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Zoho Books

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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6159 results found

  1. Permitting to change invoices structure (blocs alignements, margins) like Zoho CRM canvas view

    Canvas View, in Zoho CRM lets us sculpt an exclusively personalized view of our CRM records.
    It will be great to adapt it on Estimates, Invoices, orders...pdf export. This will be great to customize the way the invoices structure are displayed depending on the business necessity. Changing the alignments, margins of field types, grouping similar field types and much more

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  2. Invoice size

    We should have more freedom in configuring the size of the invoice template. Also what we can make bold and and what is not highlighted. That control should be with us.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  3. Progress billing for Service oriented companies

    Multiple Invoices from one Sales Order for service industry

    16 votes
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    0 comments  ·  Invoices  ·  Admin →
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  4. Under GSTR1 Return, the Documents issued details should be fetched from Zoho Books Itself.

    There should be a separate category GST RETURN.
    Under GSTR1 Return, the Documents issued details should be fetched from Zoho Books Itself. This shall avoid manual intervention of fetching document details manually.

    4 votes
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    0 comments  ·  Manual Journals  ·  Admin →
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  5. Provide all codes . example 97 ... so that it will be easy to find all gstin

    1 vote
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  6. Allow editing of fields that are not sensitive

    PO expected delivery date, SO Shipping date etc.
    These fields are not going to affect any financial data & should therefore be changeable even if items have been received / billed for PO's & packages have been shipped in sales orders, it's very difficult to keep track of these important events otherwise !!!

    2 votes
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  7. Zero convenience fees to the customer paying directly from zoho interface using linked banks with auto-recorded payments

    Instead of payment gateway providers like RazorPay or others, if it was a linked Bank like State Bank Of India, HDFC, ICICI, etc from which customers could pay directly which would be auto-recorded in zoho journals with no convenience charge to either customer or the merchant. Similar to direct bank transfer, through zoho with auto recorded payments. It would save a lot of time for small businesses who usually do a lot of multitasking to run their business, like me.

    4 votes
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    0 comments  ·  Payments  ·  Admin →
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  8. When a historical report is executed, the invoices should show the payments and balances as per the date selected and not current balances.

    example: if I execute a report of invoices for last fiscal year, the invoices which were partially paid in the last year but got fully paid in the current year before the report execution date, the report wrongly shows payment and amount details as per execution date and not as per the date range selected. It will not show the balance amount. So I cannot get account receivables or invoice receivables as per previous dates or last fiscal year which is a very important report.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  9. i would be glad if you could enable a small feature of entering the opening and closing balances of indivisual accounts manually.

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  10. Customer & Vendor Booth and We cant View SOA , in Statement of Account (All In One SOA ) .

    Customer & Vendor Booth and We cant View SOA , in Statement of Account (All In One SOA ) .
    Reset

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  11. DEBIT NOTE FOR FREIGHT

    Sir, Many times i pay freight for the goods i sold and then i issued DEBIT NOTE FOR FREIGHT to the client. Plz ad this feature

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  12. Have the ability to use multiple logos

    19 votes
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    1 comment  ·  Invoices  ·  Admin →
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  13. Please add a option for entering the cheque return transaction in the banking section

    Please add a option for entering the cheque return transaction in the banking section

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  14. Banking

    Add my bank "Bank of Baroda - Corporate Banking". Zoho has added bank of baroda - retail banking not corporate one so unable to connect my bank. Please look into it asap

    Thanls!

    4 votes
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  15. credit note

    Kindly, why when i make credit note for a customer for a specific items, does not appear last sales prices for this customer for a specific items.
    the only way we have we need to we go to advance search to check the invoice and the items price.

    9 votes
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  16. Contacts search should be based on contains rather than startsWith

    3 votes
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    0 comments  ·  Customers  ·  Admin →
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  17. include a comprehensive list of the forms that can be filled out!

    trying to find out more about the product and i don't see the info im looking for. namely, a list of the forms i can file.

    1 vote
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  18. Please create a bulk mileage import feature.

    create the ability to upload mileage distance to calculate expenses from an excel spreadsheet

    2 votes
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  19. In Banking transaction list, can you have the next page also at the top

    In Banking transaction list, can you have the "next page" also at the top so you dont have to scroll down to go to the next page.
    I the same way, have the process button also at the bottom

    9 votes
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    0 comments  ·  Banking  ·  Admin →
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  20. PLEASE PLEASE PLEASE add reporting tag to Bank transaction rules

    PLEASE PLEASE PLEASE add reporting tag to Bank transaction rules

    14 votes
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    2 comments  ·  Banking  ·  Admin →
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