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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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6968 results found

  1. Chat feature to interact with team-members in Zoho Books

    Chat feature to interact with team-members in Zoho Books

    We have a team that does accounting and inventory management, who for now, has to chat / communicate outside of zoho books.

    A chat platform is very productive for an accounting team

    5 votes
    0 comments  ·  Third Party Integrations  ·  Admin →
    How important is this to you?

  2. Updating Price lists

    In my company we have a lot of price lists, so when is time to update prices in the list we have to do so manually and it takes too much time for us.
    It would be fantastic if you let us update the Price in the List through importing a excel file with the new prices. Actually this is impossible in Zoho Books because the system shows a message saying that it can't be upgrade because the List Price is already exists.
    thank you

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

  3. I want to add my company certification in the footer part of my invoice

    My company has various certification and i want to add them in the footer part of my invoice so request you to suggest me how to do that.
    Thanks

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

  4. We use lots of Retainer Invoices. Why no keyboard shortcut? How about Shift-R? It is not being used

    We use lots of Retainer Invoices. Why no keyboard shortcut? How about Shift-R? It is not being used

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

  5. Work In Progress Accounting for Zoho Projects

    WIP accounting is important for businesses with project sales. This will automate necessary accounting entries and avoid mistakes

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

  6. Add the ability to enter cost and markup on estimate page

    Like many other softwares out there, you usually have the ability to change the cost and markup of an item while doing an estimate, if you are doing a quick estimate without using the saved products, you have to enter the sale price, and if its accepted, then we still have to enter the purchase price in the PO, thus duplicating work. Example of competing software allows you to enter cost, markup and it automatically appears on the PO when accepted.

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

  7. Allow Visualization of products within the Items section

    Allowing this without having to click on the item would allow those companies with many prodcuts to quickly scroll through the items list and select those to use to create an estimate...additionally, you could allow to go to items list, and CTRL +C (select) multiple items at once, then allow to create an estimate from those selections quickly.

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

  8. Create Product Categories in Zoho Books

    Allow us to create and name a category for our products so they can be seperated in such a way that makes it more efficient to look up items to enter into an estimate.

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

  9. Changing dates on payments without unlatching entries

    We need to be able to change the payment dates after they are matched, without having to unmatched the payments to change the dates and then having to rematch the payments to the deposit again. This makes it difficult when you have to put payments in different months to reconcile for a previous month.

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

  10. You should be able to see the full amount of deposits which make up multiple payments.

    When you bring in the deposits from the bank feed, you should be able to see the full amount of the deposit in your reconcilements instead of individual amounts. Because it is difficult to reconcile for that month without seeing the full amount that the bank shows on your statements. It does not help to match deposits up with what the bank shows on their statements. Which makes it difficult to be able to reconcile.

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

  11. Advance payment to supplier Via ICICI bank account

    Payment to bill is possiable thru icici , in the same way if some po needs advance and u have the bank details , it should record the advance payment

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

  12. clone delivery challan to new delivery challan

    we should have option to clone existing delivery challan to new delivery challan in zoho books, this feature might save lot of time and come handy to may users.

    15 votes
    4 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  13. Link email correspondance to an Item

    I would like to be able to archive all emails relevant to an Items sale so that in future I can look up an item and see all email history on relevant to it.

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

  14. I sometime buy a case I.e 4 x4L , that's the only way the supplier sell but I want to resell per unit 1 x 1L there should be a way of enter

    I sometime buy a case I.e 4 x4L , that's the only way the supplier sell but I want to resell per unit 1 x 1L is there a way of enter it?

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

  15. In the Payment Made Template to change the font color of Reference Number - Paid To - Payment Mode - Paid Through to black color.

    In the Payment Made Template to change the font color of Reference Number - Paid To - Payment Mode - Paid Through to black color.

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

  16. Improvements in Retail Invoice

    Retail Invoice displays payment mode only as cash or card. It should allow us to select any payment mode, e.g. check, bank transfer, the same as what accepting Payments allows us.

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

  17. HSN Summary at Invoice level

    If we have got 10 items in a invoice with 3 HSN codes, I would like a column to be displayed below the invoice with HSN Code wise summary of the items in the invoice, which will help us with easy Bulk generation of e-waybills, all existing softwares such as tally and cleartax have this feature running.

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

  18. There should be more freedom to edit the sections of the Invoice.

    We are facing limitations for the same to adapt our offline format. The Invoice format should be easily editable or allow us to import our codes or formats.

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

  19. should be able to search custom field created in item module, value entered at the time of creating invoice or purchase

    I created a custom field in item module. The search option works only if i enter the value at the time of creating item. I want to get the search results when i enter the value in custom field at the time of making invoices, purchases etc. It should show the complete results where ever i entered.

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

  20. select multiple items in bill to change the settings for all of them once

    instead of clicking on the 3 dots next to each item to select customer and or reporting tag, it would be really helpful if we can select multiple items and change the settings we need once to apply for all selected items.
    this needs to be applied on P.O. and bills and invoices...

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