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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.

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  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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6411 results found

  1. price list tax

    They should add that in the price list it is possible to select which type of tax to apply automatically and thus it is possible to assign the type of tax to a specific customer, according to a given product, the same tax does not always apply to the same product or the same customer

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  2. vendor gstin for purchase order should not be mandatory

    As for purchase order vendor GSTIN does not affect accounting.

    So vendor GSTIN should not be mandatory until a purchase bill needs to be created. While creating the purchase bill updation can be made for GSTIN
    Please remove vendor GSTIN from being mandatory as this feature is available in quickbooks

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  3. Add variables for all Contact Persons. Example: "Dear %FirstNameContact%".

    Add variables for all Contact Persons. Example: "Dear %FirstNameContact%". Sometimes I send an invoice to someone else in a company and would like the "Dear xxx" to reflect this.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  4. To be able to print a bank reconciliation summary that shows cash book balance and statement balance

    Bank reconciliation summary

    1 vote
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    0 comments  ·  Bank Reconciliation  ·  Admin →
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  5. bulk payment of invoice from multiple clients

    • in the invoices table select list of invoices
    • enable receipt of bulk payment of selected invoices
    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  6. Independent Sales approval process for estimates, sales orders and invoices

    the approval process for estimates or sales orders or invoices in the sales process should be independent. currently only one settings which means all the 3 process are activated for approval. customers should be able to set different appovers for each transaction type. Also, multi level approval should be possible based on transaction value.

    1 vote
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    2 comments  ·  Transaction Approval  ·  Admin →
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  7. It would be great to set extra rules for Best Matches in uncategorized bankstatement lines

    Hi,
    We import bankstatements and match them line by line. We handle a lot of invoices with the same amount and it would be great if we could add Payee and/or Invoice# (as description) to the rule of Best Matches.

    7 votes
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    0 comments  ·  Banking  ·  Admin →
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  8. kindly add item wise discount column while purchasing

    kindly add item wise discount column while purchasing

    1 vote
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  9. I want to GST column and Discount column in retainer invoice

    I want to GST column and Discount column in retainer invoice

    1 vote
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  10. Turkish language support will be active in zoho books

    Hello there
    Turkish language support will be active in zoho books
    We have been waiting for Turkish language support for more than two years
    Best Regards

    4 votes
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    0 comments  ·  General  ·  Admin →
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  11. identical PAN no. in Vendors

    Currently We can create two vendors having same PAN no, which is impossible. kindly fix this issue

    1 vote
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    0 comments  ·  Vendors  ·  Admin →
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  12. let rename Invoice report column Name for example Date becomes Invocie created Date

    1 vote
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  13. Customize Portal by Client

    //i would like the ability to choose what is available on the portal according to the client/project. I would also like the ability to show hours billed/unbilled with or without detailed time entries. I would like the abililty to choose to show tasks or not.

    2 votes
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    0 comments  ·  Client Portal  ·  Admin →
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  14. Recurring invoice - Repeat Every Week, change default (weekly) options

    Recurring invoice - Repeat Every option is default set per week
    Problem: default is weekly, but we have only yearly invoices.
    Solution: allow us to change the default option.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  15. Hi i need to Generate and have Report for Project and have Both Cost and revenue in one page and even have few project report in one page

    Hi i need to Generate and have Report for Project and have Both Cost and revenue in one page and even have few project report in one page and even have Few project in one page

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  16. Reporting tags for Sales by Sales Person

    Reporting tags are currently available only for Sales by Item. They should be extended also to Sales by Sales Person

    3 votes
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    0 comments  ·  Reporting tags  ·  Admin →
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  17. Ability to include GL code to banking transactions while importing

    Ability to include GL code to banking transactions while importing

    1 vote
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    0 comments  ·  Migration  ·  Admin →
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  18. The ability to call customers

    I would like to make calls using the browser, like we do in Hubspot.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  19. The ability to call customers

    I would like to make calls using the browser, like we do in Hubspot.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  20. Allow Zoho Sign for Sales Orders in Books. Absolutely insane that you can't do that. Who signs invoices?

    4 votes
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    1 comment  ·  Sales Orders  ·  Admin →
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