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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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6408 results found

  1. To add Indian GST Billing Template, Exactly as suggest by government. This will increase my confidence in product.

    GST INDIA

    4 votes
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  2. Please add a delivery challan feature on basis of which we can create monthly invoice

    Add delivery challan feature. For eg: add such feature that i can make delivery challan of particular customer say ABC. i will create delivery challaN OF abc THROUGHOUT THE MONTH AND at the end of the month i will create an single invoice of all delivery challan .

    7 votes
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  3. vat

    UNABLE TO ADD PRE GST BILLS, UNABLE TO ADD OLD VENDOR AS IT IS ONLY HAVING AN OPTION OF ADDING GST TREATMENT IN TAX SECTION, PLEASE CORRECT AND ADD THE OPTION

    2 votes
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  4. query data

    Is it possible to create a query to access specific data from Invoices?

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  5. PROVIDE A FIELD WHICH SHOWS TOTAL AMOUNT OF TAX WE HAVE COLLECTED OR PAid AT THE TIME OF MAKING invoice or bill

    2 votes
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  6. Integration of zoho businesses (books) with Zoho inventory with reasonable pricing

    Integrate zoho books and zoho inventory at reasonable prices the zoho inventory price is not more then Rs 1for each invoice there is no option for above 100 invoice to straight 10000 invoice, there should be 1000,3000,5000 invoice package must be introduced at very reasonable prices

    2 votes
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  7. A dropdown menu in customer comments in invoices would help a lot

    A dropdown menu in customer comments in invoices would help a lot

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  8. WANT TO USE IT FOR HOTEL/GUEST HOUSE KINDLY MODIFY IT FOR HOTELS

    1 vote
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  9. Specific Industry Related Tools and Template

    Hi Folks, I would like to have specific industry based tools and templates (accounting and project assignment tools also) such as CA Dashboard or CA Automation specific to CA Community.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  10. we were exploring the software, and what we're looking for specifically is how to convert the item details in estimates into a list of tasks

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  11. Vendor Code in Customer contact field with mapping with Retainer Invoice, Estimate, Sales Order & Invoice

    Most of customer gives Vendor Code to their suppliers which is Mandatory to be written on all commercial documents related to them.

    I would advise to create a field in Contact with Auto mapping with Retainer Invoice, Estimate, Sales Order, Invoice, Delivery Note, Packing Note and Account Statements.

    4 votes
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    0 comments  ·  Customers  ·  Admin →
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  12. adding invoice columns

    We are doing courier business, so we need to create invoice for monthly billing customers. So we need to show the Date of shipment, AWB# of shipment in each line item.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  13. Add User & Roles custom field placeholders for webhooks

    Under the current available placeholders for new webhooks, can we add custom fields under "User & roles" category for inclusion too?

    Thank you.

    2 votes
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    0 comments  ·  Customers  ·  Admin →
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  14. re formate your invoice templete excell to fit into a4 paper.

    re formate your invoice templete excell to fit into a4 paper. let all invoice remain of a4 standard size printout, like tally bill
    all taxes to be tabled and shown at proper place
    not one below the other ,

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  15. would like excel template in bill section. discount column in received bills column

    there is no excel template option in bill section. also what should I do when i received a bill for multiple discounted items. there is also no option for discount in bill section

    1 vote
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  16. Mobile timer: allow me to enter notes and save to close

    In the timer screen where you can stop and start... the only thing missing that would really make life easier is something to signal the end of the journey, especially the notes field, I understand that we need to select the project and task first (though I wish there was a way you can start a random timer and choose the artifacts at the end of the journey), but to enter notes at the beginning or after you stop and go back to timesheet screen, is a bit of a long trip. If there were at least the notes field…

    1 vote
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    0 comments  ·  Mobile App  ·  Admin →
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  17. Please include Service orders with Warranty, Non - Warranty & AMC with all features of quote preparation, invoice and payment status

    Please include Service orders with Warranty, Non - Warranty & AMC with all features of quote preparation, invoice and payment status

    4 votes
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  18. Statement HTML templates

    Please can you enable HTML templating for Customer Statements as you have with Invoices and Bills? Thank you!

    4 votes
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    0 comments  ·  Templates  ·  Admin →
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  19. There is no way I can connect my standard chartered corporate banking account to get transaction feeds

    1 vote
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  20. Allow us to see salesperson report in Zoho Books Mobile

    Allow us to see salesperson report in Zoho Books Mobile

    1 vote
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