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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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6188 results found

  1. Allow discount on the rate, rather than the amount

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  2. I would like to have a invoice vise profitable report which would customer vise

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  3. Let clone or copy customer payments template in other languages

    1 vote
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  4. Round off/ adjustment in zoho expense

    Actually most of the vendors provide Invoices with minor paisa round off or adjustment including Zoho Corp as the vendor sent me an Invoice with .14 paisa rounded off but I cant do that while filing an expense in Zoho books. And it is really crucial because the amount always differs while GST filing.

    4 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  5. Be able to customize content of dashboard in Zoho Books

    1) Decide which section we want to include or not in the dashboard
    2) Include a section with web links

    2 votes
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    0 comments  ·  General  ·  Admin →
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  6. is zoho planning on a remote office environment like Sococo...would be a great addition

    Would love to have an integrated virtual office where we can collborate with coworkers and actually see if they are at the desk. We currently use sococo but would love to stay integrated into the Zoho environment for easy collaboration etc. I know that zoho connect is close but hoping something better is planned

    1 vote
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    0 comments  ·  Zoho Integrations  ·  Admin →
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  7. would like attachments from sales order automatically transfer over to invoices without having to re-attach in invoice

    2 votes
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    1 comment  ·  Sales Orders  ·  Admin →
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  8. whmcs integration

    I use WHMCS, the most popular shopping cart for recurring revenue billing.

    41 votes
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  9. Data based access management

    In my org, I would not want certain users to not see certain transactions. For eg, expenditures made of certain chart of accounts should not be visible to certain departments. Currently we can set module based permissions only and data within module based permission.

    12 votes
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    1 comment  ·  Users & Roles  ·  Admin →
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  10. SAML Login

    Please enable SAML login for client portal so that we can facilitate client with SSO facility.

    1 vote
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    0 comments  ·  Client Portal  ·  Admin →
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  11. merging 2 bank account into one

    2 separate bank account were generated for the same bank on zoho books. now need to merge it into one (similar option is available on quik book app)

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  12. Add PR (Puerto Rico) as a State

    PR (Puerto Rico), should be on the states list. Right now is considered an independent country and that creates a conflict on the USPS, UPS, DHL and Fedex shipping labels.

    6 votes
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    0 comments  ·  General  ·  Admin →
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  13. automate all invoice emails to go out with my trustpilot link in the bcc section?

    Trustpilot provides a link to go in the BCC section of an email so that they can follow up later with the customer for an unsolicited review. To save cutting and pasting this in (which I often forget) can invoice emails add this automatically?

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  14. How do I link Zoho to Stripe to accept credit card payments

    3 votes
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    0 comments  ·  Payments  ·  Admin →
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  15. different templates for invoices in books and subscription

    When preparing invoices in subscription now, it is not possible to put a different template for Subscription and for Books.

    ....and nobody can tell me, that in the automatic generated subscription modul there are the same information´s like in books.

    This is part of good marketing!

    1 vote
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    0 comments  ·  Templates  ·  Admin →
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  16. Default sales tax assigned by customer

    Please create a new field in the Customer module that allows a user to assign a sales tax code (created in the Sales Tax module) to each customer (according to their location) that will then auto-populate the sales tax rate when an invoice is created for a specific customer. This is important when a user has to abide by destination-based sales tax requirements. Otherwise the sales tax code and rate has to be applied manually each time an invoice is created.

    For those users who don't need to abide by a destination-based sales tax requirement, they can simply leave the…

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  17. Copy weekly timesheet project and task categories to the following week

    When i set up my timesheet for the week I have multiple tasks from multiple projects. I'd like to be able to duplicate the projects and tasks to the following week's timesheet so I don't need to scroll through all the project / task drop down menus that are hard to read.
    also want to be able to add comments in weekly view.

    4 votes
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    2 comments  ·  Projects & Timesheets  ·  Admin →
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  18. Please include Bill of Materials (BOM) and Routing in Zoho Books for Manufacturing Concerns

    4 votes
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    0 comments  ·  Transactions  ·  Admin →
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  19. Fixed asset

    I like to suggest fixed assets module

    5 votes
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    1 comment  ·  Inventory  ·  Admin →
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  20. Client Portal Profile Picture or Logo

    Need to have this customization after all, it ia the year 2020. We need the ability to add a custom image or logo for the client's profile in the client portal. Possibly we could add their logo,or the customer can add one or change it from the one we chose.It is a bit misleading as you try to click on the profile icon by the company name. This should take you to a place to add a picture of your choice.

    6 votes
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    0 comments  ·  Client Portal  ·  Admin →
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