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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.

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


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6725 results found

  1. El escaneado automático de facturas optimizado para español

    Optimizar el escaneo de facturas también para el idioma Español

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  2. kindly remove balance due from tax invoice

    "balance due" is not a proffesional way to show in tax invoice

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  3. Contact report which shows all categorised income from bank statement import

    I'm the treasurer of a busy, volunteer sporting club.

    Our members pay each month by bank transfer. We do not invoice or send out any other paperwork - we just wait for the payments to come in and check who hasn't paid.

    This is a long and laborious process.

    In Zoho Books, I have added all our members as Contacts, and I have set rules up to categorise every bank transfer from that contact as a Sale Without Invoice.

    This means that when I click on that Contact, the bar graph shows me how much they've paid over the last…

    1 vote
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  4. Hulp gevraagd

    Wie kan mij helpen?
    Hoe kan ik bankrtransacties in ZOHO verwerken?
    Ik weet dat het mogelijk is, maar niet meer hoe het moet.

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  5. Approval of Invoices from Senior

    Please have approvals of invoices made by Junior. The Reporting authority should have approve the invoice before it is sent to the accounts dept.

    4 votes
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  6. 4 votes
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    1 comment  ·  Admin →
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  7. Ability to create sequential SKU

    Ability to create sequential SKU

    3 votes
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  8. better way to deal with vendor invoices

    There should be a way to create an invoice with a mark up directly from a Bill. Currently, these are not linked. A mark up can only be done on an item with one set rate - the mark up should apply to whatever you change the rate to on the invoice, not the set rate.

    3 votes
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  9. Prompt adding yourself as a user to a job after attempting to log time

    When logging time for a job, if you're not a user in the job (even if you have the ability to add yourself to it) it's super frustrating if you enter your time into a task with notes and realise you aren't involved in it. Which means you have to exit out, lose all the info you put in, add yourself in, go back, redo it all. I think if you have the ability to add yourself to the project, it should prompt you right then and there if you'd like to add yourself to the project so that you…

    3 votes
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  10. Alowing for diffent expenses to be added for importing of products like customs duty / transport etc with different vendors

    Allowing for different expenses to be added for purchase /importing of products like customs duty / transport etc with different vendors

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  11. To have better reports for different locations/reporting tags

    I have Multiple Locations. I need to be able to seperate them for tax purposes. By seperating them i can see how well a store did and submit docs to accountant.

    3 votes
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  12. Date Period to Appear on Invoices

    We are a subscription and we bill in advance for the month. We bill monthly, quartery, bi annually and annually. We need the date to appear on the invoice that the invoice covers.

    For example: It is a monthly invoice, so every month the invoice automatically says: Covers From December 1st to December 31st 2017.

    Or if its quarterly: Invoice Covers from December 1st 2017 to February 28th 2018 etc..

    The dates are very important for our clients to know how long they have actually paid for.

    3 votes
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  13. Associating a default template for a Item

    For a set of line item by default I want to use spreadsheet template and for another set of line item i want to use spreadsheet plus template. Can we associate default template to line item.

    Eg.
    Spreadsheet Plus - Have around 40 Items (Paper Products).
    Spreadsheet Plus - Only One Line Item Wood Pellet.

    When in the invoice Wood Pellet item is there, on saving by default spreadsheet plus template is the format.
    When the invoice has the remaining 40 products, the format should be spreadsheet.

    1 vote
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  14. Reconcile accounts that are not bank or credit card

    Having a reconciliation feature for accounts that are not bank or credit card accounts (petty cash or un-deposited fund/holding accounts for example)

    6 votes
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    0 comments  ·  Banking  ·  Admin →
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  15. offer post code search

    I would like to be able to search transactions using a UK post code.
    Customers do not always know what name the invoice was generated under, personal name or business name. A post code is a very easy search to ask for.

    12 votes
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  16. Field Labor Users

    We love Zoho and appreciate what you have created! In our line of work (Electricians), Phone Numbers and Addresses are the most basic things that FIELD LABOR USERS would need when they get time to start and try to complete a PROJECT. As they finish up with one Project, they need to call the next Customer to make sure they are home, ready, etc. Field Labor cannot do this right now. We've had to copy and paste the Contacts phone number and then go back and copy and paste the address into the Project Description. At that point our Techs…

    3 votes
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  17. 7 votes
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  18. 6 votes
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  19. Creating a credit if client pays over the amount of an invoice/Allowing for application of payment to multiple invoices

    We have clients who pay in cash and often will round up, or they pay more than one invoice at a time with a single payment. Not allowing a credit option automatically and not allowing us to apply a single payment to multiple invoices means we have to take multiple steps and the record does not accurately reflect what happened. If a client has 2 open invoices, one for $500 and one for $475, and they pay $1,000 at one time and know they'll have more invoices, it makes sense for us to enter that as 1 payment, apply it…

    1 vote
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  20. triggers

    A/B or IF/AND/THEN Triggers

    We currently have Books connected through Zapier to Ship Station. The current trigger is set so that when an Invoice in Books is marked as PAID, then the Invoice/Order information is sent via Zapier to Ship Station. But we don't to send every single Invoice/Order to Ship Station...since not every Invoice is for an item(s) that needs to ship out.

    What we want to see is the following for a trigger option:
    IF Invoice is marked as PAID,
    AND Invoice custom field PRODUCT TYPE = PHYSICAL PRODUCT,
    THEN trigger Zapier to send information to Ship Station.

    3 votes
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