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Zoho Books

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. CREER UNE SEULE FACTURE POUR PLUSIEURS COMMANDE D'UN MEME CLIENT

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  2. Need to be able to reconcile account even if no activity.

    Need to be able to reconcile account even if no activity.

    7 votes
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    1 comment  ·  Bank Reconciliation  ·  Admin →
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  3. Base approval workflow on organization structure and set approval limits

    Enable to set an approval workflow that mirors the organization's structure with approval limits in amount to each level of the organization

    1 vote
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    1 comment  ·  Transaction Approval  ·  Admin →
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  4. Would like to have .xlsx export options under GSTR1 filing details for all invoices

    In new GST update made in the Zoho Books, the option of exporting as xlsx under GSTR1 is not available. We are able to only upload and not able to export the transactions in excel format for records and to reconciling purposes.

    7 votes
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    0 comments  ·  Accountant  ·  Admin →
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  5. While exporting the Credit note report please show the items as well in excel

    3 votes
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    0 comments  ·  Admin →
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  6. Price Comparison of a product from vendor

    a price comparison option will be very helpful for Zoho user when they want to send PO, we know that particular item you can get it from different vendors and you are not aware of the price, hence if we have an option to save vendor price list compare the price at the time of purchase that will be very useful.

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  7. Please enable to use both discount option ( At transaction level & At transaction level) on invoice & Quotations

    It will help us to provide discount only for items and also on total Amount

    3 votes
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    0 comments  ·  Estimates  ·  Admin →
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  8. Batch tracking and expiry

    I have a medicine job, I want to track the batch wise expiry in it.,
    Auto pick expiry when i choose any item batcb wise

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  9. Adjustable Dashboard

    It would be helpful if the dashboard was configurable such that you could add, subtract, and rearrange the different modules displayed.

    3 votes
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    0 comments  ·  General  ·  Admin →
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  10. Zoho Books -> Recurring invoices

    Enable adding current month name in the item. This will help in generating recurring invoices for a year or two

    1 vote
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    0 comments  ·  Admin →
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  11. Zoho Books -> Recurring invoices

    Enable adding current month name in the item. This will help in generating recurring invoices for a year or two

    1 vote
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    0 comments  ·  Admin →
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  12. add an option to bulk update a tag for multiple transactions

    Please add an option to bulk update a tag for multiple transactions.

    6 votes
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    0 comments  ·  Transactions  ·  Admin →
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  13. Insert variables into Invoice Numbers (Date, ID etc.)

    Hello

    It would be useful to insert variables into invoice numbers, to generate invoice numbers based on the date, the client ID, or anything else.

    In our firm, we use to generate invoice numbers like this :
    F{YY}{MM}{DD}xxxx

    F means "Facture"
    {YY} is replaced by year on 2 digits
    {MM} month with 2 digits
    {DD} day with 2 digits
    xxxx auto-increment number

    For example an invoice generated on Feb. 18th 2021 could be : F2102180045
    It's very useful to quickly find an invoice in our registry.

    We can also (but we dont use this feature) insert the Client ID, the…

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  14. Cleaner and easier custom domain for portal

    I have a custom domain name setup for my books account - one proble i have is that although my domain names are easier for zoho services i.e book.domain.com or support.domain.com my clients have a harder time remembering the client portal address which is more like:

    https://invoice.domain.com/portal/portalname/login

    my clients are constantly losing this link and have to ask me to remind them of it, and even i cant remember this url chain.

    why couldnt it be invoice.domain.com/client or even client.domain.com or portal.domain.com etc like all other zoho services - it would be nice to be able to map a specific…

    5 votes
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    0 comments  ·  Client Portal  ·  Admin →
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  15. sale and purchase entries in one account ledger

    i case of some kind of dealer we may purchase different Items from them and sale differet items, so in that case, in zoho books we can not post purchase and sale both entries in one leadger.
    Request you to kindly resolve the issue. or tell us how to do such entries in that case.

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  16. WATERMARK on PDF

    All documents specifically Estimate, Sales order and invoice should carry a watermark of the document stage, DRAFT / APPROVED. After "mark as sent" only PDF can produce.

    1 vote
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    0 comments  ·  General  ·  Admin →
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  17. Free books and software in statistics, cellular automata, Maple and Mathematica

    The https://sites.google.com/view/aladjevbookssoft/home site contains free books and software created under the guidance of the main author prof. V. Aladjev in such areas as general theory of statistics, theory of cellular automata, programming in Maple and Mathematica systems. Each book is archived, including its cover and book block in pdf format. The software is designed for Maple and Mathematica.

    2 votes
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    1 comment  ·  Admin →
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  18. Print Adjustment Details

    Printing Adjustment Details is not possible in Zoho Books.

    33 votes
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    0 comments  ·  Inventory  ·  Admin →
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  19. Yoco Integration in South Africa

    Please Integrate with yoco in South Africa for Online Card Payments

    27 votes
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    3 comments  ·  Payments  ·  Admin →
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  20. Add navigator buttons in the payment page

    Sometimes you need to recored a payment for more than 300 invoices at one time, but only for specific invoices by their numbers. However, many invoices are not shown in the list among of sent invoices.

    So, it's really demanded that you add navigator button to go next pages and browse all sent invoices to make it possible see all required invoices to be paid.

    Example is like this << < 01-02 > >>

    11 votes
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    0 comments  ·  Payments  ·  Admin →
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