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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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6956 results found

  1. P&L by class

    Need to be able to run reports (especially P&L) by class, with each column a class

    3 votes
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?
  2. printing rights by user

    i propose we have printing rights by users in zoho books whereby the system admin can restrict the number of time a user can print sale order or invoice in certain times

    1 vote
    0 comments  ·  Admin →
    How important is this to you?
  3. add attachement estimates from api

    Hello,

    How it is possible to add an attchament to an estimate from the api zoho book.
    It s possible from ZohoBook, but no from the api.

    cdt

    1 vote
    0 comments  ·  Admin →
    How important is this to you?
  4. Several Companies in one client portal

    Several clients under 1 client portal. For example, One director has 4 Limited companies. I need the director to log in to the portal and be able to see outstanding invoices for all of his companies.

    19 votes
    How important is this to you?
  5. GL account cannot default

    When you created a new customer and vendor's , you cannot assign a defaulted GL account number. Hence, each time you enter the invoice and/ or post a vendor's invoice, you need to pick up the corresponding GL account number. NOT SO GOOD.

    1 vote
    0 comments  ·  Accountant  ·  Admin →
    How important is this to you?
  6. ey both provided you all my feedback

    Hi, I have addressed a lot of issues to Sara and Sai. Unfortunately, I do not know if they provided you ALL my feedback.

    Please email the proof that you are doing something.
    Your system does not fits according to your customer's need.

    1 vote
    0 comments  ·  Accountant  ·  Admin →
    How important is this to you?
  7. 1 vote
    0 comments  ·  Admin →
    How important is this to you?
  8. 1 vote
    0 comments  ·  Admin →
    How important is this to you?
  9. Please create a deleting button for invoices in Zoho CRM

    Please create a deleting button for invoices in Zoho CRM. I only can delete invoice in zoho books.

    4 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  10. Show proper decimal places with currency amounts

    As a user, anywhere in Zoho Books where I am looking at a bill amount, currency amount, or other monetary amount, the amount should display with the correct number of decimal places.

    Zoho Books currently trims tailing zeroes from an amount. For instance, $420.30 becomes 420.3. This is extremely awkward to read since .3 is supposed to be 30 cents.

    The number of decimal places should be maintained so that $420.30 always reads as 420.30.

    1 vote
    0 comments  ·  General  ·  Admin →
    How important is this to you?
  11. Make a way to email top clients

    Do you realize there is NO way to email your best clients?
    There is not a connection to any part of Zoho that allows you to target them.

    You can manually tag them as they are spending but there isn't a process to automatically tag or update or filter and then send a campaign or marketing hub journey to them.

    We need this integration.

    2 votes
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?
  12. UI

    Black-Green

    1 vote
    0 comments  ·  Sales Orders  ·  Admin →
    How important is this to you?
  13. I have a printing company. We print on different papers and it could be single side or doubleside. There rates for single side and dou

    We are a printing company. We print on paper, it can be single side or double side. The item is the same paper but price varies from single side or doubleside. Currently we can't track stock, as we have to give 2different items but actually its the same item. We can't also use priceless as in one bill there could be 2 single side and 4 double side items. If we give price list all of it gets changed. We want a solution where we can club multiple items into a single inventory source.

    1 vote
    0 comments  ·  Items  ·  Admin →
    How important is this to you?
  14. Option to add expense from books to a ticket in Zoho Desk, like Project.

    Provide an option to associate an expense created in Zoho Books to a Zoho Desk support ticket.
    Right now we can associate spending only with projects.

    1 vote
    How important is this to you?
  15. Forecast when and Item will reach the re-order level

    Based on historical sales data, It will be good to know how much time remaining for an item to reach the re-order level. This will help a lot in putting plans for ordering new material.

    1 vote
    0 comments  ·  Inventory  ·  Admin →
    How important is this to you?
  16. Client portal

    I would like the "Staff name" field to be included in the Client portal under project timesheets

    3 votes
    How important is this to you?
  17. Create bill on behalf of vendor and email to them

    Hi,

    I would like to have the feature where you are creating the bill on behalf of the vendor and can send them a copy of it, just like how an invoice is mailed to the customer.

    The reason is, we at Homely (https://homelynow.com) are into services of providing curated Home made meals through our website. Now the customer selects and places the order. We deliver by picking up from that home chef and delivering to that customer directly.

    Now since this is real-time and since Homely does not store the meal anywhere during this process, technically I'm…

    1 vote
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?
  18. Sending bills created to vendor by mail

    Hi,

    I would like to have the feature where you are creating the bill on behalf of the vendor and can send them a copy of it, just like how an invoice is mailed to the customer.

    The reason is, we at Homely (https://homelynow.com) are into services of providing curated Homemade meals through our website. Now the customer selects and places the order. We deliver by picking up from that home chef and delivering it to that customer directly.

    Now since this is real-time and since Homely does not store the meal anywhere during this process, technically I'm…

    0 votes
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?
  19. 1 vote
    0 comments  ·  Admin →
    How important is this to you?
  20. Distinction between raw material and finished goods and track raw material consumption based on finished goods produced.

    We receive goods in kg and we convert them into smaller packs of numbers. It is difficult to track inventory in this manner. also, we buy packaging material which is primary to our product. whenever we sell these smaller no's pack, we sell them in this primary packaging that we bought (cardboard boxes). But when we make the sale, we only select the main item in invoice and not the cardboard boxes and thus we cannot track its inventory. How can this be solved?

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