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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.

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  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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263 results found

  1. grouping the customers based on a particular area/route and able to take item based sales summary based on this customer group

    In New Contact, please provide a provision in customer list to group the customers based on a particular area/route and also provide an option to take that customer group (area/route wise) sales summary (products) ie products names and its total numbers for the particular route/area.

    4 votes
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    0 comments  ·  Customers  ·  Admin →
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  2. Transfer balance between contacts

    for example we have a contact with two difference currency , it could useful if we can change balance between contact and the do a payment

    2 votes
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    0 comments  ·  Customers  ·  Admin →
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  3. Customer ID auto generate

    It would be great if you can add Customer ID / Vendor ID in contacts field which diaplays in Invoices / Estimates / Orders & Payment Vouches.

    This is a real helpful features to track a customer / vendor data easily.

    6 votes
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    1 comment  ·  Customers  ·  Admin →
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  4. Sub "accounts payable", "accounts receivable"

    My idea is that the system should allow you to create sub-accounts "accounts payable" and "accounts receivable".
    It will be very simple I noticed that the chart of accounts has some accounts as the default one system are "accounts receivable" and "accounts payable" I noticed that these accounts receive values ​​if I the customer to make a sale immediately credit the value credits accounts payable and debits the sale or merchandise.

    if I have several sales to different customers still accumulates every value in accounts receivable, the more certain on the balance sheet have to show the customer's account that…

    47 votes
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    13 comments  ·  Customers  ·  Admin →
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  5. Unlimited Ship to Addresses or a 1 Account -> Unlimited Contacts Relationship

    Unlimited Ship to Addresses or a 1 Account -> Unlimited Contacts Relationship

    6 votes
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    1 comment  ·  Customers  ·  Admin →
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  6. Page Numbers for Customer's statement of Account

    Please add page numbers to Customer's Statement of Accounts so that it would be more intuitive. Also please add {page no} and {total pages} tag in the templates customisation section. So that the page numbers can be customised.

    6 votes
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    0 comments  ·  Customers  ·  Admin →
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  7. Customer Statements

    Currently you can only send customer statements by going into the customer account and selecting, as we have over 300 customers who we want to send a statement each month is there any development planned to allow customer statements to be sent as a batch, it takes us hours and hours to send them individually.

    Can you set up a search range function where you can select a statement period, select debit or credit balances or both and then select or tick the customers who appear so the statements can all be sent.

    Thanks

    Jason

    41 votes
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    9 comments  ·  Customers  ·  Admin →
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  8. sub contact

    I'm switching to Books from Quickbooks. One of the great features in QB for my business was sub-contacts. This was used for instance to place children "under" their parents as client accounts for a music school. Transactions would be made in the child's account and would be linked to the parent to provide a view of ALL invoices and payments for parents who had more than one child. I'm sure this feature would be useful in other situations which require a sub-client.

    22 votes
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    3 comments  ·  Customers  ·  Admin →
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  9. Statement of Account

    The current statement of account does not show only unpaid invoices rather it shows all invoices including the paid and unpaid along with payment details. This makes the customer who are having many invoices difficult to identify the unpaid invoices and complaints. Even to get this list from the reports it is not possible as none of the reports allow to check customer wise details rather it shows all customers and the total. Please consider this feature as the statement of account should remove the invoices which are fully offset and this feature is very common when any statement of…

    28 votes
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    6 comments  ·  Customers  ·  Admin →
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  10. Allow clients to see recurring invoices that are stored in Zoho Books, in their Client Portal.

    Allow clients to see recurring invoices that are stored in Zoho Books, in their Client Portal.

    6 votes
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    1 comment  ·  Customers  ·  Admin →
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  11. Multiple Contact owner

    There should be multiple contact owner so that a team can work over it. Its very much required during debt recovery by a team.

    14 votes
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  12. Send customers Sales Orders via the client portal

    Currently you can send sales invoices and estimates through the Client Portal. Could you make it possible to send Sales Orders through the Portal and give them an acceptance button as with Estimates?

    Client has developed integration through CRM and the ability to generate Sales Orders in CRM to be transferred to Books and if the client had the ability to see and accept through the portal this could make life very easy.

    Thank you

    43 votes
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    3 comments  ·  Customers  ·  Admin →
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  13. Template for customer statement of account to be editable

    Template for customer statement of account to be editable

    9 votes
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  14. Auto Show Books Contacts in Zoho Support Desk.

    By This Feature No Need to Create Contact Details 2ndTimes. and also assgin task for customers and easily billing after completeion of projects or task.

    4 votes
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  15. rationalise shipping address handling

    We often deliver direct to our customers' customers at a different shipping address to the billing address.
    The problem is that when we change the delivery address on an SO or Invoice this also changes the contact's default shipping address which means that any subsequently produced paperwork carries the modified shipping address, unless a conscious effort is made to restore the default. On more than one occasion this behaviour has resulted in goods being shipped to the wrong address.
    At present the only ways to restore the default shipping address involve the laborious processes of either going into contacts and…

    8 votes
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  16. Implement departmental hierarchy

    This will allow users in the same department/group to access only contacts assigned to or created by them. This is important for businesses such as lawfirms where departments own certain clients and don't want every company user to access them. I think you guys did this for zoho CRM and would be great for Zoho books.

    9 votes
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  17. Allow child/parent contacts

    Many large organisations have one financial office that pays the bills with many departments/subsidiaries that place the orders and take delivery. So it would be useful to be able to have a parent contact with multiple children. Quickbooks does this.

    257 votes
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    26 comments  ·  Customers  ·  Admin →
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  18. provide syncing of contacts with Google

    It would be nice to sync contact information such as address and phone with my google contacts.

    11 votes
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  19. the contact can be vendor and customer at same time

    31 votes
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    2 comments  ·  Customers  ·  Admin →
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  20. Bulk email monthly statements to our customers.

    Able to send monthly statement to customers.

    22 votes
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