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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.

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.

Before posting, please ensure the following:
  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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6968 results found

  1. Stripe and Bitcoin

    Integrate the possibility of paying in Bitcoin with Stripe
    https://stripe.com/bitcoin

    46 votes
    4 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  2. Bills - "Send Payment Confirmation" email button

    When you record a payment against a bill, it would be great if there was a "Send Payment Confirmation" email option.

    There is similar functionality in the invoices, when one can send a "Thank you note" so having this mirrored on the billing side would be helpful.

    0 votes
    0 comments  ·  Payments  ·  Admin →
    How important is this to you?
  3. Switching between stored/saved credit cards.

    With recurring invoices there needs to be a simplified process to switch between saved credit cards. I should be able to open the recurring invoice, go to "update card" and when multiple credit cards are available I should be able to choose/change which credit card to use.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  4. allow multiple email recipients in zoho books to be saved automatically.

    allow multiple email recipients in zoho books to be saved automatically. As it is now - you have to manually check multiple emails to receive the invoice

    1 vote
    0 comments  ·  Admin →
    How important is this to you?
  5. VAT Returns for other EC Countries - Configurable VAT Reporting

    Implement System whereby you support either by countries filing of VAT returns or a 'module' where you can configure it yourself (ie link VAT Rates to a VAT box(es).

    17 votes
    How important is this to you?
  6. Pull Exchange rate from HMRC

    Can we add an option to allow us to select the Exchange rate from HMRC? so when you click on the Exchange rate, you have options to set it manually, but also, you can then see what it is from XE and HMRC perhaps? or even just a quick button to show the rates in a window?

    3 votes
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?
  7. While we record payment, We can record withheld also. but that Advance tax record on the same day. In case of Payment of March 16 bill which

    While we record payment, We can record withheld also. but that Advance tax recorded on the same day, will be counted in the year of entry.

    In case of March 17 bill payment which paid in april 17 now with the payment receiving this advance tax entry also will be counted in 17-18. logically we should have date of advance tax so it could be recorded in year 16-17.

    2 votes
    0 comments  ·  Payments  ·  Admin →
    How important is this to you?
  8. invoice - contacts - client portal - client has the ability to upload files (PDF, JPG, etc.)

    The client portal under Invoice - Contacts is very powerful, but currently it is restricted to just viewing estimates, invoices, and payment history. We would like the portal to include client upload file privileges.

    9 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  9. Ability to work offline

    It would be amazing if the app would function offline when I am in a area without internet connection and sync when a connection comes available. I work in a remote part of the state with very scarce cell signal and absolutely zero internet. 8tmwould be helpful to be able to enter invoice information as I complete my projects and sync up when I get home in the evening.

    10 votes
    1 comment  ·  Admin →
    How important is this to you?
  10. Bank Charges field on iOS app

    When recording an invoice payment on the web version of Zoho Books, I am able to enter bank charges for a transaction, but not on Zoho Books for iPhone/iPad. That field is simply missing. I can run the web version just fine in Safari, but it’s a clunkier workflow. I would love to see that field added for the iOS app.

    3 votes
    0 comments  ·  Mobile App  ·  Admin →
    How important is this to you?
  11. Item Numbering

    After several years of use, we feel that it would be helpful to have a label option to add Item Numbers to each item.

    Users may have the option to check whether to have Item Numbering in preferences.

    3 votes
    1 comment  ·  Estimates  ·  Admin →
    How important is this to you?
  12. Group Products by Product Category in Zoho CRM - Quotes

    For the very long list of Products in CRM Quotes, it is very hard to view them. So the should be grouped by Product Category.

    2 votes
    0 comments  ·  Items  ·  Admin →
    How important is this to you?
  13. Provides us as customer with backup and restore option, even with an extra fees to pay when needed.

    Provides us as customers with the backup and restore functions, even with an extra fees to pay when needed.

    4 votes
    How important is this to you?
  14. to add DDT on

    how i can add DDT to my module?

    6 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  15. Bank of Baroda - Corporate banking link

    Can be please add Corporate banking link for my bankers Bank of Baroda. At present i could find link for Retail Banking link only. Being the company we can open corporate account only. I have provided the link as below. Pls revert at the earliest

    https://www.bobibanking.com/BankAwayCorporate/(S(i10daz55r54b45eqc05zvfus))/web/L001/retail/jsp/arcot/pages/CorporateLogin.aspx?

    Thanks in Advance

    Regards
    C Sreenivasan

    19 votes
    How important is this to you?
  16. 7 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  17. Connect Invoice<>Bill w/o Tags for Reports

    Would be great to be able to have a "Project based P&L" where we can easily find out +/- on a project based on Invoice/Bill w/o using tags. Tags are great but it takes way too much time.

    4 votes
    1 comment  ·  Reports  ·  Admin →
    How important is this to you?
  18. items sales history

    Ability to view Item history for SALES as well as PURCHASES when viewing any individual item. It's great to see the purchases history but SERIOUSLY lacking that you can't see a SALES history of various items.

    3 votes
    0 comments  ·  Items  ·  Admin →
    How important is this to you?
  19. have a stand alone mileage recording

    Mileage Recording. I am from Australia and using set rate method and claiming GST based on that. Calculation is not straightforward towards deductions and GST and there is limit per kilometres ran per year. It will be great if you are able to create something like that for Australian business or at least have a stand alone mileage recording.

    3 votes
    0 comments  ·  Admin →
    How important is this to you?
  20. Option to hide invoice from customer portal

    There should be a selection button on each invoice, that you can check the box if you want the invoice to be shown in customer portal. If not checked, it means the invoice will stay hidden until you select to check it.

    3 votes
    Not For Now  ·  0 comments  ·  Customers  ·  Admin →
    How important is this to you?
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