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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:
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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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202 results found

  1. Plural form for item units

    It would be very helpful to save an item unit with its singular and plural form.
    For example:
    Item unit is "piece":

    If we quote for 1 piece, invoice/estimate shows "1 piece".
    If we quote for 2 and more pieces, invoice/estimate shows "2 piece".

    It should change automatically to the saved plural form and mention " 2 pieces". Looks more professionell to clients.

    6 votes
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  2. item list with price tag

    we need a template in excel so we may upload our 869 items.

    1 vote
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  3. Items - Estimates History

    In every item page there are tabs of Overview, Purchases and History. It is very important to include Estimates to know how much items where quoted in the past and to whom. It will help for Price Reports.Thanks.

    1 vote
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  4. Ability to create sequential SKU

    Ability to create sequential SKU

    3 votes
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  5. Associating a default template for a Item

    For a set of line item by default I want to use spreadsheet template and for another set of line item i want to use spreadsheet plus template. Can we associate default template to line item.

    Eg.
    Spreadsheet Plus - Have around 40 Items (Paper Products).
    Spreadsheet Plus - Only One Line Item Wood Pellet.

    When in the invoice Wood Pellet item is there, on saving by default spreadsheet plus template is the format.
    When the invoice has the remaining 40 products, the format should be spreadsheet.

    1 vote
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  6. general notes from field employees

    need a place where all our employees from field to write a required items in a sheet date wise and a admin can take actions on that
    Reset

    1 vote
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  7. While creating New Item - There should be option not check Any of the Purchase / Sale rate (Black value should be acceptable)

    There should be option not check Any of the Purchase / Sale rate (Black value should be acceptable)

    Say If We have Designing Service - Rate vary from client to client
    So rate are not be mandatory to put at first place

    1 vote
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  8. Group Products by Product Category in Zoho CRM - Quotes

    For the very long list of Products in CRM Quotes, it is very hard to view them. So the should be grouped by Product Category.

    2 votes
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  9. items sales history

    Ability to view Item history for SALES as well as PURCHASES when viewing any individual item. It's great to see the purchases history but SERIOUSLY lacking that you can't see a SALES history of various items.

    3 votes
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  10. Stock Summary in Tally ERP 9

    I Want Item Adjustment As Same Stock Summary in Tally ERP 9

    1 vote
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  11. Sales Report

    Grouping/sub grouping of Items, so that we can get reports of totals per group. Visible in a graph as expenses are shown in dashboard

    4 votes
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  12. ORDER STATUS BY ITEM

    An order view based on status by item would be great. When you view the transaction section of an item it'll show open/closed for each order, but the order could be open due to a different item. The same problem applies when doing an advanced search by product and status.

    4 votes
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  13. 2 votes
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  14. Hi, i suggest you to add a feature by which we can also sort the items by their current stock available .

    i suggest you to add a feature by which we can also sort the items by their current stock available which is not available right now.

    2 votes
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  15. same Item name with multiple description / batch no.

    possibility of same item name with different batch no. and different packing size

    3 votes
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  16. 1 vote
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  17. Complex UOM

    Add a complex units of measurement creation, like A case of 60 packets.
    it would help in selling sealed cases as one quantity, by not checking how many packets in the case everytime. I have been transferring packets from cases to issue free pieces because of lack of this option.

    1 vote
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  18. Master UNIT

    One thing that makes zoho books complicated for many industries (like textile, wood, interior, manufacturing etc) is no option of master unit. it can be similar to composite items. zoho team please work on it. below are show examples.

    1. 1 Sheet of plywood is 2.44 X 1.22.
    2. 1 Roll of Wire is 100 Meters
    3. 1 Bundle of Plastic goods contail 80 Dozen pieces

    in this scenario No need to have complicated unit conversions. Just allow users to define what is "Unit" and What is "Master Unit" of the same.

    1 vote
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  19. more than one custom field

    More than one custom "Check Box" and "Dropdown" field for Items.
    Very restrictive when trying to define and manage a large inventory

    3 votes
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  20. 1 vote
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