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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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7006 results found

  1. Purchase Location Map

    A map that tracks your sales by item and location of purchase.

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

  2. Project Statement

    We will like to generate statement of accounts for Projects rather than Clients . We have clients who we run mulitple projects with and they sometime want to see statements related to that project rather than all payments. It helps with clarity

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

  3. Books Customer Portal and Invoice Payment Email Reminder Reporting

    1. Books Customer Portal Reporting: Ability to report on revenue collected via the customer portal. I would like to know how much use and value the customer portal is giving our company. We then can track the changes in use as company processes change or updates happen.

    2. Email Reminder Reporting:
      We would like to report on revenue collected via our invoice payment reminders to our customers. This would show the value of the automation. We then can track the changes in use as company processes change or updates happen.

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

  4. bulk entry for 'record payment'

    Hi, there should be an option of bulk entry for payment received data. Many a time, we are not able to do entry, mostly it happens in month end, if there is an option of any excel for bulk entry, then it will be really helpful,

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

  5. Show Total Outstanding on each PDF invoice.

    Zoho Books on customer/client's invoice should show up the total outstanding amount as option. It's much more easy to track customer and customer easy to find it if they don't us "Client Portals".

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

  6. Customer and Vendor account numbers / urn

    System field for account number

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

  7. Send a reminder users when a recurring invoice is nearing it's end date

    If a recurring invoice is for a set period that is to be renewed at the end of the time period, it would be helpful for the platform to notify the users (us) that the end of the recurring invoice is near dependent on the frequency.

    So for instance is the recurring invoice is setup to have a monthly frequency and is for 12 months, when the last but one invoice is sent a renewal reminder can be sent to us that the recurring invoice is due to end.

    It would also be nice to be able to filter the…

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

  8. We need the ability to filter "Sales By Item" and "Product Sales Report" by Warehouse Name.

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

  9. Integrar cuentas de entidades financieras españolas

    Integrar tarjetas de crédito banco santander españa y el banco y tarjetas ING.es

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

  10. sales return product but no search option button

    sales return product but no search option button

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

  11. Customer statement should show all outstanding invoices, not just in the month selected

    It would be useful for my customers to be able to see all their outstanding invoices, not just the ones in the month(s) selected.
    When we get statements from our suppliers I find this feature very useful.

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

  12. allow us to use forte ACH on retainer invoices

    forte ACH doesnt work with retainer invoices.
    this is a huge feature for us. we use retainer invoices constantly.

    please please add this.

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

  13. Our client deductes TDS of 2% on every transaction. How do we show that on invoice? For Rs 100/-we get Rs 98?

    Our client deductes TDS of 2% on every transaction. How do we show that on invoice? For Rs 100/-we get Rs 98? So there will be a difference of 2%, how do we justify that in invoices?Please help!

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

  14. OpenCart

    Complete Opencart Zoho Integration -

    Right now we don't have OpenCart integration available, we need to use Zoho API's and implement integrations.

    I have seen an OpenCart extension in OpenCart store for integrating Zoho Apps with OPenCart.

    https://www.opencart.com/index.php?route=marketplace/extension/info&extension_id=35837&filter_search=Zoho

    This looks good reviews and developer is responding good. It would be great if the integration comes from Zoho, then it will be more authentic. Another thing is it is 159$, little expensive for a startup like us. I now I started using Zoho Books which I paid around 36$ but for integrating only Zoho Books with OpenCart the extension costs 59$…

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

  15. Reporting Tags for COGS

    I am using Advance Inventory. Need to associate the reporting tag for an invoice to all income and expense accounts. Currently reporting tags are allocated to the sales account but then when you run a P&L and filter on the reporting tag, you end up with no COGS

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

  16. Funnel transactions by date

    Allow us to funnel transactions into the registries by date.

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

  17. local indian fonts in invoice template

    Keeping localisation in mind I request you to provide Indian local font options in Invoice

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

  18. ENABLE DELIVERY CHALLAN FOR JOB WORK

    ENABLE DELIVERY CHALLAN FOR JOB WORK

    33 votes
    6 comments  ·  Vendors  ·  Admin →
    How important is this to you?

  19. please include a feature where i can enter payment receipt of various customers in single step using batch payment

    invoice amount of A=10
    invoice amount of B=30
    invoice amount of C=50
    I need to credit cash received in a single receipt of 90 against A,B&C

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

  20. Have the option to add the date when the report was actually ran (not just the range of dates but on which date the report was ran)

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