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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. Offer an option that automatically enters the credit amount and auto-calculates on the fly if more than one debit is entered.

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

  2. Allow us to freeze a date or a month so that when posting in prior periods, the date field doesn't always default back to today.

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

  3. Please provide a facility to match GST2A and GST3B directly from Zoho

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

  4. In the delivery challan type, there should be provision to edit/add the challan type

    In the delivery challan type, there should be provision to edit/add the challan type. Becuase it has type :Supply of Liquid Gas" which is not relevent for my business

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

  5. BULK INVOICE CREATOR

    I WANT TO IMPORT EXCEL FILE TO INVOICE

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

  6. All Customer and Vendor Statement print from single button only

    Our CA asks all the transactions (Statements)Customer wise and Vendor Wise. It is not possible to open each contact and print or download the statement. there should be a single button from where we can print or download statement of all the contact of a specified period.

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

  7. I want to export the invoices, but now only items are coming in the excel , i want to know the number of services offered also.

    while exporting invoices as eway bill in excel, only items are coming, the services offered by the company and the number of services are not present. so is that feature present in Zoho ? if not, can u suggest the way in which i can know the same?

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

  8. Down payment

    There should be a much simpler way to take down payments on projects than a retainer invoice. This just complicates and confuses clients. A simple field directly on an invoice for a percent or $ amount down is all that is needed. This is already there but is shown as an adjustment or discount. Just change this field to Down Payment and account for it as such.

    This way the client can easily see the total and the required "retainer" instead of sending them 2 forms and confusing the matter.

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

  9. Change filters back!!!!for reports

    We use reporting tags on our Sales. We have a location in the UK all of the costs/expenses are on a different system and not in our Zoho account. All of our US accounting is in Zoho. When we need to run reports we had been able to filter using the reporting tags, all of the cost and expenses were there as well as the US sales. Now that the "Advanced Filter" option has been added to reports when we try to filter we now ONLY get the sales, we don't use reporting tags on everything so now when we…

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

  10. when converting a retainer invoice to a sales order it replaces the REF# with the estimate number

    When converting a retainer invoice to a sales order it replaces what was in the REF# field with the estimate number, need the option to retain the info in the ref field that we entered in the estimate

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

  11. Custom Field Types - Include Image, File Attachment, Text Area

    Sure this would have many uses, though for me one of the biggest would be to enable these additional options within the client portal.

    They could be used for client specific terms and conditions, contracts, designs, allowing much more to be obtained by the client in the portal.

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

  12. multi branch account

    Hi,

    it would be great if we could use one organisation with the facility of multiple branches/ group companies, registered using a single PAN,

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

  13. add a 'is not blank' option for custom views

    for example, if one wants to find all expenses without a vendor assigned, one must list all vendors in an endless series of 'is not vendor 1', 'is not vendor 2', and so on. obviously, this gets out of hand quite quickly, not to mention immediately breaks once you add a new vendor to the mix. allowing 'is not blank' eliminates this mess.

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

  14. available for sale

    in Custom View we can add "Stock on Hand"..
    it would be great to add
    - "Commited Stock"
    - "Stock Available for Sale"

    We have many confirmed sales orders daily, and its difficult to know the Stock we have available for each item. The only way is to open each item one by one, and it is time consuming.
    In an Spread Sheet, i'm able to visualize what is really available for sell, will boost productivity to make best decisions.

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

  15. Currently credit balances are shown as negative.

    Under statement for each client. The credit balances are shown as (-) negative. And debit balances are shown without the (-) sign which means it is shown as a credit. For example, if a client has a credit balance of $1,234.00 current view shows as -$1,234.00 which is incorrect. and if the client has as outstanding it is showing as $1,234.00 whereas it should show as $-,1234.00. is there a workaround to this, or can this be fixed?

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

  16. 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?

  17. 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?

  18. 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?

  19. 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?

  20. 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?
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