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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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6968 results found

  1. Specific Industry Related Tools and Template

    Hi Folks, I would like to have specific industry based tools and templates (accounting and project assignment tools also) such as CA Dashboard or CA Automation specific to CA Community.

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

  2. we were exploring the software, and what we're looking for specifically is how to convert the item details in estimates into a list of tasks

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

  3. Add SEPA and SOFORT payment gateway to Stripe

    Hello,

    right now only the credit card is possible via the Zoho Books Stripe gateway. It will be very helpful to offer also SEPA and SOFORT in the future.

    So i hope a lot of people like the idea to vote this forward.

    Thank you very much.
    Best Regards, Markus

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

  4. I feel list of invoices should have a sum total of all the listed invoice values as this is required to know the total value listed invoices

    I feel list of invoices should have a sum total of all the listed invoice values as this is required to know the total value listed invoices

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

  5. Ability to assign one/multiple product categories to Item and filter for same while searching for products

    Ability to assign one/multiple product categories to Item and then ability to filter items by category while adding line item to order/invoice. This filter should be available both in web and phone apps.

    This way those users can locate product items faster who have huge product list. Also user will see a short list of products if they are looking for specific category product only.

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

  6. Add User & Roles custom field placeholders for webhooks

    Under the current available placeholders for new webhooks, can we add custom fields under "User & roles" category for inclusion too?

    Thank you.

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

  7. re formate your invoice templete excell to fit into a4 paper.

    re formate your invoice templete excell to fit into a4 paper. let all invoice remain of a4 standard size printout, like tally bill
    all taxes to be tabled and shown at proper place
    not one below the other ,

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

  8. Change ICICI Corporate Banking Login interface

    Change ICICI Corporate Banking Login interface
    ICICI has changed the login interface and your zohobooks is showing old interface that's why we are unable to login into the bank account.

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

  9. would like excel template in bill section. discount column in received bills column

    there is no excel template option in bill section. also what should I do when i received a bill for multiple discounted items. there is also no option for discount in bill section

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

  10. Mobile timer: allow me to enter notes and save to close

    In the timer screen where you can stop and start... the only thing missing that would really make life easier is something to signal the end of the journey, especially the notes field, I understand that we need to select the project and task first (though I wish there was a way you can start a random timer and choose the artifacts at the end of the journey), but to enter notes at the beginning or after you stop and go back to timesheet screen, is a bit of a long trip. If there were at least the notes field…

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

  11. Convert estimate to recurring invoice

    Have ability to mark an estimate as accepted and convert it to a recurring invoice instead of a regular invoice

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

  12. pl make easy to understand indian coustomer for gst

    in India there is lotof confusion for GST no one can understand easly for gst

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

  13. Automation of Customer payment

    I want to add "Automated Transaction Rules" that include "customer payment" option
    The options in the "new rule" form under "Record As" dont include "customer Payment" but when i categorize transactions manually i can add under "customer payment". Why cant i create a rule to automate that?
    Currently the only way to add a "customer" field is through "other deposit" or "sales without invoice" neither of which seem to enable me to allocate those payments to existing invoices. Only if i do it manually can i allocate a "customer payment"

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

  14. There is no way I can connect my standard chartered corporate banking account to get transaction feeds

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

  15. Sales Report with Date, Invoice, Customer, Item, Qty, UP, Sales & Margin

    A details sales report reflecting Inv No, Date, Customer name, Item details, Qty, Cost Unit price, Cost total, Selling Unit price, Selling Total price and Margin with sales person name. If this report is available all kind of sales analysis is possible and helps companies to make different kind of sale reports

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

  16. Allow us to see salesperson report in Zoho Books Mobile

    Allow us to see salesperson report in Zoho Books Mobile

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

  17. Make custom fields in Purchases/Bills available in Purchases/ Vendor Credits

    We have a custom field against purchse invoices, if a supplier sends a credit note against an invoice there's no corresponding custom field

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

  18. Statement of Account sent to customer to show in reverse sign

    Can we have option for Statement of Accounts to show figures on the reverse sign? Since Statement of Account is meant to for the customer to know what he/she owes and what is creditable to them, it makes sense to reflect the figures in reverse sign. The currenct Customer Statement is in the context of the sending company rather then on the context of the reading customer.

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

  19. Packing List for Export Invoice and related Docs Like SDF Forms and Other Declaration forms to be Automated should be given as templet

    Packing List for Export Invoice and related Docs Like SDF Forms and Other Declaration forms to be Automated should be given as templet and it should be generated along with invoice automatically as set of documents.

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

  20. Required Monthly Invoice Report With GST and HSN Code for Manual GSTR Filing

    Hi,

    It'll be very use if we get Monthly Invoice Report With GST and HSN Code for Manual GSTR Filing.

    13 votes
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?
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