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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.

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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6966 results found

  1. 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?

  2. 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?

  3. 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?

  4. 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?

  5. 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?

  6. 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?

  7. 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?

  8. 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?

  9. 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?

  10. 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?

  11. "code 128 barcode font" on the PDF

    sales order (invoice, estimate) number to display as a computer readable barcode on the pdf

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

  12. Estimate "email to" contact name in email template

    We can change which customer contact an estimate gets emailed to. Some things nice would be the ability to have the %CustomerName% place holder be the contact name on the email templates. Example: 'm emailing "X Company". The main primary contact for X Company is "Jan Doe". I want to send an estimate for x company to secondary contact "John Doe".

    To make "John" so on the estimate email template, the text has to be manually changed. (Unless overlooking the needed place holder to make this happen.)

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

  13. status (packed/invoiced) on the Sales Order pdf.

    option to display the status (packed/invoiced) on the Sales Order pdf.

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

  14. Allow association of specific income account with individual project tasks.

    We track our income on a more granular level than "sales." However, we must manually adjust the associated income account for each line item in an invoice (because we itemize individual days of work). It would be nice if, when a project is created, individual tasks could be pre-associated with income accounts. "Sales" would presumably be the default, as many organizations most likely do collect all income under this account. For those that do not, such as ours, this would mean that we would have fewer steps to handle bookkeeping when we submit invoices.

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

  15. Invoice printing support for thermal printers

    Better invoice size support , A4 and letter size paper for invoicing a single item etc seems like a waste.

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

  16. Scan already uploaded document

    Newly added auto-scan document feature is nice. Ideally, I want to use bank sync for recording them as expenses. However, I would still like to use auto-scan feature cash expenses.

    I want to setup a workflow where I will upload all the expense bills in Zoho. Attach all expenses from bank in corresponding expense entry and auto-scan all cash expenses (in a dedicated folder).

    As of now, there is no way to auto-scan already uploaded documents by selecting a folder or by selecting specific document/s.

    Having this feature added will greatly simplify recording expenses.

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

  17. Payment record Approval

    When a customer Pays his invoice either by Cash/Bank/NEFT
    The staff person records the payment.
    We wish if there was an option for approving this payment by Admin or other staff. By this process the mistake/fraud of recording payment reduces.

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

  18. Invoice/Payment Received/Bank Statement Import Log

    When we migrating data to a new platform, we somehow missed some things and need to re-calibrate the imported files. Import log with batch delete/overwrite feature will save most of our time than current feature.

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

  19. Payroll for USA

    Anybody working on payroll. W2, W3, 1099's. YOu have done no changes that we have asked for.

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

  20. ONE VENDOR WITH DIFFRENT GST ACROSS STATES IS MY SUPPLIER

    I HAVE ONE VENDOR OPERATING FROM VARIOUS STATES , I AM PLACING ONE SINGLE PURCHASE ORDER , HE IS SUPPLYING FROM 4 DIFFERENT LOCATIONS ,NOW I HAVE TO RECORD MY PARTIAL PAYMENTS TO THE BILLS FROM 4 DIFFRENT LOCATIONS. PLEASE HELP ME TO MANAGE WITH THAT

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