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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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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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6967 results found

  1. Sales forecast

    Add a module that considers historic sales data and using a seasonal algorythm calculates a forecast for future sales. Excel has this as an example ofnthe logic.

    thanks

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

  2. ZOHO Books for Transport Company !!!!

    Hi Team,
    I have one transport company, that billing and management of trailer are different from normal sale and purchase billing. we also need to track trailer expense. keep track of tolls, traffic challan etc.

    That will help for all transport company's are still using excel for manage business entry.

    If u make this type of model in ZOHO books or make another model for transport companies that will open new business model for you.

    Let me know if u consider this request.

    Thanks and Regards,
    Arun Kumar
    kumar.arun@outlook.com

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

  3. genius and computax Aretha easy tool to communicate. if uneducated people want to use this zoho books. how they interact with this books! e

    Easy contact with all languages. In India with your customer to get to know this app and books

    0 votes
    0 comments  ·  Admin →
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  4. Add Total count to custom search results.

    As a user I want to be able quickly count results when I performed Advanced search.
    Standard list has total count – https://www.dropbox.com/s/15sur7tpep7c41e/Screen%20Shot%202017-09-01%20at%202.56.21%20PM.png?dl=0
    Advanced search doesn't – https://www.dropbox.com/s/b2hpo7lomq05tcf/Screen%20Shot%202017-09-01%20at%202.56.15%20PM.png?dl=0

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

  5. Sale - Purchase summery

    We need Sale and Purchase summery, which we can get in tally.
    Which contains
    1.Bill Number
    2. Date
    3. Party name
    4. State
    5. Amount without tax
    6. Tax ammount
    7. Total ammount with tax
    Same for Purchace too ..
    Please help as soon as possible , we dont know how to get these report.
             

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

  6. Please add a feature by which multiple delivery challan can consolidate in one invoice.

    In many industries party sale goods to customer on delivery challan basis because some times delivery goes to them multiple times in a Day so it is not possible to raise invoice for every delivery challan. So I think it would be great if you add a feature by which multiple challan can consolidate in one single invoice.

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

  7. 9134056206

    Adhar link

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

  8. There needs to be a way to see which Undeposited funds have not yet been processed

    There needs to be a way to see which undeposited funds are not yet processed by bank. There is not easy way to see what is currently in undeposited funds. We only can see ALL of the transactions. Quickbooks allows matching of these funds when feeds from bank come through and then they are removed from the undeposited funds list.

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

  9. Fascility to create categories and categorise Items

    Facility to create categories and categorize Items

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

  10. Punjab National Bank Corporate Internet Banking Login

    add this link for corporate internet banking

    https://internetbanking.netpnb.com/corp/AuthenticationController?FORMSGROUP_ID__=AuthenticationFG&__START_TRAN_FLAG__=Y&__FG_BUTTONS__=LOAD&ACTION.LOAD=Y&AuthenticationFG.LOGIN_FLAG=1&BANK_ID=024

    20 votes
    3 comments  ·  Banking  ·  Admin →
    How important is this to you?

  11. Allow of early payment discount processing in bill payments

    There should be a way to process a bill payment with an early payment discount. We pay our main vendor on net 30 terms, but if we pay in net 10, we can take a 5% discount. There is no option to do this in the bill payments....I will need to create a journal entry, which is an inefficient use of time, where the software should be able to do this for me

    19 votes
    2 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  12. journal entries day to day

    day to day journal entries for services.

    for example

    transportation charges ac. dr.

        to party accont      cr.
    1 vote
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?

  13. Inventory+Order Integration with Shopify

    Shopify is a powerful front-end for our Ecommerce and Offline Point of Sales. Zoho is a powerful tool to manage the back-end operations. The existing Zoho Inventory & Shopify Integration is full of bugs. Payments and Fulfillment have to be manually entered in Shopify and Zoho even after the integration, it doesn't capture beyond the Inventory and Sales Orders details such as payment details, tax info, etc.

    4 votes
    1 comment  ·  Third Party Integrations  ·  Admin →
    How important is this to you?

  14. Soportes de pago para gastos

    Seria genial que cuando se registre un gasto se obtuviera un soporte del mismo, como un recibo de pago, y asi imprimirlo.

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

  15. Make reporting tags less tedious

    As brilliant as I find the reporting tags feature, its implementation is rather odd. Instead of being limited to associating tags for each line in an invoice or purchase bill, why not also have the option to associate the whole invoice or purchase bill with a reporting tag?

    I'm trying to use reporting tags to generate profit and loss statement per project. All I have to do is create a tag for that project and associate it with purchases and sales for that project. Unfortunately, with the current implementation that's a tedious process.

    Don't get me wrong. I can see…

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

  16. Fixed Price Project Snapshot Current Billing Period Summary

    The project summary Snapshot shows a graph with a toggle to switch between this week, this month, last month, last week.

    Below the snapshot graph is a section with Logged hours. This shows all previous hours logged and billed in a simple column.

    Please add a column (next to the column that shows total logged hours for the project) that shows the logged hours the project that corresponds to the toggle in the project snapshot.

    the above be added as it significantly improves the administration of a fixed price contract for us the user.

    I want to provide consulting services…

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

  17. Intergrate with whatsapp. PLEASE to send invoices via Whatspp

    I would like to be able to send invoices via Whatsapp

    201 votes
    25 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  18. Customer Account statement with Item name, item Description & each Item Total

    Customer Account statement with Item name, item Description & each Item Total

    It is very useful for all business

    Kindly find PDF Sample
    https://forums.zoho.com/topic/customer-account-statement-with-item-name-item-description-each-item-total

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

  19. Tax Invoice with Transaction Statement Useful for Travel Agency

    Dear Zoho Team,

    Tax Invoice with Transaction Statement Useful for Travel Agency

    Because Commission Agent and he can not Create Air Ticket Tax Invoice..He can Create Tax Invoice only his Service charge....

    So accounting Propose....He can Create Tax Invoice Service Charge & other Service like Air Fare + Railway Fare he can create only Debit Memo or Transaction Statement

    Please add this function

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

  20. importing of bank statement is very tedious check Quickbooks option for importing which is automatic and does not require formatting

    In quickbooks the import is automatic without having to format the statement - which is a tedious job especially when the transactions exceed 100

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