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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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6971 results found

  1. Printer Notificacion

    Please is posible add notificacion if invoice printing and the user send printing, this idea is not double printing invoice.

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

  2. automate syncs with gocardless

    Sync gocardless automatically currently you have to select sync eveytime like banking fees would ideally be automatic update

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

  3. Restrict Banking Transactions not banking module (Editing,creating,deleating)

    This way sub accounting won't be able to change previous transactions and only main accountants will be able to that. Or simply lock transaction editing for previous months.

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

  4. Need New Module "Debt collecting"

    Need New Module "Debt collecting". I am a finance manager and use Zoho Books for the invoicing process. But i found a big pain for us is absence of such module "debt collecting".
    Currently it is very uncomfortable to monitor the customers debts. Now we use Zoho Books "Reminders" to remind the debt. But we also need to call the customer and notify somewhere the results of the negotiation:
    - to enter expected payment date for the invoice. Now its possible only in one place in invoice where i can enter expected payment date (Invoice/more/expected payment date). But we need…

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

  5. Zoho books and zoho reports integration- please allow a sync field for current item stock from zoho books

    I would like a report for items that have no sales or low sales... i would like to identify these items to have a stock clearance. Item on stock needed in books and reports sync.
    Please consider.

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

  6. Create an option to choose whether the "Paid Through" field should be restricted to Cash and Bank accounts only.

    Under settings for Payments, there should be an option to restrict the GL codes that can selected under the "Paid Through" field. Same for Expenses and Bank transfers.

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

  7. pls include a way to know the actual/real profit of the business on the basis of total purchases and sales

    pls include a way to know the actual/real profit of the business on the basis of sales and purchases.

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

  8. Allow Clients to view Sales Orders in their Client Portal

    Currently when a customer logs in through their client portal, they can see Estimates and Invoices. In my business, many clients keep asking about their orders and when they will complete, in my sales orders, we always update the "Expected Shipment Date" as the estimated completion date, but they cannot see their sales orders. Why not allow them to see their open sales orders as well as the other stuff?

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

  9. Allow decimal time entry in Android app

    In the web based interface, I am able to enter for example 1.25 hours of time on the timesheet. However, in the android app, I must enter this as 1:15. It's not a huge deal, but accepting 1.25 would make this more consistent and is a fair bit easier to type on phone keyboard as well.

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

  10. To create a feature where you can move easily up and down movements and transactions.

    You should add a feature where you can easily move up and down transaction in the transaction list (ex. by dragging them with the mouse). This is because when I have multiple transactions on the same date, it's complicated to order them according to the bank account registration.

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

  11. Please Zoho, post answers to all our BOOKS/FINANCE questions.

    Please can you give at least a response to the suggestions and questions all the eager Zoho users make. It is noticed that most questions/suggestions in INVENTORY are responded to quite well but mostly all those in other categories especially BOOKS/FINANCE you do not respond to. Please help out all the loyal ZOHO users that help make your business a success :) :) :)

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

  12. allow split expenses to be allocated to split customers

    When I itemise expenses, I would like to be able to allocate each line to a different client... i.e. if I buy 5 items in one go for 5 different clients then I want to itemise that expense and then bill each client for their line

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

  13. Stock/Inventory Value in hand at the Dashboard

    The first items at the Dashboard are Receivables and Payables, it gives a good overview of the business currently, but for a products dealing company like ours, it is incomplete without the stock value in hand.

    9 votes
    Not For Now  ·  2 comments  ·  Inventory  ·  Admin →
    How important is this to you?

  14. Multiple GST profiles for each state.

    There are possibilities that one customer or vendor has multiple GST profiles for each state. in such situation the customer/vendor master shall have add more button for GSTIN, Address, City, State, PIN, email & Contact Details

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

  15. Make Bidding information for Auditing purpose

    Like the Sales Order which starts with estimate, I would like to see a sub-module for bidding! Simply, prior to create a PO, we must create PR (Purchasing Request). Create PR, get it approved by a user role, then the PR would be converted to RFQ/RFP (Request for Quotation or Request for Proposal). When the vendors send their quotes, we enter their prices in the comparison sheet which creates one or several POs based on my choice following the lowest price and the best specs (best offer per quoted item).

    This will make my life (and other ZoHo clients as…

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

  16. Partial Invoice for Zoho Projects

    When creating an Invoice for Zoho Projects, it forces a project bill for the entire project. This does not allow us to properly use this feature for large projects that have several stages over an extended period.

    For example, project is a multi-stage construction project over 8 months. Per standard terms, we complete 50% of our work, and bill 50% after 3 months. We are forced to create 2 separate projects as the integration stands right now for billing purposes. However, both projects are titled the same.

    7 votes
    1 comment  ·  Third Party Integrations  ·  Admin →
    How important is this to you?

  17. Allow HTML formatting of banner area and / or a notes section

    I'd like to be able to post a note to all clients regarding invoices, but I really don't want it to be as large as the welcome text in the banner area. If we could edit the font / text display--just basic formatting like bold, italic, size--that would be great. Alternatively, a notes section that's displayed in a smaller font would work.

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

  18. Printing shipping labels - format change

    Have a preview for the shipping label (just like the shipment and package slip) and have the default size be that of an actual shipping label not a full letter size page

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

  19. Adding The Dot Matrix Printer Option

    Adding the dot matrix printer option on ZOHO books it will help using the carbonless paper to print Invoices,customer payments and others

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

  20. It would be helpful if zoho would manage basic business needs such as employee attendance and more

    Unlike tally, there are no other accounting software which would provide with basic business needs such as employee attendance, manpower, payroll and petty cash maintainence

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