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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.

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6729 results found

  1. Worldpay Business - Integration

    ZoHo should really consider integrating worldpay business for UK clients.

    We were advised prior to singing with zoho that the software was capable to integrate with worldpay they failed to advise that zoho support only corporate gateway accounts - this is very unfair!

    Please action this ASAP?????

    10 votes
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    2 comments  ·  Third Party Integrations  ·  Admin →
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  2. Add 'Delivered' or 'Received' as a status in Purchase Orders

    Instead of converting a purchase order to a bill, it would be nice of one can simply mark it as delivered so that the view can be filtered to exclude these. At the moment one needs to cancel the order to be able to filter out the delivered purchase orders.

    9 votes
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    3 comments  ·  Admin →
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  3. View sent estimates and invoices

    It would be great if one could view the body of historic emails sent through the estimates and invoices modules. A link to this email can be placed in the updates above the invoice or estimate. "9 Jun 2015 06:25 PM Estimate emailed to mail@mail.com. Click here to view email"

    12 votes
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    1 comment  ·  Admin →
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  4. add a column for "merchant name" on zoho books

    im using zoho books and zoho expenses.

    we need merchant column in zoho books also like in zoho expenses

    or atleast on zoho books > expense reports.

    now its time taking to know to whom we paid

    5 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  5. Mark SO as invoiced

    I'd like to be able to mark an SO manually as invoiced.

    19 votes
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    2 comments  ·  Invoices  ·  Admin →
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  6. 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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  7. add titles to estimate list

    add titles of the estimate to the list. with numerous estimates to the same customer, to find the correct estimate. All estimates 1 by one should be checked to find the correct one

    8 votes
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    0 comments  ·  Estimates  ·  Admin →
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  8. Exporting only search results

    At present if you search for a range of invoices / contacts etc and then select the "export" option all records are exported not just those retrieved in the search.
    I think it would be very useful to be able to export just the records searched on.

    28 votes
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    2 comments  ·  Admin →
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  9. Please include Moneris as payment method

    7 votes
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    0 comments  ·  Payments  ·  Admin →
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  10. Add a date field to transaction line

    Service-based firms need a field for Date (in addition to Qty, Desc, and Rate) for when the service took place. Right now, the only way to add it is to include it in the description field.

    9 votes
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    2 comments  ·  Invoices  ·  Admin →
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  11. Quebec taxes Report (QST TVQ)

    In the Canadian version add the tax report for the Province of Quebec (QST).

    Dans la version Canadien, ajouter le rapport de taxes pour la province de Québec (TVQ).

    10 votes
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    0 comments  ·  Reports  ·  Admin →
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  12. Alipay through Stripe Zoho Integration

    Accepting Online Payments from Chinese Customers is often a pain or impossible without a foot in China because credit cards aren't very popular in China and e-payments are centered around cash and debit: http://www.buybuychina.com/plastic-surge-why-chinese-consumers-dont-use-their-credit-cards/

    Stripe announced its integration with Alipay (Chinese Paypal kind of) to help getting paid by Chinese customers online. https://stripe.com/alipay

    Since Zoho already integrates so well with stripe payment gateway, it would be a dream to get Alipay as a payment option directly on the sent invoice through Stripe-Zoho integration.

    Regards,
    Simon L

    33 votes
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  13. Create a way to Void Invoices in Workflow or Batch

    We are automatically generating thousands of invoices a month for customers. We want to void out any invoice older than 30 days. We cannot change the status field in workflow and we cannot use the batch feature on Invoice search to void invoices. Right now we have to manually click through thousands of invoices to void each individually. Please vote this up!

    9 votes
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    0 comments  ·  Invoices  ·  Admin →
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  14. Use Vendor information when creating a PO or multiple POs from a single invoice

    There's another request to allow PO from Invoice (I agree with this)

    Adding to that, in the CRM there are fields for Vendor Name and Vendor Code which are not carried over to Books. And in Books there is the cost of goods sold which does not carry over to CRM (unless I overlooked something).

    All this information should carry over and should be used to generate as many purchase orders that are needed from a single invoice. A PO should be generated for each Vendor on an invoice and automatically carry over the Vendor name, Vendor Code (assuming this…

    30 votes
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    4 comments  ·  Purchase Order  ·  Admin →
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  15. Allow staff hours be billed as days

    Currently i have to calculate an hourly rate and ensure my staff put in correct billable/nonbillable hours. I would like to charge a client based on a daily rate rather than hourly. We should be allowed configure what a "working day" is e.g. = 7.5hours. And then if staff put in this in their timesheets we invoice a day, if they put in 3.75hours, a half day etc.

    31 votes
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    1 comment  ·  Invoices  ·  Admin →
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  16. A project related report that lists all transactions

    At the moment, the project reports are limited to staff and tasks, with no feature of invoices or expenses. To get a whole view of a project these items need to be incorporated into a report.

    15 votes
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    3 comments  ·  Reports  ·  Admin →
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  17. How to record loans and repayments, interests etc.

    https://www.zoho.com/books/kb/expenses/record-loan-amount.html

    This is an incorrect way of implementation of loans.
    This needs a proper implementation for zoho books to compete with mainstream solutions. As of now its just about fine to record expenses and generate invoices. Balance sheet level stuff is still lacking behind IMHO.

    18 votes
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    1 comment  ·  Admin →
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  18. Change default payment method when recording payments

    I really need to change the default payment method when recording payments. I want to change it to check and also change the default Deposit to: account.

    18 votes
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    3 comments  ·  Payments  ·  Admin →
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  19. A read-receipt option inside of Zoho books when emailing out invoices would be very helpful in streamlining our tasks

    Read-Receipt option inside Zoho Books

    13 votes
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  20. When printing a check I would like to have the vender account number show on memo field of check

    2 votes
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