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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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6971 results found

  1. American Express Middle East

    Kindly need to have American Express Middle East (Bahrain) as it is not in the list of banks having automatic feed

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

  2. sales

    Allow inventory allocation on creation of a Sales Order. This avoids selling equipment that has already been committed to. Also, allow the creation of a committed items report based on Sales Order.

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

  3. Option to Remove Invoices & Payment History via Client Portal

    We're at a constraint via our parent organization. We use Zoho to create estimates and convert to paid invoices. This invoice Data is exported and converted into Microsoft GP. We as a smaller organization in the umbrella can't dictate our own invoicing system.

    So here is what leads up to this function....

    1. We would like to use the 'Accept this Estimate' without use of a client portal.
    2. We understand this isn't possible without the Client portal. We're good with that...Ultimate its a great feature the Client could have a portal to see past estimates as well as see open projects.
    3. …
    3 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  4. VAT listing in Payment Receipts

    Please add the option to list VAT on payment receipts. This is a legal requirement for me...and I need to stop using Zoho (after 5 years of use) because of the lack of this feature.

    Many thanks

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

  5. Set a minimum price for Items.

    show a warning sign if after the discount, the selling price is below the minimum price that was set.

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

  6. Apply Credit Card Payments Through Bills

    I would like to have the ability to enter a credit card in bills and have it apply the payment directly to the Account. As of right now, if i enter the credit card as a bill, it does not allow me to apply the payment to the Credit card account. I would like to see it either do one of 2 things:

    Allow me enter the bill with payment and apply it to the Credit card
    or
    after reconciling give me the option to add a bill, so i can pay it and have a record of it as…

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

  7. Allow automations from and to projects modules

    I would like to create workflows and automations from the projects module, either in books or using flow, but I cannot select the projects module anywhere. Something is already in place as you can create a project from an estimate, but I cannot link the different fields either.

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

  8. Add Expense Notes to Expense Details Report

    When adding an Expense, there's a Notes field that you can fill in. It would be really handy if this field was displayed in the Expense Details report.

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

  9. Filter Feature

    Having a filter option in Account Transaction report that will be able to view and update the Transaction per contacts.

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

  10. Make adding custom fields to contact views actually work

    The controls are there but whether you create a custom view or modify an existing one, every time you add a custom field it just disappears when you save and does nothing.

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

  11. Can we have different design for followup page on invoices and estimates

    I would like to be able to change the design of the folluwup pages or other pages in an invoice or estimate. Now when the page is to long it gets the same header as the first page. This breaks the design as the header in the second page doesnt contain the logo and other data

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

  12. Logo placement in templates

    Though is set the category to email templates. This is actually for PDF templates and templates in general.

    WHe i was styling the template i noticed that when you add a logo without any white margin all the text below get cramped to the bottom of the logo.

    Im a graphic designer so i know some tricks to solve this. I also adjusted the email templates so it loads a logo cross domain.

    BUt the gross of the users of ZOho probably dont know how to adjust there own logo so it looks nice on the template. Though we can…

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

  13. I would like to see more or custom industry settings

    When choosing a industry in Zoho book we are limited to pre-defined settings. I would like to be able to add a custom industry since our industtry isnt in the list. We cant add custom.

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

  14. show journal suffix

    You ask for the Journal Suffix in the import file upload, but it does not appear to show anywhere. Could this please be added to the main Journal Entries listing page? Right now, just the Journal # showed, which does not tell me much. I am using some coding in the Suffix, which would be nice to see on this list.

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

  15. Add a View customer Portal link in each customer contact area.

    Add a View customer Portal link in each customer contact area. It is possible to add an email to the customer contact and login to the portal that way so why not just have a view customer portal link in each contact area?

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

  16. bill report

    I would like to see the possibility in Bills and Expenses reports that the taxes (in Canada/Quebec in my case) be reported for each line of these reports, not only at the end of the report. When one is entering the numbers in the corresponding forms, it would be nice to see what is the total value of each line (total means the basic amount plus all taxes). And when one runs a report, then a column is added so the total tax amount is displayed for each line in the report.

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

  17. Write off Invoices

    When an invoice is written off, instead of adding the green "paid" tag, it should be marked with a different tag so that we can identify that the invoice has actually been written off and not been paid for

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

  18. Invoices

    I would like to see a filed where to show clients their billing period. Kind of like a placeholder for Reference in the invoice.

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

  19. Add a Retainer invoice expiration date

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

  20. Make Zoho Books compatible with Belgian accountancy regulations

    Now we need to invest in an integration/interface between an accountance software and zoho books. We would love to use only zoho books for our accountancy here in Belgium. I heard that we are in 4th place in Europe to use zoho, so it would be a quick win for zoho to develop it.

    18 votes
    1 comment  ·  Third Party Integrations  ·  Admin →
    How important is this to you?
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