Zoho Books

Welcome to our Feedback Forum!

If you have an idea or a feature you’ll like to see in Zoho Books, this is the right place to be. While we cannot promise a ‘date’, we will definitely keep you updated on every feature request you make.

Tips while posting the idea:
1. Search if the feature or idea is already listed. If yes, vote for it.
2. If it’s unavailable, add the idea and give a detailed description on how you’ll like to see it work in Zoho Books.

I suggest you ...

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Stock & Warehouse management + sales commission

    1) different stock can enter the item list with expire date
    2) add shipping status
    3) sales commission features upon payment received.
    4) sales profile and commission rate linked to different items
    5) search of the items should be enhanced.
    6) add item category + sub-category

    300 votes
    Vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      I agree to the terms of service
      Signed in as (Sign out)
      You have left! (?) (thinking…)
      15 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
    • item search

      Would be nice if you can include a comprehensive search feature for Items specially. Example the items should be searchable with any word in the item description

      121 votes
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        I agree to the terms of service
        Signed in as (Sign out)
        You have left! (?) (thinking…)
        13 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
      • Make the text box (where we type the item number) searchable

        When making an estimate, invoice or bill, the textbox where you type the item name or number is not searchable !! That means if you do not know EXACTLY the name of your article (or at least what is strarts with), then you have to leave that page, go back to the items page, find the exact wording or the items you want, copy it then go back to your estimate and paste it.... That's a waste of time, especially when items name are long and complicated..

        54 votes
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          I agree to the terms of service
          Signed in as (Sign out)
          You have left! (?) (thinking…)
          7 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
        • Serial Number Tracking

          Allow items to have a serial number Entered in the System.
          1. Enter Serial of Items/Goods and dated purchased.
          2. Warranty Periods for Serial Numbered Items
          3. Pick Items by serial number when doing customer invoices (it helps when items get faulty during their warrant period and to know where there goods where bought from and return to original supplier or manufacturer.) We are having look check the items if there are returns and start opening files to see where we bought from and is it still under warranty.
          4. Being able to see Faulty Items when returned by customer…

          49 votes
          Vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            I agree to the terms of service
            Signed in as (Sign out)
            You have left! (?) (thinking…)
            2 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
          • Items - Multi Currency Purchase Rates ?

            Hi,

            We do International Trading and buy products in multi currencies. However the Items purchase rate is fixed as per company's base currencies and this does not suit us. This results in a false value to our stock and affects all our reporting.

            Even if we convert the purchase rate into the base currency, this rate will never be accurate unless it's updated on a daily rate basis. This is not even an option.

            Rates in Exchange
            Where can we input the rates or exchanges on a daily basis on Zoho?

            35 votes
            Vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              I agree to the terms of service
              Signed in as (Sign out)
              You have left! (?) (thinking…)
              0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
            • Enable multi currency in item prices.

              We should create items in foreign currency purchase and sell prices.

              33 votes
              Vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                I agree to the terms of service
                Signed in as (Sign out)
                You have left! (?) (thinking…)
                1 comment  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
              • Product groups / assemblies

                Ability to put products into multiple groups to create assemblies with estimated sales and purchase costs

                32 votes
                Vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  I agree to the terms of service
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                  3 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                • Sub categories / Group for items

                  Enable sub categories for items. This will greatly assist in reporting sales / stats
                  eg:
                  Item Group :Pens
                  sub: Black
                  sub: Blue
                  sub: Red

                  Reporting to show total by item group and also by sub
                  This way I can get a report on all pens and/or specific coloured pens

                  23 votes
                  Vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    I agree to the terms of service
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                    1 comment  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                  • Add a tax component to a purchase item.

                    Please add a tax component to a purchase item to enable the item to be allocated a tax rate so when it flows through to a purchase order then onto a bill it has the tax rate allocated.

                    20 votes
                    Vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      I agree to the terms of service
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                      0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                    • Bar Code Scanning on Items

                      1. Be able to sell goods using bar codes instead of having to enter or search the item name or number.
                      2. Use our mobile devices cameras to scan bar codes
                      3. Capture items from vendors using bar codes
                      5 Price look-up by bar code

                      17 votes
                      Vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        I agree to the terms of service
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                        1 comment  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                      • Price breaks by quantity

                        Add the ability to set pricing based on quantity sold. Example:

                        If I sell one item the price is $10 / item, if I sell 10 of these items the price become $8 / item.

                        16 votes
                        Vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          I agree to the terms of service
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                          2 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                        • item description

                          When looking at items, it only shows description/ SKU, but not both. Ideally I should have a field chooser, where I can choose which fields I need displayed to make my work easier. Right now I work with SKU, but am unable to see the description together. Please help.

                          Gagan

                          15 votes
                          Vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            I agree to the terms of service
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                            2 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                          • Automatic import of items from square register

                            Allow automatic importing from other apps, such as square register. So if items are already entered there they will import and sync daily to keep track of inventory that is sold.

                            12 votes
                            Vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              I agree to the terms of service
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                              2 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                            • import items matched on SKU

                              When importing item, we need the ability to match existing items on the SKU or the hidden Zoho code. At the moment, you can only match on the Item Code (Name). This makes issues when trying to update item names.

                              11 votes
                              Vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                I agree to the terms of service
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                                2 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                              • Item Merge function

                                There should be a way to Merge Duplicate items, just like you can merge contacts.

                                11 votes
                                Vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  I agree to the terms of service
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                  1 comment  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                                • Allow users to view item prices across all price lists.

                                  Need to see end user pricing, distributor pricing and our cost in the same view. We have over 200 items so have to use the csv export to make simple updates to a price list. This is ripe for errors and is a severe hinderance in Books. CRM does it right, please implement in Books.

                                  10 votes
                                  Vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    I agree to the terms of service
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                    0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Automatic assignment of price lists to clients

                                    Something very simple and VITAL is missing in Zoho Books which a lot of accounting systems have as standard, if you could implement it, I will gladly become a client: -

                                    Price Lists created in: Items / Price Lists, should be able to be assigned to a specific client automatically if required.

                                    For example, a new customer is created, an option should be available to automatically assign a specific price list to that particular client. If this optional feature is not selected, default pricing applies to the client when creating an invoice.

                                    The system as it is currently setup, requires…

                                    10 votes
                                    Vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      I agree to the terms of service
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                      1 comment  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Inventory by location

                                      Add a way to manage inventory by location:
                                      units in warehouse location 1
                                      units in warehouse location 2
                                      units on order / in transit
                                      Total units available

                                      9 votes
                                      Vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        I agree to the terms of service
                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                        0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 8 votes
                                        Vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          I agree to the terms of service
                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                          0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Please add feature sale filter report by items for each sale person.

                                          Now i am experiencing difficulties in filtering the total sale for each item for sale person because in my company there are many sale person who sell services or products with different commission rate. So when I want to calculate/filter those sale persons, i cannot.
                                          Please help vote this features.

                                          8 votes
                                          Vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            I agree to the terms of service
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                            0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                                          ← Previous 1 3 4 5
                                          • Don't see your idea?

                                          Zoho Books

                                          Feedback and Knowledge Base