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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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6971 results found

  1. add new compact templates for gst invoice

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

  2. When Creating a Purchase bill , We want to calculate SGST and CGST both on a item rate.

    We want to calculate more than one tax category on a item . such as SGST and CGST but it does not opt to select more than one tax category.

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

  3. Adding "Notes" Column at Banking Transaction List

    Generally I used to write the Serial number of account (From the Printed copy of Predefined list of accounts with the serial numbers ) or a small notes to each row of printed Bank Statement, Then our accountant will enter the transaction to Particular account according to the given number or narration or Instruction. With this I need not put much time to categorise and entering the transactions. It will save the time of Business Owner. Could you please add a "notes" Column with live update facility(Azax) by which we can give instructions/Suggestion to our accountant.

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

  4. Automation- Workflows: Trigger workflow based on specified field being blank

    Need ability to trigger a workflow based on specified field being blank.

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

  5. process multiple payments on banking without having to add individual transactions

    rocess multiple payments on banking without having to add individual transactions

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

  6. Make pre-existing fields Mandatory

    There needs to be a way to make pre-existing fields mandatory. Zoho has provided this option for custom fields, but still needs to provide the option to make pre-existing non-custom fields mandatory as well.

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

  7. Reminders for estimates Accepted

    It would be great to send customers Automatic reminders (as with Invoices) for accepted estimates. We use the estimates as bookings for courses/services, so it would be handy to send the customer a reminder of the booking prior. It may need a date adding for the booking service date?

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

  8. Add custom fields in invoice/quote/purchase order templates in Books

    Allow custom fields and customisation of invoices so we can use fields in invoice such as units supplied (eg. some items are sold LM some as sold as roll) Also, might want to change the layout of columns around but cant do at the moment.

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

  9. Taxable Amount label in Sub total section

    As per the GST TAX INVOICE format released by the Govt of India, the invoice must have a TAXABLE AMOUNT label in the sub total section. This section is missing in the GST invoice format which is there in ZOHO books. Request you to please make it available for all the invoice formats.

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

  10. for banking transactions

    Banking transactions option to view/search from/within date range

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

  11. Cashbook report that shows the full details of transctions, including descriptions, for a specified period

    Cashbook report that shows the full details of transactions, including descriptions, for a specified period

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

  12. In Invoice print,Invoice Amount in words needs to be included.

    Invoice Amount in words needs to be included. Line spacing also need to be reduced.Blank Lines may be deleted from Invoice Figures - total taxes etc.

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

  13. INVOICE

    TRANSPOR DETAILS OPTION NOT SHOWING IN INVOICE?
    WHAT TO DO FOR SAME.
    ALSO STATE AND STATE CODE NOT PLACE

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

  14. Allow the "Your Top Expenses" pie chart to be removed from the Dashboard

    If a company has a payroll that it's posting into Zoho Books through Manual Journals, which is the only way to do it, then the combined gross payroll and labor burden is most likely a large expense.

    However, the "Your Top Expenses" pie chart won't recognize an expense unless it is entered through the Banking module. In that case, the pie chart is both annoying and deceptive because it won't display the payroll expenses.

    First and foremost, this is completely unacceptable in terms of being part of an accounting software, and further displays an incredible lack of insight on somebody's…

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

  15. Print Chart of Accounts Report

    It would be nice to be able to print out the chart of accounts in a report format. I'm not talking about the ability to export it to Excel, where it needs to be formatted each time. Adding or modifying accounts in the CoA is very common and we need an easy way to print out a fresh copy. Also, many people use a printed copy of the CoA to write account codes on source documents or to quickly find accounts when posting entries.

    I have worked in the accounting field for almost 3 decades and every other software I…

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

  16. CC On Contacts for Sending Multiple Invoices

    At the current time, there is no way to automatically send multiple copies of digital invoices to a customer. However, I have customers asking me to send more than one copy of each invoice to their organization. So I have to remember to select an additional contact person whenever I'm sending out invoices.

    Please add a new field (call it CC or something similar) to the Contact Persons screen that, when selected, will tell the system to send an invoice to the primary contact AND to each secondary contact that has the CC field selected.

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

  17. On invoice put 'Ship to' in the same line of 'Bill to' as it gives more space for items and invoice can come in single A4

    to much space is wasted on a sheet.

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

  18. invoicing

    Currently if a field technician has the ability to create an invoice they also have the ability to see every invoice created by all Field technicians. Basically the financial breakdown of the companies gross Income from day one. I need my field technicians to create invoices and take payments from clients but not Have access to previous invoices. There should be a restrictions section for this.

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

  19. Sales Order to Purchase Order

    Hi,

    if there was an option in sales order to segregate the items as per the Supplier will be very useful. Ex :Sales Order with 25 line items to 3 Suppliers, 9 Item to Supplier 'A', 11 Item to Supplier 'B' and 5 Item to Supplier 'C', apart from it If Purchase Order releases dates are different date as per the customer schedule. There might be a confusion for the person to see which item has to be released on whom and if he is new joinee, it will be more kiosk about suppliers and there will be duplication/confusion. I…

    1 vote
    1 comment  ·  Purchase Order  ·  Admin →
    How important is this to you?

  20. same Item name with multiple description / batch no.

    possibility of same item name with different batch no. and different packing size

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