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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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6971 results found

  1. Trash Folder for deleted Estimates/PO/Invoices etc

    Please provide a trash folder where all the deleted estimates/invoice/PO document will go and get deleted automatically after 30 days or so.

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

  2. Required Comment Option For Items

    There Is an Option Of Commenting On Any Of Transactions. Like Purchase Orders, Bills, Invoice Etc. We Need The Same Of For Items Level. Requesting To Discuss This With The Zoho Developer Team And Get The Feedback.

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

  3. Adding one Bottom to go the last page of item list and one bottom to the first page .

    We have more than 50 pages of 200 each page of items . it is time consuming to move from first page to last page by clicking next each time .

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

  4. Separating Customer ID from Vendor ID

    When Adding custom field in contacts for customer ID or Vendor ID .

    and when i request it to be auto-generated . there is no way to separate Customer ID from Vendor ID and i have to but the both fields for the customer and the same for the vendor .

    Customer ID has different serial No. from Vendor ID .

    What is needed is to separate Customers from Vendors in Preferences to get this issue solved .

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

  5. Adding Bank Fees as expense when we make a transfer to a vendor through payments made

    Adding Bank Fees as expense when we make a transfer to a vendor through payments made . in many times there is a bank fees for the transfer done by the bank . we should process these fees in the same transaction as it is in the same transfer document .

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

  6. delivery challan to a supplier and convert the delivery challan to bills

    we used delivery challan for job work. after receiving the job work. we need to convert the delivery challan to bills

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

  7. 1) Add total to Account report groupings; 2) Able to run Account report filtering by Contact

    1. When we run a report for Account and add a Group By Contact, we want a sum per group
    2. When we run a report for Account, we want to be able to add Contact as an additional Filter
    1 vote
    0 comments  ·  Admin →
    How important is this to you?

  8. Custom Fields on Purchase Orders

    It would be nice is we could add custom fields to purchase orders. There is a field for Shipment Preference however there is no field for us to input a tracking number. It would also be beneficial if there was a Purcahse Order date, Ship Date & Received Date.

    6 votes
    1 comment  ·  Purchase Order  ·  Admin →
    How important is this to you?

  9. We want attachement option In items for attaching pdf document.

    While having any kind of transaction we can able to attach attachments of pdf document. We want this feature on Item level. Currently, there is an only option of attaching images. We want the option of attaching documents. By this, we can able to attach any kind of technical details, drawings to the corresponding item.

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

  10. Negative opening balance for contacts

    Please give us an option to enter Negative Opening Balance for Contacts.
    i.e. Credit Balance for Customers and Debit Balance for Vendors.

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

  11. Please add custom status in purchase order

    I would like to add a custom status in purchaser order where after it is approved, the purchaser can request for the payment ahead of time before it will be billed.

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

  12. Ability to clone transaction from list view (instead of only when viewing the trans form)

    When looking at an expense, bill , or invoice (heck, make it sales order and estimate also) and the select boxes are available, make an option to clone. Immense savings on workflow, eliminate going to a more detailed view of a transaction to clone it.

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

  13. Ability to clone transaction from list view (instead of only when viewing the trans form)

    When looking at an expense, bill , or invoice (heck, make it sales order and estimate also) and the select boxes are available, make an option to clone. Immense savings on workflow, eliminate going to a more detailed view of a transaction to clone it.

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

  14. Allow Users to Adjust Default Settings with Zoho Books Timer extension in Chrome

    Within the Zoho Books Timer extension in Chrome, users should be able to set defaults so that the extension: 1) opens in the "log time" tab; and 2) within the "log time" tab opens in "set start time and end time" mode.

    Currently, I inefficiently waste 2 clicks getting to this point each time I make a time entry.

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

  15. make timesheet hour entry 12 hour

    Allow free form text on hours on timesheet that would be smart. So 8a = 8:00, 3p = 03:00 pm or 15:00. I hate having to use 24 hour time and my clients don't like it either.

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

  16. 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?

  17. 8652007166

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

  18. Option to Hide Zoho Books logo

    Option to Hide Zoho Books logo

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

  19. 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?

  20. 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?
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