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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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6956 results found

  1. Make your production accounting simple and easy and afforadble with Empirematrix

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

  2. Skip an recurring invoice

    Let you you need to skip the next recurring invoice, I don't want to have to stop, and then have to remember to start it,

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

  3. Run Recurring invoices early

    Can you make it possible to run recurring invoice early, let say I have it set to run on the 15 but this time only I want it to run today, the 13th.

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

  4. We need Freeform for Drop shipping that does not include our Customers address above the ship to address line.

    When doing a drop ship. The Customers Business name appears above the address line. Causing Confusion.

    I am drop shipping for my Customer to their customer, Only their Customer's name should appear in the Ship Address.

    This also happens when I drop ship for my customer through my vendor to end user. I have to print the PO. Mark out the double name and then scan it , then send. Real hassle.

    Ship to Address field should only contain exactly what I key in that field. Do not add in the account name above the ship to address.

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

  5. Add Auto-Fill option for Expense Entries (based off previous entry for that vendor).

    I'm looking for an "auto-fill" function that will automatically fill in transactions (like for expenses) when any certain vendor is selected to start the transaction entry. In other accounting packages, the auto-fill is based on the last entry made for any particular vendor. The auto-fill should include things like the expense category and description.

    3 votes
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  6. Allow inventory tracking on purchased items

    Presently all items created are listed if the sales check box is selected which provide the inventory and stock level. If the purchased check box is checked the item is not listed in the available items for sale which is useful if the item is not for resale but assemble. But you can not track the stock, which give a false business valuation

    If the purchased option is check and the sales in not check there is no inventory option.

    If we could have track the purchased items we can produce a simple manual assemble function, using the stock adjustment…

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

  7. Composite Item or Bundle Item, Kitting

    Item buy/sell individually as usual but when multiple item will form a bundle or combinations of multiple items then how do we manage in Zoho Books ? for example I am a shop owner, selling Tea, Biscuits & Snacks. If i want to form a Bundle item namely Tea Combo which will consist of Tea, Biscuit 2 types, sugar & Milk. and that too in a different price as a offer not as in all item price, also that should be refelect in inventory individually.

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

  8. packing list with value of goods

    Please add value column in the packing list while printing invoice available in zoho books. Value is also mandatory in packing list. AS of now only quantity is shown, which wont help the purpose of packing list.
    Thanks in Advance

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

  9. negative number in expense details for zoho books

    Currently, negative numbers cannot be saved.

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

  10. Android 10 - Gesture Navigation and Receipt Cropping

    Recently, Google has added "Gesture Navigation" to Android. This allows you to go back to a previous screen by swiping left or right on the phone screen.

    To crop a receipt in the Android app. the cropping frame is very close to the edge of the screen. On several occasions, I have accidentally navigated backwards from the cropping screen.

    Could you make the cropping frame in the mobile app a little smaller so that it is not so close to the edge of the screen?

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

  11. Add an option to select predefined texts for an estimate (or even an invoice) below the price and item list.

    Please add an option to select predefined texts for the Customer Notice field in an estimate (or even an invoice). This way I can add different Customer Notes from which I can choose each time I write an estimate (or invoice).

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

  12. Enter in an opening balance that is not imported. I have no money owed and I owe no money

    Show how to enter in an opening balance that is not imported. I have no money owed and I owe no money but have money in checking.
    Need to open with current balance without any accounting voodoo.
    a Simple input is not needed for most because of the amount of credit taken and given by business. We don't offer or use credit. You pay, you get. I pay, I get. Simple.

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

  13. Display the total value of discount give at the end

    After applying the discount at the transactional level. The total discount given should be displayed at the bottom and then the taxes have to be calculated on the discounted prices.

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

  14. 101163566

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

  15. Make it possible to move a transaction from one organization to another.

    We have one set of bank accounts and credit cards. We run our personal finances through these accounts, but also a therapy practice as well as a rental property.

    We need to be be able to import one set of financial records and allocate to these three different "businesses" which I have set up as Organizations in Zoho or should they be sub-categorized in the chart of accounts instead?

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

  16. Add Discounted Unit Price

    We need much more customization options for estimates and all templates. Example: I want to show discounted unit price, but I'm unable to create the field, create a formula or show a custom field on the template. I also need the option to show or hide when not populated. Showing discounted unit price is common in the US. Not showing this is awkward. Needs to be on estimate, order, invoice and PO.

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

  17. one windows for booking

    Dears,

    I need your help to guide me to which of your solutions will help me in my business:

    How we work: we are commission agent “OTA – Online Travel Agency" usually, we purchase from the supplier once customers pay for us.

    Our business nature:
    As an online travel agency (such as Expedia.com), we integrated with several online suppliers. Customers book from our portal or by a call center, here we sell supplier products with our commission/Service fee/margin. So no need to enter two times for purchases and selling. So we need one window to enter the booking details.

    VAT…

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

  18. Detailed P&L and Balance sheet reports

    There needs to be an option for 'detailed' reports, specifically P&L and Balance sheet. Currently you have to manually click on every single account and generate the report, which could take over an hour depending on how many accounts you have. However, in QuickBooks, this option is built in and automated.

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

  19. Zoho Books refund check printed out of the zoho books

    We would like to print the refund check out of Zoho Books.

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

  20. Invoice Detail Report.

    A new Report needs for a given period lists invoice details such as Invoice number, item description, Qty and Unit Price. Current Invoice Detail report only includes Invoice summary - but not the deail.

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