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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.

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6968 results found

  1. ability to format invoices to reduce white space so that an invoice will print on a single page

    The format options are much more limited than I expected. We can't get a commercial invoice to print on a single page, even when it only contains 2 items - the invoice goes to 2 pages with a single line on the second page, even when I reduce the margins to 0.1. There is loads of white space not being used!

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

  2. Improve the GoCardless Integration

    We need a more integrated GoCardless experience in Zoho.
    A few ideas that I've seen implemented on other bookkeeping/finance systems are,
    Multiple mandates per client, Zoho can only have one GC mandate per client, but GC supports multiple.
    Sync a single Zoho Customer to it's GC account. At the moment you only have the option to refresh ALL GC mandates.
    Have a better connection between GoCardless and Zoho than just the company name.
    Have automatic invoice payments from a primary GC mandate.

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

  3. How to show TDS deducted on Customer advance received

    Suppose A customer paid an advance Rs 90000 bank transfer and 10000 TDS on March 2018, We generate Invoice in April 2019.
    Then the closing balance is not showing TDS difference in March, It comes only when we showed the payment against Invoice. We need to show advance tax received in March along with payment recieved

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

  4. Add theability to move Delivered Packages out of the Kanban when Invoiced and Paid - or other criteria eg if they've been there for a year

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

  5. Add Zoho Books Australian account support to Chrome Extension

    I was wondering why the extension would never sign in, therefore being useless. Then I looked in the extension settings, and the list of Zoho domains it supports, and books.zoho.com.au is missing, so the extension can't work for any Australian businesses. Could this be fixed so we can use it with Australian Zoho Books accounts too please?

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

  6. there can be a point where your system is so cumbersome that it doesn't pay to change

    how do I change the language of the program

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

  7. sale orders

    conert to invoice automatically

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

  8. Integrate importing payroll entries from Payroll Relief

    Payroll Relief, an Accountants World program, has an export feature for QuickBooks and CVS files. Zoho's import journal entry requires a lot of data manipulation to the CVS file to get it to be imported into Zoho.

    For Example:
    The account number field is numeric in Payroll Relief, but a text field in Zoho or
    Payroll Relief doesn't create a Currency field, required by Zoho

    If Zoho support would focus on integrating with other payroll programs it would have more time to resolve the over 1000 system enhancements suggested. Put Zoho payroll on the low priority list for now.

    1 vote
    0 comments  ·  Third Party Integrations  ·  Admin →
    How important is this to you?

  9. Approval Process in Purchase

    We want the approval process for purchase order only and not for all fields in purchase.

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

  10. basic physical stock inventory

    Most Small Business like MSME in India, don't need heavy features that you have independently but they require basics of all in one place.
    You can add basic physical stock inventory in zoho books ( for Ex. inward stocks ,outward Stock & Stock Available

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

  11. Please add payroll option

    Please add payroll option it can help us lot..

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

  12. Allow to export invoice comments into zoho analytics

    Right now We are using invoice comments to keep the team up to date with each invoice.

    When preparing a report in zoho analytics we have realised that these invoice comments are not available to sync with zoho analytics so we lose the history and context in our zoho analytics report.

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

  13. 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?

  14. 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?

  15. 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?

  16. 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?

  17. 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?

  18. 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?

  19. 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?

  20. 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?
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