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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.

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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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6409 results found

  1. Print Option for All Draft Documents - Add water mark option.

    Draft Documents should have water mark. if not we can't identify the difference between a draft copy and finalized copy .

    My team preparing draft Invoices and sending to business partner and editing @ will as per the business needs.

    1 vote
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  2. Add Labels to invoices to enable us to clone & Track easily

    Add Labels to invoices / Sales Order to enable us to clone & Track easily

    if some form of label can be added to an invoice / Sales Order type it would be easier to clone the same and also search for same when you have 1 customer ordering too many items.

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  3. 1 vote
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  4. Plural form for item units

    It would be very helpful to save an item unit with its singular and plural form.
    For example:
    Item unit is "piece":

    If we quote for 1 piece, invoice/estimate shows "1 piece".
    If we quote for 2 and more pieces, invoice/estimate shows "2 piece".

    It should change automatically to the saved plural form and mention " 2 pieces". Looks more professionell to clients.

    6 votes
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    Not For Now  ·  0 comments  ·  Items  ·  Admin →
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  5. Bilingual

    we need to have Bilingual options to create invoices etc. as here in Saudi Arabia we are required by Saudi Authorities to show our invoices in English & Arabic both Languages. we have been given time till end of March, from effective 1st April,, invoices only in English will not be acceptable.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  6. 3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  7. Sync primary contact only from Zoho CRM to Zoho Books

    Don't need all contacts, only the primary contact

    3 votes
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  8. Delivery Chellan

    In zoho books, please add the option while generating the Delivery chellan, reduce the stock from inventory

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  9. spanish PGC

    Hi,

    we just started using Zoho Books.I have many questions:

    1-Is it possible to register the movements following the Spanish PGC?

    2-Is it possible to have every invoice related to a salesperson without showing it to the invoice but having it as a report by sales?

    3-Is it possible to present the taxes model in Spain using Zoho?

    4-Can I integrate all contacts from Zoho CRM to Zoho Books?

    Thanks,

    1 vote
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    0 comments  ·  Manual Journals  ·  Admin →
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  10. Please give Alert Message at the time of line item deletion

    Please give alert message / Pop Up at the time of line item deletion in Estimate, Sales Order, Purchase Order and Invoice

    1 vote
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  11. Tax Summary in Base Currency

    Tax Summary in Base Currency Required

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  12. Unadjusted credits adjustment

    Please have a feature to have the unadjusted credits adjusted even if they are created using a journal

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  13. Chart of Account numbers

    Hi
    My accountant and I are Zoho Partners for Australia we have an important feature that we would love to see implemented. Current the chart of accounts show in the trial balance report shows like this:
    Office Expenses ( 6-1070 ) in one line.
    Accountants here use account number like 6-1070 to short accounts and to search for accounts. Would be great if the chart of account number can be in a different column on reports so that it can be used to filter like in the chart of accounts list.

    0 votes
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    1 comment  ·  Admin →
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  14. Ability to bill hours in excess

    I bill my customers a certain amount of hours every month. That's a fixed amount in each invoice I create. What I need is a way to tell Zoho Books to add a new line to the invoice when the associated project hours are more than a the number of fixed hours. That way I can automate billing and charge my customer for those extra hours I worked for them during the month

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  15. Need a column Sales-Invoices-Custom Report Primary Contact name should be displayed

    We have created a custom report in Invoices by using your custom column.We need one more column like Contact name and Primary Contact name against customer name

    1 vote
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  16. 3 votes
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    1 comment  ·  Admin →
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  17. Remove one column in report

    I need to remove the column of transaction reference in report of any account transaction. And would be happy if Transaction details column be larger

    1 vote
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  18. is there a possibility for the increase in the width of the fields in the header of the template

    is there a possibility in future for the increase in the width of the fields in the header of the template

    4 votes
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    0 comments  ·  Estimates  ·  Admin →
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  19. COST PRICE

    We import products outside country. We must pay for local charges after making customs declaration, and trucking fee to get cargo from port to warehouse.
    We need zoho books link these expenses to each Purchase Orders, to calculate cost price for each PO

    3 votes
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    0 comments  ·  Inventory  ·  Admin →
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  20. Timesheet tasks include color option

    Visually, color makes identification much easier especially in Calendar mode.

    3 votes
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