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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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6968 results found

  1. 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?
  2. 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?
  3. 1 vote
    0 comments  ·  Admin →
    How important is this to you?
  4. Applying Retainer and not marking invoice "sent"

    When I create a retainer invoice, then later apply that credit to a regular invoice, it marks the regular invoice as "sent" and that bypasses the "approve invoice" step (it's too easy for invoice to not be actually sent). Make this optional, so the regular invoice with the credit applied is "pending approval" instead.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  5. To enable notifications for comments section

    If a user update any Comment in "Comments section", a notification to be sent to an user of Zoho Books.
    Like if CEO reviewed any invoice and adds a comment in that invoice, this to be notified to the Account Person so he can review it easily.

    3 votes
    1 comment  ·  Admin →
    How important is this to you?
  6. 3 votes
    0 comments  ·  Templates  ·  Admin →
    How important is this to you?
  7. Withholding Tax summary in reports

    Want to Generate a Withholding Tax report per customer and summary for all customers.

    1 vote
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?
  8. allow for the ability to pay multiple vendor bills at once

    It would be more efficient to be able to see all your outstanding vendor invoices on one screen and be able to select which ones you would like to pay. This way you will be able to pay more than one vendor at a time. We run checks weekly, so it can be as many as 30 checks a week, having to go into 30 separate vendors each week is tedious.

    2 votes
    How important is this to you?
  9. 4 votes
    1 comment  ·  Admin →
    How important is this to you?
  10. Mark bills as planned for payment

    When I receive bills, I upload them into the Bills Module. Once a week, I enter these bills in the relevant bank. For the bills I enter, I add a comment saying that they have been entered in the bank and will be paid once the due date hits. Because I enter the bills in the Bills Module during the week and in the bank once a week, and because the payment terms differ between different suppliers, I have to go through all the bills again to see if I entered them in the bank already. Is it possible to…

    1 vote
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?
  11. Mismatch in titles

    Preference > Payments Received
    The title of the tab is "Field customization" !

    1 vote
    0 comments  ·  Admin →
    How important is this to you?
  12. client portal

    I have the same primary contact person for 4 customers. The Client portal should allow the same primary contact to login and look at the details relating to all the 4 customers.

    There should be an option for login on the basis of client group. There could be multiple clients belonging to the same group.

    15 votes
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?
  13. Make Order Number Mandatory Field

    Make Order Number Mandatory Field (option to set it as mandatory or optional)

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  14. WRITE OFF BULK BILLS

    THEIR SHOULD BE AN OPTION TO WRITE OFF BULK BILLS. MANY TIMES CUSTOMERS DEDUCT SOME 1-2% AS CASH DISCOUNT, WE NEED TO WRITE OFF THIS AMOUNT FOR ONE BY ONE BILL. THEIR SHOULD BE AN OPTION TO WRITE OFF BULK BILLS.

    1 vote
    0 comments  ·  Payments  ·  Admin →
    How important is this to you?
  15. WRITE OFF BULK BILLS

    THEIR SHOULD BE AN OPTION TO WRITE OFF BULK BILLS. MANY TIMES CUSTOMERS DEDUCT SOME 1-2% AS CASH DISCOUNT, WE NEED TO WRITE OFF THIS AMOUNT FOR ONE BY ONE BILL. THEIR SHOULD BE AN OPTION TO WRITE OFF BULK BILLS.

    5 votes
    0 comments  ·  Payments  ·  Admin →
    How important is this to you?
  16. Allow for negative Quantities in the invoice module.

    We want to create an invoice with a negative inventory line item so customer can swap out parts/products. For example if the customer wants to buy a product and swap out a part of it, say a standard battery for high capacity battery, we want to simply enter -2 QTY for the standard battery and then +2 for the high capacity. This way the inventory is kept accurate and we don't need to create a credit note or do an inventory adjustment. There's no need to create a credit note because the customer is not "returning" anything and adjusting inventory…

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  17. can you short close a purchase order in zoho books?

    Suppose I bought 100mt of goods and my supplier only loaded 98MT. The purchase order shows partially billed. Although, my supplier won't we loading any more material. So how can I short close the purchase order?

    4 votes
    How important is this to you?
  18. E waybill printout

    This time e way bill directly generated in zoho books its very easy.
    I want Generated Eway bill print out in ZOHO Books.

    2 votes
    How important is this to you?
  19. Assign sales sub account to all time sheet entries

    Would like to be able to assign all time sheet entries to a Sales > Sub Account rather than having to do it manually one by one using the Add Additional Info button on invoices.

    7 votes
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?
  20. Customize statement table

    I need to show custom information in the customer's statement table, It's information that i customized in the invoice area but want to display there.

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