Skip to content

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


  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

6409 results found

  1. I think it is good to add a feature that someone can recheck a deleted invoice in the system in case someone wants to know what went wrong.

    I think it is good to add a feature that someone can re-check a deleted invoice in the system in case someone wants to know what went wrong. this should be helpful

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Add option of setting different selling price to different customers(not 3 or price levels)

    we sell at showroom & supply to companies having projects(cash & credit sales). We have walkin customers,small shop owners who resale & end users.Our selling price of each item is different for evry company.Since having lot of companies/customers,we cannot memorise our last selling price of a particular item to them.We want to set price of items for each company/customer separately(we r using peachtree & they have this feature but that is not arabic enabled software.) .Many softwares have 3 or 4 price levels to be set but we need customisable price fixing facility.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. ADD RESSOURCE ON THE ARTICLE

    please add a field 'ressource' on the article could be a good solution to link with a people'name or to a room or to a something else

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Allow bank accounts to be grouped under higher-level folders.

    Most types of accounts can be made sub-accounts, but Bank and Cash accounts cannot. Organizations with wholly-owned subsidiaries must process payroll for each subsidiary under its own EIN, so it's not unusual for each subsidiary to have its own series of accounts. It would be nice to be able to group these under umbrella folders, similar to the way that other accounts can be made sub-accounts, so that the bank accounts under one umbrella could be "rolled up" to see the total balance underneath with only a single line item.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. please include the option for selecting the partial sales order of the same client while invoicing.

    currently we can select normal job but not partial job while we create a new invoice. so please include that option also

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. IN SOFTWARE MUST BE ENABLE HOW CAN I CHANGE THE DESIGN OF INVOICE ACCORDING TO MY REQUIREMENTS

    PLZ DESCRIBE HOW CAN WE CHANGE THE DESIGN OF INVOICE ACCORDING TO OUR REQUIREMENT

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. item list with price tag

    we need a template in excel so we may upload our 869 items.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Items  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Allowing Journal entries to select all ledgers

    In manual JV mode the option to select VAT/GST Ledgers are not provided which is needed because of the following reason:

    When any invoice is received from a party and that person has used roundoff feature for tax ledgers,
    Suppose Bill of 100 (13.5% Tax instead of 13.5, the bill is showing me 14 due to round off)

    I have to put the same entry party is charging me for, but zoho doesnt allow manual adjustment in tax figures. So in my book it will be 13.5 only.

    Now to clear this mismatch so that my tax figures and payments…

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Adding Names for Personnel collecting Cash for Petty Cash Expenditure

    When spending on petty cash we need a record of names of persons we give cash to for expenses. See vendor and customer names are not really applicable.
    For example I give Mr X $1 to go purchase drinking water from a local store; -
    1) you don't expect me to record all local stores as different vendors..
    2) I need various reporting of persons I give cash to because I might be giving cash to 10s of persons every time for different expenses e.g bus fares etc and i need to know a list of persons with pending receipt…

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. We deal with Bank of Baroda Dubai and we are not able to add this to the banking module

    We deal with Bank of Baroda Dubai and we are not able to add this to the banking module

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. 3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Please add round off feature in purchace invoice also

    Please add round off feature in purchace invoice also.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. check printing and PDC Accounting in UAE

    Need Check printing option for UAE edition as most of the transactions in UAE are based on PDC.

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. PDF from email template

    Ability to download an email template as PDF. It would be great to have the option to send the template as an email or download as it as PDF from the CRM and Books, that way it is very ease to create contracts with customized information by clients and be able to download it and send it through Sign.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Receiving requirement from customer

    Hi sir/madam,

    Iam a zoho books customer currently in my trial period.

    Iam a business owner of a trade agency.
    I prefer zoho books to have an ease of access to the accounts and automate the existing manual process.

    Iam happy with the features provided but the difficulties we face in getting the customers requirements still exists.
    Receiving an order/requirement from my customer is the first step in the trade process. Even after i opted for zoho books my customers has to call me to place an order. The customers may choose to call after business hours or in lunch…

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Allow for overpayment on an invoice ... have an open credit should the client pay more than the original invoice amount.

    Have an open credit should the client pay more than the original invoice amount. This is especially helpful when only invoice is on the books and the client pays more than the amount ... an open credit would be appreciated.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Payments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?

Feedback and Knowledge Base