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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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6409 results found

  1. In Mobile app while creating invoice customer address need to display and has an option to change multiple address of that customer.

    In Mobile app while creating invoice customer address need to display and has an option to change multiple address of that customer.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  2. In Mobile app while creating invoice vendor address need to display and has an option to change multiple address of that vendor.

    Need to have a future of importing and exporting of Delivery challan.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  3. Admin to Admin Approval Options

    If an Admin needs another Admin to review an Approval there should be a drop down to pick the Admin that needs to approve/review it.
    Ex: 2 Admins; #1 was on the Sales Call and knows the details. #2 Admin creates the Invoice but needs the #1Admin to check it before it's sent. Just pick from dropdown Submit To: Admin1
    If not there is a list of approvals #1Admin does NOT need to approve.
    also; If approvals is enabled; being an Admin you shouldn't have to go to a separate page to approve and send; it should be exactly as…

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  4. Twikey integration

    Is it possible to set-up an integration with Twikey? It's one of the leading company's in Europe for SEPA direct debit & recurring payments https://www.twikey.com

    1 vote
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  5. Please add buyers and sellers part in invoice

    1 vote
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  6. Report Output

    When we take an output for cash or Bank, the VAT amount is not displayed. If it is there showing separately, it would be easier to check.

    1 vote
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  7. Limited Discount Rate controlled by admin.

    Would like to control the discount rate for employee related to their position, Its can't be open discount rate as the current system.

    it can be added in item level and employee power.

    Example:

    Employee 1 is supervisor can go for maximum 25% on the item
    Employee 2 is a sales can go for maximum 15% on the item
    Employee 3 is a secretary can not make discount

    2 votes
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  8. completing ideas

    Feedback for this uservoice page... In searching for to see if an idea I had already existed I noticed two features (api limit remaining for the day) and sending an invoice via api without actually sending it. Both of these features exist today in zoho books via the report page and the api markInvoiceAsSent methods. It would be nice to either purge out completed requests or mark them as complete / comment on them when they are done.

    1 vote
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  9. api report

    The current api report shows how many requests are left for the day. It would be nice to review trends in api usage, to be able to see my usage over a period of time. Its hard to know how close we are getting to our limits unless we stay awake until the day switches over to see where our limits are at.

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  10. provide an option to compare expenses per month of the curent year and the previous year.

    this option would make it possible to compare the costs of particular expenses (by item) of the previous year at the same month. for instance At the begining of a new year I make plans to cut expenses on contribution on Booking.com by putting more effort to get bookings through other channels. Iwould like to know if I've succeeded in this goal and compare this expense item with january 201. So please add a dashboard feature where I can do this with bars stacked.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  11. Bug: Mileage Expense Import does not support 0.### Rate

    When importing mileage expenses, the Import tool does not seem to support Mileage Rates of a partial penny. 2017 Mileage Expense imports—where the US IRS rate is $0.535 / mile, are rounded to $0.54 / mile.

    The import tool should support partial-penny mileage rates.

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  12. Mileage Rate Settings: Sort by Start Date

    In Expenses Preferences, Mileage Rates—where the mileage rate is specified for a start date—appear to be sorted based on when the entry was made.

    It would be helpful if this list was sorted by Start Date.

    2 votes
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  13. LIMITED ACCESS TO C.A AND ACCOUNTANTS

    THE ACCOUNTANTS AND C.A SHOULD GET A DIRECT ACCESS TO FILE GSTR RETURNS WITH SECURITY FEATURE WHERE IN THEY CANT DO ANY CHANGES.AT PRESENT IF WE GIVE GSTR FILING OPTION THEN THEY CAN ACCESS ENTIRE RECORDS AND EVEN CAN CARRY CHANGES IF REQUIRED

    2 votes
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  14. Rasoolab kanpur dehat

    1 vote
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  15. I want to display the name of Sales Man and Cost Center Location or "Reporting Tags " in Retails Invoice .

    I want to display the name of Sales Man and Cost Center Location or "Reporting Tags " in Retails Invoice . . , please suggest .

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  16. Allow attachment of file while creating lead in Zoho CRM.

    Allow attachment of file(s) while creating lead in Zoho CRM. If you have noticed that it's only possible after creating lead. As of now for attaching any file, we have to open created lead and then attachment facility is activated.

    1 vote
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    0 comments  ·  Zoho Integrations  ·  Admin →
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  17. Product Name/SKU field on Purchase Order page

    It would be helpful to have an additional field on the Purchase Order summary page to show product name(s) or SKU(s) for easier reference without having to open each PO.

    1 vote
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  18. Don't allow bills to be changed once they have been approved

    1 vote
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  19. I would like to be able to associate accounts with tags, rather than just transactions...

    3 votes
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  20. export of GST summaries to excel formats

    export to csv or xls must be provided, for all kinds of GST summaries, e.g. GSTR-3B, GSTR-1, GSTR-2 etc.
    in case of any failure in push to GSTN, one should be able to export transactions to other formats and download, so as to upload them in an offline way

    4 votes
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