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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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60 results found

  1. It would be good to be able to set the fiscal year end in the mobile app in the same way as you can in the desktop app. In fact if all deskt

    It would be good to be able to set the fiscal year end in the mobile app in the same way as you can in the desktop app. In fact if all desktop settings carried over to the mobile app that would be the nest solution.

    4 votes
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  2. Add the ability to change the theme colour depending on which Organisation you are in

    Currently in the mobile app you can select a theme, which changes the main colour of the app. It would be really handy to be able to have a theme per organisation, so that you can visually see which organisation you are currently in.

    1 vote
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  3. enable crop images when uploading receipt images

    enable crop images when uploading receipt images

    2 votes
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  4. Business Card Scanner to create vendor or customer from Mobile app

    if possible please add a feature to scan business cards so we can create vendor or customers very easily by scanning business cards. Already lots of apps available in Play store like SnapBiz-Card so that's concept here we can use to create vendors or customers instantly

    1 vote
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  5. Contact related transactions

    In the iOs app, it's currently not possible to search for contacts and see all related transactions (quotes, sales orders, invoices etc.)...! Please make this possible as soon as possible, what's the point of having a mobile app if this kind of checks can't be done?

    2 votes
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  6. Option to print Invoice in A5 Paper

    It would be nice to have option to print in A5 size paper. That we we can save a lot of paper.

    7 votes
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  7. Bank Charges field on iOS app

    When recording an invoice payment on the web version of Zoho Books, I am able to enter bank charges for a transaction, but not on Zoho Books for iPhone/iPad. That field is simply missing. I can run the web version just fine in Safari, but it’s a clunkier workflow. I would love to see that field added for the iOS app.

    3 votes
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  8. Mobile timer: allow me to enter notes and save to close

    In the timer screen where you can stop and start... the only thing missing that would really make life easier is something to signal the end of the journey, especially the notes field, I understand that we need to select the project and task first (though I wish there was a way you can start a random timer and choose the artifacts at the end of the journey), but to enter notes at the beginning or after you stop and go back to timesheet screen, is a bit of a long trip. If there were at least the notes field…

    1 vote
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  9. Quotation Via SMS

    Sending Quotation of items to vendor mobile number and send other offers to end customers.

    1 vote
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  10. Adding Bills and Expenses to Projects in windows mob app

    Ability to add Bills and Expenses to Projects in Windows mob app. We have many Windows app users and they need to associate bills and expenses to projects through their mobile app.

    1 vote
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  11. Apply Available Retainer Fee to Invoice From Mobile App

    When you have collected a retainer for an estimate, then convert the estimate to an invoice, you apply the retainer to the converted invoice. You cannot currently do this from the mobile app. Its a core functionality for those using retainer invoices (which is currently automatically created when the customer accepts the estimate).

    4 votes
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    1 comment  ·  Mobile App  ·  Admin →
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  12. Allow other messaging services to be used (like WhatsApp) to send messages to a client from inside the mobile app.

    When you open a contact card on the mobile app, it is possible to call and message them among other things. It would be great if one can choose your default messaging app, like WhatsApp. Possible?

    2 votes
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  13. 9 votes
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    2 comments  ·  Mobile App  ·  Admin →
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  14. Zoho Books Android App: Clicking an invoice notification should bring up the invoice

    Currently, When you click a notification related to an invoice on the Android app it just takes you back to the app home screen. The notification should be a link to the invoice that so that you can can see what client it is associated with and what is on the invoice. Please make it so that when you click a notification related to an invoice it brings up the invoice that the notification is associated with.

    3 votes
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  15. offline access to zoho books mobile app and sync when i have wifi

    Hi,
    It would be a great feature if users can use the app offline and sync it later when they have wifi.

    Salesmen can create new invoices or create new customers on the go without loading time.

    31 votes
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    6 comments  ·  Mobile App  ·  Admin →
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  16. I need to update the note field for a timesheet throughout the day but this seems to be a limitation in your app.

    On the mobile app, I need to update the note field throughout the day but this seems to be a limitation in your app. I cannot leave the Time Sheet without completing the time, even if I have the Timer running. So I have to start the timer, open a notepad to record the jobs I am performing and then stop the timer and copy and paste my notes from notepad into the notes field in timesheet.

    2 votes
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  17. Reduce the size of mobile uploaded receipts!! It takes over 30secs per receipt over mobile data

    I make several business purchases a day, uploading each to Zoho through my mobile is very time consuming (20 secs approx over wifi, 30secs over data). Reducing the size of the image uploaded, or background uploading will massively help this - i don't need an 8mega pixel receipt.
    I've used Expensify before and their system is much better.

    5 votes
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  18. add inventory to reports on mobile app

    add inventory to reports on mobile app

    6 votes
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    2 comments  ·  Mobile App  ·  Admin →
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  19. Retainer Invoices Mobile App

    Add the option to create retainer invoices for the mobile app.

    18 votes
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  20. Show timer in lock screen

    It would be great if once you run the timer in the app, that it shows the timer while in Lock screen on the iPhone. At the moment, you forget if the timer is on or off. need some sort of way to see this quickly or access it while in lock screen.

    4 votes
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    3 comments  ·  Mobile App  ·  Admin →
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