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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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262 results found

  1. Impossible to change currency for a customer!??

    By integrating Books - CRM - Projects, we realized that Customer are imported from the CRM into Books and they have at this stage the expected currency is associated with the customer (say USD). Then when Project is integrated, something strange happens: Projects and timesheets are pushed with their own currency and if different from the original customer one (say EUR), it is changed by the system (then to EUR). When you want to change it back to USD, the system tells you it is impossible because "transactions are existing". After analysis we realised that these "transactions" are not invoices…

    7 votes
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    0 comments  ·  Customers  ·  Admin →
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  2. Need to have Negative values to enter into the Accounts Receivable and Accounts Payable Balances

    This issue occurs when doing the opening values due into the Accounts Receivable. The entering of the Outstanding Opening Balance for the Accounts Receivable does not allow a negative amount to be entered. This can happen when a client pays us up front for his monthly services or even just over pays for a invoice. Please allow negative values ie. the Account Receivable clients has a credit amount - we own the client not what is due to us by the client to us.

    16 votes
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    1 comment  ·  Customers  ·  Admin →
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  3. Release restriction on Custom Field Type

    I have many custom fields however, I am limited to the number of each custom field. I need to be able to have more then 4 Drop downs for files. It would be nice to increase this number or allow a drop down to attach more than 1 file. I really JUST need that!

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  4. Create sub-accounts for clients so that there is a main client from which sub-clients flow

    Create sub-accounts for clients so that there is a main client from which sub-clients flow

    1 vote
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  5. indicate overdue balance of customers

    indicate amount of overdue balance in a different color when we open the customers book

    3 votes
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  6. Share Link for clients/costumer

    I would recommend a share link, that would give the possibility to customers who do not have an account to enter the seller's catalog and create their "shopping cart", a purchase order ( similar to the purchase order you already have but created by the client not the owner/seller) with the items that are added to "items" and that purchase order would be automaticcaly added to the sellers profile as a "request to approve" so the seller can create the invoice (such as in Brandboom and other digital catalog platforms "), thus improving, smoothening and streamlining the customer-seller / items-purchase…

    3 votes
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  7. Grouping of Client in Zoho Books

    Generally all the reports are generated in Customer wise. However, sometime we have more than one company we do billing for the same client but different customer account.

    In tally we can create Groups so it becomes easier to track the billing group wise.

    For eg: if I am supplying goods to Reliance Industries Limited, Reliance Jio Comm Limited etc. I can club all these customers into Reliance Groups to have a direct balances.

    3 votes
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  8. When searching for Invoices- to be able to search by month or year

    There is no way of searching an invoice using month or year

    1 vote
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  9. address

    Allow to select a address-to person when selecting the addresses in the documents.

    Reason is that in many companies, the mail/document must be addressed to a person.

    For example:
    Company Name
    Adress-to-Person (select)
    Street streenumber
    Address Stre 2
    City, State, Zip
    Country

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  10. new line to enter GSTIN of customer ship to address

    Dear Zoho team, can you please add new line to enter GSTIN of customer ship to address. Normally it takes by default Bill to GSTIN for Ship to address. where for same customer when ship to address is different than place of supply that GSTIN of ship to address should reflect in invoice.

    1 vote
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  11. customer statement

    Customer statement: all historic transactions

    When selecting the period for customer statements, there should be a faster default option to select ALL transactions - instead of heaving to go back years in time.

    1 vote
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  12. Give abillity for attention to field in Zoho Books Customer Address and must be linked to Kontaktperson of company

    On the documents in Zoho Books (Estimate, Sales Order, Invoice, Purchasing, etc). There is currently no way to select a contact person of the selected Company Account as a lookup.

    Please make it possible to add a field that relates to selecting a contact person of the company that the document is addressed to.

    1 vote
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  13. Address in Zoho Books Document (Need Company Main address)

    In many countries in Europe, the address of the customer on the documents have the companies main address, the delivery address and the billing address. Please make it possible to add the additional address the main company address. Thanks.

    1 vote
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  14. Please include Sales without Invoices in Customer Report!

    Please include Sales without Invoices in Customer Report!

    1 vote
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  15. Assign Customer to multiple users

    A great feature would be to add the ability to Assign more than one user to a Customer or allow a user to share a customer with another user. This would help when we have Sales Persons that we only want to see the Customers assigned to them. We see many situation where multiple sales persons deal with a Customer. The only way to give them access now to Customers not owned by them is to set them up as an admin.

    6 votes
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  16. Negative opening balance for contacts

    Please give us an option to enter Negative Opening Balance for Contacts.
    i.e. Credit Balance for Customers and Debit Balance for Vendors.

    15 votes
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  17. 1 vote
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  18. Auto-assign customer owner based on CRM account owner

    Right now we have to manually select an owner for a new Customer in Books, however this owner is identical to the Account Owner in CRM (all data is synced between CRM and Books). Please allow customer owners to be automatically assigned upon Customer creation based on account owner field in CRM.

    3 votes
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  19. Drop down custom field: Editable, sortable.

    I cannot sort the drop down custom field based on my preferences but only sorting by alphabetical order. Also, if I have data recorded in these custom field in transactions, I cannot change the option name.

    I have a Customer Ranking that may be changed each year. So I hope I can edit and sort by my preference.

    1 vote
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  20. The ability to call customers

    I would like to make calls using the browser, like we do in Hubspot.

    1 vote
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