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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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6956 results found

  1. Fix the workflow disconnect for Estimates to Sales Order and beyond.

    There is no ability to calculate shipping in the Estimate. One has to create a Sales Order, then create a package(s), write down the info, back out of Packages and lose the data, key the total into the Estimate. When customer accepts you need to go back into the SO and recreate the packages, then move the confirmed SO out and on to fulfillment. Too many steps, redundancy built in. Should have Package ability in the estimate, and an accepted Estimate should also be convertible to a Sales Order (not just directly to an Invoice). Thank you.

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

  2. Vinculador el calendario para citas con los contactos

    La idea es que al momento de agendar una cita solo con anotar las primeras letras del paciente, en automático nos de los datos del Paciente, como nombre completo y teléfono

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

  3. Partly payment by client portal

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

  4. software renewal pop ups in crm

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

  5. pour quoi les Devis ne s'imprime pas en format légal? pour notre entreprise ce serais important! merci de résoudre ce problème!!

    Pourquoi les estimates ne s'imprime pas en format légal 8 1/2 x 11 ça serais important pour notre entreprise , merci de régler ce problème!!

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

  6. INTEGRACION DE FECHA DE PRESTACION DEL SERVICIO

    me gustaria que se integrara la fecha de prestacion de servicio en la factura y que se pudiera contar con disponivilidad de del producto por fecha ( ejempo) 10 sillas para el tour del 10 de mayo

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

  7. Container return

    I have 20 Ltr Water Refilling Business. So, consumer return container at delivery time.

    if consumer not return container the Billing Amount will effected,

    Is it Possible ?
    if possible ,then tell me in details.

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

  8. GPS automatic clock in and clock out, plus optional lunch break deduction when logging work hours

    In Zoho books there is a feature I would like to see, which is GPS automatic clock in and clock out (see http://www.hourstrackerapp.com for reference)

    I would also like to see the option to select a lunch break. I love most things about ZOHO books and all the others, but I am using http://www.hourstrackerapp.com at the moment for my staff to register worked hours as it is more convenient, however hourstracker is lacking everything else from ZOHO.

    I am sure many other zoho users will see this as beneficial

    thanks,
    Svenni

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

  9. When you create a new Item, you can assign a sales tax on the selling side. On the PO side there should be an option for no sales tax

    When you create a new Item, you can assign a sales tax on the selling side. On the PO side there should be an option for no sales tax. I'm a reseller so when I convert a Sales Order it automatically maps over the sales tax and then I have to manually remove them. As a reseller, I don't pay sales tax on items I purchase for resale. It's an easy fix inside of Zoho Books in the Items Module. Provide the option as you do for the Selling side but under the PO side.

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

  10. Global Rate Change for Users Needed

    There needs to be a way to make a global rate change to a user's billable rate, otherwise for every project that a user is assigned to, we must make a rate change for users (any time the user has a rate change).

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

  11. Luxury tax on non discounted rate

    We have a major issue with a key ZOHO feature that is not allowing us to use the tool fully . All taxes are calculated on the discounted rate by ZOHO , but in Tamil Nadu the hotel industry luxury tax calculation is different .

    In Tamil Nadu Luxury taxes are calculated on Declared rate/Published rate/Rack rate .

    Example .
    Published rate is Rs.2000/Day
    If room is charged at full rate then
    Luxury tax = 12.5% = 250
    Service tax = 9% =180

    If a discount is provided the calculation has to be as follows
    Room rate = 2000
    Discount…

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

  12. VAT correction

    Occasionally we receive invoices where the VAT has been incorrectly calculated by the supplier, but we would wish to enter (and reclaim) the correct amount of VAT. The only way of doing this is to put a dummy line in the bill and make the amount negative to reduce the vat and then add on a zero rated item to correct the total

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

  13. add a return column on the invoices rather then a total separate credit note it makes things easier

    can you create a special invoice that be activated or deactivated special for me?
    i want it to be the same just it should have few coulombs
    product load1 load2 load 3 load 4 load 5 returns price total
    bread 100 100 50 10 20 5 7 1925
    this is how i want a line to look like
    it will make my dispatch very easy as i really like the software
    please advise more?

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

  14. Purchase Order Delivery Options

    When creating a purchase order have the option to deliver ORDER to another an existing VENDOR on file ............ can only select delivery to customer

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

  15. Allow for multiple bills to be paid by 1 ACH payment (like you have with checks)

    Currently, you can add multiple bills from a vendor to pay with one check. We need this feature to allow payment via ACH as well.

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

  16. multiple currency invoice for braintree

    Braintree currently only supports a single currency even when the account support multiple one.

    Could you please have this updated so customers can pay in a currency of their chossing.

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

  17. Payment Terms

    Can you please add the payment terms filed in AR and AP aging report.
    We are unable to identifying the terms for the invoices in the reporting.

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

  18. Date range filter incorrect in 'Match transactions'

    Hi there,

    The default date range for 'Match transactions' is always incorrectly placed in the future. Could you please fix this so that the end date is the current date and the start date perhaps 1 month in the past?

    Thank you.

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

  19. Opening Balance of a vendor and customer during current financial year i unable to record

    Category should be Opening balance Under Customer/Vendor

    we need to click opening balance either under vendor
    Vendor name to be entered and opening balance as on 01-04-2017(Current financial year) to be entered.

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

  20. Add and insert lines on estimates, SO & invoices ie items or text

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