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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. Tax Invoice with Transaction Statement Useful for Travel Agency

    Dear Zoho Team,

    Tax Invoice with Transaction Statement Useful for Travel Agency

    Because Commission Agent and he can not Create Air Ticket Tax Invoice..He can Create Tax Invoice only his Service charge....

    So accounting Propose....He can Create Tax Invoice Service Charge & other Service like Air Fare + Railway Fare he can create only Debit Memo or Transaction Statement

    Please add this function

    12 votes
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    1 comment  ·  Invoices  ·  Admin →
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  2. Invoice Numbering Per Billing Point

    If a client has 4 different showrooms, he needs different billing sequences for each showroom

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  3. Notes or a notes on anything so you can ask your accountant questions and attach stuff to your questions

    Notes or a notes on anything so you can ask your accountant questions and attach stuff to your questions

    Also a notes section so you can put all your questions in one place with attachments for your accountant.

    1 vote
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  4. 1 vote
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  5. 1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  6. Add item description to the inventory reports. Today only the name and the SKU code are visible.

    It is very hard to distinguish products from the same vendor using only item name and SKU for reordering purposes. Its important to have the description column added to the inventory reports so better decisions can be made at the time one reorders stock. Currenlty I need to download the item list and inventory to build a customized report using excel.

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  7. column for Number of packages/ Bags in item detail

    column for Number of packages/ Bags in item detail table.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  8. Tresury options

    I suggest have a tresury module, for managment masive payments.

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  9. Create Challan From Invoice

    There Should be an Option of Creating Challan from Invoice BY Fetching Data of Invoice.

    3 votes
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  10. stamps.com

    Please set up an integration with stamps.com that would allow shipping information (customer name, address, email, phone), weights and shipping type, shipping date to be merged and shipping labels printed from stamps.com accounts.

    5 votes
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  11. Stock Summary in Tally ERP 9

    I Want Item Adjustment As Same Stock Summary in Tally ERP 9

    1 vote
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  12. Sales Report

    Grouping/sub grouping of Items, so that we can get reports of totals per group. Visible in a graph as expenses are shown in dashboard

    4 votes
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  13. pdf credit card

    I think the pay by credit card needs to be more obvious on the PDF. I have PayPal and Stripe integrated, but I can't tell you how many times a client calls to ask how to pay by credit card when looking at the invoice. They see the PayPal icon, but don't know that the credit card icon is for CC payments. I suggest having the words "pay by credit card" or something similar on the icon itself.

    Additionally, clients often overlook the link to view/pay the invoice online. Is there a way this could be made to be a…

    1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  14. use currency gain/loss directly in banking transaction

    If we exchange our amount in out bank accounts , for example CHF to USD , if it possible to show both amount currency type to input it , not only source bank currency type

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  15. when matching payments show payment No so it can be easily identifable

    When Matching uncategorised transactions, with payments, it would be useful to have the payment number.

    1 vote
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  16. Allow deleting draft invoices but not sent invoices

    If you don't want to give a Role the permission to delete invoices that have been sent to a customer, but only invoices which are in Draft status.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  17. Make a way for us to see if emails bounce back or are delivered.

    If we send emails and someone changes companies, there is no way for us to know the email actually bounced until after is has been a few months and we are trying to catch up with the client. Why not have a report of emails that were not successfully delivered so we can call and update the client records right away?

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  18. Granular control over auto send or auto draft invoices

    I have a few invoices recurring that I prefer to draft first rather than send automatically. I have a separate payment system that is not currently integrated properly, and so I'd like to mark these that are being paid by cc as paid before they get sent to the customer. I have some that are bills and the customer needs to receive them immediately. Ideally I can set the default to send, but then set these few invoices to draft for my review prior to sending.

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  19. ORDER STATUS BY ITEM

    An order view based on status by item would be great. When you view the transaction section of an item it'll show open/closed for each order, but the order could be open due to a different item. The same problem applies when doing an advanced search by product and status.

    4 votes
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  20. To provide an ability to add any number of files (in 25MB limit)

    I propose to give an ability to attach any number of files (as far as total does not exceeds 25MB limit). It would provide much more flexibility and improves tracking

    1 vote
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