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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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6956 results found

  1. Integrated Closing of Sales Orders

    If an order is closed on the platform (printed packing list, paid shipping, etc), it should integrate and update in Zoho as well. It is annoying seeing that all the orders stay open on Zoho. Customers should have the option to have this close out automatically.

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

  2. Client Portal / Search

    Needs a search feature to install so it makes it easier for clients to be able to look up an estimate or invoice quicker. The search feature is a must so it makes it easier for a client to look for something quicker

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

  3. Reports / Sales Tax Liability

    -Taxes
    -Sales Tax Liability
    -Custom
    In order to be able to do your taxes, you require the address so you may pay the appropriate county their taxes. An extra feature where it allows you to be able to have the clients address of each client would be great. At this time it will allow you to customize it by showing the time frame name of the client, sales tax, taxable amount, and total collected.

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

  4. purchase bill need item wise discount column.

    purchase bill need item wise discount column

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

  5. fund transfer

    I need to make a Fund transfer from icici bank to the vendor before raising the bill.

    In my case I have to make an advance payment to the vendor then only Material is released and invoice is generated after the delivery.

    So I need to make an advance payment directly from zoho books.

    I can do the same from bankopen.co

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

  6. can u add category against each item and show a seperate report for category sales and purchase reports

    can u add category against each item and show a seperate report for category sales and purchase reports

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

  7. can u add itemwise by customer report. which shows item wise qty and amount and average sale price for each customer in one report.

    can u add itemwise by customer report. which shows item wise qty and amount and average sale price for each customer in one report.

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

  8. Widen scroll bars(to, say, Excel width) and increase colour contrast on slider

    Widen scroll bars(to, say, Excel width) and increase colour contrast on slider

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

  9. Create Expenses in offline mode

    Let the user to add expenses in offline mode and then it upload when internet is available like the following:
    1) user can create expenses with offline database in phone app
    2) offline expenses has offline flag
    3) if expense details dose not math zoho requirement like photo size or empty field, expense status can be "pending"

    This can be the start of offline mode for zoho books.

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

  10. retrieving deleted invoice/quote/credit notes

    If an invoice or quote or credit note is deleted, there is no way to understand the reason for the delete. also not sure which user deleted it. it would help to have a place holder for all deleted items or have an archive for it.

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

  11. My la.dgjp58

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

  12. 679662010

    1 vote
    0 comments  ·  Admin →
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  13. Activate rules for deposits too. We have income from several channels like Swiggy, Zomato etc. And ability to auto detect would be awesome

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

  14. Sales Order shared by multiple salespersons

    Many of our clients are served by multiple people on our sales team, and we would like the capability to share the sale credit/commission for some of these clients. Is there a way that multiple salespeople can be listed as the "Salesperson" on a single sales order and/or invoice?

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

  15. Di visualizzare i totali quando si generano le "viste personalizzate".

    Visualizzare i totali quando si generano le "viste personalizzate".

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

  16. For the customer address format customization on a template level.

    For the customer address format customization on a template level. where in it will only applied to where template you customize it. Because we are using different format or layout in specific templates. Hope this feature will be applied. Thanks.

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

  17. Allow items to have add-on pricing beyond just the rate.

    Sometimes a service has a mandatory fee, in addition to the rate per unit. It would be helpful if such fees could be built into the price of an item.

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

  18. Enable multiple currencies for CONTACTS

    We are a fashion retail business and our customers can shop different sales channels. We can only attribute 1 currency to 1 customer so when a client wants to pay in different currencies we have to create a new contact for them. Please allow customers to pay in multiple currencies under 1 CONTACT

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

  19. e-INVOICE for Italy

    e-INVOICE for Italy

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

  20. Add a report showing how "Cost of Goods sold" journals are calculated.

    So you have journals hitting "Cost of Goods Sold" account but users do not have access to see the make up of that journal.

    And there is currently no report for this.

    The system is doing the calculation in the background, but users just do not have access to it.

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