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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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67 results found

  1. Pass NCP-CI-AWS Today with DumpsBoss Practice Questions

    What is the NCP-CI-AWS Exam?
    The NCP-CI-AWS exam is a certification exam offered by Nutanix that focuses on testing your knowledge and skills related to deploying, configuring, and managing AWS-based cloud infrastructure. It assesses your ability to handle essential cloud services and architecture on AWS, which is one of the leading cloud platforms used by businesses worldwide.
    AWS is an essential skill in today’s tech world, as most organizations are shifting their infrastructure to the cloud for better scalability, flexibility, and cost-efficiency. The NCP-CI-AWS exam aims to validate your technical capabilities and expertise in the cloud domain, making it an…

    1 vote
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  2. Im looking for purchasing the zoho for my buisness and tried the trail option, but im sad to find out that there is no category option in i

    I am purchasing Zoho for my business and have tried trial option. However I am disappointed find that there is no category option in the templates. Please add category and subcategory.

    3 votes
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  3. Customer Statement

    Provide a new template design for Statement of accounts, similar like reports like Balance Sheet, P&L, Ledgers or Spreadsheets template with less space and more details, also to mention invoice due by days.

    3 votes
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  4. Elevator Panorama in Karachi

    Karachi, a bustling metropolis, is witnessing a growing demand for modern elevators and panoramic lifts as high-rise buildings dominate the city's skyline. Panoramic elevators, with their sleek glass designs and stunning views, have become a popular choice for malls, hotels, office buildings, and luxury apartments.

    These elevators provide a unique blend of functionality and aesthetics, offering passengers a seamless ride while enjoying breathtaking views of the surroundings. With their transparent enclosures, panoramic elevators add a sense of openness and sophistication to any building.

    In Karachi, several leading elevator companies specialize in designing, installing, and maintaining panoramic lifts to suit various…

    1 vote
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  5. Dashboard customization

    Dashboard customization: Want to display dashboard data in different currencies rather than base currency.

    1 vote
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  6. Give users much more flexibility to edit the "Email Notification" templates

    Hi
    I'm struck by how poorly these email templates look and the very limited options Zoho gives to customize them into something that looks at least reasonably professional. There are many great features in this app that I already really like BUT this one issue seems like a real "flat spot"!

    Please can you do more work here to allow users to personalize them much more WITHOUT needing to use HTML!!!

    Many thanks in advance.
    Edward

    3 votes
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  7. Enable image uploading in the annexure page or include an option for a second logo to show brands represented by a sales company

    LOGO SOLUTION

    Enable image uploading in the annexure page or include an option for a second logo to show multiple brands represented by a company.
    We want to show the brands we represent on the last page of the estimate, so we need the image shown after the annexure lines.
    Alternatively, if you can add a button for the footer to be shown only in the last page, this could work as well.

    1 vote
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  8. customer vat invoices

    I am using Zoho One with sync from CRM to Zoho Books. Create a placeholder for VAT ID from CRM in templates. Currently you need to create a custom field (and seperately fill the field).

    1 vote
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  9. Add date placeholders (merge fields) to email templates

    Adding month, day and other "date math" such as %(MONTH-1)% to all email templates would reduce manual typing -- especially when creating invoices. You already have this concept for recurring invoices (see https://www.zoho.com/us/books/kb/invoices/add-date-recurring-invoice.html ). Make these date placeholders available to be used in all email templates please.

    3 votes
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  10. Customise Delivery Note

    Need the option to customize delivery note. We need columns like - Weight and Bag No/Case No etc. for each SKU/product. Is it possible?

    1 vote
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  11. Add Project Data to the SO header

    It's available in Estimates and invoices then why not enable it in sales order so it is consistent across all modules?????

    1 vote
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  12. Add Project Data to the SO header

    It's available in Estimates and invoices then why not enable it in sales order so it is consistent across all modules?????

    1 vote
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  13. Field Visibility in Templates

    Currently the ability to control field's visibility in templates is spreaded between the "Show on all PDF's" in customized fields and the template.

    Not only this is inconsistent, it limits the ability of hiding/exposing the field on some templates.

    Please move the visibility control of all fields into the template preferences so users can choose which fields they want to show/hide in each template

    1 vote
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  14. Give more customization options for the templates

    I need to be able to create a Purchase Order template where every line item creates a separate PO page. I.E. three line items would result in a three page Purchase Order .pdf

    1 vote
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  15. Make %PageNumber% a valid placeholder for custom footer content

    When enabling printing of page numbers in templates, they are placed at a fixed location on the page.
    It would be a good option to have %PageNumber%, %PrintDate% and %TotalPageCount% as valid placeholders to be used alongside other info in custom footer content.

    1 vote
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  16. Allow option to print my business name on checks or enable HTML editor for Check template

    Allow option to print my business name on checks. My checks don't have my business name on them. My previous accounting software (Quickbooks) had the option to print my business name and address on the checks in the upper left corner. It would be great if this was an option, or give me the option to use the HTML editor on the check template and I could add it myself.

    1 vote
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  17. Not display invoice copy

    Would it be possible to deactivate the link that displays actual invoice.
    Indeed we are not using Zoho invoice template.
    Setting up clickable link shall be offered to Zoho customers.

    1 vote
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  18. Capability to modify the email template for sending a Payment Link.

    Capability to modify the email template for sending a Payment Link.

    2 votes
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  19. Custom template "simple" cannot able to adjust line height table so it effecting invoice creating more page when we add 3, 4 items

    Currently the height of rows in invoices is fixed and can not be changed and this might leave a lot of white space in the invoice,
    I suggest that height of rows should be made flexible and the user should have the ability to put max and min values

    11 votes
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  20. Currency symbols for all prices

    At the moment, in templates a currency symbol only appears in the total amount/sum. It would be helpful to have currency symbols for ALL prices like item prices, taxes and discounts (if given as amount and not as percentage) and subtotals as well.

    9 votes
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