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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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6971 results found

  1. Allow the "Use In Future" option when editing Items in Invoices

    When I make an edit to in item in Invoice or Estimate It would be nice to have the option to "Use in Future" (Like you offer for notes) that would save the edited Item description for future use

    2 votes
    1 comment  ·  Items  ·  Admin →
    How important is this to you?

  2. In ZOHO Books in the Report 'Sales by Item', please add the option to also select by 'Item Name' or variation of item name. Thanks

    In the report 'Sales by Item' please add the option to select by 'Item Name' or a variation that includes contains.
    Our Inventory is over 2500 items and the report is very difficult to use when looking for specific types of items. Also we want to use Item groups but there is no reporting for it in Inventory. Please help.

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

  3. Deleting contacts should remove all data

    You should be able to delete a contact and all associated data should be deleted with it, not have to delete individual timesheets, projects, invoices and payments. It is a frustrating waste of time.

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

  4. Dropdown selection of contacts within a company

    There are multiple contacts within a company. However, current we are only able to select the default contact person. As such, we have to keep changing the contact default contact which is not practical at all.

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

  5. Integration with VisaNet in Peru

    Integration with VisaNet in Peru

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

  6. Option to round up project time to the hour

    Currently project times can only be rounded up to 30 minutes. Requesting that the option to round up to the hour.

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

  7. Automatically set expiry date on Estimates

    A feature to automatically set the expiry date on Estimates. For example,
    if all estimates are set to expire in 30 days, have the expiry date automatically set 30 days from the estimate date.

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

  8. Saskatchewan PST Integration.

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

  9. allow me to import several files for bank statements for the same day.

    We update our banks manually. We connect to the bank 3 times a day and get only the new movements, save them to a file and then we try to import this file to our Zoho bank account. First time is OK (10am) but when we try to import new movements between 10am and 2pm we get an error "A statement has already been imported for these dates. Please check and try again". We need a third import at 5pm.
    Maybe you can set a swith in configuration to turn ON/OFF this option.

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

  10. VersaPay EFT Billing

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

  11. Create a simpler refund system

    The current system is ridiculous and doesn't really make sense. Having to create credit notes, apply them to invoices and then refund them to show it or delete payments, and so on. Half the time it seems like the Zoho tech support can't even figure it out and they end up doing something different like deleting payments then making a credit note to balance the account. There should be a simple way to process partial and full refunds. For example just a button that you click refund, choose the amount being refunded, where the money is being refunded from and…

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

  12. total recurring invoice amount

    Under the recurring invoice list, have a total recurring invoice amount. Not just in the reports area, but on the actual recurring invoice list, a total amount or even total amount next month. It's hard to have an idea of your next month cash flow and having to manually add every invoice is time consuming

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

  13. Item addon

    Like you operate in Subscriptions, for both Goods and Services. I have an Item listed as 'Boiler Service', some boilers I service have an additional part attached to them and for this I offer an addon. When I raise an invoice for a customer and add 'Boiler Service' as a line item I then want to be able to select any number of appropriate addons associated with that 'Boiler Service'.

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

  14. compatibility with French regulations ?

    being able to edit an FEC file for example

    10 votes
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  15. Total in words in languages other than English

    In invoices, we need an options to have "total in words" to be translated to a chosen language

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

  16. Please add share link in purchase order.

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

  17. Make it possible to pay an expense (as in a reimbursement) via cheque (check if you're a yankee)

    I'm quite surprised you cannot print a cheque to pay a reimbursement. Kind of fundamental.

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

  18. When a mail is being sent from Zoho I want to see it in "sent items" at my Gmail account

    When a mail is being sent from Zoho I want to see it in "sent items" at my Gmail account

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

  19. Please integrate payrexx.com

    Payrexx makes it easy to sell through all online channels. Immediately accept Visa, Mastercard, PayPal, Apple Pay, Samsung Pay and further 100+ payment methods as WIR, .

    11 votes
    2 comments  ·  Online Payments  ·  Admin →
    How important is this to you?

  20. Multiple Invoices from Sales Order

    To have the ability to create recurring invoices from a Sales Order or to create Monthly Billing from a Sales order where the items are 1 Year Subscriptions.

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