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

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6956 results found

  1. 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?

  2. 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?

  3. 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?

  4. 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?

  5. 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?

  6. 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?

  7. 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?

  8. 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?

  9. 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?

  10. For a petty cash account, make "cash" the default for "Received Via".

    title says it all.

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

  11. Would like to see if we can have .exe to use this software. There arfe network issues which no one can help with.

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

  12. Please add Travel Expense features with the user login portal

    Please add Travel Expense features with the user login portal

    4 votes
    0 comments  ·  Third Party Integrations  ·  Admin →
    How important is this to you?

  13. Wildcard Item Search In Invoice/Bill

    Seach Any Word in betwwen Item Name In Invoice/Bill.
    See Below Image For more Clarification
    http://prntscr.com/gcvo5x
    http://prntscr.com/gcvoc2

    6 votes
    2 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  14. Signature Positioning Option

    in invoices, some times text and signature get split into 2 pages, if we get an option of adjusting the signature position. it will help a lot of people

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

  15. Graphical Representation of Reports

    I suggest implementations of graphical reports for decision makers.

    Kindly look into this or refer me to any that may be available on ZOHO.

    Thank you.

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

  16. Integrate with Payliance as a Payment Processor for ACH

    Payliance is partnered with Authorize.net, but not integrated into their gateway yet. Getting an integration into Zoho would be great for those Authorize.net customers that will use Payliance.

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

  17. Provide an option to exclude list by customer

    As a user I want to be able exclude items based on customer name criteria to be able see list of items without items for particle customer - https://www.dropbox.com/s/7nx2umiiq8rducb/2017-08-23_18-41-38.png?dl=0

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

  18. Payment Gateway - South Africa

    http://instanteft.i-pay.co.za

    Please add them for South African users to use.

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

  19. Ability to export data to CSV per Invoice

    As a user I want to be able export single Invoice into CSV or XLS format to be able import Invoice data in any other system that I am using.

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

  20. Invoice

    In my existing software, I use to add reimbursement of expense (as a pure agent) as separate line item with out charging Tax in my invoice.

    This is not permitted in Zoho

    In Zoho, I am advised to issue bill of supply with out charging GST.

    As per Section 31(3)(c) of CGST act
    (c) a registered person supplying exempted goods or services or both or paying
    tax under the provisions of section 10 shall issue, instead of a tax invoice, a bill of
    supply containing such particulars and in such manner as may be prescribed:

    Reimbursement of expense is not…

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