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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.

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202 results found

  1. 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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  2. Time tracking for service items

    the ability to track time for service items

    13 votes
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  3. Ability to assign one/multiple product categories to Item and filter for same while searching for products

    Ability to assign one/multiple product categories to Item and then ability to filter items by category while adding line item to order/invoice. This filter should be available both in web and phone apps.

    This way those users can locate product items faster who have huge product list. Also user will see a short list of products if they are looking for specific category product only.

    1 vote
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  4. TO ADD UNIT

    WHEN WE ADD UNIT VALUE OF A PARTICULAR ITEM SAY DOZEN OR KG BUT WANT TO SELL IN INDIVIDUAL PIECES OR IN MILI LITRES IN TERMS OF A LIQUID ITEM WHICH IS NOT POSSIBLE IN ZOHO BOOKS,I REQUEST YOU TO PLEASE MAKE UNIT COLUMN EITHER AUTOMATIC,FOR EXAMPLE IT SHOULD KNOW HOW MUCH PIECES A DOZ CONTAINS ETC.,OR PROGRAM IT IN A WAY WHERE USER CAN DO IT.
    THANKING YOU
    VISHAL JAIN

    4 votes
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  5. 1 vote
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  6. edit item

    Should be able to link a downloadable document from the documents folder to items. For example - we have items that when selected always require the same PDF to go out with the estimate. Would be helpful to be able to attach these to the item to save keep reattaching every time!

    4 votes
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  7. I'm a distributor for multiple companies, but here i'm unable to generate the reports of stock movement company wise

    I'm a distributor for multiple companies, but here i'm unable to generate the report of stock movement company wise. when we check report all items are coming, we should have grouping of items.

    4 votes
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  8. 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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  9. Integrate Composite items from Zoho Inventory

    Add the composite items option box/unbox feature from Zoho Inventory into Zoho books

    12 votes
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  10. 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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  11. 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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  12. 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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  13. 1 vote
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  14. Item PDF attachment & Order Revision Freeze

    Greetings,

    I would like to add a .pdf or .dxf/.dwg attachemnt to specific items
    This would contain the 2D drawings for this item or the dxf aka 2D flat layout for laser cuttings for example.

    And a way to freeze the item if it's undergoing a 3D/2D model update/change, so it cannot be ordered while it's being altered.

    This would be handy for ordering repeating custom parts without our engineering having to send the files afterwords in a seperate mail on each purchase order.

    8 votes
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    3 comments  ·  Items  ·  Admin →
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  15. zoho app for scanning QR/Bar Code

    For Inward & Outward of items, instead of typing, please add zoho app for scanning QR/Bar Code to quickly add in the Bills & Invoices through mobile camera/picture or web camera instead of using third party bar code scanners.

    5 votes
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  16. 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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  17. 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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  18. 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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  19. 6 votes
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  20. Automated Recurring Invoice creation at the item level

    Automated Recurring Invoice creation at the product level

    There should be a way to define an item as a recurring revenue item in the item details pane in Zoho Inventory. When the item is sold, a recurring invoice should automatically be created based on the predetermined "repeat every" date.

    3 votes
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