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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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6956 results found

  1. 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?

  2. 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?

  3. 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?

  4. 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?

  5. 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?

  6. 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?

  7. 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?

  8. 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?

  9. Split transaction sub menu

    Use a sub menu to split transactions to different categories. Quicken does this and it's extremely helpful. Especially when you are trying to reconcile a statement. That's been the my biggest issue with Zoho. It takes forever to reconcile.

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

  10. to have reports in the System Mails concerning emails sent by the system related to Purchase Orders and other modules.

    a Report for emails sent manually concerning Purchase orders and other modules

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

  11. We are trying to replace tally with zohobooks but its just not happening. Zohobooks is far too backword and is just not compliant

    We are continousely raising queries with zoho team but no solutions are being found for us. Instead of listening to genuine requirements of customers that can help the development of the product further all they say is its not possible. I know Zoho's cream market is USA but if you are going to service customers and get them to move from tally the least you should do is listen to them and modify your product accordingly. Very disappointed with attitude.

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

  12. sync items purchased by contact between Zoho books and Zoho CRM

    Within CRM I want to know what a contact/account has purchased. lifetime $ amount and quantity of items.

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

  13. Ability for the document reader to process credit notes.

    Would really like to see the ability for the document reader to process credit notes.

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

  14. Be able to sort Items by custom fields Category and Subcategory. So primary and secondary sort is needed.

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

  15. Job Card Systme

    A Job Card system suitable for exmaple for Auto Workshops.
    Where you can book a vehicle in and also print the Job Card for the customer, then do you work and analysis on the Job Card. Timesheets does not work for this.

    27 votes
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

  16. Countrywise or Currencywise

    Sales reports to be shown per Countrywise as well as Currencywise for different customers listed

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

  17. 'Timesheets' should be changed to 'Projects'

    The main area navigation selectors within Zoho Books include an option called "Timesheets" below "Accountant" and above "Reports". This option should be renamed to "Projects" as it is more than just timesheets. Hierarchically (within Books), it is Projects first, then it is timesheets, expenses, etc. Having to click on "Timesheets" to get to the "Projects" area is weird and confusing. Small change, but would make the UI make a lot more sense.

    6 votes
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

  18. ODBC Data Connectivity

    Currently I run my reports and manipulate all the data manually. It would be much easier to have ODBC connectivity to Zoho Books so all my charts can be updated automatically.

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

  19. Estimates Section

    In the Estimate Section , I would like to have the status update when its converted to Sales Order " From accepted to Converted to sales order"

    Please do the needful as we are getting confused which estimate is accepted but doesnt convert to sales order.

    We have it in the activity history but we would like to see in the estimation status itself before opening it.

    4 votes
    1 comment  ·  Estimates  ·  Admin →
    How important is this to you?

  20. Partial Payment Due Dates

    If I make an invoice and choose allow partial payment, I should be able to either choose an amount to be due or specific percentage to be due, by a certain time chosen. This way the invoice is not stuck in "Overdue"

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