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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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  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  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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6942 results found

  1. Allow PO and Quote/SO in CRM to map to Books as PO and Estimate

    If you create a PO in CRM you need to create it again in Books and it should automatically map over. Same goes for a Quote as an Estimate or an SO. Or at least be given the choice to avoid duplication of entries.

    8 votes
    2 comments  ·  Admin →
    How important is this to you?

  2. Restrict access fro sales team

    Let sales team only access order that they created

    6 votes
    1 comment  ·  Admin →
    How important is this to you?

  3. Cost of each item should be limited to specific user

    4 votes
    4 comments  ·  Items  ·  Admin →
    How important is this to you?

  4. Custom categorize invoice

    I need to "mark" or categorize invoices to have easily access to them, for example: "product shipped", "work in progress" or others.

    6 votes
    2 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  5. wages

    i am a director of our company and there is not an easy way that i have found to keep track or our wages along with the tax components/work cover etc that the business has to pay with wages

    1 vote
    0 comments  ·  Admin →
    How important is this to you?

  6. The ability to offer Cash from Square as a payment method

    A way to add the new cash tag link to the invoice for clients to pay.

    5 votes
    0 comments  ·  Payments  ·  Admin →
    How important is this to you?

  7. Reminder for Delivery of Materials

    Since i am a dealer, i need to make Purchase orders to receive customised goods from the manufacturer. Can we include email reminders to reach the mfrs or third parties for delivering the items on time.

    2 votes
    0 comments  ·  Admin →
    How important is this to you?

  8. purchase by item report

    I suggest to add a purchase by item report to know how much I bought from item X for example
    thank you

    5 votes
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  9. Change the way you handle price list

    Sorry to tell you that but the way you handle the price list and prices for items is not good at all...

    I am dealing with 3 currencies and exchange rates, Having to export my items to a cvs file then modify ONE FILE per currency is just a pain....

    Why dont you let us set the prices per item for all the currency and add a text box saying something like "Overwrite default exchange rate" or "use system currency exchange" to calculate the price.

    Working with CSV is really a pain especially when adding new items on a daily…

    6 votes
    1 comment  ·  Items  ·  Admin →
    How important is this to you?

  10. Autopay for invoices created with API

    8 votes
    0 comments  ·  Admin →
    How important is this to you?

  11. change the CSV export of timesheets hours

    Currently when i export time sheets to CSV or XLS i cannot add up the hours or do any sort of analysis without manually changing each record as they are recorded as 7:30 and not in a cell that is the format "Time hh:mm:ss"

    2 votes
    2 comments  ·  Admin →
    How important is this to you?

  12. Migrate including attachments to Zoho Books UK Edition

    Enable the migration to the UK Edition of Zoho Books including Attachments, currently if I want to migrate I will lose all the receipts attached to the expenses.

    I do want to migrate to the UK Edition, however I do not have the time or patience to manually export every receipt and re-attach to every expense, it's the one barrier to migrating.

    I wouldn't even mind if there was a seamless migration charge.

    3 votes
    Not For Now  ·  1 comment  ·  Migration  ·  Admin →
    How important is this to you?

  13. ability to clone retainer invoices and add items from the list to them so it calculates with sales tax as well

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  14. Add the ability to pay Resources via Books via Wire, ACH, etc

    4 votes
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?

  15. Create a Bill for each Resource during Timesheet Invoice creation

    The ability to assign a Cost per Task, or Resource. Task currently track rate per hour, but not cost per hour.

    During the "Create Invoice" from Timesheet process create a Bill and associate it to the respective Client and Project.

    The Bill could in the future, be "Wired", "Check Created" etc. and reconciled to the respective project.

    4 votes
    0 comments  ·  Admin →
    How important is this to you?

  16. Easily allow mechanism to offset withholding tax from tax payable.

    I can see how much tax I have to pay based on income and deductions however I cannot offset my withholding tax from this so I do not know how much I should keep for tax.

    1 vote
    1 comment  ·  Banking  ·  Admin →
    How important is this to you?

  17. Recent Items Floating Tab

    I'd like to see the recent Items floating side tab that we see in Zoho CRM giving quick access to recent contacts/bills/invoices etc as I find it speeds navigation tremendously

    1 vote
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?

  18. Email Reminders based on Service or Product

    We have different services so it would be great to send a payment reminder based on the type of service.
    ie: Consulting: payment reminder
    backup service: payment reminder.. data will be deleted
    exchange: email services disconnected

    etc....

    2 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  19. Support gross payable and total payable

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  20. implement PO function on the IOS app

    1 vote
    0 comments  ·  Purchase Order  ·  Admin →
    How important is this to you?
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