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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. Reporting Tags in More Reports

    Right now I can only run a report using the tags only under the Business Overview - it would be nice to have it under the various Reports, such as Sales by Customer, Sales by Item etc.

    26 votes
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    1 comment  ·  Customers  ·  Admin →
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  2. Investment in shares and Investment in MF

    Hi,

    Investment segment is missing .

    For Investment in share and MF required Accounting Like Stock.

    Please consider this feature in Zoho Books

    24 votes
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    1 comment  ·  Accountant  ·  Admin →
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  3. VAT Exempt Customers

    It should not be possible to charge VAT to a VAT exempt customer

    2 votes
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    0 comments  ·  Admin →
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  4. REQUIRED SYSTEM FOR MANUFACTURING PROCESS

    7 votes
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    0 comments  ·  Admin →
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  5. I have to Make Custom Template Pls Help me

    Make Custom Template Pls Help me

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  6. In Manitoba Canada we expense the PST portion to the same account as the original expense not to a separate tax expense account.

    I would like the MB PST to go to the original expense account as opposed to a separate tax expense account as it is now at year end I have to go back to that account and move everything to the appropriate expense for year end purposes. very time consuming

    4 votes
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    1 comment  ·  Expenses & Bills  ·  Admin →
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  7. Item PDF attachment & Order Revision Freeze

    Greetings,

    I would like to add a .pdf or .dxf/.dwg attachemnt to specific items
    This would contain the 2D drawings for this item or the dxf aka 2D flat layout for laser cuttings for example.

    And a way to freeze the item if it's undergoing a 3D/2D model update/change, so it cannot be ordered while it's being altered.

    This would be handy for ordering repeating custom parts without our engineering having to send the files afterwords in a seperate mail on each purchase order.

    8 votes
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    3 comments  ·  Items  ·  Admin →
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  8. Short videos of how to use each module, with explanation about each word meaning

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  9. hi

    SO shall be having facility to allocate qty so that that qty becomes reserve and untill unallocated shall not be available for other so

    8 votes
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    1 comment  ·  Inventory  ·  Admin →
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  10. There should be an option to generate invoice from delivery note or generate delivery note from invoice. fully / partially

    There should be an option to generate invoice from delivery note or generate delivery note from invoice. fully / partially
    when we select any specific customer it should show the tag for pending delivery notes and invoices requires action

    3 votes
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    1 comment  ·  Invoices  ·  Admin →
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  11. Picture of Client

    Re:[## 16795043 ##] Good Morning. With reference to my last discussion with ZOHO Sales IQ Team. I requested for option of Customer Profile Picture. As we are dealing in real estate sector in which customers requires their picture on their statements. Waiting for you...

    1 vote
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    0 comments  ·  Admin →
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  12. 'Create Invoice from Attachment' button - Office365 integration

    We are an Office365 organisation. Every time a vendor sends an invoice, the invoice is attached to an email. Instead of having to open the email, save attachment to desktop, rename it, then go into zoho books, create invoice, then upload the invoice...imagine if we could simply (in outlook) right click on an attachment in email, and have a zoho option such as "Create invoice with attachment" which would open a new browser window with a 'rename' input text box option, automatically create a new zoho invoice with the attachment already uploaded. this would significantly reduce workflow and admin time…

    1 vote
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  13. Bill.com

    Add integration with bill.com

    11 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  14. Pre-reconcilation box in transaction register

    add ability to check mark or a status box (clear or reconciled) in transactions in the register as a way to pre-reconcile transactions like QuickBooks

    3 votes
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    0 comments  ·  Banking  ·  Admin →
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  15. Make it possible to save a PO as a template to facilitate the repeat ordering of a list of parts.

    Make it possible to save a PO as a template to facilitate the repeat ordering of a list of parts.

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  16. Can we turn on the "pay by ACH" option for everyone, versus just 1 by 1?

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  17. Please add the feature for disabling and enabling SKU separately for Purchases order and Invoices. few prefer not to have it in invoices.

    Please add the feature for disabling and enabling SKU number separately for Purchases orders and Invoices. We prefer not to show sku in the invoices.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  18. Integration of M-Pesa with Zoho Books

    Integrating M-Pesa mobile banking with Zoho Books

    125 votes
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    20 comments  ·  Payments  ·  Admin →
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  19. Charge customer with card on file in mobile app

    It would be beneficial to be able to charge the customer for an invoice using a card on file in the Android/iPhone application just like we can in the web interface.

    5 votes
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    0 comments  ·  Payments  ·  Admin →
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  20. adding a page numbering code to the Customize Layout example for invoice templates

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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