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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.

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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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6576 results found

  1. Custom fields in Packing slip and in Delivery note

    We need the customs filelds to specify informaiton that are regularly mentioned in notes.

    If note contains a specific type of information for all slips then this information should be a custom filed so it becomes searchable in advanced search

    1 vote
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  2. Project invoicing workbench - ability to adjust project hours and expenses to invoice to customer

    Creation of a "Project Invoicing workbench". This feature is like a dashboard where all the projected related logged time, expenses etc.. is visible in one place. A filter can be placed on projects for a particular customer where we would select multiple projects done for a customer.

    Then there would be a ability to adjust the logged time and expenses for the selected project. This is needed because i may want to only invoice time that may be admissible for that project and expenses that the client will accept. Some expenses may not be in my contract that my employees…

    1 vote
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  3. ITALIAN LANGUAGE

    1 vote
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  4. Estimate Enhancements - Columns / Groups

    One of the golden rules in sales is that if you are providing a discount you must take credit and clearly articulate that discount. To achieve this the following fields are are required or the ability to calculate and display. In addition to item categories on an estimate.

    Columns - Should be able to display in any order
    Item #, Item SKU, Item Name, Item description, Qty, List Price, Extended List Price, Discount %, Discount $, Extended Amount (Total)

    I have see reference to "Groups" and "Chapters". This requires and item level field to be able to "bucket" items into…

    8 votes
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    0 comments  ·  Estimates  ·  Admin →
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  5. Edit email address in customer portal

    At present the customer has to contact our company and we have to perform the change of an email address. The customer portal is confusing as it clearly shows an 'edit' feature next to the email address, but only allows for contact info to be changed.

    3 votes
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  6. Zoho Books Automatic Reminders should have option to omit attachment of auto-generated invoice

    Zoho Books Automatic Reminders should have option to omit attachment of auto-generated invoice.

    In many countries, the auto-generated invoice is not useful, since a formal invoice must be issued either on paper or by the tax authority's electronic system. Not only is the auto-generated invoice not useful, it also generates confusion for the client, Zoho Books could offer an option to send the Invoice record's attachments (where a copy of the true invoice can be stored).

    4 votes
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    1 comment  ·  Invoices  ·  Admin →
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  7. Entering Company Details without GSTIN, and Changing Invoice Numbers in Retail Invoices

    1) Make it possible to enter companies' details without making it mandatory to enter their GSTIN number, and

    2) Make it possible to change invoice number while making retail invoices

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  8. shows if you have ordered any stock when looking through items

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  9. consolidate users, workers & contacts into one module

    In order to avoid the current complexity, it would be very convenient to have all persons merged into one module:

    • The "contacts" module should list all users, workers, suppliers, customers, etc.

    • Each person in the module should be assigned to one or more "roles" (e.g. "supplier", "employee", "customer", etc.).

    • A person (contact) should by default be a new Zoho user with a free plan (as it is the case of users, which should be merged into contacts). If someone is a customer or supplier of several companies, they should be able to log in to their single Zoho account.

    This…

    3 votes
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  10. Show linked Bills in a Related List to Contacts in Zoho CRM

    Currently, only Invoices, Estimate, Sales Orders, and Expenses are linked to Contacts in Zoho CRM. It would be extremely beneficial to integrate linked Bills as well.

    5 votes
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    1 comment  ·  Zoho Integrations  ·  Admin →
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  11. Allow Customers to link to Bills via Import from CSV

    Currently, the Bills allows me to import a column for Customers, but that column does not work. Even though I map the Customers to our Bills during an import, I still have to manually go through each Bill to attach the Customers. It would be extremely time-saving to allow me to link these Customers to each Bill automatically.

    3 votes
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    0 comments  ·  Customers  ·  Admin →
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  12. MAKE A PAYMENT VIA ZOHO DIRECT PLEASE !!!

    Why cant ZOHO make the Payment directly via the System ?

    2 votes
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    0 comments  ·  Payments  ·  Admin →
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  13. pie chart on dashboard

    I would like the ability to see an itemized breakdown of 'others' in the dashboard pie chart when I click that category.

    2 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  14. Customer & Vendor Booth and We cant View SOA , in Statement of Account (All In One SOA ) .

    kindly we inform that ,if we have one Company as Customer & Vendor Booth and We cant View SOA , in Statement of Account (All In One SOA ) .

    If we working with a company as both Vendor and customer type , it could be useful if we can see statement of vendor and customer in one statement if there are linked

    4 votes
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    0 comments  ·  Customers  ·  Admin →
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  15. While making sales invoice please add such option to convert in to purchase bill. likewise, making purchase bill to sales invoice.

    While making sales invoice please add such option to convert in to purchase bill. likewise, making purchase bill to sales invoice.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  16. Add section headers to group items by type on Est, SO and Invoice

    Would also be great to have section footers with sub-total of all items between the header and footer.
    This could be used for adding optional items. Option A, Option B
    It could also be used to separate one-time and recurring charges (without using Subscription).
    It could be used to separate Parts and Labor

    3 votes
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    0 comments  ·  Estimates  ·  Admin →
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  17. Employee list and Payroll in Expense

    I would like to suggest that it would be helpful if there an option to add employees list and payroll. It will help us a lot to track salary/wages

    9 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  18. Please help us to record employee wise salary details

    3 votes
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  19. Remarks Section On Invoice

    It would be nice if we could edit the remarks section of the invoice while we were working on the invoice. Instead of having to go to the contact itself and edit it.

    0 votes
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    1 comment  ·  Invoices  ·  Admin →
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  20. Credit Note Refund

    The means to refund a credit note associated to a Customer directly to his/her bank account via ACH Payments.

    6 votes
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