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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.

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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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6956 results found

  1. kotak bank integration needed

    The same way ICICI bank integration is done can kotak also be done as we are planning to open a kotak account

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

  2. Delivery Chellan

    In zoho books, please add the option while generating the Delivery chellan, reduce the stock from inventory

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

  3. in zoho kindly please add the PDC CHQ entry option

    in zoho kindly please add the PDC CHQ entry option

    6 votes
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  4. spanish PGC

    Hi,

    we just started using Zoho Books.I have many questions:

    1-Is it possible to register the movements following the Spanish PGC?

    2-Is it possible to have every invoice related to a salesperson without showing it to the invoice but having it as a report by sales?

    3-Is it possible to present the taxes model in Spain using Zoho?

    4-Can I integrate all contacts from Zoho CRM to Zoho Books?

    Thanks,

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

  5. Please enable multi-currency in zoho books

    Please enable multi-currency in zoho books. we are facing problem when we are generating Estimates/Sales Order/Invoices it is taking Customer Currency only by default.

    If i want to give estimate to a customer in two different currencies here we are facing the problem.

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

  6. Please give Alert Message at the time of line item deletion

    Please give alert message / Pop Up at the time of line item deletion in Estimate, Sales Order, Purchase Order and Invoice

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

  7. Approval Process for Estimate, Sales Order and Invoice

    Please add approval process for ZOHO Estimates, Sales Order and Purchase Order.

    Please don't add basic features and add approval process like in ZOHO CRM.

    Please improve Purchase order approval process like zoho crm

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

  8. Retainers to be automatically applied on Recurring Invoices

    Retainers to be automatically applied on Recurring Invoices. At the moment, true feature of recurring invoices cannot be availed due to the fact that retainers cannot be applied automatically. They have to be done manually.

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

  9. Tax Summary in Base Currency

    Tax Summary in Base Currency Required

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

  10. I would like to have the Tax Summary Table enabled in all my invoices especially in the Aed Currency

    I would like to have the Tax Summary Table enabled in all my invoices especially in the Aed Currency

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

  11. Unadjusted credits adjustment

    Please have a feature to have the unadjusted credits adjusted even if they are created using a journal

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

  12. Hello Sirs, Kindly add Paytabs as payment gateway for us. We don't use any of the ones which is available in the list. Thank you !

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

  13. WAC Inventory Valuation Method

    We are following WAC (weighted average cost) inventory valuation method,but in Zoho Books only FIFO method is possible. Please let me know if there any way to get WAC values in the reports & for COS calculation.

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

  14. option for packing and forwarding charges in Invoice

    As far Shipping Charges/Freight Charges, Packing and Forwarding Charges is also GST applicable, wherein, in your current software if you want GST to be calculated for Freight charges, Packing and Forwarding Charges it is not possible. We want that system should allow us to add Shipping / Freight Charges, Packing and Forwarding Charges after Sub Total and System should calculate GST/IGST on total Amount and Shipping, Packing & Forwarding Charges.

    If need more clarification, please call me on +91 9825406050

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

  15. Arabic + English language on both invoices

    Dear Zoho,

    Can you please create a templete for both invoice that support arabic and english language.

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

  16. Invoices written off should show as "Written Off" not "Paid"

    Currently, when an invoice is written off, its status shows as "Paid". This is clearly not the case and will cause confusion when staff are chasing debts from returning customers. Please change the process so that when an invoice is fully or partially written off, the status show as "Written Off" or similar.

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

  17. Ability to bill hours in excess

    I bill my customers a certain amount of hours every month. That's a fixed amount in each invoice I create. What I need is a way to tell Zoho Books to add a new line to the invoice when the associated project hours are more than a the number of fixed hours. That way I can automate billing and charge my customer for those extra hours I worked for them during the month

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

  18. Need a column Sales-Invoices-Custom Report Primary Contact name should be displayed

    We have created a custom report in Invoices by using your custom column.We need one more column like Contact name and Primary Contact name against customer name

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

  19. Project Completed / Finished

    It would be great if we have an option to mark the project as completed or finished. So we don't need to keep all the projects in same list or at least we will know what are the on going projects and what are the finished projects.

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

  20. Remove one column in report

    I need to remove the column of transaction reference in report of any account transaction. And would be happy if Transaction details column be larger

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