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

145 results found

  1. Option to show the SKU after entering the item in the Purchase order

    During creation of a PO, user can enter the respective item via its SKU. However, when it comes to the editing of the PO, the SKU of the item is missing in the UI.

    It would be great if the SKU of the item can be seen during the editing of the PO.

    Thank you.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Add authorized signature in purchase order

    It will be nice if you add authorized signatory (signed document) in purchase order templates, since many vendors in UAE still insist a signed purchase order only.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Make Purchase Orders show up in Zoho CRM if the supplier is in the CRM as either an account or supplier.

    It would be useful to have purchase orders associated with a sale show up in the associated Account, potential, sales order or invoice.

    5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. allow us to convert a Purchase Order to a Sales Order

    You already have the reverse - creating a Purchase Order from the Sales Order but we start with the purchase order 1st.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Create a purchase status for quote/estimate

    Sometimes you need to shop around and get a part price from a few vendors, or a vendor may issue a price list.

    It would be great if you could have a Purchase quote status, much like a sales estimate.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Add feature of cancelling service related sales order items which are not to be billed, rather than amending the order.

    The feature of cancelling service order item can help in closing the order. Currently we have to maintain excel sheets to check which orders are completely billed and which are partially billed or not billed.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Allow recurring purchase orders

    Please allow recurring purchase orders ASAP.

    Quickbooks and your competitors allow this.

    Why?

    In any business where the same people are billing you every month you need to track that they're billing you or enter there reported work: cleaning, tutoring, schools etc. there is huge application for this.

    We'd really like to stay with Zoho but this seems like a major oversight.

    Sincerely,

    Beethoven at Home

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. View list of selected vendors for a particular item while creating an Purchase order.

    While creating a purchase order for a low stock items, all vendor are displayed while choosing vendor name. It would be really helpful if while selecting vendor name while creating an purchase order for an particular item, Inventory displays only preferred and list of vendors tagged to that item.
    Instead now it displays all vendors who may not even sell that particular item. This leads to error and waste of time to find out the list of vendors from whom we can purchase the item.
    Also it will be good if there is an option to view and compare the…

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Multi-level workflow approval BY GROUPS

    I would like to create groups of approvers. Though it is possible to set up a multi level workflow approval, the system does not allow to do it by creating groups. i.e.

    1) Sales representatives create purchase order which should be approved by sales manager (1st approver) and then to finance manager (2nd approver).

    2) Marketing representative create purchase order which should be approved by marketing manager (1st approver) and then to finance manager (2nd approver).

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Composite items on Sales order become the single items on Purchase order as an option

    When converting a Sales Order to a Purchase Order the composite items on the Sales Order should become the single elements of the composite item. An option on the composite items could switch this option on/off.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Show available stock when converting sales order to purchase order

    A client is complaining that when he creates a purchase order directly from the sales order (via More - Convert to purchase order) he cannot see the available stock in the quantity column. However, the available stock is shown when he creates the purchase order from scratch. He creates almost all his purchase orders by converting them from the sales order, so he definitely needs to see the available stock. Could add that functionality, please?

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. can you short close a purchase order in zoho books?

    Suppose I bought 100mt of goods and my supplier only loaded 98MT. The purchase order shows partially billed. Although, my supplier won't we loading any more material. So how can I short close the purchase order?

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. option to have database of quotation received from vendor

    recording facility to record quotation from vendor like bills
    that can be converted into PO so all quotation and costing related data will be available on cloud

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Tracking of Import Purchases (from outside country)

    Hi Zoho team,

    It would be useful if we have different purchase order format for tracking import (purchase from outside country) as the same would involve tracking of shipment from shipping liners, bill of lading number, ETA and Date of departure. Below are the pecularities of the import transactions.

    a. One purchase order covering multiple shipments
    b. Capturing of information such as bill of lading number, ETA, container type (20 ft, 40ft) , no of cartons per container. Tracking online the ETA from shipper portal (maersk, safmarine)
    c. Capturing the partial shipments against one purchase order
    d. MIS report on…

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Customer makes orders from his Client Portal

    As admin we can send and order to the customer to be accepted, Why the customer cannot make an order directly from his portail account

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Allow Cancellation of Non received items from partially received purchase order

    Some times we need to cancel some of the items from purchase order but zoho do not allow it for partially received purchase order.

    Please allow to cancel the items from purchase order which are not yet been received from a partially received purchase order

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. How do I convert multiple purchase orders into one bill for the same vendor?

    How do I convert multiple purchase orders into one bill for the same vendor?

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. PLEASE ADD DISCOUNT COLUMN FOR EACH ITEM IN PURCHASE ORDER BEFORE SUB TOTAL

    ITEM WISE DISCOUNT COLUMN WILL BE HELPFUL BECAUSE ALL THE ITEMS MAY NOT HAVE SAME % OF DISCOUNT.............PLEASE TRY TO INITIATE IT.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Toggle for OPEN instead of FINAL AMOUNT

    In purchase order, it would be nice if there was a Toggle option to remove the Final amount completely in PDF and email. So when the receiver gets it. They can see the list of items and their respective values. But where the total is supposed to be it just says "OPEN".

    Reason: When renting out equipment, the rates can change from month to month. So we prefer to send the PO with keeping the final amount as OPEN, so as to change it when the Invoice would come.

    That would be a much appreciated option and our company requires…

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Multiple PO from a single SO & PO cycle

    We are a organization where a single SO are to be converted to many PO. As of now, there is provision of single SO converted to a single PO.
    We need to maintain the cycle from raising the SO to PO. In the PO section, i am unable to see which SO has it be raised from. Need to give a read only feature in PO, where SO number is mentioned. Once clicked on it, the SO opens up directly, rather searching the SO in SO section,

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

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

    We're glad you're here

    Please sign in to leave feedback

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

Feedback and Knowledge Base