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Zoho Books

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.

Before posting, please ensure the following:
  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. cXML, OAG or OCI support for Amazon Business website for orders

    Please allow the integration with Amazon Business website by implementing the cXML, OAG or OCI standard.

    6 votes
    How important is this to you?
  2. When shipping address is altered on the SO it does not carry over to the invoice or, more importantly the DN.

    When the shipping address is changed on the SO the shipping address should also change on the invoice and DN. The default shipping address should NOT change in contacts.

    5 votes
    How important is this to you?
  3. provide the option for bulk upload of Bill of Supply

    We have both Taxable invoices and Bill of Supply but you currently allow bulk upload of Taxable invoices and not Bill of Supply. This will greatly reduce our effort on a monthly basis.

    4 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  4. PRICE LISTs over writing via import

    1 - Price list page with check box for bulk edit
    2 - Price list over right via import

    3 votes
    0 comments  ·  Items  ·  Admin →
    How important is this to you?
  5. projects based on both a fixed price and hourly rates

    Be able to create a project based on a fixed price, but then later add "extras" based on an hourly rate.

    1 vote
    How important is this to you?
  6. Inventory item should be found with matching few words only

    INVOICING WOULD BE EASY IF INVENTORY ITEMS APPEAR WITH MATCHING FEW WORDS, IN CURRENT SCENARIO ONE HAS TO TYPE EXACT MATCHING ITEM NAME WHICH ARE HARD TO REMEMBER WITH HUNDREDS OF PRODUCTS

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  7. Please check of bank details (Bank Name, IFSC, Branch, Acc Number etc) of vendor and employee to be added on the system

    1. It will provide storage of bank data of every vendor so that we don't need another medium to find these data repeatedly.
    2. Data can be used for banking transfer (If zoho gets integration with banks)
    1 vote
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?
  8. Bank transfer to another account should include all accounts

    When recociling the bank account I would like the option to be able to pick any ledger account, or at least any balance sheet account. If I have liabilities accrued and a standing order paying them monthly I want to be able to post directly to it.

    6 votes
    1 comment  ·  Banking  ·  Admin →
    How important is this to you?
  9. have an option in the invoice section to send and mark as paid

    I often take payment before i create an invoice, so it would be great to send an invoice as already paid.

    3 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  10. cash A/c nagative balance or dry break up daily

    Its not possible to view Cash A/c closing balance for each and every day in zoho books. It must be dry break up like in tally erp.

    1 vote
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?
  11. Multi selcetion of Reporting tags in single entry or expenses head

    There should be a facility of selection of reporting tags more than one in single expneses head while booking expneses or bill.

    1 vote
    0 comments  ·  Admin →
    How important is this to you?
  12. 1 vote
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?
  13. I could not see Rack and Row concept in Inventory

    Rack and Row concept in Inventory

    4 votes
    0 comments  ·  Inventory  ·  Admin →
    How important is this to you?
  14. PLEASE PROVIDE , OPTIONS IN RECIVABLE , REPORT OUT STANDING BY EACH SALES MAN

    Kindly provide Reports based on recivable by sales person
    for this add fiels in Contacts for fixing sales person fiex and so their is no need to select the sales person at every time of billing .

    Thanks

    3 votes
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?
  15. Sales order balance should go to my inventory...i mean the balance on the sales order.

    Sales order balance should go to my inventory...i mean the balance on the sales order.

    2 votes
    0 comments  ·  Inventory  ·  Admin →
    How important is this to you?
  16. Job Sheet for computer repair/ service works

    Job Sheet for computer repair/ service works which includes at least the following details in a standard format.

    Job Card no:
    Date:
    Customer Details:
    Product Details:
    Fault Description:
    Accessories:
    Comments:
    Estimated Delivery :
    Estimate amount:
    Work assigned to:
    etc.

    1 vote
    How important is this to you?
  17. While converting estimate to invoice, I want invoice number to be auto-generated to same as estimate number.

    While converting an estimate to invoice, I want invoice number to be auto-generated and it should be same as estimate number.
    Reason - once I have sign off from buyer and procurement team, I convert estimate to invoice. Now, procurement team has dealt with estimate number, while dispatching we need to put invoice.
    Estimate number and invoice number being different creates misunderstanding.

    6 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  18. Renaming sidebar tab headings to user's requirements

    Hello Zoho support, I am currently using Zoho Books, Zoho People and Zoho calendar for a client which belongs to Dental Health Care, and names of the finances such as estimates are named as Treatment Plans, while contacts are named as patients, and Items are named as Services.

    It is my uttermost and sincerest request that please allow a feature to rename the sidebar tab headings according to my wish so that customers are satisfied. If not the feature, please rename these three things for me, that would be the bigger honor from your side.

    1 vote
    0 comments  ·  Admin →
    How important is this to you?
  19. In tally curret year earnings is automatically distributed to partners at the year end

    In tally profit is automatically distributed at the year end , however that is not the case in zoho so we have to pass manual journal. In this case if we take out PNL the earnings shows as zero in both pnl and balance sheet as on 31st march.

    1 vote
    0 comments  ·  Admin →
    How important is this to you?
  20. Timesheet Filter

    It would be helpful when using the All Timesheet screen to filter out inactive contacts from the customer drop down menu.

    6 votes
    How important is this to you?
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