Skip to content

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.

Before posting, please ensure the following:
  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  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


I suggest you to...

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

6966 results found

  1. Associate same invoice number for different financial years

    For sellers on ecommerce platforms such as Amazon and Flipkart the invoice numbers for orders processed through each online marketplace is autogenerated by the marketplace itself. Sellers do not have control over it. Invoice numbers are reset without changing the prefix for every new financial year. For example, Invoice number SCJA-1 will exist in FY 18-19 as well as FY 19-20.

    Zoho books does not allow us to repeat invoice numbers ever. Therefore an option to associate same invoice number to different financial years would be great.

    Integration with Shopify, Amazon, Flipkart etc with auto invoicing would be added bonus.

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

  2. It will be great in the Books Sub Ledger concept for Vendors and Creditors

    It will be great in the Books Sub Ledger concept for Vendors and Creditors

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

  3. Zoho books client portal hyperlink

    I need a way to create a hyperlink in the customer portal. Currently you can create a custom field with a link, the issue is that the customer would have to copy and paste the link to a web browser. it would be nice if they could just click on the link and have it open a new tab in the browser.

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

  4. Add a Zapier action to "Create an expense"

    Allow expenses to be created via Zapier integration.

    Example use case:

    Automate the import of large numbers of emailed invoices (that have a consistent template)

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

  5. Adjust how the program interfaces

    Regarding matching uncatergorized transactions to the bank statement: rather than have the entire page refresh when a transaction has been matched to to the bank statement, it would save a lot of time to have the selection automatically jump to the next uncategorized item on the list and maintain it's place (not have the whole page refresh and return to the top of the list), eliminating the need to scroll all the way down and find your place again. This is a small detail that many other programs feature and I estimate it would increase a person's productivity by 300-500%…

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

  6. Complete Quickbooks Desktop migration tool

    Many Zoho Books clients are coming from Quickbooks desktop. I, for example, have 20 years of history, which is really valuable. If I move accounting systems I expect to bring all that.

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

  7. Additional Address custom name

    Here is my issue. I own a service company and as such we never "ship" anything to customers so the shipping address is useless to us. We have many commercial customers that are paid by "Parent Companies".
    So the billing goes to the parent company, however, the address where the service was performed is completely different. Currently we have a custom field on the invoice for this called "Service Address".
    I would like one of the following:
    1) Let me change the "Shipping Address" label to "Service Address" or
    2) In "Additional Address" let me change the label to "Service…

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

  8. Custom Dashboard

    add remove widgets to see what summery user want like the CRM home pages

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

  9. Set warehouses to certain staff only

    We need to set certain warehouses to certain sales staff. If a sales person sales only from warehouse A he should only have access to warehouse A sales. Or he should get a warning if he is set for selling from warehouse A and he is now taking stock out of warehouse. This way we can eliminate selling stock from the wrong warehouses

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

  10. custom field pricebook

    custom field pricebook

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

  11. a way to create templates to send emails to contacts

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

  12. Display of gross margin in % - On Dashboard

    On Zoho Books, dashboard page, Income and expense graph:

    Should you display of gross margin in % the owners or managers could able to take necessary corrective actions to revise the pricing to enhance the profit margins required.

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

  13. monthly summary reports for all accounts in books

    Monthly summary of chart accounts for tracking of totals of each month debits and credits.(which is available in tally)

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

  14. add a field for "Maximum Stock" in the inventory tracking section

    in the track inventory section, add a field for "Maximum Stock". This will help us know how much of a product we need to reorder

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

  15. Amount Field Javascript

    A simple improvement: when pasting a value into the Amount field in Expenses, often what is copied contains a currency symbol ($). Since that's not valid, an extra step of erasing the currency symbol. In a recent update, it actually seems that the entire field is reset to 0.00 if you click to another field.

    It would be very helpful (and likely quite easy) to implement a bit of Javascript to strip out all currency symbols, commas, etc, or strip out everything but numbers and a single decimal.

    This could actually be implemented in multiple areas (Invoices, etc), but Expenses…

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

  16. Correct the zohobooks.com SPF record

    The current SPF record for zohobooks.com is "v=spf1 include:transmail.net ~all include:zoho.com ~all".

    Note that there are 2x ~all mechanisms, and according to RFC7208 (https://tools.ietf.org/html/rfc7208#page-21) "Mechanisms after "all" will never be tested" and must be ignored. Thus, transmail.net is being appraised, but zoho.com is being ignored.

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

  17. Need Delivery Challan Module for New Zealand.

    Need Delivery Challan Module for international clients as well. Please take quick action to launch this module as it's becoming a drawback.

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

  18. Multiple Choice or optional choices in estimates

    Allow the customer to check a box with a multiple choice option or to click a box if they would like to select an optional item which will update the final total also.

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

  19. Make Payment terms default button visible

    The "default" button in the payment terms is currently invisible, but becomes visible on mouse-over. I propose you make the button to make one of the payment options a default always visible.

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

  20. Group receipts/expenses into a single page for zoho invoice (same as zoho expense can do)

    For ZOHO books -> invoice: Group up to 9 expense receipts in the client invoice (same feature as in ZOHO expense); currently the invoice inserts one receipt to single page generating too many pages.

    4 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
1 2 … 181 183 185 … 348 349
  • Don't see your idea?

Zoho Books

Categories

Feedback and Knowledge Base

(thinking…)