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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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  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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6729 results found

  1. 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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    0 comments  ·  Inventory  ·  Admin →
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  2. 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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  3. 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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    0 comments  ·  Payments  ·  Admin →
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  4. 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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    0 comments  ·  Items  ·  Admin →
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  5. Apply Credit Card Payments Through Bills

    I would like to have the ability to enter a credit card in bills and have it apply the payment directly to the Account. As of right now, if i enter the credit card as a bill, it does not allow me to apply the payment to the Credit card account. I would like to see it either do one of 2 things:

    Allow me enter the bill with payment and apply it to the Credit card
    or
    after reconciling give me the option to add a bill, so i can pay it and have a record of it as…

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  6. Add to Group, last used Group as First Entry, Seperator (Books / Article + Inventory / Article)

    Add to Group, last used Group as First Entry, Seperator (Books / Article + Inventory / Article)

    3 votes
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    4 comments  ·  Inventory  ·  Admin →
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  7. Well here is a crazy Idea! How about the help team actually providing useful answers!

    How about Zoho Hel[ Team actually answering customer request with useful replies? Instead of just sending irrelevant advice or "We are working on it, if we think its needed"

    1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  8. Make adding custom fields to contact views actually work

    The controls are there but whether you create a custom view or modify an existing one, every time you add a custom field it just disappears when you save and does nothing.

    3 votes
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  9. In Blueprints & Workflows make recurring an option for a task or action

    Tasks can be "turned" to recurring once they have been created and are in the different modules. There is no place to make tasks or actions that are added to workflows and blueprints recurring. This hinders automation.

    6 votes
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  10. I would like to see more or custom industry settings

    When choosing a industry in Zoho book we are limited to pre-defined settings. I would like to be able to add a custom industry since our industtry isnt in the list. We cant add custom.

    3 votes
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  11. Add a View customer Portal link in each customer contact area.

    Add a View customer Portal link in each customer contact area. It is possible to add an email to the customer contact and login to the portal that way so why not just have a view customer portal link in each contact area?

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  12. bill report

    I would like to see the possibility in Bills and Expenses reports that the taxes (in Canada/Quebec in my case) be reported for each line of these reports, not only at the end of the report. When one is entering the numbers in the corresponding forms, it would be nice to see what is the total value of each line (total means the basic amount plus all taxes). And when one runs a report, then a column is added so the total tax amount is displayed for each line in the report.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  13. Invoices

    I would like to see a filed where to show clients their billing period. Kind of like a placeholder for Reference in the invoice.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  14. Add a Retainer invoice expiration date

    1 vote
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  15. Requestiing to add invoice status as "Writeoff"

    In addition to that, we need invoice status as "writeoff". Many of our clients are not making the payment and in zoho it is in pending payments. Every time we need to find/filter which client will make the payment, and which client will not make the payment. To avoid that if we update the status as "Writeoff" then it will be easy for us find the pending payment

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  16. pay a bill with a credit

    1 vote
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  17. Allow for the creation of LEDES invoices required for legal billing

    Many of the online invoicing systems managed by the legal departments of our clients require the submission of LEDES invoices in txt format. Can you please enable this option for whenever we create an invoice, we can download it in LEDES txt format rather than only in PDF?

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  18. I would to see Job ticket rising option for service centers like electronics gadgets

    I would to see Job ticket rising option for service centers like electronics gadgets

    1 vote
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    0 comments  ·  Zoho Integrations  ·  Admin →
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  19. show all access and transaction before and after to diana raymundo account and recent payment deposit

    in my account do the transaction payment and deposit
    payment unto my recent
    account show all transaction payment deposit.before and after and recently

    1 vote
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    1 comment  ·  Banking  ·  Admin →
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  20. Please give option to correct the bank account

    Please provide option to correct bank details

    1 vote
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