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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. 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?

  2. 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?

  3. 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?

  4. 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?

  5. 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?

  6. 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?

  7. 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?

  8. 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?

  9. 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?

  10. State code

    You should also add State Code for Invoice Making

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

  11. 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?

  12. 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?

  13. 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?

  14. 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?

  15. Kindly add 3% slab of GST For India

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

  16. delivery challan & bill of supply

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

  17. Simplify the Avalara integration

    Eliminate the full service integration with Avalara (it doesn't work anyway!) and simplify it by allowing Zoho to calculate the sales taxes and utilizing Avalara's TrustFile service for filing the returns. It is simpler and much cheaper - about US$100.00 per year versus over US$1000.00!

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

  18. show CGST, SGST, IGST seperately

    i wanted to divide the taxes into cgst, sgst, igst seperately for each and every invoice and also for each and every line item entered in the invoice. Also when we export the invoices to excel the tax column should show cgst, sgst, igst seperately even if we enter the in the standard tax columns while invoicing

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

  19. give option to increase or decrease spacing between two line in table section

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

  20. proceesing and printing of delivery note and integrating with invoice preparation

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