Zoho Books

Welcome to our Feedback Forum!

If you have an idea or a feature you’ll like to see in Zoho Books, this is the right place to be. While we cannot promise a ‘date’, we will definitely keep you updated on every feature request you make.

Tips while posting the idea:
1. Search if the feature or idea is already listed. If yes, vote for it.
2. If it’s unavailable, add the idea and give a detailed description on how you’ll like to see it work in Zoho Books.

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 ...

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
  1. can you short close a purchase order in zoho books?

    Suppose I bought 100mt of goods and my supplier only loaded 98MT. The purchase order shows partially billed. Although, my supplier won't we loading any more material. So how can I short close the purchase order?

    1 vote
    Vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      Signed in as (Sign out)
      You have left! (?) (thinking…)
      0 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
    • E waybill printout

      This time e way bill directly generated in zoho books its very easy.
      I want Generated Eway bill print out in ZOHO Books.

      1 vote
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        Signed in as (Sign out)
        You have left! (?) (thinking…)
        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Assign sales sub account to all time sheet entries

        Would like to be able to assign all time sheet entries to a Sales > Sub Account rather than having to do it manually one by one using the Add Additional Info button on invoices.

        1 vote
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          Signed in as (Sign out)
          You have left! (?) (thinking…)
          0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
        • Customize statement table

          I need to show custom information in the customer's statement table, It's information that i customized in the invoice area but want to display there.

          3 votes
          Vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            Signed in as (Sign out)
            You have left! (?) (thinking…)
            0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
          • Avoid duplicate customer by using mobile number

            When ever I entered mobile number of customer I should get details. And should not get mobile number duplicate in other names.

            1 vote
            Vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              Signed in as (Sign out)
              You have left! (?) (thinking…)
              0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
            • vendor portal

              please add vendor portal facility as a customer

              1 vote
              Vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                Signed in as (Sign out)
                You have left! (?) (thinking…)
                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • 1 vote
                Vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                  0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                • Mass or Batch update records in Zoho Books

                  For example: change the value of 100 custom fields in 1 action.

                  1 vote
                  Vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
                  • report font size


                    Please provide a way to change the font for the reports that are sent to print. We want to have the reports print with a larger font, so they're easier to read.

                    1 vote
                    Vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                      0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                    • Add a function to record sales items (i.e. photocopies)

                      I need to invoice photocopies and the like at a fixed cost but the number varies. I need to allocate these to my projects and ideally the date (in much the same way as mileage is recorded). Presently there is no way to do this

                      1 vote
                      Vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                        0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                      • Enable restrictions on printing Invoices/Delivery Notes/Packing Slips.

                        I have given access to several users on creating Invoices.

                        However, I would like to restrict users from printing Invoices/Delivery Notes/Packing Slips in both Zoho Books and Zoho Inventory so I can control the printouts.

                        Can anyone help with this? Customer support has informed me that this is currently not possible.

                        Thanks!

                        1 vote
                        Vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                          0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                        • It will be helpful if when generating a purchase order, the system asks me to update the item cost if it is different from the data base

                          It will be helpful if when generating a purchase order, the system asks me to update the item cost if it is different from the on in the data base

                          1 vote
                          Vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                            0 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
                          • 1 vote
                            Vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • It will be helpful if when generating a purchase order, the system asks me to update the item cost if it is different from the data base

                              It will be helpful if when generating a purchase order, the system asks me to update the item cost if it is different from the on in the data base

                              1 vote
                              Vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                                0 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
                              • Provide an option such that non-admin users/roles can receive scheduled reports.

                                Provide an option such that non-admin users/roles can receive scheduled reports. We want the option to send reports to the 'C' level without enabling all of the admin capabilities.

                                1 vote
                                Vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                  0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                • Send quotes by sms like invoice

                                  I think it's not a big job for you, to integrate quotes send by sms ....

                                  1 vote
                                  Vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Automate Invoice for Customers on a specific date

                                    In real estate the Demand Letters and Invoices are raising on a specific date and Interest on Delayed payment is charged in thier invoices
                                    So if we can link the Project Completion and the Invoice of All customers should be raised as per work completion then it will be the best option for Real Estate Business accounting

                                    1 vote
                                    Vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                      0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Allow for discount on estimates which are prior approved with additional approval work flow requirement

                                      Our sales often come back with requirement of discount on their submitted estimate. We want the option to revise an estimate by providing line wise discount / total bill discount and also function to add or remove quoted items in the estimate. Any changes on an existing approved estimate should initiate second round of approval process for the changes.

                                      1 vote
                                      Vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                        0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Add a customizable label field for Vendor Statements, that will correspond to a column/label field in the BIlls.

                                        Zoho Books - RE: BILLS & VENDOR STATEMENTS.

                                        In BILLS, I can enter Item # and Description under a label, in a column. I would like to also show this info, in the Vendor Statement.

                                        Alternatively, I would like a custom column field available to add to the Vendor Statement, that will pull text data from another column located on the BILL.

                                        Please help.

                                        It seems all the other modules we can add a custom label / column, but not possible for the vendor statement.

                                        1 vote
                                        Vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                          0 comments  ·  Expenses & Bills  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Enter only First Name for Contact

                                          We need to be able to enter just First name for contacts. Alot of time only get that and last name is not needed.

                                          1 vote
                                          Vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                            0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                          ← Previous 1 3 4 5 169 170
                                          • Don't see your idea?

                                          Zoho Books

                                          Feedback and Knowledge Base