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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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  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. DISPLAY PREVIOUS BALANCES

    PLEASE ADD THE FEATURE THAT DISPLAYS THE PREVIOUS BALANCE AND PAYMENT ON RECURRING AND REGULAR INVOICES

    10 votes
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?

  2. Remove all of the ZOHO marketing and 3rd party marketing. We pay for the product. Seeing ads is inappropriate.

    To see the ads for Zoho products in various spots and 3rd party (Fundbox) in the system along with the getting started link and refer a friend link that we can't remove is annoying. I'm fine with it being there if there was an option to remove it. I also do not mind at all the notifications that appear at the top every once in awhile that I can read and then remove/close. But the permanent ads and the two other links should have an option to remove them.

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

  3. Automatic invoice entry from Scanned Documents

    The newly added feature of auto scan documents gives the ability to automatically create a new bill or new expense from a Vendor which is great!
    Can you please add the same feature for adding the scanned document as INVOICE to a Customer? (now it only attaches the scanned invoice to the invoice and the invoice entry is still manual)

    7 votes
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?

  4. Full DKIM Support

    My company requires DMARC Records but due to Books not having full dkim support like your Zoho Mail and Zoho Campaigns do the DMARC will fail any emails coming from zoho books.

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

  5. Adding Bills and Expenses to Projects in windows mob app

    Ability to add Bills and Expenses to Projects in Windows mob app. We have many Windows app users and they need to associate bills and expenses to projects through their mobile app.

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

  6. Add SKU field to price list entry page. It is very difficult to see if you have the correct item when descriptions are similar

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

  7. add self generating barcode and or qr reader?

    HI I run a tool repair bussiness, my guys are spending too much time iding jobs and writing up emails when sending tools back to customers, I would like to stream line this process by taging each tool (use in the footer profile of either estimate or invoice) includeing data that is already in the data base - example - a code that refers to job/reference number and shipping address, then using a mobile phone or bar-code reader have the information come up in text format each time we "zap" the code, I believe this would help other companies in…

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

  8. html

    Hello, I need to edit my invoices and budgets, since in my company we use different images thanks

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

  9. When viewing Sales/Invoices list, would be useful to add column/s. Specifically title description of the opportunity/job.

    When viewing Sales/Invoices list, would be useful to add column/s. Specifically title description of the opportunity/job.

    This would be very useful when have more than one opportunity/job with same company so can easily distinguish, without having to click in and out

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

  10. I need to be able to add multiple sales people at different percentages to an invoice for commission purposes.

    We have invoices where I have to put multiple sales people. They each get a different percentage of of the sale. Right now we can only put down one sales person.

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

  11. To add discount percentage and round off tab in Purchase Bill. And product search by author

    To add discount percentage and round off tab in Purchase Bill. And product search by author

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

  12. Sales Order Status Update

    How about making 'Don't show this again' button on the 'Sales Order Status Update' popup actually do what it says, and cease bothering me every time I open the SO page?

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

  13. Allow optional automatic generation of reference numbers for expense, banking and related entries that have columns for reference number

    Instead of having to create and enter refernece numbers manually, let there be an option for user to chose either for automatic generation of reference numbers in a particular format according to teh need of the user, or for the user to enter the refernce number manually if it is created from elsewhere. Let there be the two options.

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

  14. new Feature: search comment

    HI:

    I would like to request a new feature:

    Be able to search for any comments included during an Invoice, Purchase Order,etc, on the "History and Comments" window.

    These comments actually are not "Searchable" . On this Comments fields, we use Serial Number codes of products associated to these documents.

    Thanks!

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

  15. bank reconcilation : Adding totals for cleared / match transactions for credit / Debits on the bottom while reconciling

    bank reconcilation : Adding totals for cleared / match transactions for credit / Debits on the bottom while reconciling a bank account. Currently, Zoho Nets the credits and debits making it hard to determine which kind of transaction is missing.

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

  16. Will it be possible to add an option in Estimates to hide the SKU?

    Hi,

    I know it is possible to hide the SKU on all PDF's, but will it be possible to add an option only to hide it in the Estimates module?

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

  17. New option

    good morning! wondering if the app of books in the business section was possible to create the voice receipts due to the exercise of a work without being registered as payment of a customer against an invoice issued. Thanks Gianluca Pulcini

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

  18. Items added to Sales Orders that are not maintained in Zoho MUST STILL be included on Packing Slips, PO, etc.

    Many many times companies sell products that they do not typically carry in stock or even have formally setup in their systems. These products are ordered from vendors who then ship to customers. When these Sales Orders are created, they are converted to PO and sent to the vendor. These products MUST show up on the PO. They must also show up on Packing Slips and it must be possible to print shipping labels for them. This is how business works. It's not good at all that Zoho doesn't show these items on PO's, etc.

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

  19. put optional items on estimates or allow zero quantity items on estimates for upgrades

    Need a way to add an optional upgrade to an estimate. It could be a specific designation by line item or allow us to input zero for the item quantity.

    59 votes
    12 comments  ·  Estimates  ·  Admin →
    How important is this to you?

  20. add job to your invoices Add a job costing module so that sales invoices, bills and expenses can to allocated to a job to show job profitabi

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