Skip to content

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


  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

23 results found

  1. reset a "user's password"

    Give Admins the ability to force a password reset of any and all timesheet users, vendors, or other users.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Users & Roles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. invoice, estimate, Sales order editing permission should apply by user wise (i.e., The user should edit invoice, estimates which he created)

    Dear Sir,
    With reference to the subject above,

    The user should have edit rights to only which he is created (invoices, po;s estimates, sales orders etc.)

    But he can edit & view all customers/items which is created by other users.

    Only we need User wise EDIT/DELETE access to INVOICES, PO'S, ESTIMATES, SALES ORDERS etc.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Users & Roles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Mention the associated Role/Permission for every section

    In Help Docs, please mention the associated Role/Permission required to perform corresponding action.

    Eg. I have seen Transaction categorisation. Now I want to allow one of my user to do be enabled with the option. It is better if the information is provided in the same section about what role is required for this action.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Users & Roles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
2 Next →
  • Don't see your idea?

Feedback and Knowledge Base