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

6725 results found

  1. statements

    The new statement update helps a little, but it be so much better and would meet so many more people's needs if you added an "open" choice instead of just all and outstanding. A statement of only all open invoices to send to customers is what most of the people on here have been requesting. We just want the customers to see what they owe, not everything they have paid as well. It's too long and confusing.

    0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  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)

    Hi Debbi,

    You can go to the contact and click on the More option→ Email Contact → there will be an option to send the outstanding emails to the customer.

    Hope this helps.

    Thank you.

  2. 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  ·  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)
  3. Include how to show "Director's Sitting Fee" receipts in GSTR 3B

    There is Utter Confusion whether Director's Sitting Fee Receipts to be shown as Outward Supplies under 3.1 in GSTR3B and if so, under (a) or (b) or (c) - should be under (a) I feel. But then how the tax payable by recipient under Reverse Charge will be accounted for.

    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)
  4. ADD NEAGATIVE STOCK FILTER

    ADD ONLY NEGATIVE STOCK FILTER
    FOR
    NEGATIVE STOCK CHECKING.
    THIS OPTION IS AVAILABLE IN EVERY ACCOUNTING SOFTWARE.

    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  ·  Inventory  ·  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. Check Print enhancement

    A better way to print checks, need to configure/ adjust design of check/voucher, choose bank account where check will be drawing from

    0 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  ·  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)
  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…)
    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)
  7. 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. 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)
  9. You should be able to see the full amount of deposits which make up multiple payments.

    When you bring in the deposits from the bank feed, you should be able to see the full amount of the deposit in your reconcilements instead of individual amounts. Because it is difficult to reconcile for that month without seeing the full amount that the bank shows on your statements. It does not help to match deposits up with what the bank shows on their statements. Which makes it difficult to be able to reconcile.

    4 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  ·  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)
  10. Link email correspondance to an Item

    I would like to be able to archive all emails relevant to an Items sale so that in future I can look up an item and see all email history on relevant to it.

    2 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  ·  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)
  11. 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)
  12. integrate calendar with timesheets

    As a consultant/service provider I'd like to auto populate Timesheets with my calendar items. This will save me the weekly grudge of manually inputting the data that is already available in the tool that I use anyway (Calendar) to manage my time and meetings.

    3 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)
  13. Thai characters in the reports section.

    Can u please add Thai font in report section, its work in invoice, sales order and purchase order, but do not support in report section. if you will add this feature it will be good in thailand

    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)
  14. Can we merge customer statement of account only for sending statements

    We have customers who have branches across the state. They would like to see invoices in their address but as the finance is centralized would want a consolidated SOA . I could use the tags but tags are not printed on the SOA. ANY suggestion ??

    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. 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  ·  Templates  ·  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. Customize invoice reminders

    If that's possible, please create the opportunity to enter the date for each client after which the invoice reminder will be sent.

    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)
  17. 2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 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)
  18. RESTRICTION TO INVOICE WHEN STOCK DROPS BELOW A CERTAIN QTY

    This is an EXTREMELY URGENT REQUEST especially for organizations that deal with hundreds of items. I've never heard before of an accounting system that allows invoicing when items become unavailable in stock. How can this be possible? Qties dropping under zero & people still being able to invoice. PLEASE MAKE SURE THIS FEATURE IS IMPLEMENTED THE SOONEST.
    Our sales team is not aware of our stock situation, invoicing unavailable items to customers & therefore not being able to deliver, losing the SALE & THE CUSTOMER!!!

    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)
  19. Addition in Invoices

    1.Adding discount at item level in each line even if price list is selected.
    2. I should be able to block a user to view my purchase price for all items. Thats ways if a user is assigned for generating invoice only, he should not be able to see my purchase price.
    3. When making price list, instead of selecting individual item , i should be able to select Item Group, that ways making a price list will be much faster. (just imagine going through 500 items every-time
    when you are making multiple price lists.
    4. in Custom rate in…

    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  ·  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)
  20. 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  ·  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