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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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257 results found

  1. client portal

    I have the same primary contact person for 4 customers. The Client portal should allow the same primary contact to login and look at the details relating to all the 4 customers.

    There should be an option for login on the basis of client group. There could be multiple clients belonging to the same group.

    15 votes
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    0 comments  ·  Customers  ·  Admin →
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  2. 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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    0 comments  ·  Customers  ·  Admin →
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  3. 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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    0 comments  ·  Customers  ·  Admin →
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  4. increase the number of contacts

    Limit of 50 contacts is really low. Quickbooks has unlimited even for the simplest version. Why can't you make it the same?

    14 votes
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    3 comments  ·  Customers  ·  Admin →
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  5. envelope

    It would be interesting to have the possibility to print address of contact on enveloppes #10. Let say we have our business envelope we could print contact information directly on the enveloppe to send check or invoices.

    13 votes
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  6. 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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    0 comments  ·  Customers  ·  Admin →
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  7. Add photo to contracts

    It's nice to add photo features to each contract, so contract can be easily maintain

    10 votes
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    1 comment  ·  Customers  ·  Admin →
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  8. show Vendor and Customer statement in one place (if there are linked)

    If we working with a company as both Vendor and customer type , it could be useful if we can see statement of vendor and customer in one statement if there are linked

    10 votes
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    1 comment  ·  Customers  ·  Admin →
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  9. Create a Global Admin for Client Portal

    Create a global admin so you can see the customer's client portal. I want to be able to log in and see what each customer will see when they log into the client portal.

    10 votes
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    0 comments  ·  Customers  ·  Admin →
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  10. Multiple delivery address options for customers accounts

    Can we have multiple delivery addresses to hold additional delivery address information for our customers. Our bussiness deals with alot of customers with multiple sites and it is frustrating to continusly change the data befre submiting invoices.

    10 votes
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    8 comments  ·  Customers  ·  Admin →
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    Hi Everyone,

    We are happy to announce that, “Now you can add multiple addresses to contacts”

    With this feature, you can quickly and easily deliver items to multiple addresses.

    Kindly have a look at our help document in the link mentioned below.

    https://www.zoho.com/books/help/contacts/contact-actions.html#addresses-contacts

    Do give a hands on try and if you have further queries feel free to get back to us at support[at]zohobooks[dot]com.

    Regards,
    Reshma

  11. assign sales person to customer account

    I would request that sales persons be selected/assigned per customer and not at the time of creating an invoice.

    Some of the reasons would include:
    - credit sales to one customer done by several sales reps
    - companies structure usually assign sales reps to customers
    - difficult to compute commission and analyze outstanding amounts if sales reps are captured per invoice
    - reporting becomes difficult to analyze, for example, aging report should show balances per sales person (this helps it calculating commissions).

    9 votes
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    0 comments  ·  Customers  ·  Admin →
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  12. Add a flag to identify accounts on stop

    I have to communicate any accounts which are put on stop (due to late payment/credit limited exceeded etc) to the sales team via email and add a remark to the contact. I'm relying on the sales team remembering who is on that list/noticing the remark.

    A feature that enables you to mark a contact as 'On Stop' which prevents estimates/invoices being raised and has a large red flag would be really useful. (I cannot see that this is currently a feature, apologies if it is please feel free to point me in it's direction!)

    9 votes
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    2 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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    1 comment  ·  Customers  ·  Admin →
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  14. Can we automate sales commission calculation on all sales made for to a particular contact to an agent who introduced the contact to us?

    Can we automate sales commission calculation on all sales made for to a particular contact to an agent who introduced the contact to us? It's like an understanding with a agent that all sales made to certain parties forever require payment of commission to the agent. In such cases, can their be an option at time of customer account opening as to them being introduced by the agent and all invoices generated/payments collected from such customer entitles the agent to receive commission and that the expense of commission is automatically recorded?

    9 votes
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    2 comments  ·  Customers  ·  Admin →
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  15. 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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    0 comments  ·  Customers  ·  Admin →
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  16. Statement of Account

    To Customize SOA for the customers and vendors is very important as the current standard template does not show the ref# and description.
    Right now we adding the descript in the ref# filed so we can get it the statement in the notes filed ( we made across records ) !!!.
    Please, we need to customize statement of account to be included ( Date, Ref, Description, Dr, CR, and balance).

    8 votes
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    0 comments  ·  Customers  ·  Admin →
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  17. 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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    0 comments  ·  Customers  ·  Admin →
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  18. Please can you create a way to separate customers into SUPPLIERS and CLIENTS?

    Some we sell to and some we buy from....obviously this should be split in Customers list. Right?

    8 votes
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    0 comments  ·  Customers  ·  Admin →
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  19. Multiple GSTN Numbers of One Customer as per Location-Its very important as of now scenario

    One customer with Different Locations and different GSTIn Number as per ocation should be added in one contact , so that it gets tracked under one ledger only.
    All Other Accounting Softwares provide this option after GST

    8 votes
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    3 comments  ·  Customers  ·  Admin →
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  20. 7 votes
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    1 comment  ·  Customers  ·  Admin →
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