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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.

Before posting, please ensure the following:
  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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6155 results found

  1. Update Lakeland Bank to their new eTreasury platform login

    The US Bank, Lakeland Bank, has changed their platform for their business accounts to eTreasury. The configuration to get feeds needs to be updated.

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  2. I would like to see the ability to insert Subtotals in the body of an invoice.

    I would like to see the ability to insert Subtotals in the body of an invoice.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  3. Please make an option to show line items on the check stubs.

    We request an ability to list out items on a check stub. Currently we are only able to show Bill ID and a total. We want to show a line with principal $X and another line with interest $Y for our bank loan payments. The bill itself shows this, but the check only shows total. Your help desk says this is not possible.
    It should be optional, because most bill payments by check should not itemize out every line.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  4. Need way way more options to customise invoices. More details in Item view, more discount options, more options to re-arrange calculations..

    Need way way more options to customise invoices. More details in Item view, more discount options, more options to re-arrange calculations..

    1 vote
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  5. urgently needs recipient name & tel number on deliver order

    urgently needs recipient name & tel number on deliver order

    3 votes
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  6. please add stock location option with batch details

    when create bundle to add new stocks, we have to show those stock where it placed (item location - like, raw, column) so we can reaching there quickly to dispatch those item,

    also we can change item location as per need

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  7. Pls create a module to store Transporter Details which can be used while creating sales order, delivery challan, invoice and e-way bills

    Our different customers have their fix transports most of the times, so when they place the orders we are supposed to use that specified transport. We store the transport name along with account module. then this is auto -populated while creating sales order, then delivery challan and then e-way bills and invoice. We are using a different software and now we are evaluating the Zoho books. If you need more information pls let me know. I can show the demo in our current software for same.

    5 votes
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    1 comment  ·  Admin →
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  8. Making payments as a user of Zoho Books (not just recording them)

    As a user of Zoho Books, I want to pay my bills via the application by setting up my preferred payment methods so that I don't have to go to another application and copy the information of the account I am paying into that. Is it possible?

    I can see that my customers can make payments to me and they are recorded in Zoho Books, and I can see that I can record the payments I make, but can I also make the payments via Zoho Books?

    4 votes
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    0 comments  ·  Payments  ·  Admin →
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  9. Zoho Books > Documents > Email forwarding to Documents using a simpler email like accounts@mydomain

    One of the biggest issues is using the zoho documents email because you can't give it to 3rd party suppliers without them messing it up.

    It would be far easier to create an email in zoho mail like: accounts@mydomain, then using the filters to forward this to the email in zoho mail to the address supplied by zohobooks for the document scanning.

    This would create a easier workflow and less admin for the team!

    3 votes
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    0 comments  ·  Automation  ·  Admin →
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  10. Allow templates to be linked with client language

    I think it would be nice the templates would be linked somehow to the. clients language. I mean, if I have a client that only speaks french (and it is configured that way), I want to send him all the templates in french and not have to select every template manually

    1 vote
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    0 comments  ·  Templates  ·  Admin →
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  11. Allow multiple lines for Clients name

    Allow multiple lines for Client name (some client are operating as c/o or in "care of" another company that needs to be displayed properly in the invoice.

    1 vote
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  12. Ability to hide system accounts such as petty cash where not used

    At the moment, accounts such as petty cash and undeposited funds show up on the bank page, however they're annoying and cluttering when you don't use them. Please at least give the user the ability to remove these accounts or at least their visibility.

    7 votes
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    0 comments  ·  Banking  ·  Admin →
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  13. I have more than 300 customer, all have different prices for different items , how can i manage them ,

    While invoicing when i put manually price for an spcific item for a specific customer it should be automatically update that price in back hand for that customers ,

    0 votes
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    1 comment  ·  Invoices  ·  Admin →
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  14. Rental Business

    Rental Business - is a standard business where in some items are given on rent by taking a advance and deposit . Party is charged monthly rent and Gst . And all this are used for tracking inventory at each client sites and total Qty received from each party and balance in our Godown .

    This is applicable for Decoration Party / Computer Printer / Projector leasing Firm / Table sharing Etc

    1 vote
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    3 comments  ·  Inventory  ·  Admin →
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  15. Need expenses approval. I need to manage all expenses with my knowledge.

    Need expenses approval. I need to manage all expenses with my knowledge.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  16. Adding reporting tags in the settings in bulk (comma separated format)

    Other Zoho apps have this option. Adding reporting tags in the settings one by one does not make sense. I have a list of more than a hundred tags that I would like to add at one in a comma separated format

    4 votes
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    0 comments  ·  Reporting tags  ·  Admin →
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  17. Opening Balances Bill wise

    While entering the opening balances of customers, zoho should allow us to enter invoice wise details i.e. invoice no , invoice date and due date. This makes it east for tracking payments and also for any other adjustments

    12 votes
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    2 comments  ·  Admin →
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  18. Stop removing spaces from file names

    Please provide an option to not delete the spaces from pdf copies of invoices sent to clients. All modern OSs support spaces in file names, and it makes it harder do find files when the file name is one long string.

    3 votes
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    0 comments  ·  General  ·  Admin →
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  19. Add search field for files in Zoho Books Documents module

    Add the possibility to search for a file names in the documents section Zoho Books

    3 votes
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  20. Zoho Books Calendar

    notify/remind accounts receivable
    notify/remind accounts payable
    integrate with budget
    integrate with email calendar

    1 vote
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