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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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6956 results found

  1. while adding items in the invoice if we can see the stock while typing the product name then it would be really helpful

    in the invoice when i start typing the item name, if it shows the qty available while typing the item name,then it would be great.

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

  2. Service charges (in %) on individual item and total bill; then the GST addition

    Please add this feature asap.
    This is already present in form of Discount.

    I need exact same feature, the only changes would be instead of deduction in case of Discount, it should be addition of the amount in the total.

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

  3. retroactive recurring payments or expenses

    I setup a recurring monthly/daily/whatever expense or payment and it is only effective for dates in the future. Even if I specify a start date of the beginning of the year I still have to manually go back and create expenses for every previous expense period. One would think that the start date would actually start the expense at that date instead of only dates in the future of the date it was entered. This means it only makes sense to setup your service at the beginning of the year and not any other time without having to do a…

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

  4. There should be an option to enter transport details for goods sold out of state an dispatched through transport.

    we should be able to enter transport details while generating invoices. your invoice format should also include the consignors complete contact details (not just address) and consignor name should be highlighted a little better.

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

  5. recurring

    Invoice recurring
    Add feature "jump period of payment"

    Those who use recurring billing often find themselves in a situation where they do not have to invoice "a billing interval" for example: birthday parties, summer holidays etc.
    It would be convenient to decide to set non-billable times.

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

  6. group of contacts

    Create group of contacts in order to list them by that group. For example i have 7 forwarding companies. and i would like to list them by that group.

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

  7. Ability to affect watchlist on dashboard

    It would be cool to have the ability to show all projects with unbilled hours onto the dashboard. This would provide a way to easily get an idea of clients who have used a lot of hours in a period vs. those who have not. Plus, give a way to make sure someone isn't getting totally overextended.

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

  8. Report showing items on bills not invoiced

    There is not a report to show items on bills associated with a client/project that have not yet been billed. This means each month going through and checking all the bills from the prior month to make sure everything has been re-billed to customers. Having a report showing purchases, via bills I've entered, that are not yet billed to a customer, if there is data there for it would be helpful.

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

  9. Ability to edit time entries in Mac Zoho Books - time tracking

    The Mac desktop application allows you to either manually enter or use the timer, but once entered, there is no way to edit there.

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

  10. Add an appendix/index opyion

    Certain bills will consist of more or less 30 to 50 items in a single bill, thus while taking print it goes to more than 3 to 4 pages. This honestly is a waste of paper and is a environmental issue.

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

  11. Please consider notes option on the dashboard. personal notes or set a reminder.

    It would be great, if there is an option available on the Zoho dashboard screen where we can make notes or self alert like company license expiry date, Staff medical insurance renewal date etc.etc. It would be very easy, if all those important notes all available on the dashboard with reporting option would make life easy!!

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

  12. Discount acccount option in payments received option.

    allow an option of discount in payments received section so that the discount amount gets adjusted directly in the customer balance.

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

  13. When matching/manually entering customer part payment, I see option to Pay in full which nicely

    When matching/manually entering customer part payment, I see option to Pay in full which nicely takes full invoice value as payment received but it should also ensure that amount entered is not more than the payment received!! It gives an error later that payment entered is more than the payment recieved an then forces us to manually calculate the difference!!

    It can be much nicer if automatically enters:
    full invoice value or
    amount of payment left to be adjusted
    (whichever is more)!!

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

  14. When I have already mentioned default tax rate for an item, why doesn't it selects that tax rate when entering purchase bills.

    When I have already mentioned default tax rate for an item, why doesn't it selects that tax rate when entering purchase bills.

    Also I don't see an option to round of total in purchase bills or maybe just enter qty & total value to auto calculate item rate!! Really important to ensure exact match of value in purchase bill.

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

  15. State code

    You should also add State Code for Invoice Making

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

  16. allow for column width adjustment

    because some times column are too wide or too narrow, makes data break from line and go to next line.
    2336.00 is correct but it becomes
    2336.
    00

    13 votes
    Work In Progress  ·  1 comment  ·  Admin →
    How important is this to you?

  17. Timesheet by Third Party Pro Tools into Zoho Books (and/or Projects/CRM)

    Please add third party pro tool(s) into your product(s) Zoho Books (Projects/CRM):

    • toggl.com
    • timelyapp.com

    • timecamp.com

    • etc.

    Thank you!

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

  18. Timesheet - Zoho Books 'Extended' Zapier Integration

    Please add more triggers/actions from Zoho Books Timesheet to the Zapier Integration:

    • Creating a New Project

    • Adding Tasks for a Project

    • Logging Time for the Tasks Completed

    Thank you!

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

  19. Discount column in purchase bill after the subtotal and then GST should be calculated

    Discount to be deducted after the subtotal provided by the vendor in the purchase bill entry and then GST SHOULD BE CALCULATED

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

  20. Kindly add 3% slab of GST For India

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