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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.

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. Suite para operações no Brasil: Integrações Books e GerenciaNet / Subscriptions e Pagar.Me / eNotas e Books

    No Brasil 60% das vendas on-line ocorrem via Boleto. Os gatways nativos do Books e do Subscriptions só operam cartões e com diversas limitações. Para sustentar o crescimento da Zoho no Brasil e permitir o uso da suite completa da zoho, é necessário que haja serviços que operem checkout transparente para cartões no brasil e boletos. Além disso é necessário integrar sistemas de geração de notas fiscais eletrônicas, para viabilizar as vendas on-line em grande escala.

    12 votes
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    2 comments  ·  Third Party Integrations  ·  Admin →
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  2. PayPal Plus integration

    PayPal Plus integration

    4 votes
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  3. Weekly time log: add arrows to move back and forth through the weeks. Currently

    Weekly time log: add arrows to move back and forth through the weeks. Currently you see three weeks back and when you focus on a week the forward weeks are not visible anymore. Leave 3 weeks visible and put the focus on the middle one and allow the user to move forward one week or back one week

    1 vote
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  4. allow

    We need to be able to use different types of checks. Our company has middle checks but Zoho only allows for top checks. This has created a need for our company to purchase more checks even though we just bought 6 boxes that are compatible with our old program. Most other programs allow the use of many different check formats

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  5. Create deposit invoices based on a % value of total invoice amount.

    For larger projects businesses often ask for a percentage of the total amount of a project to be paid upfront prior to the works commencing. I would like to be able to create a project invoice and then issue the deposit invoice to a customer from this, the remainder of the invoice is then due once the project has been completed and the appropriate invoice can be sent to the customer. I notice you have a number of workarounds, however this is a very common requirement of most businesses so should be incorporated into Zoho Books. You have a Retainer…

    16 votes
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    1 comment  ·  Invoices  ·  Admin →
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  6. provide an option to see journal for a particular ledger entries only

    1 vote
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    0 comments  ·  Admin →
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  7. Make it possible to turn a Vendor easily into a User for Timesheet

    In the case where a Vendor is basically an Employee/Sub-contractor, it would be very helpful to be able to convert that Vendor into a User so that I could make Timesheet entries based on that User. If that was synced to an existing Vendor, the billable timesheet hours for that User could be converted directly to a Bill for that Vendor.

    6 votes
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    0 comments  ·  Vendors  ·  Admin →
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  8. For any transaction provide the option to view the same in Journal format, by clicking on the respective sales / purchase / expense bill.

    While viewing any entry in one account, not able to see which are all the accounts effected in a particular entry of sales/ purchase/expense

    1 vote
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    0 comments  ·  Transactions  ·  Admin →
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  9. Hi I want to select the timesheet-activity status either to 100% or into a value within ["Not Started", "WIP", "Done", "Reopened", "Fixed"]

    Currently the status column depends only on time worked it seems. But Work status is a complex field based on human agility and management.
    I would ideally like to select the timesheet-activity status either to 25 -100% or into a value within ["Not Started", "WIP", "Done", "Reopened", "Fixed"]

    1 vote
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  10. Why can't we delete or post the original accounts into subaccounts? This is driving my crazy

    I want to be able to delete all accounts even the original ones that are included in the chart of accounts by default. I also want to be able to put all accounts into subaccounts. Is anyone else annoyed by this?

    2 votes
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    0 comments  ·  Items  ·  Admin →
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  11. Add an option to create an estimate (quote) from normal and recurring invoices

    Many customers require a quote so that they can generate a purchase order before they are invoiced. Please add an option to create an estimate (quote) from normal and recurring invoices.

    13 votes
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    0 comments  ·  Invoices  ·  Admin →
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  12. Add comments and change history to recurring invoices

    Please add comments to recurring invoices, it would help to be able to add notes as to why a recurring invoice was stopped or otherwise modified. It would also help to see who modified the recurring invoice on what date.

    7 votes
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    0 comments  ·  Invoices  ·  Admin →
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  13. Ledger View Options

    There must be an option to open any account and view the transactions in it. And that too one can access even if one were to be in the middle of any screen.
    I want to check a particular expense account in Trial Balance, I have no other option except to scroll down a long list and find them. Your search option on the top doesn't provide the assistance.

    I just wanted to check for service tax account. zoho not able to filter and bring it up. Takes a lot of time to do ledger review.
    I think the technical…

    2 votes
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    0 comments  ·  Admin →
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  14. Export Bank Statement

    Hello,
    Thanks for the reply, but it seems that your development team does not want to add this resource can consult the attachment.
    So I think this feature is very simple is the same that we have in all modules the option to export. Now on a bank would not be different because we need to said so that the treasury can have the best control because the would not be accounting would not know if you can understand this very simple.

    18 votes
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    1 comment  ·  Banking  ·  Admin →
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  15. Bug - Tokens Not Translating

    We have our ZoHo in English, but are sending German invoices. We have our invoice template language set to German, yet when we use %(m)% to generate the month, is generated in English, and not German.

    1 vote
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    0 comments  ·  Admin →
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  16. Time stamp printed on the invoice

    Due to anticipated change in regulation, we would like to ask you for the ability to include the exact time (hour:minute:second) when the invoice is created on the created invoice.

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  17. Reporting Tags, It would be nice to be able to select more than 1 option from each tag group

    It would be nice to be able to select more than 1 option from each tag group

    3 votes
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    0 comments  ·  Items  ·  Admin →
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  18. Download Invoices

    Download Invoices: An advanced filter for invoices (download). For example, only closed, only partialy paid, etc.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  19. Allow clients to see recurring invoices that are stored in Zoho Books, in their Client Portal.

    Allow clients to see recurring invoices that are stored in Zoho Books, in their Client Portal.

    6 votes
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    1 comment  ·  Customers  ·  Admin →
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  20. Must have ability to re-orders fields on templates versus being stuck with the order (time) each field was added.

    This applies to all Books fields within the various templates (Estimates, Sales Orders).

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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