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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. Allow customization of notes and terms & conditions within different invoice templates.

    I want to be able to create multiple invoice templates and have the ability to have different Notes and different Terms & Conditions for each invoice.

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

  2. Ability to edit quantity in delivery note for invoice.

    It becomes difficult to edit invoice every time we require delivery note. It is difficult to keep up with items and quantities initially invoiced. Delivery happens in batches where maybe out of 15 items, only 5/10pcs of one item is delivered. Hope my point has come across well.

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

  3. Add feature to select customer in managing ruled field

    In managing rules, add another option to select the customer to be able to rule expenses directly to the customer who will pay us the amount of the expense.

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

  4. check printing and PDC Accounting in UAE

    Need Check printing option for UAE edition as most of the transactions in UAE are based on PDC.

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

  5. Tax Exclusive or Tax Inclusive

    Created invoice where the Line Item Item "Wood Pellet" is Tax Exclusive
    Created another invoice where the Line Item "Round Plate" is Tax Inclusive

    Now when creating new invoice and chosing one of the above line items, the software based on the previous setting should populate either tax inclusive or tax exclusive.

    So when Wood Pellet line item by default the tax exclusive setting should populate

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

  6. Associating a default template for a Item

    For a set of line item by default I want to use spreadsheet template and for another set of line item i want to use spreadsheet plus template. Can we associate default template to line item.

    Eg.
    Spreadsheet Plus - Have around 40 Items (Paper Products).
    Spreadsheet Plus - Only One Line Item Wood Pellet.

    When in the invoice Wood Pellet item is there, on saving by default spreadsheet plus template is the format.
    When the invoice has the remaining 40 products, the format should be spreadsheet.

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

  7. I need to add more custom fields for contacts. why you limit this?

    I need to add more custom fields for contacts. why you limit this?
    why you limit with 15 or something!
    We cant use it more.

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

  8. Having selection of contact person for different invoices with a same company

    When there are multi contacts with a company, the function of selecting contact person is not available.

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

  9. Ability to apply a credit memo to a project to keep the project budget accurate

    When a project task is billed, and then subsequently credited back, the project budget for that task needs to be credited also or the budget to actual of the project task is incorrect. There is currently no way to apply negative time to a project task, or any other way to correct the hours to the task if they are in need of a downward adjustment

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

  10. Field Labor Users

    We love Zoho and appreciate what you have created! In our line of work (Electricians), Phone Numbers and Addresses are the most basic things that FIELD LABOR USERS would need when they get time to start and try to complete a PROJECT. As they finish up with one Project, they need to call the next Customer to make sure they are home, ready, etc. Field Labor cannot do this right now. We've had to copy and paste the Contacts phone number and then go back and copy and paste the address into the Project Description. At that point our Techs…

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

  11. estimate revision date

    need the estimate to show a revision date, while keeping the initial create date

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

  12. Allow us to address a different company name within the customers shipping address.

    We often have customers who are re-sellers or a systems integrator. In these orders, the items are not shipped to the paying client, they are shipped to their end user at a different location. Many of which have different company names.

    Please add an additional field when creating shipping addresses that allow us to have a separate company name for shipping address and one for billing address.

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

  13. Improve the deliver to selection process in Purchase Orders

    Make the delivery to selection like the Sales Order selection function. Reason, the information doesn't carry over from contacts or updates all of the time. Very cumbersome and timely. Sometimes have to delete the PO and start again. Would be nice to be able to change the information easily if needed.

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

  14. Creating a credit if client pays over the amount of an invoice/Allowing for application of payment to multiple invoices

    We have clients who pay in cash and often will round up, or they pay more than one invoice at a time with a single payment. Not allowing a credit option automatically and not allowing us to apply a single payment to multiple invoices means we have to take multiple steps and the record does not accurately reflect what happened. If a client has 2 open invoices, one for $500 and one for $475, and they pay $1,000 at one time and know they'll have more invoices, it makes sense for us to enter that as 1 payment, apply it…

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

  15. Debit Memo

    Could you please add a Debit Memo/Note Module in the Invoice section. This will help to track when refunding a customer or when payment entered in an error to reverse the payment.

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

  16. Allow users to handle the data and transactions for assigned vendors only.

    not only "Allow users to handle the data and transactions for assigned customers only." but also for " assigned vendors only‘.
    This is very important because some purchase, especially the supplier and the purchasing price is not open for user, it's the secret.

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

  17. triggers

    A/B or IF/AND/THEN Triggers

    We currently have Books connected through Zapier to Ship Station. The current trigger is set so that when an Invoice in Books is marked as PAID, then the Invoice/Order information is sent via Zapier to Ship Station. But we don't to send every single Invoice/Order to Ship Station...since not every Invoice is for an item(s) that needs to ship out.

    What we want to see is the following for a trigger option:
    IF Invoice is marked as PAID,
    AND Invoice custom field PRODUCT TYPE = PHYSICAL PRODUCT,
    THEN trigger Zapier to send information to Ship Station.

    …

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

  18. Create ability to set tax at vendor level so purchase orders template can be assigned with correct default tax.

    Our situation: Purchases from vendors in our country are taxed at one rate, while other countries are taxed at a different rate. It's too easy to create a purchase order with the incorrect tax rate on it, and it's extra work to have to select it for each item, when the whole purchase is taxed as the same rate.

    Idea: 1. In Contacts / Other Details, add field for Default Tax Rate (dropdown of Taxes from Settings/Taxes); 2. In Purchase Order template, pre-populate tax field with the Default Tax Field (from item 1).

    22 votes
    4 comments  ·  Purchase Order  ·  Admin →
    How important is this to you?

  19. auto generate the order number in invoices + open possibilities to tairlor invoice numbering (too basic at the moment)

    We cannot tailor auto-generated numbers, prefix needs to be INV which we don't want as this needs to follow the year and month of when the invoice is sent.

    Also the Order Number does not auto generate and this is a huge mess for my team and my clients to find the right invoice as we have to manually re-key the Order Number which is a waste of time.

    Please open the auto-generating invoicing as this is too simplistic and other platforms are seem more advanced on this for the same monthly costs.

    Good day!

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

  20. general notes from field employees

    need a place where all our employees from field to write a required items in a sheet date wise and a admin can take actions on that
    Reset

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