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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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  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  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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6555 results found

  1. Import and Export from Tally

    If Zoho Books has to get accepatibility in Indian Market. You need to provide easy Export / Import option from Tally. Otherwise you can just forget it as 90% of the CAs use Tally in India

    23 votes
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    9 comments  ·  Admin →
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  2. FREIGHT LETTER

    In our business we have to give a freight letter to the vehicle driver in which driver name, owner name, description of goods, quantitative details of goods , rate of freight, advance freight & to pay freight is mentioned. On the basis of this freight letter he gets his balance freight after reaching destination.

    1 vote
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  3. Associate a project with a tag

    Currently, we can add a tag to a costumer. But what if all the departements are invoicing the same costumer? We need to add a tag to a project, but we can't. Currently, I need to change the tag each time I create an invoice.

    3 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  4. Formula for custom fields in items for an invoice

    15 votes
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    1 comment  ·  Invoices  ·  Admin →
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  5. Integrate Zoho Inventory with mail server like Outlook or Gmail

    Hi, thought I'd already suggested this but can't find it in my suggestions. The facility to send estimates, acknowledgement, purchase orders etc through Zoho is great BUT we use MS Outlook (Office 365) as our mail server so currently when we send an estimate or other document we have to create it in Zoho Books, produce a PDF and send it as an attachment in Outlook. This creates a whole load of unnecessary work. Would be better if we could "point Zoho" at our Outlook and then we have once place to search for sent documents. Also, some of our…

    3 votes
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    2 comments  ·  Inventory  ·  Admin →
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  6. Add a tab Alias for Every name and item that we create , this will very helpfull

    Dear team,
    please add an tab name alias for item name and customer name, that will be helpfull to find the item by it,s code and alias

    5 votes
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    0 comments  ·  Inventory  ·  Admin →
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  7. How Does a Payroll Debit Card Work?

    How Does a Payroll Debit Card Work?

    1 vote
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    1 comment  ·  Online Payments  ·  Admin →
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  8. Ability to associate Zoho Projects to Customer in Zoho Books.

    When Zoho Projects and Zoho Books are integrated, there is no option now to associate the Project with a customer present in Zoho Books. Hence all Invoice/ Expenses created under a particular Zoho Project cannot be associated to a customer in zoho books.

    11 votes
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    0 comments  ·  Admin →
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  9. old balance of clients, while switching the software

    Enter old balance of the customer while entering new client or switching from another software.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  10. JOB WORK FEATURE NOT IN SOFTWARE

    SINCE ITS NOT PURCHASE HOW TO FEED INWARD MATERIAL FOR JOB PROCESS AND GENERATE BILL ONCE JOB IS OVER

    16 votes
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    0 comments  ·  Inventory  ·  Admin →
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  11. Show Project Name in invoice header

    Include option in template header to show project name.

    Example.

    To: Bob's Property Management
    Re: Install light posts at 123 Elm St.

    Current template only allows for project name in item description, and sometimes shows up on second page of invoice if there are multiple line items. Client shouldn't have to study invoice to know what they are being billed for.

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  12. Don't require CVV/CVC entry when adding Credit Cards. Most Credit Card processors do not require it but ZOHO does unnecessarily.

    When entering customer Credit Cards, Zoho allows for making many fields "non required", however it forces the CVV/CVC number as required. That should be user definable. Most Credit Card processors including the one we use (Stripe) do not require this field. I see no reason Zoho should require it unless the user wants it required. In our case, it is going to cause us to have to contact over 1000 customers and ask for their CVV/CVC number.

    10 votes
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    2 comments  ·  Payments  ·  Admin →
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  13. Retainer Invoice should have all the field like in Invoice...

    Retainer Invoice should have all the field like in Invoice... because it is mirror of Invoice for payment. As per my understanding it is like PROFORMA INVOICE and if Not then a separate head for Proforma Invoice should be created for sending it for payment.

    7 votes
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    1 comment  ·  Invoices  ·  Admin →
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  14. Adding of Small Retail Bills compactable to thermal printer and Barcode Reader

    Adding of Small Retail Bills compactable to thermal printer and Barcode Reader,

    15 votes
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    0 comments  ·  Invoices  ·  Admin →
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  15. we would like to have advance receipt as an option in sales

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  16. more than one custom field

    More than one custom "Check Box" and "Dropdown" field for Items.
    Very restrictive when trying to define and manage a large inventory

    3 votes
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    0 comments  ·  Items  ·  Admin →
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  17. Vendor Code in Customer contact field with mapping with Retainer Invoice, Estimate, Sales Order & Invoice

    Most of customer gives Vendor Code to their suppliers which is Mandatory to be written on all commercial documents related to them.

    I would advise to create a field in Contact with Auto mapping with Retainer Invoice, Estimate, Sales Order, Invoice, Delivery Note, Packing Note and Account Statements.

    4 votes
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    0 comments  ·  Customers  ·  Admin →
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  18. Allow discounts at individual item level and/or at invoice level

    This applies to all item level documents (Estimates, Sales Orders, Purchase Orders, etc).
    In Settings -> Preferences -> General -> Do you give discounts? you can only select one (Radio Button) of the 3 options:
    - I don't give discounts
    - At individual item level
    - At invoice level

    I would like to suggest that a document may have BOTH item level and document level discounts.

    43 votes
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    4 comments  ·  Estimates  ·  Admin →
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  19. Invoice format suitable for India GST which includes columns for CGST, SGST & IGST.

    Under India GST, each invoice has three likely components-SGST, CGST & IGST. We need option to apply any two applicable and put third one as zero. This is urgently needed.

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  20. Zoho TimeSheet Rollover of Hours for uneven hourly Rates

    Hi,
    I was working with Sudheer S on the Zoho Timesheet uneven hours (task rates of $125hr and $165hr) for a total project cost of $1250 as displayed below. Please let me know what is the Develop Team progress and or timeline for fixing this very bad issue. This really affects my billing because I always overcharge or undercharge the client for time spent as displayed below in the two attached pictures.
    https://i1.wp.com/officeantics.net/wp-content/uploads/2017/07/Screenshot_5.png

    6 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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