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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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6971 results found

  1. Mobile Friendly View

    Please make the Zoho Website mobile friendly. Zoho App does not have all web features

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

  2. enter a notepad to write pending things or query

    should have some notepad to have pending things or queries

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

  3. enter a notepad to write pending things or query

    should have some notepad to have pending things or queries

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

  4. Please include more email addresses into invoice reminder for individual customer

    I have encountered that customers required me to send reminder to a few email addresses. However, I can only have one email address for invoice reminder. Please include more option to include more email addresses to remind individual customer.

    7 votes
    1 comment  ·  Automation  ·  Admin →
    How important is this to you?

  5. Take into account Committed Stock in Reorder Report

    We have a longer shipping delay and a lot of orders coming in daily. We need the reorder report to include committed stock in order to be ahead of our inventory.

    Example:
    Items in stock: 50
    Reorder point: 40
    On Sales Order: 35 (Committed Stock)
    On Purchase Order: 10

    That's 50 items in stock, minus 30 committed stock we're at 20 available stock.
    I already have 10 on a PO so to get back up to 40 I would need to order 20 more.

    Basic inventory management equation:
    In stock items - Committed Stock + On Purchase Order - Reorder…

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

  6. we need to enter different % of discounts in purchase orders how we can enter the same.

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

  7. Sorting of Custom fields While creating new custom view in Customers / Invoices / Expenses etc

    1.While creating new custom view in Customers / Invoices / Expenses etc in the process of defining new criteria , Sorting of Custom fields (ie. order by ) option is not available at present . The same may be made available at least for few custom field. , 2. While creating custom field the unique feature ( avoid the entry of same value in the field ) is to be made available at least for 1 or 2 custom fields.

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

  8. "Print name on check as..." field for vendors

    Sometime the Vendor name and the name we make a check payable to are different. Would be a nice feature to be able to have field where you can enter the check name and not have to change the Vendor display name each time you print a check.

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

  9. Project time entry decimal

    In Zoho books in the browser I can enter time in projects as decimals. With the MacOSX app, I cannot only enter time by scrolling through the hours and minutes, it's quite the bore. Much easier to enter the time in decimal format.

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

  10. VAT VALUE GAINST A BILL SHOULD BE NOT FIXED AS SOME ITEMS IN THE INVOICE SOME TIMES ARE ZERO RATED.

    VAT VALUE GAINST A BILL SHOULD BE NOT FIXED AS SOME ITEMS IN THE INVOICE SOME TIMES ARE ZERO RATED.

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

  11. In Support, explain the best way you can make a payment yourself, on behalf of your client, using their credit card info.

    My Client wants me to process his card myself. What is the best way to go about doing this? The invoice is not synced to my Square account. Is the only way is to find the invoice I emailed the client, and click the payment link?

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

  12. Integrate Retainer Invoice in Zoho CRM

    Hello
    Could you please integrate a view for all the Invoices (invoices, retainers...) in the Finance Module in Zoho CRM ?
    We are using the integration between Zoho Books and Zoho CRM, but our sales team cannot view the retainers invoices in the Finance Module.
    Thanks
    Raphael

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

  13. Import addresses

    Currently, we can export customers additional addresses.
    But we cannot import.
    This is very much needed, especially when migrating from other software and some customers can have 100's of addresses.

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

  14. Please change the software so zero dollar transactions can be saved.

    This is needed to document when credits are used for other purchases and there is no actual charge. Without this feature the user must put in a $0.01 entry and then back it out. Tracking actual transaction and how they impact the overall accounting is critical.

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

  15. Prevent Custom data of Customer from changing retro actively

    I am not sure why the data changes retroactively on older invoices why other data like addresses don't. It should be an option to change them retroactively or not.

    Or just don't . An invoice is already released and major data like this in it should not just change retroactively just because the customer changed something in his details. It's neither accurate or legal as the invoice which you already issued , has now changed.

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

  16. Integration with Transferwise

    Integration with Transferwise for overseas transfers is very very important.
    They also offer the Transferwise mastercard which is hugely useful for international business transactions, please integrate Zoho books transaction feed with Transferwise

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

  17. In Setup, open view of users at active only

    Right now in setup you see all users, active and inactive. This is not a preferred view of users in setup, as I see people that I've inactivated years ago. What use is it to see them now? Just clutters the screen. Your software needs to be able to allow us to look at a list of users with a default of active users only. There should also be a filter or checkbox to allow for the list to be or to include the inactive users, but this view should be secondary. This goes for everywhere users are located in…

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

  18. Set default payment terms globally for all vendors

    Right now, you have to go into a vendor account in edit mode, select their payment terms, then set a default in the list of payment terms. That's a roundabout way to set global defaults. There should be an area where global defaults are set for vendors without having to first enter the edit mode of a vendor record.

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

  19. Rental Inventory

    Manage Rental Inventory
    We need a Zoho solution to manage rental stock. We have customers wanting to rent products & return

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

  20. Categorize Manually: Categories - Splitting & GST Codes

    None of the Categories in Categorize Manually allows you to Split the transcations to a number of different GL Accounts & select a GST code for each of the account. Eg. I have EFT payment transferred to our Bank Account as a lump sum. I need to split this into various GL Accounts. Some of the amounts are GST Inclusive whilst others are Free or Exempt. Therefore I cannot use any of the Catergories in the Categorize Manually as none have the ability to do this. Some will let you split the amount but then can't assign a GST Code.…

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