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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.

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. Allow for Bulk Tax imports or other Tax integrations

    The ability to import in bulk different taxes. Avalara does not allow for line item discounts. Allow for other tax software integrations that do not have this limitation.

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

  2. Ability to markup an expense on the Record Expense tab.

    Much easier and quicker than having to go through the price list option.

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

  3. Project payments based on total costs not hours

    create a way to have project cost split into payments based on total project cost and agreed upon terms.

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

  4. Enable inventory tracking after transactions have been recorded

    I would like to see an update where you can enable inventory tracking on items which did not previously have it enabled, even after transactions have been made with this item.

    You would simply set the system to record the inventory on the item from that day forward.

    The reason for this is for example if you have a company which drop ships a particular item, then decides one day to inventory it - you cannot utilize that item already in books and have to create another one. This can become a mess, especially since you cannot use duplciate sku's…

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

  5. Change tasks and projects while timer is active

    Change tasks and add notes while timer is running. Also, the ability to pause the timer and even start a second timer for another project while the first is paused. Currently it requires too much navigation and generates too many entries to use the onboard timer.

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

  6. Allow merchant to decide to save customer payment information for future transactions

    Remove the check box asking the customer to allow this and enable the merchant to require this by default BUT let the customer know at the bottom of the payment form before submitting.

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

  7. Add category Sections in Qoutation as an Proposal

    Add section to Estimate to separate between the items in the Estimate like Audio/Video Section, Networking Section it should be customization per each new estimate and will be applied to invoice or sales order auto

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

  8. Currency adjustment for a date range say full month of October for all the transactions in October in foreign currency

    To be able to convert to base currency of all General Ledger (GL) Accounts in foreign currency at month-end or quarter-end. The existing now is for a day. This will be tedious if you want to close your month or quarter and enter each conversion daily. By having this option, all foreign currency GL accounts will be converted to the base currency.

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

  9. I would like to see the Client as the first option in Log Time screen.

    If I have the Project name "support" for multiple clients I cannot tell the difference in the Log Time Screen. It would be helpful to select the client and then the project rather than starting with the project.

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

  10. Hide columns while creating transactions

    Would be great to hide some of our columns (esp. customs fields) while creating transactions. This will be very useful on smaller screens as well as split screen, when you don't need all that extra info!
    Custom fields are not always required and it's annoying that you're stuck with them once you use them and only eventually realise you no longer need them!

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

  11. Possibilité de pouvoir classer les fournisseurs (Clé de tri)

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

  12. Mettre des comptes de grand livre par défaut dans les fiches fournisseurs

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

  13. Mettre des comptes de grand livre par défaut dans les fiches fournisseurs

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

  14. Check NSF

    Avoir la possibilité de déclarer un chèque NSF et d'ajouter les frais bancaires qui s'applique. Pour le moment, on peut seulement l'annuler!

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

  15. Integrate with SumUp

    SumUp (sumup.com) is a convenient way to take card payments in person (similar to Square/Square up), and it works in more countries I think. It would be good if there was integration with Zoho books.

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

  16. Granular Restrictions by Roles to only show the data created by the user to that user

    If administrator allow Create Expense or View Expense. all user see all expenses of company.
    But Give User Right to create expense but not see company all expenses.

    This is a very important feature. For example, salary goes into expenses and if we give a sales manager access to expenses to record his daily expenses, he will be able to see everyone's salaries, which makes it non-practical.

    Ideally, there has to be a permission level, whereby sales guys can create, view, update only the expenses that they have created.

    There are plenty of such requests by different users. Listing some…

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

  17. Consolidating multiple sales orders into one purchase order

    It would be extremely useful to consolidate numerous sales orders into one purchase order. As a wholesaler, we take multiple sales orders for the same item from different customers. We then would like to put this forward to the manufacturer as one complete purchase order that lists a grand total of all the items in all variations needed. The manufacturer can then easily see what they need to produce in total and wouldn't have to add up individual sales orders. It would also help and speed up the process of receiving and allocating goods back into inventory and matching up…

    15 votes
    2 comments  ·  Purchase Order  ·  Admin →
    How important is this to you?

  18. CUTOMIZED REFUND OTIONS

    I had faced this problem in my transaction. unknowingly i have sent money to vendor for three times intead of one time. the vendor also credited the excess payment in a single transaction. but the problem arise when i tried to categorize the same. it was not allowing me to split the refunded amount to categorize and we forced to do some manual entries.

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

  19. custom field limit up 8 in items !!! I need minimum 12 custom fields

    custom field limit up 8 in items !!! I need minimum 12 custom fields

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

  20. what happens to my data if don't renew? No viewing rights = No exit from zoho.

    what happens to my data if don't renew? No viewing rights or just excel export or print is not suffice. No exit from zoho without having full viewing rights online or offline. Legally i paid for the software and data for that year which i should be able to access forever.

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