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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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6410 results found

  1. Have the option to get an email notification every time an estimate is viewed even from the public link.

    It is good to know if your estimate has been viewed without requiring the customer sign up for the portal account. It is also good from a sales perspective to know when the client is actively reviewing the estimate to be proactive and reach out to supplement or answer questions. Almost all proposal software already has this feature.

    3 votes
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    0 comments  ·  Admin →
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  2. Payroll for Canada

    Payroll Integration for Canada and Quebec.

    3 votes
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    2 comments  ·  Zoho Integrations  ·  Admin →
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  3. DELETE scheduled reports

    We should be able to Delete scheduled reports instead of only being able to mark them Inactive. Inactive is useful, but eliminating the clutter of unused reports by deleting them would be very helpful and User friendly.

    7 votes
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    2 comments  ·  Reports  ·  Admin →
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  4. Customized Goods Receipt Module in Zoho Inventory

    Currently we don't have any module for Goods Receipt Note while we Purchase. It's difficult to track when we get Materials in Parts.

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  5. Download Daybook for Specific Period instead of only 1 Day

    Currently we can download DayBook only for 1 day. It would be great if we can download Daybook for specific Period.

    1 vote
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  6. would like to define a TDS type from Vendor page only, currently I have to add from bill page and add a new TDS type there

    Would like to define a TDS type from Vendor page only, currently I have to add from bill page and add a new TDS type there and then link it to Vendor

    1 vote
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    0 comments  ·  Vendors  ·  Admin →
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  7. Include steps on how to integrate Contracts with Zoho Books for automatic invoicing please.

    We would like to be able to upload the Marketing Agreement / Contracts to Zoho Books for automatic invoicing. What we know is we can upload the contract in the Zoho Sign app then integrate it to Zoho Books, however, how can we automatically invoice it ?

    1 vote
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    0 comments  ·  Zoho Integrations  ·  Admin →
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  8. Credit Notes visibility

    I believe Credit Notes are not visible for the customers through client portal. Please make this available.

    4 votes
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    0 comments  ·  Client Portal  ·  Admin →
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  9. Set Discount Per Line Item as default

    Allow Discount Type to be set as "At line item level" as the default setting.

    7 votes
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    1 comment  ·  Purchase Order  ·  Admin →
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  10. Tax Oweing show as part of Total Payables in Dashboard

    Tax oweing after Generating a tax return in the Canadian edition does not show up under the Total Payables amount on the Dashboard. This is terrible for running the business as the tax amount may not be due for 30 days or more and it should generate as a bill to the tax agency with payment terms so that it shows up in the Total Payables and gets paid on time. Otherwise tax oweing can get forgotten and significant penalties ensue.

    3 votes
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  11. Direct Debit / Gocardless for Retainer Payments

    Ability to take payment for retainer invoice via Direct Debit / Gocardless Gateway.

    3 votes
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    0 comments  ·  Online Payments  ·  Admin →
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  12. Party Ledger

    Report must be based on Party Ledger Detail

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  13. Auto numbering

    When we receive money from a Customer, they would like to have a money receipt (cash/cheque) which prevails in Indian systems. Autonumbering feature of Such receipts would be a great help .

    1 vote
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  14. Allow a new billing method "Based on Task Cost", for when each task has a flat fee cost.

    Included a new Billing method for when each task has a flat fee cost associated to it: "Based on Task Cost".

    I have projects where each task has a fixed flat fee, so I can´t use Staff Hours or Tasks hour and is not a Project Flat Fee neither.

    6 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  15. Subir datos a Excel

    Cómo subir un Excel de datos que no sean Contactos de clientes.

    1 vote
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    0 comments  ·  Migration  ·  Admin →
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  16. Drop Down Menu for Terms

    This can be applied to all entries...

    Offer drop down menu to accomodate various terms and conditions offered client /product /service specific

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  17. Would be nice to be able to see the line item numbers when in edti mode

    When you create an estimate and save it you can see the line numbers in the PDF mode. Why can't you see this while creating and editing?

    5 votes
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    2 comments  ·  Estimates  ·  Admin →
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  18. Add created by user column to Purchase Order list

    Please add the user who created/submitted a PO to the purchase order Customize Column selection.
    Thank you

    2 votes
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    0 comments  ·  Purchase Order  ·  Admin →
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  19. print delivery note in multiple copies

    I would like to be able to print delivery notes in duplicates and triplicates like the invoice, but with custom headings
    original
    customer copy
    etc

    0 votes
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    0 comments  ·  Invoices  ·  Admin →
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  20. Effective from Rate Per Hour in projects

    I have an ongoing project billed by the hour, everything is perfect.

    This month I negotiated new rates for a couple of assigned users to this project. So I edited the project, updated the Rate Per Hour and all the historical money calculation in the project was updated with the new rate which is wrong, so all numbers are wrong.

    Cost per hour have an Effective From option that avoids this scenario, I don't see why we don't have it in Rate Per Hour, unless there is another way to handle this that I couldn't find

    3 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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