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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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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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6628 results found

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

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  2. 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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    0 comments  ·  Customers  ·  Admin →
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  3. 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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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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