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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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  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


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6971 results found

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

  2. 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?

  3. 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?

  4. Avoid duplicate customer by using mobile number

    When ever I entered mobile number of customer I should get details. And should not get mobile number duplicate in other names.

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

  5. Would like to be able to customize our own auto-generating number for invoices. It is currently too simple, and it is not very flexible

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

  6. Mass or Batch update records in Zoho Books

    For example: change the value of 100 custom fields in 1 action.

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

  7. report font size

    Please provide a way to change the font for the reports that are sent to print. We want to have the reports print with a larger font, so they're easier to read.

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

  8. Add a function to record sales items (i.e. photocopies)

    I need to invoice photocopies and the like at a fixed cost but the number varies. I need to allocate these to my projects and ideally the date (in much the same way as mileage is recorded). Presently there is no way to do this

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

  9. Enable restrictions on printing Invoices/Delivery Notes/Packing Slips.

    I have given access to several users on creating Invoices.

    However, I would like to restrict users from printing Invoices/Delivery Notes/Packing Slips in both Zoho Books and Zoho Inventory so I can control the printouts.

    Can anyone help with this? Customer support has informed me that this is currently not possible.

    Thanks!

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

  10. It will be helpful if when generating a purchase order, the system asks me to update the item cost if it is different from the data base

    It will be helpful if when generating a purchase order, the system asks me to update the item cost if it is different from the on in the data base

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

  11. We are charged an annual property tax. Please add this funcionality

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

  12. It will be helpful if when generating a purchase order, the system asks me to update the item cost if it is different from the data base

    It will be helpful if when generating a purchase order, the system asks me to update the item cost if it is different from the on in the data base

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

  13. Provide an option such that non-admin users/roles can receive scheduled reports.

    Provide an option such that non-admin users/roles can receive scheduled reports. We want the option to send reports to the 'C' level without enabling all of the admin capabilities.

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

  14. Send quotes by sms like invoice

    I think it's not a big job for you, to integrate quotes send by sms ....

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

  15. Automate Invoice for Customers on a specific date

    In real estate the Demand Letters and Invoices are raising on a specific date and Interest on Delayed payment is charged in thier invoices
    So if we can link the Project Completion and the Invoice of All customers should be raised as per work completion then it will be the best option for Real Estate Business accounting

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

  16. Allow for discount on estimates which are prior approved with additional approval work flow requirement

    Our sales often come back with requirement of discount on their submitted estimate. We want the option to revise an estimate by providing line wise discount / total bill discount and also function to add or remove quoted items in the estimate. Any changes on an existing approved estimate should initiate second round of approval process for the changes.

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

  17. Add a customizable label field for Vendor Statements, that will correspond to a column/label field in the BIlls.

    Zoho Books - RE: BILLS & VENDOR STATEMENTS.

    In BILLS, I can enter Item # and Description under a label, in a column. I would like to also show this info, in the Vendor Statement.

    Alternatively, I would like a custom column field available to add to the Vendor Statement, that will pull text data from another column located on the BILL.

    Please help.

    It seems all the other modules we can add a custom label / column, but not possible for the vendor statement.

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

  18. Enter only First Name for Contact

    We need to be able to enter just First name for contacts. Alot of time only get that and last name is not needed.

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

  19. Daily Backup of Accounting Programs from your end.

    Daily Backup of Accounting Programs from your end.

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

  20. Template for bulk adjustment of Vendor credit against the Bill

    Template for bulk adjustment of Vendor credit against the Bill

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