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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.

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1012 results found

  1. 1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  2. Set Invoice Defaults for entry listings

    It would be helpful to have a way to set defaults when creating an invoice (globally and/or per project). For example, under "Project Invoice Information" I want to set "Show all timesheet entries individually" for all projects, show "Task Name" and show "timesheet notes" Currently, I have to set each of these each time.

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  3. Delivery Note : Sales Order Ref also to be printed as that is actual Customer LPO

    Delivery Note : Sales Order Ref also to be printed as that is actual Customer LPO

    You should add sales order ref field as well, as the store where it is delivered understands the customer LPO which is internal to its company.

    thanks

    mani jain

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  4. sales order app for smart phones

    sales order application for smart phone to company executives veiw only sales taken by the sales executive

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  5. Add a date field to transaction line

    Service-based firms need a field for Date (in addition to Qty, Desc, and Rate) for when the service took place. Right now, the only way to add it is to include it in the description field.

    9 votes
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    2 comments  ·  Invoices  ·  Admin →
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  6. Exporting records matching a criteria

    Exporting records matching a criteria

    Pls add a feature to export only records that match a certain selected criteria. Right now have to export all records and then filter wanted records , remove unwanted record which is quite cumbersome and also leave a possibility of error

    1 vote
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  7. 17 votes
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  8. GST Tax feature for Malaysia

    The feature i requested is GST Tax feature for Malaysia.
    - Easily manage GST payable/receivable, and produce our GST Form 3 in one-click.

    58 votes
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    7 comments  ·  Invoices  ·  Admin →
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  9. Billable Bank Charges

    It will be perfect if you add the (Billable) checkbox beside the Bank Charges field when an invoice is paid (either through the Invoice itself, or by Invoice Payment inside the Contacts and any other possible place).

    I found this Billable checkbox inside the Expense which is very good, but having it beside the Bank Charges will make things easier for us.

    For our business, we do put the bank charges on the customers, so if they issue the payment with putting the charges on us, this fees will be added to their next invoice.

    For now, if they send…

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  10. Purchasing / sales by item reporting for customers in the client portal.

    I would like to see a feature that you can select in settings for the client portal to reflect sales / purchases by item type and date range. I think several entities like to provide customers with custom monthly reporting of purchases / services by item both in numeric form and pie chart / graphic form not just by having to go through each invoice one by one. We have been considering zoho books / invoicing and would be more adept to switching if this were a feature.

    Thanks for your consideration!

    12 votes
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    0 comments  ·  Invoices  ·  Admin →
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  11. Unit of measurement

    after Quantity there should be UOM (Unit Of Measurement) Column to mention the quantity is nos or meter or Square meter or Lot. Presently nothing is there

    33 votes
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    5 comments  ·  Invoices  ·  Admin →
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  12. Customer company Tax details

    TIN, CST, Service Tax, CIN numbers of the customer companies needs to be added for customer invoice. Invoice can not be done for companies without these tax details.

    11 votes
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    1 comment  ·  Invoices  ·  Admin →
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  13. Tracking pixel for invoice - shows open

    Each invoice e-mail sent to EACH user should have a tracking pixel embedded so the administrator can tell when an e-mail has been view as well as when an attachment or link has been clicked to track viewing of invoices as attachments as well as opens by users. This information would then be presented as part of a color coded history shown for each invoice just like Freshbooks (shown here). This way your customers can NEVER say they haven't seen an e-mail when you know they have downloaded the attachment and opened the e-mail multiple times (all tracked by user).…

    19 votes
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    3 comments  ·  Invoices  ·  Admin →
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  14. More details of activity on an invoice (similar to Freshbooks)

    Every activity on an invoice (credit card charged, credit rejected, invoice sent, etc) should be listed in a history area for each invoice. This is similar to what you see in Freshbooks here: http://screencast.com/t/cAFr0gIG

    As part of this I also suggest the following general codes to be shown (and color coded for easier viewing): http://screencast.com/t/VSRURH6xHD

    23 votes
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    1 comment  ·  Invoices  ·  Admin →
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  15. Credit card rejections - send e-mail to administrator

    Right now credit card rejections are ONLY sent to the end user(s) whose card has been rejected. Ideally the administrator (or an identified user) should also receive a rejection notice via e-mail when credit cards are rejected along with the reason code. Really all you need to do is CC the client rejection e-mail to the administrator.

    18 votes
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    0 comments  ·  Invoices  ·  Admin →
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  16. to have a feature to automatically create interest invoices for unpaid invoices

    Please add a feature to automatically create interest invoices for unpaid invoices . this is urgently needed

    5 votes
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    2 comments  ·  Invoices  ·  Admin →
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  17. Customised Number Formatting as per South Africa Regional - R # ##0.00

    There is 1 234,56 but not 1 234.56 (dot vs comma)

    1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  18. bi-monthly option in the "Date Range"

    INclude an option in the "Date Range" drop down menu for reports to select bi-monthy periods

    6 votes
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    1 comment  ·  Invoices  ·  Admin →
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  19. Different tax accounts per tax code

    It would nice to define variable tax G/L account per tax code.

    40 votes
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    5 comments  ·  Invoices  ·  Admin →
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  20. Mass update of invoices

    I would like to be able to mass update my invoices, for example the date of the invoices or due dates of invoices.

    19 votes
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    2 comments  ·  Invoices  ·  Admin →
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