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


I suggest you to...

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

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

115 results found

  1. digital Signature

    Required Digital Signature in

    27 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    5 comments  ·  Invoices  ·  Admin →
    Completed  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Dear customers,

    We are happy to announce that the much-awaited Zoho Books – Zoho Sign integration is live! You can now digitally sign your estimates and invoices before emailing it to the customers. Also, you can receive customers’ signature while they accept the estimates.
    (Note: This is not available for the Indian edition of Zoho Books).

    Here is a help doc for your reference:
    https://www.zoho.com/books/help/integrations/sign-integration.html

    Cheers,
    Reshma

  2. Header bars for displayed columns should remain visible during scrolling.

    Header bars for displayed columns should remain visible during scrolling. (in Books, CRM, Inventory, etc.
    Using an i-frame type display, you could keep the column headings visible. Use throughout Zoho modules

    5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Admin →

  3. Add an acceptance button on estimates without giving them access to client portal

    Add an acceptance button on estimates without giving them access to client portal

    97 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    17 comments  ·  Estimates  ·  Admin →

  4. Integration with Axis Bank Corporate, 2Checkout Payment Gateway, Citibank, American Express Credit Card, ICICI Bank Credit Card

    1. Integration with Axis Bank Corporate
      In the Zoho Boks Banking Tab we can see Axis Bank already available but the integration is for Axis Bank Personal not for Axis Bank Corporate.

    2. Integration with 2Checkout
      We are highly required for 2Checkout Payment Gateway with Zoho Books.

    3. Integration with Citibank
      Integration missing with Citibank

    4. American Express Credit Card
      Integration missing with American Express Credit Card

    5. ICICI Bank Credit Card
      Integration missing with ICICI Bank Credit Card

    Many of the Banking Features are missing in ZOHO Books Banking Integration.

    It is highly requested for this Integrations with Zoho Books for the above mentioned…

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    5 comments  ·  Banking  ·  Admin →

  5. Estimate Tracking

    So Zoho Sign has this cool feature where when you send a document to somebody to sign, you get an email notification saying that the other person has viewed your document. Can we get something like this for Zoho Books?

    10 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    2 comments  ·  Estimates  ·  Admin →
    Completed  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi all, 



    We now have the icon that notifies that the Invoices, Estimates and Retainer Invoice email has been viewed by the customer. To enable this option, navigate to Settings > Emails > Email Insights > enable the option Track the emails sent to your customers.



    Regards, 

    Zoho Books Team

  6. Kindly add the feature for E-waybill under GST for invoices above 50K

    under the new GOI regulation all invoices above 50K will have to be accompanied by an e-waybill and it would be great if ZOHO adds this feature on the software itself

    17 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Invoices  ·  Admin →

  7. import items matched on SKU

    When importing item, we need the ability to match existing items on the SKU or the hidden Zoho code. At the moment, you can only match on the Item Code (Name). This makes issues when trying to update item names.

    28 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    4 comments  ·  Items  ·  Admin →

  8. Time sheet Approval

    Timesheet approval option.. currently not there

    26 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Projects & Timesheets  ·  Admin →

  9. import of spanish ing.ingdirect.es business account.

    Please include automatic import of spanish ing.ingdirect.es business account.
    Thanks in advance.

    28 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    3 comments  ·  Online Payments  ·  Admin →

  10. Split and expense or deposit to different categories.

    It would be nice to be able to split transaction items into different categories after downloading from my check register.

    12 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Completed  ·  3 comments  ·  Transactions  ·  Admin →

  11. Good software

    The software must be enabled with a feature of showing the amount in Words as well. For ex: if a invoice is for Rs. 10000, then the same should be shown in Currency as 'Rs.10000' as well as 'Rs.Ten Thousand'.

    0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    2 comments  ·  Invoices  ·  Admin →
    Completed  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there

    This is to inform you that the currency name has been included for the Amount in words in the templates. The amount in words is also displayed in Indian numbering system format.

    You can go to Settings→ Templates → Total. You will find the option to check the option for the amount in words there.

    Thank you.

  12. Add the "Reporting Tag" as a column to the report Account Transactions - so that we don't have to run report seperately for each one

    In order to produce reports of Sales and of P&L by reporting type (designated on the invoices and expenses through the reporting tag) we would need to download each report seperately and then recombine - horribly manual and tedious.
    The reporting tag functionality will only be useful to us when we can generate better reports or at least download the transactions including the reporting tag.

    5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    5 comments  ·  Reports  ·  Admin →

  13. Want a mass upload feature for manual journal entries from excel file

    Want a masss upload feature for manual journal entries from excel file, so a manual entry for multiple manual journal entries can be avoided.

    5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    3 comments  ·  Manual Journals  ·  Admin →

  14. Having recurring journals instead of manually entires

    Having recurring journals instead of manually entires

    91 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    5 comments  ·  Manual Journals  ·  Admin →

  15. Zoho Reports - Timesheet table from Zoho Books - Add User ID/Name

    When synchronising the Timesheet table from Zoho Books to Zoho Reports, it would be very useful if you could add the User ID & User Name of the user who logged the time. Currently the user is not supported. :-(

    22 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Reports  ·  Admin →

  16. Add Lines on Estimates in between other items

    Adding a line item between other items will make workflow faster. Currently I can only add the additional item at the bottom and move it to the desired position. No option to add a line in-between other items.

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    2 comments  ·  Estimates  ·  Admin →

  17. GOCARDLESS is now available in the European Union

    GOCARDLESS is now available in the European Union. I need it, thank you for activating it. Currently on Zoho Books this is only available for the united kingdom. Thank you for making the change so I can use it in France, Belgium, Luxembourg.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Payments  ·  Admin →

  18. Print checks (cheques) from "payments made"

    Include an option to print checks (cheques) from the payments made. This would allow to print checks when we are paying multiple invoices.

    27 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    6 comments  ·  Payments  ·  Admin →
    Completed  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi,

    We now have an option to print the checks from the Payments made module. You can go to Payments made and filter the page by the ‘To Be Printed Checks’. You can select the checks and hit the print option.

    Thank you.

  19. Show "Running Balance" in account transactions report

    Show the running balance next to each transaction on account reports.

    19 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    3 comments  ·  Reports  ·  Admin →
    Completed  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    We now have the option to see the running balance of the account in the account balances report. You would have to select an account and click on the Show/hide columns option and check the option for running balance.

    Hope this helps.

    Regards,
    Zoho Books Team

  20. Remittance Advice

    We need the ability to send the supplier a remittance advice when payment has been made please? Thank you

    29 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    4 comments  ·  Payments  ·  Admin →
    Completed  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there.

    We now have the option to send out remittance notification in Zoho Books. You can send a notification to inform the vendors once the payments have been made.

    To send out the email, please go to Payments Made → Click on the email icon.

    You can customise the contents of the mail notification in Settings > Email Templates > Payment Made Notification.

    Thank you

← Previous 1 3 4 5 6
  • Don't see your idea?

Zoho Books

Categories

Feedback and Knowledge Base

(thinking…)