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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.

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6971 results found

  1. 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?

  2. 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?

  3. 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?

  4. Tax Summary in Base Currency

    Tax Summary in Base Currency Required

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

  5. 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?

  6. 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?

  7. 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?

  8. 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?

  9. 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?

  10. 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?

  11. 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?

  12. 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?

  13. 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?

  14. 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?

  15. 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?

  16. invoice both bills and time from projects

    While creating an invoice from a Project's Overview page I'd like to be able to add both the unbilled vendor Bill and the Unbilled Hours at the same time. I'm currently only able to add both of those items to an invoice while being in the Contacts page. So, I have to have two browser windows open to get this accomplished or create two seperate invoices from the Project Overview.

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

  17. COST PRICE

    We import products outside country. We must pay for local charges after making customs declaration, and trucking fee to get cargo from port to warehouse.
    We need zoho books link these expenses to each Purchase Orders, to calculate cost price for each PO

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

  18. need to see profit and profit margin in invoice

    when we sell an item it's import to know that the price is giving is sufficient profit compared to cost of purchase. this information should be available in a report on directly on the invoice page.

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

  19. Timesheet tasks include color option

    Visually, color makes identification much easier especially in Calendar mode.

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

  20. Sub Total Between Lines of Invoices

    Possibility to add Sub Total between Lines of invoice like it is with QuickBooks / so we can split the invoice in two sections or more... ex.: Professional Fees Section + Official Fees Section.... This is a special need for Legal Matter Invoices

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