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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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6157 results found

  1. no tax summary on delivery notes - option

    it would be great to have the possibility to NOT print the tax summary on the delivery notes.

    Thanks in advance

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  2. Increase API integration capability

    Hello Zoho,

    It would be great if I could integrate my Zoho Books accounting system to issue oficial XML invoices that are generated through the government site www.sat.gob.mx

    The idea is to increase the API integration capability to be able to configure my own integrations to other applications.

    9 votes
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    2 comments  ·  Third Party Integrations  ·  Admin →
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  3. Client Portal Payment message customization

    Please allow us to change the "ou can pay either by credit card or using your PayPal Business account." message in the client portal when using Paypal Standard. A lot of our customers are getting confused and think they need to have a business account in order to pay.

    2 votes
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    0 comments  ·  Online Payments  ·  Admin →
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  4. Poder hacer facturas recurrentes desde cada proyecto

    Poder dentro de cada proyecto hacer facturas recurrentes

    2 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  5. A selection for contact name under the field for ATTN

    It will be good if there is a new drop list or selection to choose the new created Estimate or Invoice is ATTN to which contact user within the same company. Currently it is very troublesome where A company has many different contact from different department, but the created PDF is always being defaulted to primary contact. And in order to set ATTN to the user we want, we have to manually go to Contact setting to assign the user as primary role, then switch to another contact name again for invoicing. Very inconvenient and time consuming.

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  6. Enable sort by "Age" and "Due Date" in Aging Details Report.

    The use of the report is to know when to pay bills and needs to be sortable.

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  7. seperate bills & Expenses in reports sections. like it is separated in Users & Roles. a no access user to expenses still can see it inreport

    in Roles, it is great to allow us to separate the access between the bills & the expenses. but surprisingly still the user can see the expenses registered in the bills reports!!

    2 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  8. Map Accounts for WePay Transactions

    Currently, you can map your accounts for Stripe transactions using the edit setting button which allows you to select the account to use for fees, sales and taxes. When you setup the WePay integration, you are not able to select the account settings. As an example, when a payment is made through WePay, the fee is put into the account Bank Fees and Charges. It would be nice to select a different account such as WePay Fees.

    7 votes
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    0 comments  ·  Online Payments  ·  Admin →
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  9. Cross exchange rate, please!

    I'm using Zoho Books in Serbia with EUR as the main currency. But the exchange rate for example 1 RSD = 0.008113 EUR is very unuseful because I need to setup an accurate end value in RSD. In this case usually we use cross-rate, for example 1 EUR = 123.0023 RSD.

    8 votes
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    1 comment  ·  Transactions  ·  Admin →
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  10. Notes

    This is a suggestion applicable for both Sales Orders and Invoices.

    I would like to see a simple function whereby on the list of both sales orders and invoices, wherever a note is applied to a specific invoice/sales order, a small icon is shown on the list of sales orders and invoices.

    This just serves to demonstrate which invoices or sales orders have notes assigned to them.

    Thank you

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  11. Allow Projects to be sorted by a custom field created by the user -- ie: due date

    3 votes
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  12. Accept amazon payments

    It would be wonderful if you'd add the ability to accept Amazon Payments.

    Seriously need an alternative to PayPal which has been causing me no end of problems

    Thanks!

    6 votes
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    0 comments  ·  Payments  ·  Admin →
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  13. Weekly time log: add arrows to move back and forth through the weeks. Currently

    Weekly time log: add arrows to move back and forth through the weeks. Currently you see three weeks back and when you focus on a week the forward weeks are not visible anymore. Leave 3 weeks visible and put the focus on the middle one and allow the user to move forward one week or back one week

    1 vote
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    0 comments  ·  Admin →
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  14. allow

    We need to be able to use different types of checks. Our company has middle checks but Zoho only allows for top checks. This has created a need for our company to purchase more checks even though we just bought 6 boxes that are compatible with our old program. Most other programs allow the use of many different check formats

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  15. provide an option to see journal for a particular ledger entries only

    1 vote
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  16. Match Transactions

    When trying to match uncategorized transactions, the list of possible transactions that have been manually entered already include the date and the total. It would be great to also include the vendor name.

    5 votes
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    0 comments  ·  Banking  ·  Admin →
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  17. For any transaction provide the option to view the same in Journal format, by clicking on the respective sales / purchase / expense bill.

    While viewing any entry in one account, not able to see which are all the accounts effected in a particular entry of sales/ purchase/expense

    1 vote
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    0 comments  ·  Transactions  ·  Admin →
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  18. Hi! we're having a problem printing our custom invoice and estimate templates. Having too much content in those templates to print only on "

    Hi! we're having a problem printing our custom invoice and estimate templates. Having too much content in those templates to print only on "usLetter" format, I'm asking you to unlock the "usLegal" printing format at least for our personnalized custom templates. We"re a franchisor and we're about get our franchises to implement with your system after testing completed and meet our standard. Thanks

    4 votes
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    0 comments  ·  Estimates  ·  Admin →
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  19. Hi I want to select the timesheet-activity status either to 100% or into a value within ["Not Started", "WIP", "Done", "Reopened", "Fixed"]

    Currently the status column depends only on time worked it seems. But Work status is a complex field based on human agility and management.
    I would ideally like to select the timesheet-activity status either to 25 -100% or into a value within ["Not Started", "WIP", "Done", "Reopened", "Fixed"]

    1 vote
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    0 comments  ·  Admin →
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  20. Customer makes orders from his Client Portal

    As admin we can send and order to the customer to be accepted, Why the customer cannot make an order directly from his portail account

    4 votes
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    0 comments  ·  Purchase Order  ·  Admin →
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