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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.

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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6599 results found

  1. 4 votes
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  2. Add Payment Evolution in Canada

    It would provide a payroll solution sand supplier payment gateway.
    Integrations already exist for
    Kashoo
    Xero
    Quickbooks
    SAASU
    Freshbooks
    Liberty

    4 votes
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  3. Date range filter incorrect in 'Match transactions'

    Hi there,

    The default date range for 'Match transactions' is always incorrectly placed in the future. Could you please fix this so that the end date is the current date and the start date perhaps 1 month in the past?

    Thank you.

    4 votes
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    0 comments  ·  Banking  ·  Admin →
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  4. multiple currency invoice for braintree

    Braintree currently only supports a single currency even when the account support multiple one.

    Could you please have this updated so customers can pay in a currency of their chossing.

    4 votes
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    0 comments  ·  Payments  ·  Admin →
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  5. more than one custom template

    Hello. We are using a custom template for our invoices. Sometimes we have to deal with the case that the contact doesn't pay the bill but the company does. So the header needs to be different. the invoice needs to be different in some aspects too. now i wanted to create another custom template, wich could be choosen if necessary. the customer servcie told me, you only allow one custom template per account. why? we have a corporate design, i cant use other templates. can you please enable at least two custom templates per account. would be awesome! thank you…

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  6. Integration with Paysafe

    Integration with Paysafe. Their rates are very low. Would love the option to use them as my credit card processing merchant

    4 votes
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  7. I want more information from sales orders printed out as sales order history but custom fields are not exported

    I need more information in sales orders - this can be added in custom fields but the custom data is not exported in reports
    There is an excel column custom_fields but it is empty

    4 votes
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  8. Please add the feature for disabling and enabling SKU separately for Purchases order and Invoices. few prefer not to have it in invoices.

    Please add the feature for disabling and enabling SKU number separately for Purchases orders and Invoices. We prefer not to show sku in the invoices.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  9. Print Option for multi copy Invoice

    Request for print option of multiple copy of Invoice with single click
    Like Customer Copy, Transportation Copy, Suppler Copy

    4 votes
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  10. create a function for tracking secondary sales for multi tier/tradtional distribution businesses

    create a function for tracking secondary sales for multi tier/tradtional distribution businesses

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  11. Payment Gateway - checkout.com

    Implement checkout.com (different from 2checkout).

    4 votes
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    0 comments  ·  Payments  ·  Admin →
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  12. Vendor Code in Customer contact field with mapping with Retainer Invoice, Estimate, Sales Order & Invoice

    Most of customer gives Vendor Code to their suppliers which is Mandatory to be written on all commercial documents related to them.

    I would advise to create a field in Contact with Auto mapping with Retainer Invoice, Estimate, Sales Order, Invoice, Delivery Note, Packing Note and Account Statements.

    4 votes
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    0 comments  ·  Customers  ·  Admin →
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  13. Option for handling charges/carting charges in bills...

    Vendor charge carting and include it in bill which he payed while transferring material from his warehouse to transporters go-down. Please provide this option below subtotal in bill.

    4 votes
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  14. Taxable Amount label in Sub total section

    As per the GST TAX INVOICE format released by the Govt of India, the invoice must have a TAXABLE AMOUNT label in the sub total section. This section is missing in the GST invoice format which is there in ZOHO books. Request you to please make it available for all the invoice formats.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  15. Adding "Notes" Column at Banking Transaction List

    Generally I used to write the Serial number of account (From the Printed copy of Predefined list of accounts with the serial numbers ) or a small notes to each row of printed Bank Statement, Then our accountant will enter the transaction to Particular account according to the given number or narration or Instruction. With this I need not put much time to categorise and entering the transactions. It will save the time of Business Owner. Could you please add a "notes" Column with live update facility(Azax) by which we can give instructions/Suggestion to our accountant.

    4 votes
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    0 comments  ·  Banking  ·  Admin →
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  16. Please include Service orders with Warranty, Non - Warranty & AMC with all features of quote preparation, invoice and payment status

    Please include Service orders with Warranty, Non - Warranty & AMC with all features of quote preparation, invoice and payment status

    4 votes
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  17. I'm a distributor for multiple companies, but here i'm unable to generate the reports of stock movement company wise

    I'm a distributor for multiple companies, but here i'm unable to generate the report of stock movement company wise. when we check report all items are coming, we should have grouping of items.

    4 votes
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    0 comments  ·  Items  ·  Admin →
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  18. adding invoice columns

    We are doing courier business, so we need to create invoice for monthly billing customers. So we need to show the Date of shipment, AWB# of shipment in each line item.

    4 votes
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  19. There needs to be the feature to add bank charges when adding expense receipts. The bank show charges as a separate transaction.

    There needs to be the feature to add bank charges when adding expense receipts. The bank show charges as a separate transaction.

    For example. If i have a EUR bank account and i purchase food in GBP, the bank will charge me a foreign currency fee.

    I should be able to enter the expense receipt and add the bank charge at the same time.

    4 votes
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    0 comments  ·  Banking  ·  Admin →
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  20. edit item

    Should be able to link a downloadable document from the documents folder to items. For example - we have items that when selected always require the same PDF to go out with the estimate. Would be helpful to be able to attach these to the item to save keep reattaching every time!

    4 votes
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    0 comments  ·  Items  ·  Admin →
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