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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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  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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6725 results found

  1. To Edit items while making an estimate.

    A great place to add the item edit button would be in the new ! icon that we have to see the product cost. With all of the changing prices with Tariffs and stuff there is a lot more fluctuation than normal on having to change the item price.

    1 vote
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  2. Allow for Bulk Tax imports or other Tax integrations

    The ability to import in bulk different taxes. Avalara does not allow for line item discounts. Allow for other tax software integrations that do not have this limitation.

    1 vote
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    0 comments  ·  Transactions  ·  Admin →
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  3. Ability to markup an expense on the Record Expense tab.

    Much easier and quicker than having to go through the price list option.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  4. Project payments based on total costs not hours

    create a way to have project cost split into payments based on total project cost and agreed upon terms.

    1 vote
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  5. Allow merchant to decide to save customer payment information for future transactions

    Remove the check box asking the customer to allow this and enable the merchant to require this by default BUT let the customer know at the bottom of the payment form before submitting.

    1 vote
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  6. Sales order balance should go to my inventory...i mean the balance on the sales order.

    Sales order balance should go to my inventory...i mean the balance on the sales order.

    2 votes
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    0 comments  ·  Inventory  ·  Admin →
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  7. Currency adjustment for a date range say full month of October for all the transactions in October in foreign currency

    To be able to convert to base currency of all General Ledger (GL) Accounts in foreign currency at month-end or quarter-end. The existing now is for a day. This will be tedious if you want to close your month or quarter and enter each conversion daily. By having this option, all foreign currency GL accounts will be converted to the base currency.

    2 votes
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    0 comments  ·  Transactions  ·  Admin →
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  8. I would like to see the Client as the first option in Log Time screen.

    If I have the Project name "support" for multiple clients I cannot tell the difference in the Log Time Screen. It would be helpful to select the client and then the project rather than starting with the project.

    1 vote
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  9. Possibilité de pouvoir classer les fournisseurs (Clé de tri)

    1 vote
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  10. Mettre des comptes de grand livre par défaut dans les fiches fournisseurs

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  11. Check NSF

    Avoir la possibilité de déclarer un chèque NSF et d'ajouter les frais bancaires qui s'applique. Pour le moment, on peut seulement l'annuler!

    3 votes
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  12. CUTOMIZED REFUND OTIONS

    I had faced this problem in my transaction. unknowingly i have sent money to vendor for three times intead of one time. the vendor also credited the excess payment in a single transaction. but the problem arise when i tried to categorize the same. it was not allowing me to split the refunded amount to categorize and we forced to do some manual entries.

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  13. Make possible to change Amount receive at Retainer Invoices.

    Make possible to change Amount receive at Retainer Invoices.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  14. what if i take loan from 2 different people. then both will get clubbed under asset loan. How do i track individual wise

    1 vote
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  15. I do not able to pay a vendor (Bill payment or Vendor advance) from prepaid expence

    3 votes
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    0 comments  ·  Vendors  ·  Admin →
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  16. American Express Middle East

    Kindly need to have American Express Middle East (Bahrain) as it is not in the list of banks having automatic feed

    1 vote
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  17. sales

    Allow inventory allocation on creation of a Sales Order. This avoids selling equipment that has already been committed to. Also, allow the creation of a committed items report based on Sales Order.

    1 vote
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  18. Option to Remove Invoices & Payment History via Client Portal

    We're at a constraint via our parent organization. We use Zoho to create estimates and convert to paid invoices. This invoice Data is exported and converted into Microsoft GP. We as a smaller organization in the umbrella can't dictate our own invoicing system.

    So here is what leads up to this function....

    1. We would like to use the 'Accept this Estimate' without use of a client portal.
    2. We understand this isn't possible without the Client portal. We're good with that...Ultimate its a great feature the Client could have a portal to see past estimates as well as see open projects.
    3. …
    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  19. VAT listing in Payment Receipts

    Please add the option to list VAT on payment receipts. This is a legal requirement for me...and I need to stop using Zoho (after 5 years of use) because of the lack of this feature.

    Many thanks

    1 vote
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  20. Set a minimum price for Items.

    show a warning sign if after the discount, the selling price is below the minimum price that was set.

    0 votes
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