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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.

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

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

  3. Inserire una riga dei "totali" per le visualizzazioni personalizzate "spese" e "fatture"

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

  4. 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
    2 comments  ·  Third Party Integrations  ·  Admin →
    How important is this to you?

  5. 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
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  6. put a sub total for quantity also

    put a sub total for quantity also

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

  7. put a sub total for quantity also

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

  8. Enable contra vouchers

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

  9. Invoice Numbering Per Billing Point

    If a client has 4 different showrooms, he needs different billing sequences for each showroom

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

  10. Notes or a notes on anything so you can ask your accountant questions and attach stuff to your questions

    Notes or a notes on anything so you can ask your accountant questions and attach stuff to your questions

    Also a notes section so you can put all your questions in one place with attachments for your accountant.

    1 vote
    0 comments  ·  Admin →
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  11. Enter date as 021117 to make for faster data entry - or at least not need the 20 in 2017

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

  12. Customise the P&L

    Customise the P&L so that we can have columns for each client, or vendors on a cash or accrual basis and with percentage of revenue for each major line items on the P&L, such as major lines of revenue, COGS, GP, G&A expenses, Personnel Expenses...

    5 votes
    1 comment  ·  Reports  ·  Admin →
    How important is this to you?

  13. envelope

    It would be interesting to have the possibility to print address of contact on enveloppes #10. Let say we have our business envelope we could print contact information directly on the enveloppe to send check or invoices.

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

  14. I would like to Block the G / L account but record in a subaccounts, this to don`t have a misstakes in the type of Expense

    I would like to record a expenses ina subaacounts but not in the GL.

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

  15. Add an additional cess column , Tax of which is not calcullated on taxable value but is is levied @ flat rate .for cigar it is applicabl

    For some goods like cigars, there will be both cess & add cess.
    Cess will be charged on taxable value but add cess is charged @ flat rate, unlike other taxes.

    If you add this option it will be helpfull for dealers how are dealing with goods on which add cess is levied.

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

  16. Estimates status

    Would be nice to have the option for custom status on quotes so we can set automate emails based on the status of the quote.

    At least have one more option then just Expected or Declined.

    What we are looking for is the option for indecision making so we can send customer automated email reminders based on the status of the quote/estimate.

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

  17. Sort Invoice "Status"of Paid or Overdue

    The column that I care about most in my invoice module is the column named "Status" that indicates whether my clients have paid for the work my company has performed. Unfortunately that is the only column in the Invoice module that I cannot sort. Please make the "Status" column sortable A to Z and Z to A.

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

  18. Add item description to the inventory reports. Today only the name and the SKU code are visible.

    It is very hard to distinguish products from the same vendor using only item name and SKU for reordering purposes. Its important to have the description column added to the inventory reports so better decisions can be made at the time one reorders stock. Currenlty I need to download the item list and inventory to build a customized report using excel.

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

  19. column for Number of packages/ Bags in item detail

    column for Number of packages/ Bags in item detail table.

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

  20. Tresury options

    I suggest have a tresury module, for managment masive payments.

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