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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.

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6971 results found

  1. Compare with previous year tool for Sales report

    Add "compare with previous year" tool for
    sales by Salesperson, Sales by customer, Sales by items report
    (this tool in financial statement works so great).

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

  2. make it in that way that only opening balances of all parties can be entered. no need to enter all purchase and sales invoices of previous

    no need to enter opening balances bill wise

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

  3. slider type sales overview in contacts

    just as you have the feature to view an invoice in the ewaybill page without changing the page itself...we need to have a similar feature in the sales overview page of a contact where we can just rollover a link to see a slider showing the relevant invoice, dc, quotation,etc without leaving the overview page.

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

  4. make condition negative for making personalized view in invoices. you can only choose is, contains, starts, but I need, is empty or does not

    make condition negative for making personalized view in invoices. you can only choose is, contains, starts, but I need, is empty or does not contain so I can work the listing that is not jet done.

    rob

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

  5. Imporve the Project Section on the Mobile App

    The import task feature seems to be the only thing missing from the project section on the mobile version.

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

  6. Sales Person Reports

    Add Sales Person Option in ADVANCE Filters Column in Invoice Details .
    It is Important Options.

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

  7. Invoices in Indian languages.

    With India becoming more connected by internet, we need support and softwares in all major indian languages. Atleast we need invoice print in Indian regional languages (for me Tamil).

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

  8. The ability to automatically attach pdf on a customer base.

    Some customers want / require to have the pdf attached to the invoice e-mail, others find it ok to click the portal link.
    So would be a great plus to have this option as an option on the Customer instead of doing this for all customers or none.

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

  9. sales reports by brand

    Could it be possible to build a feature where we could see sales reports by brand or manufacturer or maybe we could use a filter to do so?

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

  10. How to add my own HTML invoice template if none of provided template useful after customization?

    In current given 50+ invoice template there is no option to adjust the width of any particular custom item if I want to give small width for the number ## and need to give more for start and end date DD-MM-YYYY so justify proper space utilization.

    what if I want to show all 3 custom item in the same column as below

    Month
    2
    01/01/2018 - 28/02/2018

    There is no option for that.

    I suggest we are from IT industry Zoho use HTML template for all Invoice and Print that HTML part to PDF.

    Give us the formatting guideline to…

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

  11. item groups

    Hi Reshma, Grouping items helps in adding different discounts % to different customers and different discounts % groups to same customer. Without grouping feature applying a % discount to select Items is not possible. It has to be done manually & could be error prone. Same with GST too. At least 1 level of Item grouping is absolutely essential.

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

  12. Composite item should be available in zoho books even without subscribing to zoho inventory. Please note it is available in quickbooks.

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

  13. total in tax summary

    For the report on tax summary, please display the total at the end

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

  14. put sales person name in delivery note to track back and check with the sales person on things that they had promised clients

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

  15. supplier name not reflected in summary of inward supplies, but customer name is reflected in summary of outward supplies!!!

    customer name is reflected in summary of outward supplies - great it gives a complete picture in a singlesheet with all the data including the tax breakup.

    Then why the supplier name not reflected in summary of inward supplies?

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

  16. Allow department allocation on line by line basis for journal entries & bills

    We want to track expenses by department to get profit/loss for each department. Many expenses like payroll, benefit insurances, etc. have many department allocations by employee. Right now we can't enter them on one bill nor even do it through a journal entry without creating a journal entry number for each department. We would like one GL number on the chart of accounts and then report it by department.

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

  17. Create integration with upwork

    Integrate with www.upwork.com to pull in customer name, contacts, invoices, and payables.

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

  18. NO IDEA

    YUGFY7

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

  19. digital signature incorporation

    digital signature incorporated in Invoice/PO/Esteemate and other documents

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

  20. Expenses Roundoff

    There should be an option of round off in expenses because most of the vendor or supplier issue us the round off total bill. Due to this we are unable to match the transaction with bank record in Zoho books.

    13 votes
    1 comment  ·  Expenses & Bills  ·  Admin →
    How important is this to you?
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