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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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6576 results found

  1. Can't enter quantities in fraction for batch tracked stock item

    Can't enter quantities in fraction for batch tracked stock item

    3 votes
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  2. how to prepare statement to each and every customer

    please reply

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  3. Marginal VAT

    Marginal VAT invoice is required for those business who are in used car business and Government of UAE have option to do marginal Vat by law, so therefore your ZOHO books is not dealing in this type of invoice

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  4. Reset Auto Invoice Numbering

    At the beginning of FY invoice numbering counter needs to be reset
    eg. FY 17-18 the last invoice generated is 325.
    Now from 1-APR-18 the counter needs to be reset to 001.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  5. Direct enter of 'amount' on estimates

    Please create a setting that would allow us to enter the 'amount' on an invoice and not the 'per item' amount. Reverse the math.
    Example: I enter the quantity of 200 and the amount of $459, the system calculates the per item cost of $2.295.

    If this was a toggle option:
    A: enter quantity & per item cost, system calculates the total (current set up)
    toggle to
    B: enter quantity & total cost, system calculates the per item cost.
    Currently we are having to manually calculate the per item cost on a calculator, then entering it so it correctly so…

    19 votes
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    0 comments  ·  Estimates  ·  Admin →
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  6. we want some changes in billing format

    bills should display basic amount with subtraction of gst amount and then it should display the final amount.
    ex . if 200000 is the cost for a product with a 12 % gst include.
    then billing format will be like
    sr product quan unit rate cgst sgst total
    1 mc 740 1 178571.43 10714.285 10714.285 200000

    3 votes
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    1 comment  ·  Invoices  ·  Admin →
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  7. Auto generate Purchase Order after creating Sales Order for made-to-order products

    For made-to-order products, there is no options to create workflow that allows automatic generation of PO from Sales Order

    1 vote
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  8. Would like have option to omit details of paid invoices and payment received in client statement

    Would like have option to omit details of paid invoices and payment received while generating client statement .... In fact this is very comman feature and i have seen many other clients has already raised this request ... your quick action will be appreciated

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  9. An Item should not be duplicated if the purchase price of the item is different each time.

    The purchase rate of the item can vary each time I procure that. Instead of creating a duplicate entry for the same item there should be provision of adding a different purchase price to the item already created. While tracking the particular item I should get a breakup of stock as how much quantity I purchased and at what price. It is becoming difficult as there are multiple entries of the same product.

    5 votes
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    1 comment  ·  Inventory  ·  Admin →
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  10. @user to tag them in on a transaction like in zoho CRM

    1 vote
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  11. Create PO automatically from Low Stock Items list.

    Just a single click from email notifications & from the items list or somewhere). So the PO will be created based on their vendor or combined for the same vendor for the low stock's items list.

    This is very helpful who has big inventory.
    No need to choose one by one.

    Would be exciting for zohobooks user / zoho inventory user.

    13 votes
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    0 comments  ·  Purchase Order  ·  Admin →
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  12. Retail-standard template- payment modes

    Can you please add Payment mode options in Retail-standard template like - balance due & partially payment details on invoice like Zoho's any another template.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  13. Have an option to turn off Email alerts for auto-creating of draft recurring invoices.

    We have several recurring invoices that we send out, most need adjusting prior to sending. We have them setup to create a draft when the recurrence is triggered and that works fine. However, Zoho sends an email alert to our accounting email for each of these invoices. It would be great to opt out of that alert so we don't get hundreds of notices emailed to us.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  14. custom field

    Please dont make custom field data type compulsion, as many things are there which contains both number alphabets and percentage.

    1 vote
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  15. i want to make able to choose automaticly on the last day of the month to send automatickly statment og the month.

    i have every day Costumer telling me that I need to send them statment on last day of the month so they all do pay on next 20, at this stage i pay one by one but is taking to much time, seems all other online softwars offr this.

    4 votes
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    2 comments  ·  Invoices  ·  Admin →
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  16. Customization options for templates

    Please give us more customization options.
    For organization name in template "Simple" If you increase the font size to 10 then the organization name is shown in two lines. If you add a second line of address it does not show up in the invoice. Most times the Registered name & the trading names will be different. We dont get the option to make a trade name bold. The customer should get the option of customizing which portion of a document he need bold/italic or if he requires a left/center/right orientation etc. Even the rupee symbol if selected works with…

    5 votes
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    0 comments  ·  Invoices  ·  Admin →
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  17. I need the add tax to amount feature that is present in 'lite' template in other templates too

    need the add tax to amount feature that is present in 'lite' template in other templates too... It is not available in all templates.

    2 votes
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  18. Item Details - View Quantity Purchased

    When viewing an item details, under the purchases tab, it shows the PO#, Vendor, Expected Delivery Date, but DOES NOT show quantity purchased. This is a very important detail that is missing.

    EX: Item > Item Details > Purchases
    DATE - PURCHASE ORDER # - VENDOR NAME - STATUS - EXPECTED DELIVERY DATE - AMOUNT

    Quantity Purchased is MISSING!!!

    7 votes
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    0 comments  ·  Items  ·  Admin →
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  19. Custom View Criteria - "IS NOT"

    When setting up custom view I would like there to be an option for is not in the criteria.

    EX: When Status IS NOT Shipped

    3 votes
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  20. make seperate tabs for different financial years so that it will become easy to get the information handy

    make seperate tabs for different financial years so that it will become easy to get the information handy

    3 votes
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