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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. Make Default PDF View an Option on Templates

    Being able to select "PDF View" as a default view for Invoices, Sales Orders instead of Standard View.
    Useful to quickly differentiate between templates used.

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

  2. IMPORT DOC INTO VENDOR SUCH AS AGREEMENTS

    Import docs into the vendor.

    ie: vendor agreements

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

  3. I would like to run a sales report that includes the customers billing address - I do not see that as an option under the report customizati

    I would like to run a sales report that includes the customers billing address - I do not see that as an option under the report customizati

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

  4. Create Purchase Order from Invoice

    Hi, is the Zoho team ever going to implement this? The bigger and bigger my business grows, the more and more PO's I have to do. This is like the 5th time I am asking.

    We DON NOT use Sales Orders nor do any of my clients. I love Zoho Books but this is absolutely killing us! I have to seriously start looking at alternatives because of the lack of this ability. It's a shame as we love everything else about it.

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

  5. Refunds and Reimbursements being able to be printed via cheque and not just vendor payments

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

  6. Can we get a tax breakup in Statement form, so that we will get to know what is the tax amount are they paying for each invoices

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

  7. bank details on invoices

    plz mention bank details on invoices

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

  8. Seperate Price List for Customers

    Add option to Make Seperate Price List for Customer

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

  9. Showing Partial Payment Amount on invoice template

    is it possible for us to show partial payment detail on invoice template? we need it to show down payment 1, 2, 3, etc from our customer in invoice template. Thanks.

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

  10. Please add line items to retainer invoices.

    I use retainer invoices all of the time and most of them use the same phrases.

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

  11. Add "Set As Default" button for Contact "Billing" and "Shipping" Addresses

    There is a "Copy Billing Address" function.
    There is a "Mark As Primary" for Contact Person, function.
    Just as simple, there should be a "Set As Default Billing Address" and "Set as Default Shipping Address" function when there are several addresses loaded into the contact.

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

  12. we are using Zoho Finance for our company in Mexico as you may know Mexico has a special process to process Invoice question do you have int

    we are using Zoho Finance for our company in Mexico as you may know Mexico has a special process to process Invoice question do you have integration with Mexican goverment Invoicing system

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

  13. Ageing report should be month wise

    Ageing report should be month wise. But in Zoho it is date wise. For e.g. if I take 30 days on 8th July, then I expect current to show 1st July to 8th July and 30 days to show 1st June to 30th June..... But Zoho gives current as 8th June to 8th July and so on.... Zoho should check many other systems such as Tally, Quick books, Sage, Acc pac, TAS, etc... ageing report is month wise... always....

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

  14. Enable in the setup if a custom field should be available for templates, but can select it on demand in the design of them

    We know that currently custom fields can appear in the PDF, however a custom field tant is required to appear in a template does not necessarily need to appear in another one, that is to say, the suggerency is that in the setup of field can be enable if the field must be available to be used in templates, but until the setup of the templates the users must be able to select when the field is required or not.

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

  15. Allow Sticky Submenus

    I would like to be able to keep certain sidebar menus open permanently, such as Sales and Purchases, so that I don't always have to click into those areas before I can get to the submenu.

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

  16. Banking User privileges

    we sometimes not want the cashier to be aware of what is at the Bank account, I am Suggesting you to find a way that we can choose if a cashier can dealing with both bank and petty cash or can dealing with one of them

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

  17. report pagamenti eseguiti delle ricevute (fatture di acquisto)

    chiedo che nel report pagamenti eseguiti delle ricevute (fatture di acquisto) compaia anche la data della relativa ricevuta

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

  18. Project-wise Summary and P/L Report

    We need to be able to generate & export a report which shows us basically all the data that we see in the projects module - Project Summary, Expenses & Bills, Sales, Payments, and Profit & Loss. Currently, the only project related report is Task/Time Spent related.

    1. Project Summary
    2. Estimate Value
    3. Payment Received from Customer
    4. No. and Value of Invoices Raised
    5. Amount yet to invoice.
    6. Total Bills
    7. Total Expenses
    8. Payments Made to Vendors
    9. Expected Project Materials Cost
    10. Expected Project Manpower Hours
    11. Actual Manpower Hours
    12. The profit and loss for the project.
    4 votes
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

  19. Partial payment made with "Pay via Check"

    It looks like I am not able to create a cheque for the balance of a vendor bill with the "Pay via Check" option, for a bill on which I had already sent a pre-payment amount via an EFT.

    For example, if my credit limit for a vendor is 50K and my order is for 75K. The vendor will ask for an advance payment of 25K before releasing the order, so I did this and created the corresponding payment. But once the official bill becomes due, it would be nice to be able to create a cheque for the 50K…

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

  20. Zoho books, is missing key customer features like

    1. Last price auto populate during invoice preparation per Customer
    2. No Tamil Language support, In singapore, some of customer wants invoice in Tamil. Zoho cannot support right now
    3. How to know the profit per invoices. We have sales price and purchase price, why not generate report by Invoices
    1 vote
    0 comments  ·  Admin →
    How important is this to you?
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