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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.

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6729 results found

  1. Pls add an option to bulk print deliver notes

    add option to bulk print delivery notes.
    thanks.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  2. Combine Chart of Account Types

    Combine chart of account types for easy considdation of duplicates.

    1 vote
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  3. Add fonctionality

    Dear,
    I use ZOHO since few months for my business and I have identified some improvement.
    Is it possible to add some options to ZOHO in order to be more efficient?
    We have the needs below :
    - To Incorporate lines for titles in cost estimate and invoices.
    - To Print cost estimate and invoices without the cost only with the designation
    - To Link automatically every cost estimate lines to the project (instead of manually)
    - To Add a schedule to a cost estimate ( with a date for the beginning and the end of the work)
    - To…

    3 votes
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  4. Convert invoice to estimate

    You can convert estimates to invoices. Can you guys add a feature that we could do the reverse? Convert invoices to estimates. This would be so helpful.

    9 votes
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    0 comments  ·  Invoices  ·  Admin →
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  5. Please include Tax Inclusive/Tax exclusive option while creating invoice under Sales in Mobile App

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  6. BANK OF INDIA - PLEASE ENABLE CORPORATE BANKING ACCOUNTS

    BANK OF INDIA
    DEAR Sir,

    There are many customers using Bank of India Corporate Banking.
    Please enable these type of login in Zoho books.

    The feature exist in Quickbooks for BOI - Corporate Accounts.

    Thank you.
    Edvin Varghese.

    5 votes
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    0 comments  ·  Banking  ·  Admin →
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  7. Bill Template: Account Visibility for Items in View Mode

    In the Bill vies is Missing the option to view the Account assigned to every item. We suppose this could be easy to manage in the Bill Template Settings . This feature is necessary for Accountants an other colleagues for a quick chec, Approval or editing.

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  8. Add PaymentSpring as online payment gateway

    Add PaymentSpring as an online payment gateway https://paymentspring.com.

    6 votes
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  9. view pdf of unpaid invoices from mobile

    Hi
    Please add the feature to the mobile app to view the pdf of unpaid invoices for a customer.

    Because the statement of account generated now includes all the paid and the unpaid invoices. Which is confusing.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  10. change the dashboard to reflect the reporting basis of the organization

    i'm a cash based company. i'm set up that way in my org profile. but the dashboard always displays in accrual mode. for most of things, it's not a big deal, but when i get down to the accounts watch list, things like sales don't accurately reflect what is on my books.

    yes, i know that i can get the information from the reports module, but isn't the purpose of a dashboard to display information in the way i need to see it?

    4 votes
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  11. Add the ability to prorate invoices

    1 vote
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  12. Make it easier to add late payment charges to invoices.

    1 vote
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  13. Add Purchase Orders to transaction dropdowns

    I think it would be very beneficial to add the Purchase orders that have been processed for a certain customer. For example, if we have many customers, and are always ordering the items for them, we want to make sure that we have created a PO and can see it in the transaction dropdown of the customer.

    1 vote
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  14. quick look for particular ledger

    quick look for particular ledger

    1 vote
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  15. Sargam

    143

    2 votes
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    1 comment  ·  Customers  ·  Admin →
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  16. Why can you not include the unpaid portion as subjected to Late Fees?

    1 vote
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  17. Create a items sold to customer or customer usage report

    Need a report listing the items sold to each customer and the quantity of each item sold sort-able by day month year etc.

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  18. Editar la plantilla de pagos realizados

    Poder editar las plantillas de los Pagos realizados

    3 votes
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    0 comments  ·  Purchase Order  ·  Admin →
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  19. dear sir hardly request sales option receivables bank charge option same option vendor payments bank charge

    dear sir hardly request sales option receivables bank charge option same option vendor payments bank charge

    1 vote
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  20. Multiple PO from a single SO & PO cycle

    We are a organization where a single SO are to be converted to many PO. As of now, there is provision of single SO converted to a single PO.
    We need to maintain the cycle from raising the SO to PO. In the PO section, i am unable to see which SO has it be raised from. Need to give a read only feature in PO, where SO number is mentioned. Once clicked on it, the SO opens up directly, rather searching the SO in SO section,

    3 votes
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