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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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6408 results found

  1. Make it possible to save a PO as a template to facilitate the repeat ordering of a list of parts.

    Make it possible to save a PO as a template to facilitate the repeat ordering of a list of parts.

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  2. Can we turn on the "pay by ACH" option for everyone, versus just 1 by 1?

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  3. Automatic invoice entry from Scanned Documents

    The newly added feature of auto scan documents gives the ability to automatically create a new bill or new expense from a Vendor which is great!
    Can you please add the same feature for adding the scanned document as INVOICE to a Customer? (now it only attaches the scanned invoice to the invoice and the invoice entry is still manual)

    7 votes
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    1 comment  ·  Invoices  ·  Admin →
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  4. adding a page numbering code to the Customize Layout example for invoice templates

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  5. Enable users to save a draft of emails written in Books when sending estimates

    Enable users to save a draft of an email in Books. When sending an estimate with the email function in Books you cannot save the text nor the email addresses. When you want to go back to the estimate (to change or check something) you have to go out of email mode which means you lose everything you wrote (unless you copy paste it into a word doc). Very annoying ! Would be great if you could fix this.

    3 votes
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  6. Invoice status: "Reminded"

    I can't immediately tell when overdue invoices had a reminder sent.
    How about a new setting "Remind again after" which would be the number of days after a reminder that an invoice needs to be reminded again.

    As an example, set the Remind-again-after to 7.
    When a reminder is sent, invoice moves to new category "Reminded".
    After 7 days it reverts to Overdue again.
    Then all we need to do is send reminders to Overdue.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  7. use Province/Postal Code instead of State/Zip Code in the Canadian edition

    1 vote
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  8. add tags option to bank/cc import categorization window

    It takes twice as long as it should to enter in tags to imported transactions from banks and credit cards. As it stands, you have to categorize the expenses/income and then save it and then go back and find it again and then click edit in order to add a tag. It's a serious PIA. It would be such an easy thing to add the tag field to the initial window when categorizing bank and cc transactions. Right now tags is the only feature that stands out with Zoho over other providers, but it's clunky. I really hope you guys…

    6 votes
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  9. Have option to add multiple sales reps to an invoice with different percentage of sales credit

    We have invoices where I need to add multiple sales people to the invoice with different percentages of the sale credit to each. Right now I have to create a separate spreadsheet to keep track of sales because I can only add one sales rep for invoice.

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  10. Please add the Sales Order field "due date" to packing slip fields. No way to relay this information to the warehouse other than in a note

    The due date is critical information for the warehouse to know so they can ship on time. Can this be added to the available fields on the packing slip?

    1 vote
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  11. We have multiple projects from same client. We need project based sales orders and further invoicing should be linked.

    1 vote
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  12. Partial Payment Due Dates

    If I make an invoice and choose allow partial payment, I should be able to either choose an amount to be due or specific percentage to be due, by a certain time chosen. This way the invoice is not stuck in "Overdue"

    9 votes
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    1 comment  ·  Invoices  ·  Admin →
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  13. When entering an item in an invoice, allow for search of item description

    1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  14. Allow the same choice of custom fields in all Books Templates

    Books should allow the same selection for custom fields in all documents. I.e. Allow for a salesperson field in the Credit Note just like the Invoice template

    3 votes
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  15. Chart of accounts - we NEED capability to number GL accounts. This seems to be so basic requirement for any accounting system

    There is nothing more to describe. Capability to number GL accounts is a basic principle to good chart of accounts. If I have 100+ or more accounts, finding one is becoming a chore and might become a nightmare... I am here on a trial basis now, but it looks like I need to look for something different. Good luck - might come back when account numbering is available. Cheers :)

    3 votes
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  16. Account overview screen needs to show link to recurring invoices/subscriptions

    From Contact Overview/Summary screen need to see a) recurring invoices/subscriptions in existence and B) link to list of recurring invoice

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  17. Snail mail retainer invoice

    To be able to send Retainer Invoice via Snail mail - Our client only accepts paper invoices to their accounting department - so I have to mail each invoice. It is very handy to have snail mail - please make it possible to send a Retainer Invoice via Snail Mail. Thanks

    0 votes
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    0 comments  ·  Invoices  ·  Admin →
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  18. banking integration for Yes Bank Retail

    Yes Bank Retail Net Banking not integrating, only yes Bank corporate netbanking is working, Kindly add a feature

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  19. STOCK TRANSFERS

    STOCK TRANSFERS 2 OR MORE GODOWNS

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  20. QTY WISE RATE CHANGE

    MANY TIMES - RATES OF AN ITEM DEPEND ON QTY SOLD OR PURCHASED.
    Like 1 to 1000 leaflets will cost Rs. 5 per pc
    1001 to 5000 leaflets will cost Rs. 4 per pc
    5000 to 10000 leaflets will cost Rs. 3 per pc.

    Add this feature to ZOHO. There should be a tab in settings with allows you to switch on QTY WISE RATE FOR ITEMS

    3 votes
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