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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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202 results found

  1. QTY WISE RATE CHANGE

    MANY TIMES - RATES OF AN ITEM DEPEND ON QTY SOLD OR PURCHASED.
    Like 1 to 1000 leaflets will cost Rs. 5 per pc
    1001 to 5000 leaflets will cost Rs. 4 per pc
    5000 to 10000 leaflets will cost Rs. 3 per pc.

    Add this feature to ZOHO. There should be a tab in settings with allows you to switch on QTY WISE RATE FOR ITEMS

    3 votes
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  2. Exportar Lista de pecios

    Que podamos exportal la lista de precios a un PDF con logo de la empresa para enviar a los clientes y por otra parte, que el cliente pueda verla desde su portal

    1 vote
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  3. Container return

    I have 20 Ltr Water Refilling Business. So, consumer return container at delivery time.

    if consumer not return container the Billing Amount will effected,

    Is it Possible ?
    if possible ,then tell me in details.

    1 vote
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  4. Synchronisation

    Need to be able to synchro de QTE of the stock in the CRM

    2 votes
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  5. Why can't we delete or post the original accounts into subaccounts? This is driving my crazy

    I want to be able to delete all accounts even the original ones that are included in the chart of accounts by default. I also want to be able to put all accounts into subaccounts. Is anyone else annoyed by this?

    2 votes
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  6. Reporting Tags, It would be nice to be able to select more than 1 option from each tag group

    It would be nice to be able to select more than 1 option from each tag group

    3 votes
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  7. be able to catagorize inventory items

    Be able to catagorize inventory items. Like example all bolts under "Hardware" All hose clamps under "Clamps" ect.

    1 vote
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  8. Restriction for sales staff to view different items from different vendors

    Restriction for sales staff to view different items from different vendors

    3 votes
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  9. The option to export an Item list that include all item details plus the inventory should be added.

    The option to export an Item list that include all item details plus the inventory should be added. The current export tool only includes the opening inventory and this information needs to be supplemented with up to date info on the current status of inventory per item.

    3 votes
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  10. time series based item pricing

    Is their any way to specify the time series based pricing, i.e vendor providing different prices for same item on different period in time. how can we record these prices and how this impact the inventory valuation.

    1 vote
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  11. Multiple pricelists for an estimate

    being a whole sale organisation, it would be helpful to have 3 price ranges for customers to choose when sending estimates.

    1 vote
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  12. Multiple Tax in Item. In India We have 3 taxs, 1 Services tax, 2 Swachh Bharat Cess and 3 Krishi Kalyan Cess

    Krishi Kalyan Cess, which was announced during the 2016–17 Budget, has become applicable from 1 June. A tax of 0.5% would be levied over and above the Service Tax and Swachh Bharat Cess. Till 31 May 2016, the Service Tax rate was 14.5%. With Krishi Kalyan cess, the service tax would increase to 15%.

    1 vote
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  13. Airline tickets

    selling Airline tickets is a commision based thing, or flat rate thing, this means i may sell 2 tickets on the same plane , both economy class, both sits next to each other , but one cost/sell 800/1000 , and another one is 1600/2000, so when invoicing each of these client i will have to go to the items menu and change the cost and selling, otherwise i can never know my true profit.
    someone suggested me that i create a new item each time i create an invoice that would be easier BUT this way i will be having…

    3 votes
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  14. Create Services In Items

    The ability to add services in items.

    2 votes
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  15. make items searchable by transaction.

    I need to be able to find invoices, estimates and bills by item number or description. being unable to edit items that have existing transactions, I would like to be able to search for the existing transactions that the items has been used for.

    3 votes
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    1 comment  ·  Items  ·  Admin →
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  16. SKU

    I'd like to display the Sku on every documents that shows items (invoices, orders, etc.).

    It would be great if CRM and Books could sync every fields they contains.

    Tanks!

    4 votes
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  17. Option to add a web link to an item

    It would be great feature to have the option of adding a web link when creating any item. Since most invoicing has now become web based with very little printing, it would be useful to allow the customer to click on the item name and then be directed to any web page. This web page could be anything, you tube video of how to use the product, google drive folder with all brochures, MSD Sheets, warranties etc or even just single pdf brochures.

    I am sure customers will love such interactive invoices in a world where everyone just hates the…

    6 votes
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    Not For Now  ·  0 comments  ·  Items  ·  Admin →
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  18. 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
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  19. 3 votes
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  20. 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…

    57 votes
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    2 comments  ·  Items  ·  Admin →
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