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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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6956 results found

  1. Please integrate with PesaPal to provide coverage for Africa https://demo.pesapal.com/

    Please integrate with PesaPal to provide coverage for Africa

    Full free sandbox and documentation for integration available at
    https://demo.pesapal.com/

    1 vote
    0 comments  ·  Online Payments  ·  Admin →
    How important is this to you?

  2. Comments & History View/ Edit Restriction on different users/roles

    Hi,

    Some of the comments & history should not be viewed/edited by certain roles.

    Important comments once deleted cannot be reverted.

    1 vote
    0 comments  ·  Accountant  ·  Admin →
    How important is this to you?

  3. I would like to see more connectivity Between books (or upgread Project in books) and Projects and have the ability to connect contacts

    1. I would like to be able to add vendors or just persons to the project because they are connected to the transaction. The system only allows for client users. I need other people that are associated with the transaction to be connected just to keep everyone together without having to use another software.
    1 vote
    0 comments  ·  Admin →
    How important is this to you?

  4. Project filter in timesheets

    Can you please extend the project filter when logging new time to contain the search query rather than 'begins with..'

    3 votes
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

  5. recurring invoice report by item

    Create a "Recurring Invoice Details" report that includes Item detail and amount rather than just total Invoice amount.

    3 votes
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  6. Quotation request to vendors

    We want to send a quotation request to the vendor before send the purchase order, then, accept this vendor quotation and convert it to PO.

    2 votes
    1 comment  ·  Vendors  ·  Admin →
    How important is this to you?

  7. Enable larger images to be displayed - Thumbnail is too small

    The image displayed in Estimates is too small for the type of products we sell. Sometimes it's small visible details that differentiate us from our competition. The images should be enabled to be as large vertically, as the description.

    5 votes
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

  8. Minimum payment or deposit required field on invoice

    Hello

    I would love to see the next update by adding "minimum payment or deposit required" field directly on the invoice so the clients have the option to make minimum instead of changing the amount themselves on payment. A lot of vendors like me require deposit from clients in order to reserve our service for their wedding date.

    Please note that I've tried for days working with Invoice Retainer but it's not the same as to request clients to make deposit.

    3 votes
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?

  9. Balance sheet reports require incoming/outgoing colums

    A balance sheet must have an incoming and outgoing balance on each account. Maybe as an option or as an detailed report.

    3 votes
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  10. TEMPLATE CHANGE ON APP

    Allow to change the template of quotations, invoices, etc on iPad app. I can’t do it now.

    4 votes
    1 comment  ·  Templates  ·  Admin →
    How important is this to you?

  11. Zoho Books > Documents uses Zoho Workdrive

    Zoho Books > Documents uses Zoho Workdrive so that documents can be attached to invoices, bills all the other items.

    Zoho Workdrive should be used to integrate between all the zoho apps to make workflow and documents easily accessible

    10 votes
    2 comments  ·  Admin →
    How important is this to you?

  12. Sanctions process

    1 vote
    0 comments  ·  Online Payments  ·  Admin →
    How important is this to you?

  13. GST on Stripe's merchant fees

    At the moment the merchant fees from Stripe are just going straight to the fees expense account including the GST, it's not separating out the GST component of the fee. I'm having to manually journalise the GST portion of the transactions each quarter so that I can claim it.

    4 votes
    1 comment  ·  Online Payments  ·  Admin →
    How important is this to you?

  14. Documents Alignment - RTL

    Hi,

    We are trying to use this great app here in israel and i like the general the idea of a prebuilt templates.

    Still, It is crucial to have an option to set the whole document to the RTL direction instead of LTR.

    Is it something that is in the plan for the near-feature?

    3 votes
    0 comments  ·  Templates  ·  Admin →
    How important is this to you?

  15. Use customer and vendor ID to overwrite display and contact names just like items.

    1 vote
    0 comments  ·  Accountant  ·  Admin →
    How important is this to you?

  16. Stopping Overspend

    I'll explain with a typical scenario.

    We had issued a post-dated cheque to one of our vendor before corona lockdown. The amount was more than a lakh. And we recorded the payment against the bill. But due to corona lockdown, the vendor did not present the cheque for clearing. So what happened here was in Zoho Books the payment was entered but the amount was not debited from the bank.

    Now when you look at our bank statement and Zoho books, they do not match as well.

    As a startup services company we have more expenses to be met. Since…

    1 vote
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  17. Assign Customer to multiple users

    A great feature would be to add the ability to Assign more than one user to a Customer or allow a user to share a customer with another user. This would help when we have Sales Persons that we only want to see the Customers assigned to them. We see many situation where multiple sales persons deal with a Customer. The only way to give them access now to Customers not owned by them is to set them up as an admin.

    6 votes
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?

  18. Restrict Sharing option of master and transaction for certain roles

    Restricting Export, Print and PDF is a very essential security option for our company, as the accounts is handled by executives who are in direct touch with our channel partners and competitors. They record all transactions related to our multiple branches. We would like to avoid sharing of our company data to people outside our organisation. As this concerns our security policy, kindly try to make modifications to help us protect our data.

    2 votes
    0 comments  ·  Users & Roles  ·  Admin →
    How important is this to you?

  19. Sales and Purchase Approvals

    Estimate, SO, Invoice is approved at various hierarchical levels based on two factors.

    1) Discount offered against a product
    2) Advance Payment

    For a person at lower level in the hierarchy could approve transactions with lesser discount and advance payment. This freedom to approve changes when it goes to the higher level in the hierarchy. All customers wouldnt have to wait till all approvals are made by the head of department. Please create a more condition based purchase and sales approvals.

    1 vote
    0 comments  ·  Transaction Approval  ·  Admin →
    How important is this to you?

  20. Exception Approval for SO, Invoice or delivery without advance or full payment

    We have retail customer, our order to delivery would generally take from 1 week to 3 months or more, depending on the products our customers select. We deliver the products in different batches. Our policy is to have a minimum 50% advance payment to confirm the order. We collect payment in advance, please have an option to restrict creating or approving an SO for which the certain defined amount(50% in my case) is not available as advance. Upon invoice or delivery the remaining amount against the product delivered value would be collected. Top level exception approval has to be taken…

    1 vote
    0 comments  ·  Sales Orders  ·  Admin →
    How important is this to you?
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