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Zoho Books

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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  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com


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6553 results found

  1. online quote link where client can adjust the quantity and delete items they don't need

    When sending estimates. it would be great there is an online version where client can adjust the quantity and delete items they don't need and e-sign the quote.

    2 votes
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  2. connect auto-invoice numbering with Year.

    Invoice-numbers contain most of the time the present year, for example 2017001.
    make the auto-invoice numbering of Zoho intelligent enough to adapt the numbering automatically, so the numbering in a new year starts all over like the year before.
    so in 2017 the numbering starts automatically with 2017001.
    Now the numbering continues

    7 votes
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    2 comments  ·  Invoices  ·  Admin →
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  3. All the tasks defined for project should be available during INVOICE preparation

    My business involves only fixed cost projects therefore there will not be any LOG Entry. In this case I will appreciate if you provide fields for all tasks defined for the project while creating Invoice, which will definitely help.

    3 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  4. Have a snapshot feature

    I would recommend that you have a feature so that the entire organization incl current data can be snapshot into a dummy organization. That way users can test changes like taxes etc in the test system before applying them to production. Currently the feature of clone settings is limited in terms of data copy.

    3 votes
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    1 comment  ·  Admin →
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  5. Cross exchange rate, please!

    I'm using Zoho Books in Serbia with EUR as the main currency. But the exchange rate for example 1 RSD = 0.008113 EUR is very unuseful because I need to setup an accurate end value in RSD. In this case usually we use cross-rate, for example 1 EUR = 123.0023 RSD.

    8 votes
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    1 comment  ·  Transactions  ·  Admin →
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  6. New credit card gateway with zoho books, invoice.. BIG MONEY SAVINGS TO GET THIS IN

    the software is known as 911 or creditline, you can pick your own processor it works with all of them. There is a one time license fee. there are no batching fees or transaction fees added like others. they also have an online gateway cloud9. You are not locked into any one processor, you can pick who you want to use based on the rates they are offering.They will work with ZOHO all integration from there end is free. This would be a great win for the ZOHO clients to pick the processor they want with out fees being add…

    3 votes
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    1 comment  ·  Online Payments  ·  Admin →
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  7. Integrate personalized fields form Zoho CRM

    Need to sync personalized fields from CRM with Books so I don't have to type the same field twice.

    19 votes
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    0 comments  ·  Zoho Integrations  ·  Admin →
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  8. alert x days in advance of the next invoice date

    recurring invoice: I would like an e-mail to alert x days in advance of the next invoice date

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  9. search by last name

    When I enter the last name of a client when searching by customer name on the create an invoice page, no results come up. It would be helpful to be able to search by last name in addition to first name.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  10. when Zoho will provide with Turkish language of Zoho Books?

    i am just wondering when Zoho team will provide with Turkish version of Zoho Books??

    25 votes
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  11. Ability to attach files from invoice to payments

    Currently we can attach files to invoices, receipts separately. Kindly add a feature that lets you attach files from within invoices to receipts and vice versa.

    For Eg: If we add a attachment to invoice. It must be made available even while recording payments.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  12. to allow me to send my customer, their outstanding statement with net customer balance payable to all my customer in one shot

    hello

    currently i am not able see any option to send outstanding overdue invoices statement with customer balance receivable to us to my particular customer, manually. ( if i can send the same to each multiple customer in one shot then it would be awesome ).

    if it happens then i would be relax and i can send notification of all my outstanding receivables to each of my client in one shot and it can happened in just 2 minutes. my whole day work finished in just 2 minutes.

    awaiting for the feedback.

    jatin

    to allow me to send my…

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  13. Increase API integration capability

    Hello Zoho,

    It would be great if I could integrate my Zoho Books accounting system to issue oficial XML invoices that are generated through the government site www.sat.gob.mx

    The idea is to increase the API integration capability to be able to configure my own integrations to other applications.

    9 votes
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    2 comments  ·  Third Party Integrations  ·  Admin →
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  14. Agregar Nit de la empresa a la factura

    in colombia the NIT number need to be showed in invoice.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  15. Matched transactions

    In addition to viewing recognized transaction, I would like to see a list of transactions that have a match.

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  16. display order of custom fields 

    Would like to be able to change the display order on all PDFs with custom fields. This includes Estimates, Sales Orders, Invoices, Payments Received, Credit Notes, Expense, Bills, Payments Made and Purchase Orders. Please work on the Invoice first because that is what my customers see.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  17. Under Invoices/Custom Views add ability to use "contains" in a search

    I would like to be able to search for a group of customers with a similar name. For example: pull all "ABC" locations with over due bills.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  18. Provide an audit trial option for ZOHO Books

    Provide an audit trial option for ZOHO Books

    8 votes
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    1 comment  ·  Inventory  ·  Admin →
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  19. I don't see a search feature on the online help pages.

    1 vote
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  20. be able to catagorize inventory items

    Be able to catagorize inventory items. Like example all bolts under "Hardware" All hose clamps under "Clamps" ect.

    1 vote
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    0 comments  ·  Items  ·  Admin →
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