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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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6175 results found

  1. genius and computax Aretha easy tool to communicate. if uneducated people want to use this zoho books. how they interact with this books! e

    Easy contact with all languages. In India with your customer to get to know this app and books

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  2. Salesperson set customer level

    Wholesale businesses use a specific salesperson for each customer. Each customer's salesperson is used every order and every re-order that the customer places whether the order is placed with the salesperson themselves, by fax, placed customer service or even if it is placed with a different salesperson.

    Because of this, when creating a new customer record, we need to be able to set the salesperson in that customer record and then each time a new order or invoice for that customer is created the new order will set to the default Salesperson which was setup in the Customer record.

    This…

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    0 comments  ·  Customers  ·  Admin →
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  3. purchase order items

    When converting a purchase order to bill, some items are not available at the moment so we subtract them during the conversion. Then later on if we go and make a new bill from purchase orders zoho will bring the pending items from the old purchase order.

    So what would be really helpful for many reasons , would be a way to access all the pending items per vendor at any given time.

    Thanks

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    0 comments  ·  Purchase Order  ·  Admin →
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  4. Personalize timesheet details report by billed or not billed

    I want to see wich project I need to bill. Currently I see a total with every timesheets. I want to choose to see only the not billed timesheets.

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  5. Merge contacts funtion should be controlled through user privilege

    Facing an issue with a user who has merged multiple contacts and there is no provision to reverse this. This feature to be controlled by user privilege since many users has given access to update contacts. Please consider this and do the necessary changes

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    0 comments  ·  Customers  ·  Admin →
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  6. Deletion of attachment - Any user can delete the attachments and if this is restricted by privileges it will be safe

    Attachments like signed documents attached with invoices can be deleted by any user and if this can be added in user privileges the database will be more safe

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    0 comments  ·  Invoices  ·  Admin →
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  7. When the Client Portal is enabled, also include in the email a link straight to the invoice

    Currently, if a client does not have access to the Client Portal, when emailing the invoice, they are given a link directly to the invoice with a "Pay Now" button. This works great; it is quick, easy to use, and simple to understand.

    However, if a client has the Client Portal enabled, they are given a link to the portal. This requires logging in, entering a password, clicking through to the invoice, etc. There are a lot of steps to go through.

    I suggest that there be an option to include both links (for clients that have the Client Portal…

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  8. Provide a notification when a recurring bill or expense is automatically created by Zoho

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  9. Put the total amount received back onto the customer summary screen

    Hi, the total amount received / billed to a customer used to be displayed on the customer contact summary screen. Since the timeline has been added this has disappeared. Could it be added back in as our staff found it useful to see what a customer had spent with us when talking with them on the phone.

    Thanks,

    Rob

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  10. Email a supplier invoice straight to Books for processing

    sometimes supplier invoices are received by a named usr instead of being sent to a generic accounts payable address.
    It would be good if the user could forward them by email to a queue in Books ready for coding

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    0 comments  ·  Expenses & Bills  ·  Admin →
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  11. Choose which projects can be seen in the portal.

    Ticking the show projects in the portal will display all projects held for the client. I only want to share time billing projects not fixed cost projects.

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    Not For Now  ·  0 comments  ·  Projects & Timesheets  ·  Admin →
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  12. Card Number on the Account

    I would like to be able to track the account number of my credit card on the account itself - just like it does for checking accounts.

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    0 comments  ·  Banking  ·  Admin →
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  13. When adding an expense, it would be nice to have a space to say how many to charge out so when entering invoice it would be entered.

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    0 comments  ·  Expenses & Bills  ·  Admin →
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  14. Option to set default from (email) address for Invoices, Estimates, purchase order etc.

    Example, I use "management" account, if sales person not free to issue invoice, i will represent her to issue invoice using "sales" account email the invoice out; And i will represent "print" account email the purchase order. Without default setting of "from" feature, we here often make mistake that is we have forgeten switch from "sales" to "print" and email the purchase order to suppliers (if the default is "sales").

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  15. Automatic Submission of EC Sales Lists

    It is required by HMRC to submit EC Sales Lists. Zoho Books can generate the list but is not able to submit it to HMRC as many other Accounting packages such as Sage 50 can do.

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    Planned  ·  0 comments  ·  Admin →
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