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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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  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. Multiple Contact owner

    There should be multiple contact owner so that a team can work over it. Its very much required during debt recovery by a team.

    14 votes
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    0 comments  ·  Customers  ·  Admin →
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  2. Is there any way to show bank transactions that haven't been reconciled?

    Is there any way to show bank transactions that haven't been reconciled?

    6 votes
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    1 comment  ·  Banking  ·  Admin →
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  3. search for an item in the inventory report

    I would like to be able to search for an item in the inventory report. This would save having to scroll down multiple pages before finding the items u are looking for

    1 vote
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    1 comment  ·  Reports  ·  Admin →
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  4. items on sales order report

    I would like to be able to get a report on items that are on sales order.

    5 votes
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    1 comment  ·  Items  ·  Admin →
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  5. Vendor payment notification

    Why can't we have an email option after making a vendor payment to notify their accounts dept ?
    At present it's necessary to print or download pdf & then go to your email app & send from there!
    This doesn't make sense as we can email all other documents ??
    OR - am I missing something?

    17 votes
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    2 comments  ·  Admin →
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  6. Desktop Edition

    Would be great to have a Desktop Software for Zoho Books which can sync across the servers. I dont have good internet connectivity.

    7 votes
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    2 comments  ·  Third Party Integrations  ·  Admin →
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  7. Bulk Categorization of Banking Statements based on Keyword search.

    Would like to search the Banking Transactions or Manually Imported transactions with certain keywords. The list of search list to be "Bulk" added to desired Expenses or Income category. This will help us to categorize the transactions in a easier way.

    1 vote
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    0 comments  ·  Admin →
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  8. Better column filtering

    It would be very helpful to have actual column filtering instead of creating new views.

    For example, if you could click on "customer name' and then a dialogue box pops up and you can then click on which customer you would like to filter on. It would make it much quicker to find the estimate/ sales order/ invoice that we are looking for.

    Thanks!

    4 votes
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    0 comments  ·  Estimates  ·  Admin →
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  9. A Comment from one of our customers

    Just a suggestion!

    When one makes an online payment one is taken to the paypal login and then after the payment is executed there is no "return" to the portal (unless you back out through the back arrow).

    So it just sort of leaves you hanging on the paypal confirmation!

    I suggest opening a new browser tab to take one to the paypal link and keeping the portal in the original tab.

    2 votes
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    0 comments  ·  Online Payments  ·  Admin →
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  10. time series based item pricing

    Is their any way to specify the time series based pricing, i.e vendor providing different prices for same item on different period in time. how can we record these prices and how this impact the inventory valuation.

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  11. Invoice from Timesheet - Date and Time as Entry Label Options

    When you generate an invoice from the timesheet area of the app... it gives you some options on how you want your log to be imported into the invoice...When using the include every time log entry... The options for the Task Label are very limited... I would like the following options to be added: Date of the Log, Start time, and End time

    4 votes
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    1 comment  ·  Invoices  ·  Admin →
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  12. Is it possible to disable the timeentry in zohobooks timesheets for future dates.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  13. It would be nice to be able to create PO, add expenses and invoice by additing item for construction and maintenance projects

    As a construction and maintenance company we need to track our expenses, create purchase orders and invoices(by adding items) under a project. Any transaction that is created under the project should automatically reference the project.

    4 votes
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    1 comment  ·  Projects & Timesheets  ·  Admin →
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  14. I'd like to have the possibility to hide tax in template for estimates

    I'd like to have the possibility to hide tax in template for estimates.
    The amount without tax is the most important in B to B.

    Thanks

    9 votes
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    1 comment  ·  Estimates  ·  Admin →
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  15. Attach invoice pdf

    With email templates can we have ....
    Attach invoice.pdf
    Attach Delivery note.pdf
    Attach Packing slip.pdf
    This would aid enormously in automating workflows for warehouse staff !

    7 votes
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    1 comment  ·  Automation  ·  Admin →
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  16. portal orders

    Thank you guys all in all great system, i manage zoho books for several companies and 2 asked me if customers can place an order and pay through their portal
    i think this would be an amazing feature

    9 votes
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    1 comment  ·  Admin →
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  17. The ability to mark multiple projects inactive/completed at one time, rather than individually.

    This would be a huge time saver if the project list had a checkbox next to project where you can mark it "complete" or "inactive," instead of manually opening each project to deactivate. I work on hundreds of projects a year, so that would be very helpful feature to have.

    5 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  18. subtotal expenses on invoice

    I often have multiple expenses on an invoice along with the other Sales items. It would be very useful for me and my customers to have a subtotal of expenses on the invoice

    54 votes
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    6 comments  ·  Invoices  ·  Admin →
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  19. Implore you to make typing SO and Invoices EASY!

    I'm so disappointing there are not custom preferences for typing/quick entry lines for SO and Invoices.

    Standard by MYOB, AccountEdge, Quickbooks, etc:
    Quantity first, TAB, SKU, ENTER to create new line!

    Why is SKU first? Standard English, you say quantity first, then the SKU. Please add option to reverse order of these two fields!

    Pressing enter does not create a new line, it submits invoice! Why!? I need to click with my mouse physically "+Add another line" every time? What if I need to type 50 items, or 100 items?

    Please fix this oversight, it is really crazy! Keep this…

    19 votes
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    3 comments  ·  Admin →
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  20. In India, there are multiple sources of funding, in addition to formal sources such as banks, credit card. Can you add this feature

    0 votes
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    1 comment  ·  Banking  ·  Admin →
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