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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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6574 results found

  1. 1 vote
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  2. Convert invoice to estimate

    You can convert estimates to invoices. Can you guys add a feature that we could do the reverse? Convert invoices to estimates. This would be so helpful.

    9 votes
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    0 comments  ·  Invoices  ·  Admin →
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  3. invoice to challan

    I have been facing 2 issues -
    1. When i convert my estimate to invoice the Terms & Conditions changes to the t&cs of last invoice. I would want that the terms and conditions in the invoice should remain same as in the estimates.

    1. We've the create challan's every time a material is delivered, but there is no option to convert and invoice into a challan which becomes a big hassle. Would love to have these features soon on Zoho.
    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  4. Payment

    In Payments - Amount withheld - should show category of withheld whether it is advance Tax, Employee advance, Input Tax credit, input igst, input cgst etc

    3 votes
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    0 comments  ·  Payments  ·  Admin →
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  5. Improve Time Logging in Zoho Books and make it like timeneye

    Improve Time Logging in Zoho Books. Logging time in Zoho books are really un intuitive and could be greatly improved.I Made a video to show the difference, How can i upload it

    3 votes
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  6. Deny purchase order

    Deny purchase order status - that will force a reason and put it back in the creator's inbox to redo the purchase order.

    0 votes
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  7. add a Refresh Banking Feed button on the top of the main Banking page

    I should be able to click on the Banking category and see a link or a gear with a link to refresh all feeds. Instead, I have to go to Banking, then scroll down to an account and then click the gear, then click refresh.

    4 votes
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    0 comments  ·  Banking  ·  Admin →
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  8. As per Required Daily Schuldued basis Report auto genreted

    As per Required Daily Schuldued basis Report auto genreted

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  9. Pls add video in this page how work

    Add video about zoho books tip

    1 vote
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  10. Please add "Due Date" column for invoices/Aging Details report

    It is under Sales tab in the Contacts section.

    1 vote
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  11. 1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  12. Add PaymentSpring as online payment gateway

    Add PaymentSpring as an online payment gateway https://paymentspring.com.

    6 votes
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    0 comments  ·  Payments  ·  Admin →
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  13. change the dashboard to reflect the reporting basis of the organization

    i'm a cash based company. i'm set up that way in my org profile. but the dashboard always displays in accrual mode. for most of things, it's not a big deal, but when i get down to the accounts watch list, things like sales don't accurately reflect what is on my books.

    yes, i know that i can get the information from the reports module, but isn't the purpose of a dashboard to display information in the way i need to see it?

    4 votes
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  14. Search option when adding items on desktop version ( already exist in mobile app)

    This option is needed when there are thousands of items. In mobile app the option of search item exist. This module is needed for invoices, po, so etc not only invoices.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  15. FNB South Africa Bank Feed

    Please enable bank feed for FNB South Africa and maybe other popular South African banks.

    Xero does this but I don't want to switch. I love #Zoho

    16 votes
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    1 comment  ·  Banking  ·  Admin →
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  16. 1 vote
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    0 comments  ·  Banking  ·  Admin →
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  17. Add chinese/japanese/korean character support for Noto Sans font

    Noto Sans CJK supports additional character sets. It would be convenient to have a single invoice template for all languages.

    https://www.google.com/get/noto/help/cjk/

    24 votes
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    4 comments  ·  Invoices  ·  Admin →
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  18. provision to enter income from various channels

    In addition to the sales and purchase categories,it would be better if you could include provision for business investment and other income through various channels

    1 vote
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  19. Single customer payment reminder for all the unpaid invoices and not a reminder for each single one.

    If a customer have 10 unpaid invoices receive 10 single reminders, 1 for each invoice.
    It's much better to send a single reminder including the list of unpaid invoices and the statement or at least to attach the list of unpaid invoices and the statement to each single reminder.

    7 votes
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    1 comment  ·  Payments  ·  Admin →
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  20. Allow us to alphabetize the list of "ship to" addresses in a customer file.

    In the new, extended list of ship to addresses, which is great, and we could actually use more (why not an unlimited amount?)it is very difficult to find an already existing address in the list or to see if it even exist and we need to add a new one. If the list were alphabetized or allow us to sort it by "date added", "zip code" , "name"
    it would make life MUCH easier

    0 votes
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