Skip to content

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


  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

6171 results found

  1. Can we have a recurring Purchas Order with a fixed schedule

    Can we have a recurring Purchas Order with a fixed schedule

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Line Item wise Discount

    There is no option to create line item wise discount while creating a bill. This is available in an invoice but not in the bill.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. 4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Upload Budgets in Zoho Books from Excel

    Creating budgets (sales, expenses, etc.) in ZOHO Books is manually 100% except for auto complete. Also, if you want to download it, you'll only have the PDF option not Excel or CSV option, which is not friendly. Please create the option to upload and download budgets from Excel or spreadsheets because that's the software most people use to create, analyze and modify budgets. Thank you!

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accountant  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. EWAY BILL FOR IPHONE APP

    EWAY bill creat by iPhone apps

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Custom logic for Books to select the appropriate Invoice Email Template

    We have mutiple Quote/Invoice Email Templates. We would like to setup some custom logic that says if select the appropriate Email Notification Template this could be super helpful if like us you have various departments and what a nice branded email notification.

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Templates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Show the "Account Name" in the list of expenses ("All Expenses")

    Hello, this is about the list shown under "All expenses". I cannot identify what the expenses are when I look at the list, because I only fill in the Account Name for all of my expenses. For me the account name is the same as the customer or the vendor; I don't need these fields. But in the list of All Expenses, Customer and Vendor are empty and Account Name is not even shown at all. So all I can see is, for instance, "Web & data services" and the amount, but not what the expense was specifically for. It…

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Establish control over the actual spent against budget

    Please add a feature to control the actual cost for not exceeding the budget. This is very important for any organization to avoid surprises at the end of the reporting period. It should not allow at first instance for an accountant to book cost if it exceeds the budget.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accountant  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. GST Reports

    Wish to have elaborate reporting on GST. I can share the detail of screenshot of kinds.
    Not sure how to share them with you in case you wish to see.
    Thanks,
    Haja
    India

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Online payment

    We should have an option to pay online against purchase order as in lot of cases we have to pay either part as advance or full amount as advance in zoho we can pay only against invoice.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Payments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Weighted average for stock instead of just FIFO

    Would like to have the option of calculating the cost of stock usage in the weighted average method

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Inventory  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Serial Number Selection on Sales Orders

    So serial number tracking was carried over from Zoho inventory which is awesome to not have to go back and forth between the 2 in order to add and manage serial numbers on products.

    Would it be possible to add the ability to select serial numbers of an item on sales orders like you can when an item gets added to an invoice?

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Sales Orders  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Add new 'Cost' field to timesheet, project and accounting reports.

    Add new 'Cost' field to timesheet reports. We are spending time creating labor costing data, but we cannot get the data out of Zoho. This is a poor implementation to add a field and not add it to ANY reports. Priority fix should be made to this.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. SALES ORDER

    Allow customer to create sales order using the access we have given to them, so far they can only see there invoices and make payment and it is one way relationship only

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Sales Orders  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Allow the Owner Draw account to be used when entering a bill.

    Allow the Owner Draw account to be used when entering a bill. Need to pay owner by check and can't code to the Owner Draw account.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Allow to feed multiple Purchase items while adding new sale item

    There could be multiple materials required to be purchased in order to make a Sale item. While adding a new Sale item, there should be a provision to add multiple purchase materials & purchase cost along with item description which will correspond to that particular sale item. Same purchase material should also be able to be applied to another sale item.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Items  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. View Transfer between accounts in Budget Reports

    I would like to be able to view Transfers I make from one account to another on my Budget Reports.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. provide ease interface for billing (if we press enter key it goes to next colum like other offline softwares )

    provide ease interface for billing (if we press enter key it goes to next colum like other offline softwares )

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Keyboard shortcut for Invoices & Bills

    There must be a Keyboard shortcut to save the bills as open once all the information gets entered. following the same for Invoices should have two shortcuts to save as open and draft

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?

Feedback and Knowledge Base