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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.

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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6236 results found

  1. Intervals of month aging

    Request for "intervals of" month in "Customize report". The current options are "week" and "days".

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    1 comment  ·  Reports  ·  Admin →
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  2. CUSTOMER GROUP

    Please create Group for Customers (example: Local, Overseas, Currencies etc) in order to generate Aging based on the above.

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  3. Allow the users the option of making line item level discount as "only in percentage" or "only in rupee" or "both" in the preferences

    Settings -> Preferences -> General -> Do you give discounts? you can only select one (Radio Button) of the 3 options:
    1. I don't give discounts
    2. At individual item level
    2a. Do you give discount in percentage
    2b. Do you give discount in value(rupees)
    2c. Do you give discount in percentage or value(rupees)

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  4. Search engine should search globally through all key fields, in all data types

    The search field should be a global search and organize the search results by type of data. It would be nice to enter a value, and know that search is looking through all major data points to find the term. As of now, the default is for the search to look at Customers. If you want to search Invoices, you need to first select invoices, or set the search parameter for the search to Invoices.

    As a reference, your own Zoho CRM, and the competitive Quickbooks both function with global search.

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    0 comments  ·  General  ·  Admin →
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  5. input credit

    Automatic calculation of Input Credit available based on Rules 36(4) as amended

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  6. I HAVE BUSINESS IN MEDICINE , SO I NEED ONLY MONTH AND YEAR LIKE 03-21 IN EXPIRY, HOW CAN I HIDE DATE

    I HAVE BUSINESS IN MEDICINE , SO I NEED ONLY MONTH AND YEAR LIKE 03-21 IN EXPIRY, HOW CAN I HIDE DATE

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    4 comments  ·  Invoices  ·  Admin →
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  7. List that shows ALL customers with oustanding unused credit

    List that shows ALL customers with oustanding unused credit Una lista de todos los clientes que tengan Credito Sin Usar.

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  8. i want a free column while estimate, sale order , invoicing,

    need a free column while creating estimate, sale order, and invoicing, i have a medicine trading business, we are giving free pc/strips like for eg, crocin tab 10 quantity+2 free quantity, and it should be less in stock also ...

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    1 comment  ·  Invoices  ·  Admin →
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  9. I have more than 300 customer, all have different prices for different items , how can i manage them ,

    While invoicing when i put manually price for an spcific item for a specific customer it should be automatically update that price in back hand for that customers ,

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    1 comment  ·  Invoices  ·  Admin →
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  10. ADD "ADVANCE PAYMENT" OPTIONS IN PAYMENT TERMS TAB (OR) MAKE IT CUSTOM FIELD TO ENABLE USER TO ENTER TEXT BASED ON CUSTOMER

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    0 comments  ·  Invoices  ·  Admin →
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  11. Reconciled journal entries should not show as available to match to banking feed

    I entered a few manual journals in my checking account, which I could not match to the downloaded feed, because the feed would not allow me to partially match (the feed transaction was split in two, and the journal was one journal entry, so I could not match). So I disregarded the items in the feed and just reconciled the journal entry. Now when I go to match new transactions in the feed, the reconciled journal entries show as available to match. Since they are already reconciled, I do not think they should show as available to match to the…

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    0 comments  ·  Banking  ·  Admin →
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  12. Allow sending (email) individual invoices at a scheduled time.

    Allow sending (email) individual invoices at a scheduled time.

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    0 comments  ·  Automation  ·  Admin →
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  13. Currency symbols for all prices

    At the moment, in templates a currency symbol only appears in the total amount/sum. It would be helpful to have currency symbols for ALL prices like item prices, taxes and discounts (if given as amount and not as percentage) and subtotals as well.

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    0 comments  ·  Templates  ·  Admin →
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  14. SO VOID RESTRICTION TO USER

    SO VOID RESTRICTION TO USER

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    0 comments  ·  Sales Orders  ·  Admin →
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  15. Profit per invoice listed ad a choice of a column when reviewing invoices

    Need column showing profit on invoices. Only thing i need or want now. I love ZOHO but.... i just started xero to see what its like. Please make this column happen and i will delete the other and never look anywhere else again. Also ill start pushing ZOHO everything on all my contacts. Thank you

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    1 comment  ·  Invoices  ·  Admin →
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  16. set default bank account to make payment from

    Set the default account to populate upon starting a new expense. Currently it is Undeposited funds with no way to change it save the drop down list

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    1 comment  ·  Payments  ·  Admin →
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  17. vendor/customer option to exporting popup for invoices

    • add vendor/customer option to exporting popup for invoices
    • increase Date Range for invoice exporting
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    1 comment  ·  Invoices  ·  Admin →
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  18. Expand search in Purchase Bills> Items> Customer Details

    While we do Purchase Bill entry, you allow us to add Customer for each Item but if I try to search customer by Last Name I get no result. Pls allow us to search customer by any field (First Name / Last Name / Company Name).

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    0 comments  ·  Expenses & Bills  ·  Admin →
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  19. Would like to have internal tracking rate vs external rate for billing

    Please develop internal tracking cost vs External rate of billing for clients on a project so we can see our profit margin.

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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  20. Zoho Books -> Recurring invoices

    Enable adding current month name in the item. This will help in generating recurring invoices for a year or two

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