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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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6956 results found

  1. Cloning a line item in iPad app for Zoho Books

    Can you enable cloning a line item in iPad app for Zoho Books?

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

  2. Multiple clients under one company

    We have multiple clients from the same company

    1) We Require separate link

    i ) to check for company wise details
    ii ) to check for customer wise details.

    just like "Display Name"

    With the facility we have now, we get duplicate contacts.

    2) Payments are also made for multiple clients from same company in one transaction.

    i ) Finding difficulty in matching payments to multiple clients from single payment.

    ii ) Could not generate Outstanding receivables report by company wise.

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

  3. adjust field order

    I would like to be able to adjust the order of fields, or more importantly the order entry, most importantly in the receive payment screen.

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

  4. new service item creation with any price inside invoice.

    Currently my staff is able to create items inside invoice which are not part of the predefined items which I have given. They can write anything and create an item, change the price and even put 0% GST on the item. Kindly give a solution where they can only choose predefined items from the drop down list.

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

  5. ADD BILLS TO GST FILLING WHICH ARE NOT SUBMITTED IN THE LAST RETURN

    PLEASE GIVE OPTION OR ADD THE PURCHASE BILLS WHICH ARE PENDING TO BE FILED IN GST RETURNS AUTOMATICALLY TO NEXT MONTHS GST FILLING.

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

  6. disable inventory trackingfor items with transactions

    Be able to disable inventory tracking for items with transactions like it is available to enable it in bulk through specific link.

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

  7. Allow Merging Invoices

    Allow the ability to check two or more invoices and merge the items together to form a new invoice. This would allow the ability to send one invoice for a recurring charge and then add the draft items to the same invoice, preventing having to send two invoices to the same customer.

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

  8. incorporate a price control feature in the SO module

    When a user creates a row in the item table, after selecting the item, the table will automatically populate the Rate column, depending on the Item selected, and other fields selected, and the user cannot change the Rate to a lower number than the predefined number

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

  9. Hi, while entering purchase bills, ther is no option for adding round up or round off, there is discount, but not working in negative

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

  10. Button for CRM Sync

    I find myself going to the Zoho CRM Sync page a lot and it takes several clicks to get there. Why not put a button in a convenient place to get to that page or it could even do an instant sync when clicked.

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

  11. Triplog Integration

    I use Triplog to track my business vehicle use via the GPS phone app. It works well, and currently has its own integrations with Quickbooks, Concur & Freshbooks. An integration with Zoho would be handy, mostly as a way of avoiding double entry on vehicle related expenses, etc. Alternatively, you busy little coders could figure out a way of having your OWN gps vehicle logging app for business. I'd switch instantly! :)

    4 votes
    1 comment  ·  Third Party Integrations  ·  Admin →
    How important is this to you?

  12. In Zoho Books, I'd like to add stock items to a project as I go

    So, here's the scenario: I'm doing a large job that I'm keeping track of via the projects module in Zoho Books. In the course of this job over several days, I use a total of 1.5 tubes of gutter silicone, of which I have 4 tubes in stock (via inventory module). However as I can't enter this into the project as I go, like I do with timer entries, I currently have to wirtie down or remember the usage and add it manually to the final invoice. If this was a function that could be added, I'm sure it would…

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

  13. Allow customer shipping address to be edited

    1) For customers synched from CRM: a) Some of the address data being synched from CRM is wrong, b) sometimes we have to add specific info like P.O.#
    2) Some orders are from one-shot customers. We don't want to make contact records for them.

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

  14. The ability to add users to multiple projects at once.

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

  15. Allow invoice links to be valid for more than 90 days

    Currently it's not possible to turn off the setting that causes an invoice link to expire automatically after 90 days. It would be great if this could be a customisable length of time, with the option for the link to never expire.

    From our company's perspective, most of our invoices are sent out more than 90 days in advance which means we have to constantly resend the expired links to our customers, which is not time efficient for our business and also negatively impacts the customer's impression of our service when they are unable to make a payment with their…

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

  16. Comprehensive Tax [GST] summary

    I would like to see a simple report that shows all purchases and sales made in a particular month/quarter with the tax details. The reporting structure available right now does not serve any purpose. This is an important feature missing in Zoho and is making the application inefficient.

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

  17. Allow download and upload of Bank information for Contacts from one Organization to another

    Currently upon integration of Banking with ICICI the bank information is entered in the vendor contacts. The same is not being downloaded or there is no option to export the same into a file.

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

  18. approval

    Can you put in a appropriate approval template? I would like to see the full names ie first and second names. At the moment its only picking the surname.

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

  19. Schedule backup

    Can you put a schedule into backup? I dont want to initiate backup myself. Also why am I waiting 15 days before I initiate the next backup?? Give us the option to backup everyday or every week.

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

  20. Log start/end time on tasks when logged through timer in Chrome extension or desktop apps (mac/pc)

    When logging time by using the timer in extensions/apps, the start/end time does not log to time tracking reports. It would be helpful to be able to see what time of day things are worked on without having to enter the start/end time manually in the browser.

    7 votes
    1 comment  ·  Third Party Integrations  ·  Admin →
    How important is this to you?
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