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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.

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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6565 results found

  1. ADD TO INVOICE SHIP VIA AND TRACKING REF. NO.

    THERE MUST BE OPTION TO ADD SHIPPING DETAILS(SHIPPED VIA AND TRACKING NO.)

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  2. Simplify customer portal access / auto log in

    The customer can already access a specific invoice in the customer portal via the direct URL, but to navigate the portal the customer still needs to log in.
    It's unlikely that anyone wants to bother remembering another login, so it would be great if there was a portal option to allow full access just by the custom link.

    5 votes
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    1 comment  ·  Admin →
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  3. SPLIT BANK CHARGE OPTION I N TRANSFER TO ANOTHER ACCOUNT

    in Zoho Books • Tips & Tricks • 2 days ago

    Problem 1
    Where i Split Bank Charges in TRANSFER TO ANOTHER ACCOUNT..
    Suppose i transfer Rs.10,000 to Other Account. Bank Deducted from our Account is Rs. 10,003.07.
    Where i Create 3.07 as expense or Bank Charges. There is not option there for create BC.

    Problem 2
    How Auto Bank Charges will Deduct from Transactions.
    I attached also screen shot .
    and i drag there.

    4 votes
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    0 comments  ·  Banking  ·  Admin →
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  4. automatic weight calculation in invoice

    automatic weight calculation in invoice , these days weight managment for online orders is an important tool , say if we add a weight coloum in item master and it calacualtes the total weight of products in invoice , its good to ship across

    10 votes
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    2 comments  ·  Admin →
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  5. assigned vendors only

    Please make role for assign vendors only. The user without permission to access other vendors are not allowed to see the Purchase orders from other staff. It is dangerous for other buyer in a same dept to see all the PO of a company!!!!

    6 votes
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    0 comments  ·  Purchase Order  ·  Admin →
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  6. PURCHASE BILLS

    Add discount option item wise in purchase bills

    1 vote
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  7. Currently, tax rates only apply to items. It does not apply tax to any shipping charge that may be on the order as well. However, shipping c

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  8. Customizable view options for the ITEMS view in the mobile app

    We need an option to put preferences on how we want to see the ITEMS list on the mobile device, currently only default columns such as Name, SKU, Purchase Rate, Rate and Stock can be viewed, but additional columns such as description would be really helpful to add

    1 vote
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  9. Mention the Payments in Invoice when it is recorded.

    When a customer makes a payment like by CASH or Bank Transfer or Bank's Cheque and when is gets recorded under the RECORD PAYMENT option, there should be an Option to mention this payment details in the INVOICE like it is done in other standalone software.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  10. Check printing and deposit slip printing

    After payment Check print option with check details and payment voucher

    As we already have the cheque details , why not the deposit slips , banks they accept deposit slips , system generated

    11 votes
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    0 comments  ·  Banking  ·  Admin →
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  11. installation certificate

    includes
    1.name of items(with accessories)
    2.warranty start and end date

    1 vote
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  12. wrike integration

    integrate with wrike to syn between projects and accounting books

    3 votes
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  13. Balance Sheet

    In the balance sheet the current assets are showing up below cash. That is not proper accounting. Cash should be above current assets.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  14. Recurring Invoice

    I would like to be able to display retainer invoices on a customer statement. Currently only payments are on displayed on the statement. Since we issue retainer invoices in advance and accept payments in advance, it would be helpful to see both on customer statements.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  15. Documents Option on Client Portal

    As your Client Portal has all main things, it would be awesome if we could upload documents which the clients could see on the portal, this would be great for service industries who need to give clients some fixed deliverables, so such deliverables can be submitted using the portal and client can accept or reject on the portal.

    22 votes
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    2 comments  ·  Estimates  ·  Admin →
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  16. Make it possible to Create Reoccuring Invoice from and Estimate

    You are currently able to create an invoice from an estimate, but you are not able to create a reoccurring invoice from an estimate. I need some way to link a reoccurring invoice back to the estimate, and I think it would be easiest to just be able to have the option to create a reoccuring invoice from the estimate.

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  17. Inserire una riga dei "totali" per le visualizzazioni personalizzate "spese" e "fatture"

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  18. Integration with Tide Current Account

    These guys (https://www.tide.co/) seem to be gaining some traction in the small business current account market. I believe they are currently 'reviewing' integrations. Would be great if Zoho Books gets integrated as I have just opened an account with them and looking to move all my business banking to them shortly, as I have no doubt other small business owners are too.

    25 votes
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    2 comments  ·  Third Party Integrations  ·  Admin →
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  19. Would like to have a direct connection to Zoho Docs mapping for Reports from Zoho Books

    Today you can´t mapp or send a report from Books directly to Zoho Docs mapping system. I would like to have a Connection and the possebility to save PDf-reports directly to Zoho Docs mapping system and if possible send montly reports automatic to a special mapp under Zoho Docs. (This will be two wishes).

    1 vote
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  20. put a sub total for quantity also

    put a sub total for quantity also

    1 vote
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