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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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6817 results found

  1. 1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  2. Cash based Journal

    In Journals, if we not check the cash based journal, then it should not reflect the same in Cash based report since it may not be cash exp. and it may be month end JV.

    Some time, we will review the cash report with account wise, in that situations the manual journal will be captured. That is not correct.

    1 vote
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    0 comments  ·  Manual Journals  ·  Admin →
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  3. please add the ability to change the default rate for all invoices (e.g. in the case of an hourly rate that is the same each time)

    pls add the ability to change the default "rate" for all invoices from 0 to a specific rate

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  4. Multiple bills from single PO

    Converting of a PO into bill , we are able to convert one PO into only one bill. Can this be converted into multiple bills?

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  5. Role based restrictions for client portal

    The ability to apply a role to an indvidual or a group of individuals so that restrictions can be placed in the client portal. Accounts only sees Invoices. Estimates can only be viewed by sales etc.

    1 vote
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  6. allow the default date to be either today's date, OR the last date used

    When entering historic data, it can be quite annoying to have to change the date, with multiple clicks. for every transaction. Most desktop accounting packages have this option. It would be a welcome change here.

    1 vote
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    0 comments  ·  Transactions  ·  Admin →
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  7. recherche

    lorsque l'on fait des recherche parfois il y a plusieurs personnes qui ont le même nom alors difficile de savoir lequel est le bon ? sans entrée dans le contact , il devrait alors a ce moment nous montrer autes chose comme l'adresse en plus . merci!

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  8. candian GST .....

    we can claim GST back on expences but need the system to net PST off before i.e. we pay 11% tax 5% is reclaimable and need to hit it own account

    1 vote
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    0 comments  ·  Transactions  ·  Admin →
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  9. have the ability to close project tasks

    It would be really helpful to be able to make project tasks closed so time can no longer be booked to parts of a project that have been completed.
    If this was a tick box then if a task was ticked it could be unavailable in the time entry.

    1 vote
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  10. Electricity is also bill. but that is not same everytime. where to make entry ?

    Electricity is also bill. but that is not same everytime. where to make entry ?

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  11. mention use case for using ZSC

    mention use case for using ZSC help docuemnt

    1 vote
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  12. 1 vote
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  13. Timesheet to include time of day logged

    As of now, the timesheet only shows amounts worked, it would be great if it could also show times worked when that information has been logged.

    1 vote
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  14. Purchase Order Template

    I would like to be able to create a purchase order template. We order the same set of items from our supplier each time we get a new order from our customer. It would be nice to be able to easily start each new order and adjust quantities and ship-to address from a pre-created purchase order template.

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  15. 1 vote
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  16. Please add a 'pending order acknowledgement' status for purchase orders so we know they have been received

    Please add a 'pending order acknowledgement' status for purchase orders. You generate a purchase order and request acknowledgement from the supplier. When you receive the acknowledgement you change the status to acknowledged. A report to show generated orders without acknowledgements could then be made highlighting any orders that need chasing up.

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  17. Predefined Invoice Notes per Contact

    Ability to set predefined notes per contact would be a great help.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  18. Back Button

    There are so many exapmles of this but I am currently trying to pay bills. So I go to the contacts find vendor and see all bills that need paid by them. But if I click on one bill and look at it and hit the back button it takes you to the bills page when I am not done with the vendor contact page. So I have to start all over again.

    Or if I am editing my contacts and am in the M's but I hit the save button after edit, it takes you all the way back…

    1 vote
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  19. Bill Pay

    It would also be nice to pay multiple vendors at once instead of having to pay each one separately. It was so quick and easy in QB.

    1 vote
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  20. bulk delete

    I found some issue after imported banking transaction by Import feature but there is no such feature to delete it.

    Delete feature should be there except Sync transaction.

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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