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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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6592 results found

  1. disable inventory trackingfor items with transactions

    Be able to disable inventory tracking for items with transactions like it is available to enable it in bulk through specific link.

    4 votes
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    0 comments  ·  Items  ·  Admin →
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  2. ADD BILLS TO GST FILLING WHICH ARE NOT SUBMITTED IN THE LAST RETURN

    PLEASE GIVE OPTION OR ADD THE PURCHASE BILLS WHICH ARE PENDING TO BE FILED IN GST RETURNS AUTOMATICALLY TO NEXT MONTHS GST FILLING.

    4 votes
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    1 comment  ·  Admin →
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  3. available for sale

    in Custom View we can add "Stock on Hand"..
    it would be great to add
    - "Commited Stock"
    - "Stock Available for Sale"

    We have many confirmed sales orders daily, and its difficult to know the Stock we have available for each item. The only way is to open each item one by one, and it is time consuming.
    In an Spread Sheet, i'm able to visualize what is really available for sell, will boost productivity to make best decisions.

    4 votes
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    0 comments  ·  Items  ·  Admin →
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  4. Custom Field Types - Include Image, File Attachment, Text Area

    Sure this would have many uses, though for me one of the biggest would be to enable these additional options within the client portal.

    They could be used for client specific terms and conditions, contracts, designs, allowing much more to be obtained by the client in the portal.

    4 votes
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    0 comments  ·  Customers  ·  Admin →
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  5. export select fields

    Print selected fields and save as favourite report

    At the moment you export 22 fiields and I have to work out which ones to delete so the print out is readable.

    I would like to select on certain fields to create a quick and readable list of transaction.

    It would be very helpful if you also included an option for accumulated totals so it doesn't have to be done in excel.

    4 votes
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    1 comment  ·  Reports  ·  Admin →
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  6. Can you have one line item and severeal different quantities on the customer estimate?

    I may have 2 different parts to quote with different quantity levels. For example: P/N "ABC may need a quote for price levels of 500 - 1000 - 2500 pieces.
    P/N "DEF" qty levels at 25 - 50 - 100
    Can each part number be only one item # and multiple quantities below it?

    4 votes
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    0 comments  ·  Estimates  ·  Admin →
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  7. Include Brand option

    we have different brands in same business gst address, we need to use each brand with different invoices always

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  8. 4 votes
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  9. Request on having "Serial Number" in "Package"

    Our customer would like to have the "Serial Number" for the items when creating a "Package" as the "Serial Number" can only be entered when creating a "Invoice" as of now.

    They would like to have the Serial Number in Package as they would like to track the goods which are out from their warehouse.

    4 votes
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    0 comments  ·  Inventory  ·  Admin →
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  10. Moving Expenses to Bills

    It would be great if we can move an expense to Bills which had been mistakenly entered as expenses instead of entering as bills

    4 votes
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  11. On purchase bills there needs to be an option to enter the VAT amount manually and or make VAT adjustments

    To accurately account for VAT on sales and purchases we need to be able to manually enter VAT amounts also VAT adjustments

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  12. Bill of Entry to be enabled in Standard Version of Zoho Books

    There are lot of small businesses who are importing the products from abroad and selling them in India. For them buying the premium version is not affordable. If this feature is enabled in your standard version itself it will be helpful for the small businesses with turnover less than 1cr

    4 votes
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  13. Allow discounts to be posted to multiple accounts in the general ledger

    Currently discounts are posted to one account. I would like to be able to have discounts posted to different accounts per item

    4 votes
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    1 comment  ·  Admin →
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  14. Project-wise Summary and P/L Report

    We need to be able to generate & export a report which shows us basically all the data that we see in the projects module - Project Summary, Expenses & Bills, Sales, Payments, and Profit & Loss. Currently, the only project related report is Task/Time Spent related.

    1. Project Summary
    2. Estimate Value
    3. Payment Received from Customer
    4. No. and Value of Invoices Raised
    5. Amount yet to invoice.
    6. Total Bills
    7. Total Expenses
    8. Payments Made to Vendors
    9. Expected Project Materials Cost
    10. Expected Project Manpower Hours
    11. Actual Manpower Hours
    12. The profit and loss for the project.
    4 votes
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  15. Showing Partial Payment Amount on invoice template

    is it possible for us to show partial payment detail on invoice template? we need it to show down payment 1, 2, 3, etc from our customer in invoice template. Thanks.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  16. I would like to run a sales report that includes the customers billing address - I do not see that as an option under the report customizati

    I would like to run a sales report that includes the customers billing address - I do not see that as an option under the report customizati

    4 votes
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    0 comments  ·  Reports  ·  Admin →
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  17. Bnp Paribas Entreprise

    Impossible d'utiliser le rapprochement bancaire avec la BNP entreprise

    https://secure1.entreprises.bnpparibas.net/sommaire/jsp/identification.jsp

    En france

    4 votes
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    0 comments  ·  Banking  ·  Admin →
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  18. timesheet module, calendar view

    In the timesheet module, calendar view; can we get capability to only see entries from a single user in this view?

    4 votes
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  19. Adding Credit Note in Zoho CRM Integration

    Hello Everyone

    It would be very helpful for our sales team if they can have the list of related Credit Notes created for a client in Zoho CRM Finance Module, and if they could be able to create a credit note directly in Zoho CRM as well.

    Only Invoices, Estimates and Sales Orders are synced with Zoho Books.

    4 votes
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  20. 4 votes
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