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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.

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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6956 results found

  1. STOCK TRANSFERS

    STOCK TRANSFERS 2 OR MORE GODOWNS

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

  2. QTY WISE RATE CHANGE

    MANY TIMES - RATES OF AN ITEM DEPEND ON QTY SOLD OR PURCHASED.
    Like 1 to 1000 leaflets will cost Rs. 5 per pc
    1001 to 5000 leaflets will cost Rs. 4 per pc
    5000 to 10000 leaflets will cost Rs. 3 per pc.

    Add this feature to ZOHO. There should be a tab in settings with allows you to switch on QTY WISE RATE FOR ITEMS

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

  3. How to view data based on fiscal year? By default.

    Need future to switch to fiscal year and ability to view the data for that year. It is confusing to view all the sales orders by default.

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

  4. Add a Report "Estimates per User"

    Reports Estimates per User

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

  5. Add a payment gateway in books app to take credit card payments on pending invoices

    we keep getting duplicate sales when we take credit card payment in store which is attached to an invoice.

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

  6. retainer payment will be added to the from estimate generated invoice

    the nice retainer invoice works nicely - but if you generate the main invoice the retainer payment shows up in the page after you made the invoce instead of before in the editor. Also if you generate a retainer it should remind you that you didn't generate the main invoice..

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

  7. Format currency sign positions according to locale settings

    In many cases currency sign/code goes before the number, like $123, €321 etc. But sometimes, like in Sweden, the currency code goes after the number like 123 SEK.

    Can't find any way to change it from SEK123, which looks unprofessional.

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

  8. Delivery Note

    Please give the delivery note option (sl, No DN XXXX) before raising the invoice and delivery note reference number allow into invoice template, otherwise no point of use delivery note option as existing.

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

  9. Give Books the option to charge back billing or past due invoices in bulk.

    From a collections standpoint it would be much more efficient if there was a way to take care of past due invoices in one charge instead of having to charge each invoice separately. Currently there is not an option to "catch up" an overdue account with one credit card charge. You have to charge for each invoice individually. This is time consuming as you are not allowed to charge the card only once every hour.

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

  10. Travel Agency

    Every Business has different needs E.g a We are a Travel Agency Hotel Supplier as well as seller, We Buy Hotel Rooms from Different vendor and Sales to another travel agency.
    We require the Guest Name, Hotel name, Room Type, Meal Plan, Period from and to date, and cost pernight and sub total cost in last column sometime customer purchases 2 three hotel rooms of different period of diferent location. all this information on the Invoice which will be treated as Tentative Voucher. Hence Instead of Invoice we Name it is Voucher.
    After Payment is Made by Customer before the…

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

  11. PayUMoney

    PayUMoney is a fairly use payment gateway since, there are no setup costs. I would like to request an integration with PayUMoney Payment Gatweay so that my customers would have a way to pay via., the gateway.

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

  12. Exportar Lista de pecios

    Que podamos exportal la lista de precios a un PDF con logo de la empresa para enviar a los clientes y por otra parte, que el cliente pueda verla desde su portal

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

  13. Unlimited Ship to Addresses or a 1 Account -> Unlimited Contacts Relationship

    Unlimited Ship to Addresses or a 1 Account -> Unlimited Contacts Relationship

    6 votes
    1 comment  ·  Customers  ·  Admin →
    How important is this to you?

  14. German market / Add german Banks to Banking-Module

    The banking module for german companies is useless.
    Please add german Banks to the Banking-Module.

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

  15. what is your transaction security e.g.public key

    public -private key encrypt decrypt

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

  16. challan for consignment sale

    Ability to create challans for consignment sale and show the inventory in your partner's account. Once sale is done by them then ability to make invoices and book sales

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

  17. Show effect of Account Receivable/Accounts Payable through Manual Journal on Dashboard

    Currently if we record AR or AP through Manual Journal Entry. The effect of the entry is not reflected on Dashboard. Please add this feature.

    29 votes
    1 comment  ·  Manual Journals  ·  Admin →
    How important is this to you?

  18. Pouvoir gérer les pourcentages positifs (Ex. +5%)

    En suisse les avocats doivent envoyer des notes de frais au Tribunal avec les honoraires du Timesheet +5%.

    Actuellement dans Zoho, on peut gérer (+) 100 , (-) 100, (-) 5% mais pas (+) 5%.

    Il est indispensable de pouvoir créer des (+) x% dans les sous-totaux avant ou après la TAX.

    Merci d'avance.

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

  19. Please can you create a way to separate customers into SUPPLIERS and CLIENTS?

    Some we sell to and some we buy from....obviously this should be split in Customers list. Right?

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

  20. annual account

    Can we have a report button that shows all the three financials on one page - The Income statement, cash flow and balance sheet.

    It would really be nice for managerial reporting purpose.

    Thank you

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