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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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6133 results found

  1. Widen scroll bars(to, say, Excel width) and increase colour contrast on slider

    Widen scroll bars(to, say, Excel width) and increase colour contrast on slider

    4 votes
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  2. Select multiple line items and move to New or Existing invoice

    Often times clients ask me to split a large invoice (with many line items) into separate ones.

    It would be amazing to be able to select multiple line items and from a pull down menu choose from 2 options:

    Option 1: Create new invoice from selected items
    Option 2: Add to existing invoice

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  3. Structured payment reference

    Hello,

    In Belgium we often pay invoices with a structured payment reference, for example:
    +++123/1234/12345+++
    It's always the same structure: +++xxx/xxxx/xxxxx+++
    This is made for each invoice with a formula.
    In CRM we can create custom fields with formula, but in Books I can't find it.
    Is it possible to add a formula field in the template field for invoices or somewhere else
    so that on each invoice a specific payment reference is created due to this formula?

    4 votes
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  4. Add a report showing how "Cost of Goods sold" journals are calculated.

    So you have journals hitting "Cost of Goods Sold" account but users do not have access to see the make up of that journal.

    And there is currently no report for this.

    The system is doing the calculation in the background, but users just do not have access to it.

    4 votes
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    0 comments  ·  Inventory  ·  Admin →
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  5. Status (seen) of the invoices.

    View the status (Seen) of the invoices without the customer having to register in the customer portal. Like QB. Almost 80% our of the customer don't do the register on customer portal.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  6. Filing ITC 04

    I would like to request for the feature of Filing of ITC 04

    4 votes
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  7. SALES INVOICE INCLUDING GST

    NEED FEATURE IN SALES INVOICE LIKE INCLUDING OR EXCLUDING GST

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  8. Apply credit note to retainer invoice

    In the scenario an invoice is disputed on a retainer invoice, and a credit note is applied to the invoice in question, it would also be good to reduce the amount drawn on the retainer with the credited amount (a second option should appear after the credit note is applied to an invoice that is linked to a retainer invoice - "The invoice you credited is applied to a retainer invoice - do you wish to reduce the amount drawn of the retainer with this amount (increasing the balance on the retainer invoice to be drawn later) or do you…

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  9. PDC Control and Assets Management

    Weather big or small, it is vital for any organisation to map and track post dated checks payments made or received. I wish Zoho will make serious take on this important feature called Post dated payment within both Purchase and Sales.

    And, any organisation must deal with assets that need to be capitalized and amortized over period of times. It makes life harder depending external tools such as Excel spreadsheets. Time exceeded already that it would have equipped in Zoho Books.Hoping that Zoho would add these feature within short while as these are standards internationally prevail. Thanks for chance to…

    4 votes
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  10. Automatically set expiry date on Estimates

    A feature to automatically set the expiry date on Estimates. For example,
    if all estimates are set to expire in 30 days, have the expiry date automatically set 30 days from the estimate date.

    4 votes
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    0 comments  ·  Estimates  ·  Admin →
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  11. Dropdown selection of contacts within a company

    There are multiple contacts within a company. However, current we are only able to select the default contact person. As such, we have to keep changing the contact default contact which is not practical at all.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  12. support import of 3rd party timesheets

    I have subcontractors. They submit invoice and timesheets to me, which i must record as time entries and submit invoices for. Right now, i need to manual recreate the timesheets they send me in Books. I am amazed that there is no way to import the timesheets - project, task, date, hours and avoid this manual entry.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  13. Billable Item Markup or Margin

    In the items section, Zoho has the ability to make it a two sided item (meaning it can be a sales item or a purchase item).
    This would be great if the concept could be taken to its logical conclusion.
    If we think of a single transaction going through all the stages, we see that
    A quote can be converted a sales order, and it uses the sales side price.
    A sales order can be converted to a purchase order, and the purchase side cost is used
    A purchase order can be converted to a bill
    But a bill cannot…

    4 votes
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    0 comments  ·  Items  ·  Admin →
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  14. Sales performance on dashboard

    It would be great to see a sales chart on the dashboard that shows, invoices & sales orders

    4 votes
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  15. Create a purchase status for quote/estimate

    Sometimes you need to shop around and get a part price from a few vendors, or a vendor may issue a price list.

    It would be great if you could have a Purchase quote status, much like a sales estimate.

    4 votes
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  16. for textile comission agent

    plz make software for commission agent

    4 votes
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  17. 4 votes
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  18. Mileage report

    Add the ability to see number of miles on reports so that the total mileage is shown. This can then be used to calculate the amount not claimed by the employee if the mileage rate paid is less than the hmrc rates.

    4 votes
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  19. View list of selected vendors for a particular item while creating an Purchase order.

    While creating a purchase order for a low stock items, all vendor are displayed while choosing vendor name. It would be really helpful if while selecting vendor name while creating an purchase order for an particular item, Inventory displays only preferred and list of vendors tagged to that item.
    Instead now it displays all vendors who may not even sell that particular item. This leads to error and waste of time to find out the list of vendors from whom we can purchase the item.
    Also it will be good if there is an option to view and compare the…

    4 votes
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  20. total recurring invoice amount

    Under the recurring invoice list, have a total recurring invoice amount. Not just in the reports area, but on the actual recurring invoice list, a total amount or even total amount next month. It's hard to have an idea of your next month cash flow and having to manually add every invoice is time consuming

    4 votes
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    1 comment  ·  Admin →
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