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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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6956 results found

  1. accounts balance showing window on transactions

    while selecting an account the balance of that account should showcased under. those features are available in tally erp 9 . it would be very helpful while making transactions.

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

  2. Can we have the portal access for vendors too so that they can fill in their details

    Can we have the portal access for vendors too so that they can fill in their details

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

  3. duplicate item in invoice

    Is there anyway that we get an error when an item with same sku is entered again in an invoice? This was instead of making two enteries of the same sku only the quantity of the item can be increased.

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

  4. Add Edit Inventory Adjustment Journal

    An inventory adjustment made earlier should be able to be edited not by deleting and re doing it by by changing details of maybe one line item

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

  5. One Inventory for multiple Books

    Currently only one book can be synchronized with an inventory. We want to connect one Inventory with multiple Books licenses.

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

  6. Number range

    We need our own number range for the delivery note.

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

  7. The salesperson should not be adaptable

    The salesperson should not be adaptable, it should be filled automatically. This way it can be avoided that someone writes invoices or creates credit notes in the bottle name.

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

  8. Logging the exact time a sales order is made

    Add a feature to log the exact time a sales order is made which is only seen by someone as an admin user.

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

  9. Provide option to view unbilled hours in terms of total $ in the project summary on the dashboard

    In the Projects section of the Dashboard, I can view how many hours are currently unbilled, but as different projects (and tasks) often have different hourly rates, it would be helpful to me to be able to see the total unbilled $ associated with these projects (and not just the # unbilled hours). This would help me have a sense of what to expect cash flow wise with my next set up of invoices and not have to click into each project and then tally them up to do so!

    9 votes
    2 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

  10. Modo de llevar presupuesto de gastos vs gastos reales

    Modo de llevar presupuesto de gastos vs gastos reales

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

  11. Generate a pop up alert when a customer is chosen when creating an invoice or quote

    It would be helpful if a pop up alert is generated when a customer is chosen when creating an invoice or quote. For example if customer is no longer able to purchase due to a bad debt or past due account.

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

  12. Deleted Record

    There should be an exception report which only shows the deleted record so admin can know immediately that some transactions are deleted from the system. This should be on top priority so should have separate report option.

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

  13. Add Vanguard as a bank feed source

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

  14. There is a need to change the font type in the section Retainer Invoice -> Bank details

    There is a need to change the font type in the section Retainer Invoice -> Bank details

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

  15. job progress invoice

    its must needed feature for all construction companies.

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

  16. Template Package: why not more templates and more customization?

    My request is to have more Package templates, with the same styles of other documents (Quote, Invoice, etc.) and have the same possibilities of customization of them.
    At moment there's just one template and with just few editables fields.

    Many customers ask to us this feature,

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

  17. Envelope and label printing

    Many times we need to post hard copy of invoice/ Delivery Challan so for that there should be envelope printing and label printing option. so we can directly print it from zoho books.

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

  18. Deletion of Items associated with Zoho Checkout Payment Pages

    Please, solve the problem that the payment pages created in Zoho Checkout cannot be deleted just like Items in Zoho Books associated with them.
    At the moment one can only mark the payment pages as inactive in Zoho Checkout, and after that also mark the items as inactive in Zoho Books.

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

  19. Please create Mileage calculator using a map for mileage reimbursement.

    Tracking mileage to be reimbursed when not using a company car.

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

  20. Addition of units measurements for payments in projects and keeping a track

    In the project section, can payment terms not be in units of Kgs of job done, as some contracts might be paid in kgs of items prepared for the client. it could spill over to estimates too.

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