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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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6554 results found

  1. ajouter icloud pour ajouter des photos plus facilement.

    ajouter icloud pour ajouter des photos plus facilement.
    aussi dans devis ajouter photos via icloud.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  2. We are unable to track and maintain sells done on Marketplaces like Amazon and Snapdeal

    Do this needful on urgent basis else we will be unable to continue with Zoho

    7 votes
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  3. Create Recurring Invoices from Zoho Projects

    The ability to associate Zoho Projects with Recurring Invoices to be able to create recurring invoices from hours in a Zoho Project (i.e. weekly invoice for hourly work for project).

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  4. bulk payment record option required in zohobooks

    Presently record payment option is for individual invoices.
    Its very difficult for us for matching the payments can you please make it as bulk record payment

    11 votes
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    1 comment  ·  Invoices  ·  Admin →
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  5. 12 votes
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  6. extend count of data type allowed in adding custom fields

    extend count of data type allowed in adding custom fields

    25 votes
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  7. Multiple entity on the same account

    Running multiple project inside a same entity. Now we need separate cash flow for different project. Now buying different account doesnt get the syncing in place.

    Now adding different entity. you can charge the same amount. However it should get synced up with parent account. This way we can know how much money moved from parent account to the group account.

    3 votes
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  8. add safari timer extension

    There is a timer extension for chrome. It would be nice if there was one for safari, or at least a stand alone application (NOT an AIR app - those suck)

    6 votes
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  9. please add a badge on document icon showing new documents in inbox

    This is so we can remember to check there for expenses for which team members have sent receipts through email to our zoho document inbox. Otherwise, it is hard to remember to check there.

    1 vote
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  10. 21 votes
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    1 comment  ·  Customers  ·  Admin →
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  11. Carry delivery address over from SO to invoice.

    Multiple delivery addresses are a great improvement but would be even better if the alternate delivery address that is selected on the SO is carried over to the invoice created from the SO.
    As it stands Zoho is changing the delivery address to the default (billing address) when the invoice is generated which can result in the goods being sent to the wrong address.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  12. HBCI Support!

    With HBCI implementation you could support the most German Bankaccounts.

    https://de.wikipedia.org/wiki/Homebanking_Computer_Interface

    31 votes
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    0 comments  ·  Banking  ·  Admin →
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  13. allow payment arrangements

    We invoice a customer for £300 and allow them to pay this off at £10 a week. I need to be able to set up a payment plan/arrangement

    3 votes
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  14. Delivery notes and packing slips should be available on plain paper

    When we sell goods to a trade customer, we might send the goods direct to their customer, and we need to send paperwork on plain paper. There is currently no template to amend the paperwork, only option is to add or not show, but this does not include our address.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  15. Bill entry could be easier.

    When entering bills you shouldn't have to go into each item to make it billable and link it to a contact. It should be simpler. Maybe add a check box at the end of each item or a check all box. At the top you should give the option to pick the contact to link the bill to. This would streamline the entry.

    2 votes
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  16. Update price lists when invoice line item price changes

    I have associated price lists to each customer but when my prices increase, I would like to see the price list automatically be updated so that the customer will then be charged the most recent price without having to manually update the price lists daily.
    Some items are not on customers lists, but when they start to order the item, it would be great to have the last price they were charged automatically on their price list.
    If there is a workflow that anyone knows of that could enable this, I'd greatly appreciate your comments.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  17. Automated Recurring Invoice creation at the item level

    Automated Recurring Invoice creation at the product level

    There should be a way to define an item as a recurring revenue item in the item details pane in Zoho Inventory. When the item is sold, a recurring invoice should automatically be created based on the predetermined "repeat every" date.

    3 votes
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    0 comments  ·  Items  ·  Admin →
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  18. Synchronisation

    Need to be able to synchro de QTE of the stock in the CRM

    2 votes
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  19. Timesheet List Filtering

    It would be great if you could set a filter by timesheet list so you could filter a user as well. Or if you could edit the entries in the Report mode.
    The problem is, that if you see data from more users, you have to search your entries manually in the list.

    10 votes
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    1 comment  ·  Admin →
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  20. I want to design enhancements for Zoho Books using Zoho Creator

    Zoho allows developers access to the Books API. So why not make Zoho Creator a tool for developing new features? I would like to create job costing functions and reports for Books.

    1 vote
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