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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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6409 results found

  1. return items in a purchase order

    We'd like purchase orders in negative amount, due to any items returned form a previous purchase order. Thank you

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  2. Entering Company Details without GSTIN, and Changing Invoice Numbers in Retail Invoices

    1) Make it possible to enter companies' details without making it mandatory to enter their GSTIN number, and

    2) Make it possible to change invoice number while making retail invoices

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  3. Offline Upload

    For expenses and sales or atleast manual journals must have an option for offine upload by an specifically made excel or any other software.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  4. Total Count to show sum (in currency)

    If I access the bill section I can see a list of all bills but the total pn the bottom only counts the number of bills, but not the sum of all bills (in currency).

    I am more interested to know how the sum of all bills is (i.e. € 200.000 in unpaid bills) rather than knowing that there are 30 unpaid bills in total.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  5. Expense entries Print option

    Prefer to have a proper formatted print option like payment made print.

    1 vote
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  6. Allow Users with international Accounts to Connect to Square POS

    Square is Intregration is only available only for Zoho book accounts in the U.S., Canada, United Kingdom and Australia editions of Zoho Books. I really need to connect to Square but cant due to these restrictions. Please Help

    1 vote
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  7. "Last Modified" field in invoices list view when viewing Drafts

    Invoice Date & Due Date are available. I would like to add an additional column for "Last Modified Time" and original "Created Time"

    3 votes
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  8. Default tasks for projects.

    We have several tasks that are always the same for each project. There should be a setting to make taks defaults for all projects. They we by default be added and could be removed later if not required.

    2 votes
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  9. minimum order quantity for purchase orders

    it would be good to have a box in each item under the purchase price section, where you can put in the minimum order allowed for purchasing that item

    1 vote
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  10. Sales Order

    We have three requests that, in our opinion, would make ZOHO nearly perfect!
    1- ZOHO recently added the ability to add 100 ship to addresses to a contact. We used them up within a month! And now, as we replace "old" ship to addresses with "new" ship to addresses, we are right back where we were when ZOHO only allowed 10 ship to addresses. Why not allow an unlimited amount of ship to addresses? Or, if ZOHO is afraid of some sort of memory overload, please give us a limit of 5000 ship to addresses. We easily will have at…

    0 votes
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    0 comments  ·  Transactions  ·  Admin →
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  11. facturas de anticipo

    How can I do my advance invoice, I am new at this and I could not set up this yet.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  12. USER - ADD FEATURE IN USER, WHO CAN VIEW DATA, ONLY FOR SPECIFIC FINANCIAL YEAR!

    MY CA MUST VIEW THE DATA OF CURRENT FINANCIAL YEAR ONLY.

    2 votes
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  13. I want to add my company certification in the footer part of my invoice

    My company has various certification and i want to add them in the footer part of my invoice so request you to suggest me how to do that.
    Thanks

    3 votes
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  14. We use lots of Retainer Invoices. Why no keyboard shortcut? How about Shift-R? It is not being used

    We use lots of Retainer Invoices. Why no keyboard shortcut? How about Shift-R? It is not being used

    1 vote
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  15. Attachments via phone camera using Zoho Books App while working on Browser

    When I want to attach a document to any transaction in Zoho Books on the Browser, an option should be available "Attach from Phone Camera".

    This will trigger a pop-up on the smartphone where Zoho Books is signed in with the same user, and a photo or multiple photos can be taken of the attachment(s), up to the size limit.

    Scanning becomes so much easier.

    6 votes
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  16. Add the ability to enter cost and markup on estimate page

    Like many other softwares out there, you usually have the ability to change the cost and markup of an item while doing an estimate, if you are doing a quick estimate without using the saved products, you have to enter the sale price, and if its accepted, then we still have to enter the purchase price in the PO, thus duplicating work. Example of competing software allows you to enter cost, markup and it automatically appears on the PO when accepted.

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  17. Allow Visualization of products within the Items section

    Allowing this without having to click on the item would allow those companies with many prodcuts to quickly scroll through the items list and select those to use to create an estimate...additionally, you could allow to go to items list, and CTRL +C (select) multiple items at once, then allow to create an estimate from those selections quickly.

    1 vote
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  18. Create Product Categories in Zoho Books

    Allow us to create and name a category for our products so they can be seperated in such a way that makes it more efficient to look up items to enter into an estimate.

    1 vote
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  19. Changing dates on payments without unlatching entries

    We need to be able to change the payment dates after they are matched, without having to unmatched the payments to change the dates and then having to rematch the payments to the deposit again. This makes it difficult when you have to put payments in different months to reconcile for a previous month.

    3 votes
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    0 comments  ·  Payments  ·  Admin →
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  20. Advance payment to supplier Via ICICI bank account

    Payment to bill is possiable thru icici , in the same way if some po needs advance and u have the bank details , it should record the advance payment

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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