor
    New York
    10018 NY

    Correct should be:
    Bill To:
    Customer Name
    123 Main Street 2nd Floor
    New York, NY 10018

    Please fix this ASAP.

    Also, please add a colon after "Bill To".

    Thanks.

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

  3. Ability to add GST to sales without invoice by default

    Currently have to manually add GST to every single 'sales without invoice' transaction which takes hours.

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

  4. Costing & Profit Allocation

    Since all the bills are accounted for in Zoho, it would be easy to automatically show how much it costs to make an item, then manually input margins for various entities such as distributor, retailer and company's to arrive at what the MRP should be. I can give a futuristic SKU for the product I am going to make with a name and tag my bills to that SKU. Even budgeting can be done for deciding how much I can ideally spend to make a product and help me choose raw materials/sourcing accordingly. I am currently doing all of this…

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

  5. ability to see the original price, plus the rebate applied and final price for customer

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

  6. Enable default inventory account for new items

    Having to now select from Finished Goods, Inventory Asset or Work in Progress leaves room for error. It would be good if in the preferences for items we could select a default account and then only change it as necessary. We only track Inventory Assets but have had recent errors in the set up of new items as Finished Goods

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

  7. Enable us to see the client portal from within the customer's account

    I would like to suggest a feature request - add the ability to view client portal exactly as clients see it. This is the only real way to ensure a quality customer experience and assist them over the phone with problems, training, etc. Not being able to see what our customer see puts us in a blind spot and makes it very hard to support them and encourage them to use the portal. Please add this!

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

  8. I would like to be able to track time without creating a project. Right now we have to bill our clients every time we do labor.

    It would be nice to be able to track hours and bill clients without having to create a project.

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

  9. Ability to select specific user timesheets and turn those into a bill for the user - contractor / vendor

    users enter timesheets into Zoho Books, users are either employees or contractors / vendors. The feature would allow us to take a users timesheets and create the billable side for the contractor.

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

  10. In zoho mail can you send bulk emails from a email templet and auto fill the persons or companies name

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

  11. On Sales Order, Show Quantity of Items on Purchase Order

    On the Sales Order item line, show the Quantity of item that is on a Purchase Order. For example, if the Sales Order quantity is for 45 but I've only ordered 20 on the PO then I'll see that 20 have been ordered and I need to order 25 more to complete the line.

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

  12. Signature on Invoice/PO should be added only after approval

    We can add signature (scanned image) to the templates in the footer section. But this signature gets added while the invoice is in draft status or while it is in pending approval status. This should not be the case. Unless all approvers have approved the invoice, the invoice should not carry the authorized signature section.

    This should be applicable for PO, bills, estimates and all other modules where it is applicable.

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

  13. Import and Export of Users & Roles for Zoho Books

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

  14. CREATE A FEATURE CALLED "PRODUCT GROUP"

    WHEN CREATING ESTIMATES IT WOULD BE USEFUL TO BE ABLE TO CREATE A PRODUCT GROUP- FOR EXAMPLE - WHEN WE ARE INSTALLING INTRUDER ALARMS IT WOULD BE GOOD TO HAVE A GROUP THAT WE CAN CALL ALARMS THAT WILL SHOW ALL THE ALARM ITEMS WHEN SELECTED, THIS WAY IT WOULD BE VERY FAST FOR US TO PULL THESE ITEMS ONTO QUOTES, INVOICES ETC.

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

  15. Make customizing templates easier with more options

    I'm a construction contractor. Arguably, the estimate (or Proposal, as I call it) is the most important part of my interaction with a potential customer. I've tried all of your standard options for customizing templates including the "Customize Template" option which I was given special access to but it's all very difficult even for a guy with a pretty strong technology background.

    This is what I'd like to be able to do:

    1) Have separate "Item & Description" blocks with a subtotal at the bottom of each. Ex: One block would describe the main job with a total and a…

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

  16. Bank Feeds Schedule & Address Auto Fill

    1. Having moved from another system the one time saver was their auto look up on any address you cut/paste when setting up a new customer. Just paste the entire address and select when a match is found. Then the system auto populates the fields.

    2. Bank feeds seem to need manual intervention to update each day. It'd be great to schedule multiple updates each day. For example once in the morning before work starts so the latest information is waiting and a couple of times during the day to check for any further payments. It would mean we could action paid…

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

  17. in bank account view at the bottom, the transaction count and page eg < 1-200 > link, should appear at the top as well.

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

  18. Vendor portal will help us to have communication better.

    Please add the vendor portal

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

  19. How do I edit (reset) submitted GSTR - 3B summary, before filing

    Want to edit my GSTR filing after submission in Zoho
    GST Portal has option to rest GSTR 3B so Zoho too should have

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

  20. the balance sheet and the profit and loss statement may have columns by tag to see comparisons

    Please i need that the balance sheet and the profit and loss statement may have columns by tag to see comparisons

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