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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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43 results found

  1. Downloading/ exporting Delivery Note in excel or google sheet format

    Please can you help to create options for downloading/exporting/sharing Delivery notes and packing slips in Excel or google Sheets format?

    3 votes
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    0 comments  ·  Automation  ·  Admin →
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  2. meal tracking solution dubai

    MHI is a main innovation arrangement supplier situated in Dubai, offering mechanical items and administrations in the ICT area. We have gone about as a groundbreaking impetus for the organizations we have worked with. Our center rule is commitment, skill, and quality, which has given us the impulse to stay a consistent accomplice for undertakings. We are a 10 years old specialist organization with demonstrated mastery in the ICT arrangement industry.

    Business is changing constantly. The opportunity has arrived for organizations to take on innovation and business counseling answers for stay aware of market patterns. Change is vital to separating…

    1 vote
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    0 comments  ·  Automation  ·  Admin →
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  3. Statement import with Categories & Ability to edit transfers between accounts

    Hi there! It would be incredibly great for the majority of Zoho Books Users if you update the following:

    1. Import of bank statements in csv- or xls-format with an additional column "Category", so that categories are being set up automatically too. As it is for Payee, Date, Reference, Description fields etc.

    2. Enable to edit categorized and matched transactions which are transfers between different bank accounts. In particular, when these accounts have different currencies:

    • ability to edit the date (money from one account to another can move for several days, so such transaction usually have different dates of sending/receiving for Payer…

    1 vote
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    0 comments  ·  Automation  ·  Admin →
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  4. automatically stop reminders being sent for invoices with a Paid status.

    We are trying to limit the amount of reminder emails our customers receive and it seems silly that the automation for payment reminders doesn't stop once an invoice is paid. Could you redevelop the automation to be able to read the status of an invoice just before the reminder is sent? If the status is PAID when the reminder is about to be sent, we'd like Zoho to automatically turn off any reminders for that invoice.

    5 votes
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    0 comments  ·  Automation  ·  Admin →
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  5. allow excluding individual invoices from automated invoice reminders.

    We would like to turn on automated Invoice Reminders, but there are certain invoices that we do not want to be included in the automation. Could there be a feature whereby you can go to an individual invoice and exclude it from the automation? For the vast majority of invoices, the current system is great, but about a quarter of invoices we don't want to reminders to be sent.

    1 vote
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    1 comment  ·  Automation  ·  Admin →
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  6. WAY MORE Zapier Update Actions with Support for Custom Fields and Payment Gateway

    We need the ability not just to create an invoice or customer but to FIND and UPDATE an existing customer or invoice. Right now this is not possible and makes zoho books which is otherwise a pretty good program, difficult to use. It also needs to work with the custom fields and with the payment gateway options(IE enabling the gateway for a customer). Adding Zapier functionality is ALWAYS a good thing.

    4 votes
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  7. Heavy bike bag in pakistan

    These high-quality fabric side bags are an essential element for those bike rider who carries a lot of luggage with them and wants to ride on long tours. These bags can hold a good amount of components. On average a bag contains around 18 kg s. They are waterproof and durable in nature. Easily removable.Very useful for touring and long routes.
    https://rapidrides.pk/category/accessories/motorcycle-bags/

    3 votes
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    5 comments  ·  Automation  ·  Admin →
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  8. Calculate UK corporation tax

    A feature to automatically calculate UK corporation tax, reflect this on the P&L report and allocate a retention to a tax control account pending payment.

    6 votes
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  9. Fix the Avaza to Zapier zap

    There is a bug in the current Avaza (a very good time/projects + billing system) to Zoho Books implementation (zap) that I have sent several emails to Zoho support about which has been going on for several weeks now without news on the fix. The bug seems to be random as far as I can tell (hours and hours of testing and resets later) and the Zap fails with a "Cannot read property '0' of undefined" error message. I have been on the phone to support too but I can hear/see no progress on this. Zapier integration is great feature…

    3 votes
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    0 comments  ·  Automation  ·  Admin →
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  10. Remuneration to partners

    there should be an option to calculate remuneration to partner. For that we have to enter the details in tally and then check.

    1 vote
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  11. Ability to call Custom Functions from Custom Buttons

    We have written several Custom Functions that work in the Automated Workflows, but some of these we also use for Custom Buttons so they can be called on demand.

    Right now, even though it's the same code, we have to manually copy and past the complete code into the Custom Button. This can lead to problems if the code is updated and we forget to update all the custom buttons.

    Solution: Provide a way to call the Custom Function from buttons, for example if we name the custom function "po_userevent" call it from the button by doing something similar to:

    1 vote
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  12. be able to use oanda as automatic currency converter

    enable the use of oanda as currency covnerter instead of open exchange rates

    1 vote
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  13. 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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  14. Allow sending (email) individual invoices at a scheduled time.

    Allow sending (email) individual invoices at a scheduled time.

    2 votes
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    1 comment  ·  Automation  ·  Admin →
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  15. Allow sending (email) individual invoices at a scheduled time.

    Allow sending (email) individual invoices at a scheduled time.

    0 votes
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  16. tax filing reminder

    Please allow reminder setup for tax dates. GST tax dates are so frequent that a small self-run business can find it difficult to track and remember.

    1 vote
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  17. Payment Link Automation

    I want to generate payment links (while adding gateway margins to payee) as soon as I mark the invoice as sent.

    3 votes
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  18. Timesheets Cloning or templates

    My weeks are around 75% the same from one week to the next. It would therefore be very helpful to be able to create a weekly time log template or clone the prior week and roll it over to the next week, then adjust the entries that are different. The current process of having to re-enter the weekly timesheet over and over is a disincentive for my team to actually fill it out, which is a nuisance.

    6 votes
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    1 comment  ·  Automation  ·  Admin →
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  19. QR code addition facility

    QR code addition facility on every invoice in zoho books to add documents digitally which can be accessed by customer upon scanning

    4 votes
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  20. Automatic change of price increases for subscriptions for all customers at the same time

    It would be greatly appreciated that when the subscription prices increase (we do it every year or every 2 years), that we can change the price in the product and that we can activate it for all new subscriptions and previous subscriptions from now or even choose the date.
    Because manually increasing prices is extremely long and we can forget several!

    3 votes
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