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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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6971 results found

  1. 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?

  2. 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 →
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  3. 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?

  4. re-grouping heads of account

    Zoho does not allow editing of 'Account Type' - which is the grouping for reports - right after a GL account has been created. This is very restrictive and should go. I want to have the freedom to re-group the COA at will as this has no effect on transactions in the system.

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

  5. Quotation Via SMS

    Sending Quotation of items to vendor mobile number and send other offers to end customers.

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

  6. Making it easier to retrospectively add a sales person to a categorized invoice

    If you forget or miss adding the sales person to an invoice it is a pain to retrospectively add them in. (you have to uncat the payment, edit invoice, re cat payment blah blah blah) Add a button on the invoice to assign an invoice to a salesman - very easy - very simple to impletment, saves a load of rubbish tweaking to add the salesman back in.

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

  7. Cash Sales Option should be given

    Currently we have to record the Invoice any then record cash received this is Tedious job hence give cash sales option

    6 votes
    1 comment  ·  Invoices  ·  Admin →
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  8. Convert Delivery Challan to Invoice

    we supply the material on Delivery Challan and then need to convert the Delivery Challan to raised the Invoice modification should be allowed while raising the Invoice

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

  9. Automatic calculation of GST TAX rates from 4digit HSN code

    Automatic calculation of GST TAX rates from 4digit HSN code entered in the invoice or estimate or bills or purchase order.

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

  10. Hide Zoho brand label on screens

    It would be nice to be able to hide the Zoho label which is boldly shown on the top left of every screen. Even if it cost some money to hide.

    6 votes
    0 comments  ·  Admin →
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  11. Salesperson set customer level

    Wholesale businesses use a specific salesperson for each customer. Each customer's salesperson is used every order and every re-order that the customer places whether the order is placed with the salesperson themselves, by fax, placed customer service or even if it is placed with a different salesperson.

    Because of this, when creating a new customer record, we need to be able to set the salesperson in that customer record and then each time a new order or invoice for that customer is created the new order will set to the default Salesperson which was setup in the Customer record.

    This…

    0 votes
    0 comments  ·  Customers  ·  Admin →
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  12. TO ADD UNIT

    WHEN WE ADD UNIT VALUE OF A PARTICULAR ITEM SAY DOZEN OR KG BUT WANT TO SELL IN INDIVIDUAL PIECES OR IN MILI LITRES IN TERMS OF A LIQUID ITEM WHICH IS NOT POSSIBLE IN ZOHO BOOKS,I REQUEST YOU TO PLEASE MAKE UNIT COLUMN EITHER AUTOMATIC,FOR EXAMPLE IT SHOULD KNOW HOW MUCH PIECES A DOZ CONTAINS ETC.,OR PROGRAM IT IN A WAY WHERE USER CAN DO IT.
    THANKING YOU
    VISHAL JAIN

    4 votes
    0 comments  ·  Items  ·  Admin →
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  13. want discount column in purchase bill entry

    At time of sales invoice we can see only three unpaid invoices instead of that all unpaid invoice should be display

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

  14. Aging Summary report: Make own custom intervals default

    At present ( as of 4 Aug 2017 ) the aging summary always defaults to 15 days, whereas in our company we always need it to be 30 day intervals. Make it possible to set 30 days as default, for example? Certainly it's easy enough to switch from 15 to 30 days, but annoying when we forget and run a report for 15 instead of the required 30 days.

    1 vote
    0 comments  ·  Reports  ·  Admin →
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  15. A link back to current project being timed in the bottom left counter area.

    A link back to the project being currently timed in the bottom left counter. Sometimes I will accidentally leave a timer go

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

  16. 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?

  17. 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?

  18. 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?

  19. 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?

  20. 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?
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