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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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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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6968 results found

  1. Put totals at the bottom of the invoices pages

    It would be the easies thing to add a TOTAL at the bottom of the Draft, Unpaid, Overdue etc page on Zoho Books. Literally will take 10 min to program that. It seems like a basic concept yet why isn't it implemented? (NO I don't want to run a report every single time, or calculate by hand).

    http://i.imgur.com/ZdXPtMh.jpg

    3 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  2. 7 votes
    0 comments  ·  Invoices  ·  Admin →
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  3. Plugin for woo commerce

    We have a web store selling hand embroidered garments. You may check www.vandastore.in. Currently woo commerce generates invoices and packing slips using third party plugin.
    What I wish that if ur software can be integrated via some plugin which can generate invoices as per gst law and fetch its data to ur main software for further accounting process, it we'd be grt.
    If you people develop this plugin, I m sure, u would get a score of clients like me who are doing small online business.

    1 vote
    How important is this to you?
  4. ADD MORE CUSTOM ADJUSTMENT FIELD and CUSTOM ORDER OF THE SAME

    We want to buy this software for long term but will not be able to raise a single invoice due to following reasons:
    1. There are multiple bill sundry in our invoices. Like Inspection charges, Forwarding charges (Different from shipping charges), Freight (already there but in lum sum value, need per pcs per item).
    Also the order of all fields should be customizable. Also Discount can be on 1 item in invoice.
    2. Balance sheet/P&L are only provided in vertical format. Not the indian way of horizontal view which we are used to. Assets and liabilities side by side.

    problem…

    1 vote
    0 comments  ·  Invoices  ·  Admin →
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  5. An Invoice can be composed of the item and value from different Estimate

    In Zoho Books, One Estimate can be directly converted into One Invoice, which means it be confirmed as <Sales Income> in P/L
    But in practically, we might meet with a situation as below
    Example:
    Buyer: ABC Company
    Estimate 001: U.S.D 20
    Estimate 002: U.S.D 80
    Estimate 001 and Estimate 002 will ex-factory on same day and go same destination, ABC Company require us issue an INVOICE U.S.D 100 which convert Estimate 001 and 002 into same Invoice.
    Currently Zoho Books not allow this combination.
    What we do to cover this problem is we go Invoice and set up a new…

    1 vote
    0 comments  ·  Invoices  ·  Admin →
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  6. Other language ??

    You have now a special edition for the canadian market. Have you thought about the 8 million Canadians who speak and work in French? When you'l be ready, we will?

    1 vote
    0 comments  ·  Admin →
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  7. auto pre-GST base rate calculate and no CGST/SGST breakup needed

    can u add feature to auto calculate base rate if final price is given and option like inclusive / exclusive of tax is chosen ( like in quick books)

    also another very useful feature is that it automatically selects CGST/SGST or IGST based on base place & supply place .. and in case it is intra-state, i just need to choose 'GST' rather that CGST/SGST and the app auto breaks up tax into 2 halves..
    this is really very convenient for the workflow

    3 votes
    0 comments  ·  Invoices  ·  Admin →
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  8. Master UNIT

    One thing that makes zoho books complicated for many industries (like textile, wood, interior, manufacturing etc) is no option of master unit. it can be similar to composite items. zoho team please work on it. below are show examples.

    1. 1 Sheet of plywood is 2.44 X 1.22.
    2. 1 Roll of Wire is 100 Meters
    3. 1 Bundle of Plastic goods contail 80 Dozen pieces

    in this scenario No need to have complicated unit conversions. Just allow users to define what is "Unit" and What is "Master Unit" of the same.

    1 vote
    0 comments  ·  Items  ·  Admin →
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  9. 1 vote
    0 comments  ·  Invoices  ·  Admin →
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  10. Delivery Note - Total Value of Goods field needed

    Delivery Note must have a 'Total Value of Goods' field (value fetched from Invoice Total Value) as its a requirement in GST norms. This is for Standard India GST Template invoice

    1 vote
    0 comments  ·  Invoices  ·  Admin →
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  11. Expenses/Money IN and OUT/ Manual Journal Entry Printout Option

    I would like to request zoho to create option for the printout of
    1. Expense recorded
    2. Manual journal entry
    3. Money In and Out

    for avoiding making manual vouchers it will save the time of clients who are using zoho books.

    As it is very dificut to make an entry in zoho books after that making a manual voucher to take sign of person who is making deposit money to company or taking money from company.

    9 votes
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  12. Types of purchase order

    In the purchase order, is there is any option for the P.O received from the client, i am basically trader cum manufacture. where i use to get the purchase order from client, and i use to give purchase to my vendor, how i will differentiate this two purchase order.

    3 votes
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  13. 1 vote
    0 comments  ·  Invoices  ·  Admin →
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  14. Import and Export from Tally

    If Zoho Books has to get accepatibility in Indian Market. You need to provide easy Export / Import option from Tally. Otherwise you can just forget it as 90% of the CAs use Tally in India

    23 votes
    How important is this to you?
  15. FREIGHT LETTER

    In our business we have to give a freight letter to the vehicle driver in which driver name, owner name, description of goods, quantitative details of goods , rate of freight, advance freight & to pay freight is mentioned. On the basis of this freight letter he gets his balance freight after reaching destination.

    1 vote
    0 comments  ·  Expenses & Bills  ·  Admin →
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  16. Associate a project with a tag

    Currently, we can add a tag to a costumer. But what if all the departements are invoicing the same costumer? We need to add a tag to a project, but we can't. Currently, I need to change the tag each time I create an invoice.

    3 votes
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  17. 15 votes
    1 comment  ·  Invoices  ·  Admin →
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  18. Integrate Zoho Inventory with mail server like Outlook or Gmail

    Hi, thought I'd already suggested this but can't find it in my suggestions. The facility to send estimates, acknowledgement, purchase orders etc through Zoho is great BUT we use MS Outlook (Office 365) as our mail server so currently when we send an estimate or other document we have to create it in Zoho Books, produce a PDF and send it as an attachment in Outlook. This creates a whole load of unnecessary work. Would be better if we could "point Zoho" at our Outlook and then we have once place to search for sent documents. Also, some of our…

    3 votes
    2 comments  ·  Inventory  ·  Admin →
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  19. Add a tab Alias for Every name and item that we create , this will very helpfull

    Dear team,
    please add an tab name alias for item name and customer name, that will be helpfull to find the item by it,s code and alias

    5 votes
    0 comments  ·  Inventory  ·  Admin →
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  20. How Does a Payroll Debit Card Work?

    How Does a Payroll Debit Card Work?

    1 vote
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