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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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6194 results found

  1. Invoices - Listing

    Typically we identify the invoices by the nature/job name and if i can have that in the listing, like say i've created a custom field called "Reference" and I can key in Something like "Dove Animation" as my reference and i get to see that in the Invoices listing, this way makes my life easier than click and view the invoice to identify the invoice in the list.

    I hope you get this included. Let me know - if you need more clarification i can even give you JPEGs (designs) to walk you thru the idea. It is a need…

    4 votes
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    1 comment  ·  Invoices  ·  Admin →
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  2. custom report - contacts not buying since long time 1month/2/3

    customers not buying since long time custom search for the past lets say 6 months or a year

    2 votes
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    0 comments  ·  Reports  ·  Admin →
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  3. Report for providers

    Hey,
    It would be great if a report existed compiling all the debit and credit by provider (in a profit & loss fashion) - in order to track the monthly expenses by provider.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  4. sells partner

    i see this feature also in Erpnext that i can set internal option for sells partner who help to close the deal and set his margin
    and sells partner can be a reseller for my products

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  5. adding multi items to Estimates when i select one item

    we are selling hardware and software and we offer with it some services like installation ,tranining ,local support
    each product have different price for the services so what am looking for is when i select ITem A the system will auto add the services items with it as a sperate items

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  6. on the "uncategorized transactions" screen. I would like to enter data and hit the save button without having to scroll down

    1 vote
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  7. Customer can take a picture of their credit card and the card #, expiration, uploads automatically when they are paying for an invoice

    Customer can take a picture of their credit card and the card #, expiration, uploads automatically when they are paying for an invoice

    1 vote
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    1 comment  ·  Payments  ·  Admin →
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  8. Option to download invoices ( separately ) as a zip file monthly/yearly/customer wise.

    Option to download multiple invoices as a single file will be inconvenient to view/categorize invoices. This functionality can be extended to download multiple invoices(separately) as a zip file monthly/yearly/customer wise.

    5 votes
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    2 comments  ·  Invoices  ·  Admin →
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  9. Allow users to change the name of the modules

    Users should be allowed to change the name of the Modules. Eg, The user should be able to change the Invoices module's name from 'Invoices' to 'Proforma' and so on.

    7 votes
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  10. Takeout invoicing for those who don't need it.

    Many businesses don't need an invoicing based system. Restaurants, bars, retail stores. Where products are bought and sold in the moment. As a bar owner I want to see reports and features based around expenses and daily transactions.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  11. sir please balance seat and profit & Less required same to tally erp( other wise shatcut thank you

    2 votes
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  12. Option to add a web link to an item

    It would be great feature to have the option of adding a web link when creating any item. Since most invoicing has now become web based with very little printing, it would be useful to allow the customer to click on the item name and then be directed to any web page. This web page could be anything, you tube video of how to use the product, google drive folder with all brochures, MSD Sheets, warranties etc or even just single pdf brochures.

    I am sure customers will love such interactive invoices in a world where everyone just hates the…

    6 votes
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    Not For Now  ·  0 comments  ·  Items  ·  Admin →
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  13. add a little more project tracking into zoho books.

    I love zoho books for my small professional services business. I just need to be able to organize a project with tasks and subtask (or phases and tasks). If you did this, you would be the only simplified project accounting software on the market right now. Integrating project management with accounting would be so awesome!

    4 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  14. SUB-accounts and DIMENSIONS (Department and Project tracking)

    SUB-accounts and DIMENSIONS (Department tracking)

    7 votes
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    1 comment  ·  Admin →
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  15. To add boolean search while searching of items listed in the material master

    Like when we search in google, entering a particular word should list the items containing that particular word. Currently we have to enter the first word, in order to find the right material, in case if the word is listed in third place, then it is not listed in the selection list. Kindly add this feature.

    1 vote
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    0 comments  ·  Admin →
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  16. Reporting function to display all receivables and payables to any date in the past.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  17. Like to export journal of banking with client account number so we can import into into SAGE

    Like to export journal of banking with client account number so we can import into into SAGE

    3 votes
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    1 comment  ·  Banking  ·  Admin →
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  18. currency

    Dear
    Can you please add one space between Currency Code and Currency Value. Currently in your interface Code and value looks like this "AED0.00" which should be "AED 0.00"

    9 votes
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    1 comment  ·  Reports  ·  Admin →
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  19. Allow the recurring bills to be created prior to the due date so they can show on the AP aging.

    1 vote
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  20. Create bulk allocation of bank transactions in CSV import file

    Would be a great feature if we could already specify the General Ledger account name in the import sheet CSV file and then not having to manually categorise in Zoho.

    0 votes
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