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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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6475 results found

  1. Allow the users the option of making line item level discount as "only in percentage" or "only in rupee" or "both" in the preferences

    Settings -> Preferences -> General -> Do you give discounts? you can only select one (Radio Button) of the 3 options:
    1. I don't give discounts
    2. At individual item level
    2a. Do you give discount in percentage
    2b. Do you give discount in value(rupees)
    2c. Do you give discount in percentage or value(rupees)

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  2. CUSTOMER GROUP

    Please create Group for Customers (example: Local, Overseas, Currencies etc) in order to generate Aging based on the above.

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  3. unsettled payment details

    unsettled payment further details should be avialable.

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    0 comments  ·  Invoices  ·  Admin →
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  4. Sending bills created to vendor by mail

    Hi,

    I would like to have the feature where you are creating the bill on behalf of the vendor and can send them a copy of it, just like how an invoice is mailed to the customer.

    The reason is, we at Homely (https://homelynow.com) are into services of providing curated Homemade meals through our website. Now the customer selects and places the order. We deliver by picking up from that home chef and delivering it to that customer directly.

    Now since this is real-time and since Homely does not store the meal anywhere during this process, technically I'm…

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    0 comments  ·  Expenses & Bills  ·  Admin →
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  5. recurring payments or employees salaries should have a fixed salary + percentage from the payment calculated by the sales he made

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    0 comments  ·  Transactions  ·  Admin →
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  6. Financial Reporting Company General Ledger Accounts Payable Accounts Receivable Accounts Reconciliation Cash Management Order Entry Purchasi

    Financial Reporting
    Company
    General Ledger
    Accounts Payable
    Accounts Receivable
    Accounts Reconciliation
    Cash Management
    Order Entry
    Purchasing
    Time & Expenses
    Platform Services
    Budget Planning

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  7. Editable & Customizable Terms & Conditions and Customer Notes for each Template Designs

    I have one suggestion related to Template Designs in general....Terms & Conditions and Customer Notes should be editable and added to each templates separately, because as per the current situation, we are forced to edit these two information in every different product we bill/quote, as some Terms and Notes will be different in some products, instead we can design and save template for each product/ service category so that, it will be easier to create invoices/estimates in seconds. This feature is missing from the present Template Design. Please contact me incase you need more clarification.

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  8. Please give the option to arrange the Invoices by Date, Invoice No, etc in GST Filling under GSTR-1 (When clicked on Number of Transactions)

    Its Helpful for checking the No of transactions correctly, if filling Manual Returns....

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  9. Please add the ability to include $ before 'rate' and 'amount' on the invoice line items

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    0 comments  ·  Invoices  ·  Admin →
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  10. change contact for shipping

    I would like the ability to select the contact for billing and the contact for Shipping separately. Currently only the default contact will show up for both the bill to and ship to address.

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    0 comments  ·  Invoices  ·  Admin →
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  11. Template formats

    The report templates take up a huge amount of space and are a waste of precious paper.

    Please could we have some control over the layout such as size of print, spacing of lines, spacing of columns, page numbers titles and headers.

    We definitely need headers and page numbers on the report pages.

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  12. Templates

    The report templates take up a huge amount of space and are a waste of precious paper.

    Please could be have some control over the layout such as size of print, spacing of lines, spacing of columns, page numbers titles and headers.

    We definitely need headers and page numbers on the report pages.

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  13. approval

    Can you put in a appropriate approval template? I would like to see the full names ie first and second names. At the moment its only picking the surname.

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  14. Display composite item indicator after the item on edit sales order screen

    We have very similar items that are composite and non-composite. We sometimes end up mixing up which is which. the composite item indicator will help with that (integrated with zoho inventory of course)

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    0 comments  ·  Invoices  ·  Admin →
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  15. Zoho books should notify us if there are any negative cash balance

    Zoho books should notify us if there are any negative cash balance

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  16. Ship Preference by vendor and ability to say if something is null in the automation module

    I would like to see a Ship Preference to be set by vendor and customer

    Also it would be nice if in automation i could say do this to a blank or null field

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  17. invoice both bills and time from projects

    While creating an invoice from a Project's Overview page I'd like to be able to add both the unbilled vendor Bill and the Unbilled Hours at the same time. I'm currently only able to add both of those items to an invoice while being in the Contacts page. So, I have to have two browser windows open to get this accomplished or create two seperate invoices from the Project Overview.

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  18. After giving the bill payment to the vendor....Kindly allow credit note for the same bill

    After giving the bill payment to the vendor....Kindly allow credit note for the same bill

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    0 comments  ·  Expenses & Bills  ·  Admin →
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  19. Working Capital & Free Cash Flow reports

    I am currently calculating my working capital manually - if this could be shown on the dashboard or in a report it would be very useful.

    The same applies to FCF.

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  20. Bills - "Send Payment Confirmation" email button

    When you record a payment against a bill, it would be great if there was a "Send Payment Confirmation" email option.

    There is similar functionality in the invoices, when one can send a "Thank you note" so having this mirrored on the billing side would be helpful.

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