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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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248 results found

  1. Adjustable Dashboard

    It would be helpful if the dashboard was configurable such that you could add, subtract, and rearrange the different modules displayed.

    3 votes
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  2. WATERMARK on PDF

    All documents specifically Estimate, Sales order and invoice should carry a watermark of the document stage, DRAFT / APPROVED. After "mark as sent" only PDF can produce.

    1 vote
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  3. Enhance page numbering on PDF

    Enhance page numbering from displaying page numbers to displaying page number followed by total pages.

    2 votes
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  4. allow a unique image or colour scheme for different businesses in the app and web

    I have a subscription to Books, and I also have log on permissions for my wife's Books. It would be great if it was more obvious on the web and apps which business I am signed in to. A different colour scheme, or company logo would be great.

    1 vote
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  5. dgr

    Australian NFPs can have DGR status which means that extra information needs to put on receipts so that people giving can claim it back on their tax.

    A field should be put on receipts that meet DGR rules similar to the terms and conditioins on an invoice

    1 vote
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  6. Customise Dashboards

    I want the option to move around the dashboard items and arrange it in my preferred order. example the Total Receivable and Total Payable is in the top of the dashboard. I want to keep Income chart and the watchlist on top.

    1 vote
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  7. Mercedes workshop Dubai

    Welcome to the website of Munich Motor Works, an independent German and European used car sales and service center established in 2009. Specializing in BMW, Audi, Mercedes, Volkswagen, Bentley, Rolls Royce, Range Rover, Land Rover, Jaguar, and other German & European and prestige brands in Dubai, UAE.

    https://munichmotorworks.ae/mercedes-service-dubai/

    1 vote
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    4 comments  ·  General  ·  Admin →
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  8. 20102278603648.

    20102278603648.

    3 votes
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  9. Be able to customize content of dashboard in Zoho Books

    1) Decide which section we want to include or not in the dashboard
    2) Include a section with web links

    2 votes
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  10. Add PR (Puerto Rico) as a State

    PR (Puerto Rico), should be on the states list. Right now is considered an independent country and that creates a conflict on the USPS, UPS, DHL and Fedex shipping labels.

    6 votes
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  11. Rollback fonts on desktop/web app

    Zoho changed the fonts and line spacing in an "update" last week. However, this has resulted in wasted screen real estate (white space), it looks like everything is zoomed in, there is too much scrolling and the font looks blurry.

    I used to love the old font and the 'business tool' look of the application, and it is one of the things that drew me away from Xero. However, I think they are now trying to look like Xero. Big mistake!

    1 vote
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  12. Stop removing spaces from file names

    Please provide an option to not delete the spaces from pdf copies of invoices sent to clients. All modern OSs support spaces in file names, and it makes it harder do find files when the file name is one long string.

    3 votes
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  13. Allow multiple languages regardless edition (US or Global Edition)

    Currently, you can only change the language in the Global Edition. The US edition does not have this function (English only). I believe that, regardless of physical location and edition, you should be able to change the language, as this would also help non-native speakers to use the Zoho software.

    2 votes
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  14. Keyboard shortcut for Invoices & Bills

    There must be a Keyboard shortcut to save the bills as open once all the information gets entered. following the same for Invoices should have two shortcuts to save as open and draft

    1 vote
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  15. Automatic data center switching

    Switch an organization from the .eu to the .com data center easily or vice-versa.

    1 vote
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  16. Customizable VAT Report Details

    It would be ideal to have an option or an update to the current VAT Reports which will eventually show the Supplier/Vendors details inline with the Bill/Credit Reference.

    1 vote
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  17. Allow more symbol characters in Note fields

    It's usual for me to add / paste things into the Note field in a Timesheet entry, but symbol characters are not supported. It's very annoying to not allow arrows (->) and math symbols (&) in the field and have to omit them and lose meaning. How hard is it to "escape" everything entered into the Notes field on the backend?

    1 vote
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  18. Implement a Notes or Post It feature (similar to ZOHO CRM)

    Implementing a Notes or Post It feature (similar to ZOHO CRM) to quickly capture follow up items

    1 vote
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  19. better font types for Traditional Chinese PDF

    I think zoho books can have one or more options for better Traditional Chinese Characters to be shown in PDF.

    Example:
    https://fonts.google.com/specimen/Noto+Sans+TC#standard-styles

    Thanks.

    2 votes
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  20. Automation of VAT Return

    100% automation of VAT return submission (possibly by API), no human or user input required.

    1 vote
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