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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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  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. Include Waybills

    It would be nice to have the option for a waybill in the case that you deliver some products to a customer, you have the option of issue a delivery note but it takes all the itmes and all the quantities from an ivoice

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

  2. 8652007166

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

  3. Option to Hide Zoho Books logo

    Option to Hide Zoho Books logo

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

  4. Direct / Automatic Bank Feed & Sync

    Please allow direct feed updates for bank accounts (like PayPal) so it sync in the background and not require manual clicking of Sync button.

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

  5. Mark estimates as viewed, without customer needing to login to portal

    Mark estimates as viewed, without customer needing to login to portal. This is available as standard for a long time on other online accounts / invoicing applications like Zero, Freshbooks, Quickbooks etc.

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

  6. Better to add some information regarding discount in bills

    Better to add some information regarding discount in bills

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

  7. Would like to have the ability to assign an account to multiple owners.

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

  8. Books for italians companies

    In Italy companies have some needs related to the tax aspects of the country that ERPs meet but are not present in Zoho:
    1. The management of multiple payment deadlines is missing (the classic combinations of payment extensions 30-60-90 days from the end of the month or bank transfer, bank receipt, SDD transaction or a combination of these)

    1. There is no generation of an XML path that allows sending to the Revenue Agency for electronic invoicing and electronic fees

    2. The management of special VAT treatments such as declarations of intent, split payment, etc ... is missing.

    How we could use…

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

  9. Edit client details inside the invoice without opening a new tab

    Whenever i want to edit client details i have to open a new tab. i suggest having it with (View customers details) whenever we are creating an invoice, estimate, sales order, etc... we can adjust it directly.

    thanks

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

  10. Add an emailaddress field in the billing- and shippingaddress

    I want to store an emailaddress by addresses.
    In the billing address for sending the invoice
    In the shipping address for example to send the track & trace data

    (note, in my opinion you could remove the field 'fax', while who is using a fax these days!!)

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

  11. Sequential headers in Estimate

    I put two headers next to each other in several places in an Estimate. When I save the estimate, it deletes the first header without warning. Seriously annoying. I need these headers for formatting the Estimate in order to break the estimate up into sections with subtotals since Estimates do not support subtotaling for optional sections.

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

  12. We would like to customize the portal so that they can see only the statements

    We want our customers to see only the statement of accounts from the portal and hide other menu items. Also can they upload docs ?. Can weuse creatorto modify this portsl?

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

  13. bank charges to be automatically categorized for vendor payments or NEFT transactions and also include tax component.

    Example: when i make a payment of 10,000 using bank account bank charges a fee of 5 and tax of 18% which shows the transaction as 10,005.9. So almost every transaction has this 5.9 added. If there is a way we can define the bank charges rules for both vendor payments and customer payments, along with the relevant tax separately, it will be of great help as this effects all transactions done through the bank.

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

  14. Online Indicator for Users

    As an admin sometimes i need an online indicator for users and login history and idle time, it's something like facebook chat indicator on the right to know who's online and when is the last time they logged in... it's needed.

    6 votes
    1 comment  ·  Users & Roles  ·  Admin →
    How important is this to you?

  15. Arabic Language Support for Reports

    I wish I can download PDF reports with an arabic support because my accounting accounts are named in both arabic and english.

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

  16. Add paperclip icon when a document is attached in banking transactions view so we can see where this is an attachment vs where one is needed

    Add paperclip icon when a document is attached in banking transactions view so we can easily see which line item/expense has a receipt attached or where this is an attachment vs where one is needed

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

  17. Allow customization of the dashboard.

    I would like to be able to select to hide/view modules and/or reposition them on the dashboard. This would allow more relevant information to appear higher on the page. Ideally, I would like to have the Account Watchlist appear next to Bank and Credit Cards

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

  18. We'd like to be able to set a template for our invoices for each of our projects - in other words, we have two offices.

    We'd like to be able to set a template for our invoices for each of our projects - in other words, we have two offices, and want payment sent to one or the other, depending on which office is leading the project.

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

  19. Please add the feature to include the vendor name within the Zoho Books Inventory valuation summary report.

    Include the vendor name with the standard inventory valuation report summary.

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

  20. The ability to pay multiple invoices with a credit card

    Please add the ability to select and pay multiple invoices with a credit card in one transaction.

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