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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.

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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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6410 results found

  1. Could you please enable IMPORT / EXPORT under quotes and invoices?

    4 votes
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  2. Add the option of using daily rate in time sheet section in addition to an hourly rate. Consultants work a daily and hourly rates.

    8 votes
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    1 comment  ·  Admin →
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  3. Multiple pricelists for an estimate

    being a whole sale organisation, it would be helpful to have 3 price ranges for customers to choose when sending estimates.

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  4. Notification for all customer one time by mail

    I would like to send notification to my all customer and vendors about new updates or changes through one mail only.

    1 vote
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    0 comments  ·  Templates  ·  Admin →
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  5. Fully and partially refunded sales orders

    Most businesses have goods that are returned either all of them or some of them. Zoho books allows for a credit note to be created and amount refunded to customer however Inventory continues to be counted towards fully or partially refunded sales orders and invoices. Additionally it remains open and shows under "Sales Orders for Packaging" section. These Sales orders should be marked as refunded and items refunded should be put back in inventory from there it can be adjusted as damaged stock etc...

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  6. automatically create an estimate (books) from a potential with the name of the product linked with the potential

    Actually, it's only possible to create an estimate or an invoice with zoho books from the potential'name and it's price. It will be better to create these estimates with product's name and its' price.

    1 vote
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  7. canada postal code

    The postal code and province on Canadian invoices is displayed incorrectly.

    It should be city "City, Province Postal Code". It is currently displayed as "City Postal Code Province".

    Correct: Victoria, BC V8X 4E2
    Incorrect (what Zoho does): Victoria V8X 4E2 BC

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  8. enable rounding on the time recorded for a job.

    I'd love to be able to say that time recorded in a project under time sheets using the timer rounds off to the nearest 10 minutes, or 15 minutes, or whatever I choose.

    2 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  9. Quantity Conversion for Item

    The customer wanted the ability to Track Inventory by Quantity and the corresponding measurement for it as well.. for example, if you're buying seeds at 1kg, but, selling it as 1 seed .. the system should be able to identify the difference and the reports should flow through accordingly as well... !!

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  10. Bad translation of ZOHO Book (or not translation)

    Hello

    There are some very bad translation in French that are confusing for our customer:

    1- Link Potential (when you create a quote (devis) This should be : Lié à une opportunité

    2- Facture impayé >> This is a wrong term

    You have Facture en retard (that should have been paid)
    Facture à récevoir (which is Invoice to be paid)

    Impayée is a non sens word for an invoice which shall be paid for the futur.

    Please if you do this, this could help our common customers.

    Regards,

    Thomas

    4 votes
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    2 comments  ·  Zoho Integrations  ·  Admin →
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  11. for invoice module

    user shud be able to search item by keying in any word from item Name, SKU, Description.

    1 vote
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    1 comment  ·  Estimates  ·  Admin →
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  12. Allow invoice builtin and customs fields available in Payment receipt templates

    Is there a way to Allow invoice builtin and customs fields available in Payment receipt templates?

    1 vote
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  13. enter a direct to Void check

    Sometimes you know you have destroyed a check - and would like to record that check number as being "Void" - and it has a $0.00 value.

    Zoho Books will not let me enter a Zero value. I cannot record an item as void - I can only delete it and have no record of the check being destroyed.

    2 votes
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    0 comments  ·  Banking  ·  Admin →
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  14. Sort the Account Transcations report by any column, not just the date.

    This is very useful in being able to track down an entry by any means

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  15. Total discount in purchase order

    I suggest to add total percentage or amount in purchase order as well as it already done in estimate and invoices.

    2 votes
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    0 comments  ·  Purchase Order  ·  Admin →
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  16. expense details report : customize/filter by customer

    go to the Expense details report, click Customize - want the ability to choose the customer and show only the expenses categorized under that customer

    1 vote
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  17. Shipping address is passed to PayPal for PayPal payments.

    Invoice has been sent out with Paypal as payment option, and when customers pay with paypal, it does not pass through the Shipping address to PayPal.

    4 votes
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    0 comments  ·  Payments  ·  Admin →
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  18. Require more formats for Importing bank statements

    require more formats for importing bank statements to zoho books like pdf, excel

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  19. Modifications and batch editing

    A simple function would be to modify and edit batch multiple operations expenses or sales (category, vendor, customer).

    This would allow a considerable time.

    Thanx

    4 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  20. Add vertitrans payment gateway for indonesia

    supports nearly all payment types for indonesia

    3 votes
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    0 comments  ·  Online Payments  ·  Admin →
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