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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. BHIM

    Provide a way to collect merchant payments via BHIM

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  2. Select default Quote and invoicing contact

    Because they are most of the time different.
    A box where we could select wich contacts are default for quotes and for invoices per account would be great and easy to do

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  3. to Update your PBX integrations like 3CX

    You support only old version of asterisk and elastix

    What about supporting 3CX ??

    3 votes
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  4. Add Customer GST details in invoice

    Please Add Client's GST number section under client address in Invoice

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  5. Return user to previous search results after editing

    After saving an edit on an item or composite item if it was accessed via a search, the user should be returned to the search list. Instead the user is returned to all items list.

    Workaround: Right-click browser back button (Chrome) and go select 3 or 4th option.

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  6. Switching between stored/saved credit cards.

    With recurring invoices there needs to be a simplified process to switch between saved credit cards. I should be able to open the recurring invoice, go to "update card" and when multiple credit cards are available I should be able to choose/change which credit card to use.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  7. allow multiple email recipients in zoho books to be saved automatically.

    allow multiple email recipients in zoho books to be saved automatically. As it is now - you have to manually check multiple emails to receive the invoice

    1 vote
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  8. Bank Charges field on iOS app

    When recording an invoice payment on the web version of Zoho Books, I am able to enter bank charges for a transaction, but not on Zoho Books for iPhone/iPad. That field is simply missing. I can run the web version just fine in Safari, but it’s a clunkier workflow. I would love to see that field added for the iOS app.

    3 votes
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    0 comments  ·  Mobile App  ·  Admin →
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  9. have a stand alone mileage recording

    Mileage Recording. I am from Australia and using set rate method and claiming GST based on that. Calculation is not straightforward towards deductions and GST and there is limit per kilometres ran per year. It will be great if you are able to create something like that for Australian business or at least have a stand alone mileage recording.

    3 votes
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  10. Option to hide invoice from customer portal

    There should be a selection button on each invoice, that you can check the box if you want the invoice to be shown in customer portal. If not checked, it means the invoice will stay hidden until you select to check it.

    3 votes
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    Not For Now  ·  0 comments  ·  Customers  ·  Admin →
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  11. I would like to get file attachment container for customer credit notes also becuase we have to attached airlines credit note to the note

    Since our business has requirement where we need to share actual credit notes with our client thus we want a feature were we can attach actual airlines credit note to the client credit note. Thus please provide us a container in the client credit notes where we can attach the file. This will also be helpful for auditing purpose. We know that we can email separately any files, but we want to keep it in our ERP software also for auditing purpose.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  12. sales tax to Sales Invoice template on Zapier

    Your integration with Zapier allows creation of most fields for a Sales Invoice, but not the sales tax. Can you add this?

    1 vote
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  13. tax summary

    In the Tax Summary report, when we drill down to the list of all the transactions in the tax type, can you add 2 extra columns being,
    1- the account that each transaction went to (eg fuel, postage, materials etc)
    2- the vendor

    If there also was an option to the see bank feed detail also that would be great but not as vital and the first 2 options listed.

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  14. Sales Staff assigning in users and rolls

    There should be an option that sales stuff can access as a user to generate invoice, sales order, payment entry extra. So we can track sales persons contribution to the firm as well as sale and the collection.

    3 votes
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  15. Single billing address but multiple shipping location

    Many companies, especially the larger ones, have a single billing address but require shipping to multiple locations. Would be great to have this

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  16. Customer Wise Summary Report with detailed information as on invoice

    Their should be an option to customize SALES BY CUSTOMER REPORT for an individual customer and also customization available to select fileds to show in summary report

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  17. Bigger space for account name in chart of accounts

    Bigger space for account name in chart of accounts. My account names need more room so they don't take up two lines

    3 votes
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  18. Inventory+Order Integration with Shopify

    Shopify is a powerful front-end for our Ecommerce and Offline Point of Sales. Zoho is a powerful tool to manage the back-end operations. The existing Zoho Inventory & Shopify Integration is full of bugs. Payments and Fulfillment have to be manually entered in Shopify and Zoho even after the integration, it doesn't capture beyond the Inventory and Sales Orders details such as payment details, tax info, etc.

    4 votes
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  19. Please give option of printing payment vouchers and invoices for purchase from non registered dealers

    Referring to purchase from non registered dealers in GST

    We have to raise an invoice with reverse charge and also issue a payment voucher.
    Kindly give provision for the above request.

    Regards
    Varun

    12 votes
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  20. receipt template

    I love that invoices have a retail template with 3" or 4" as paper size. Can you also do this for Payments & Retainer Payments please? Our receipt printer prints that size and we really would love to be able to print Zoho payment receipts.

    3 votes
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    0 comments  ·  Payments  ·  Admin →
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