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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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6968 results found

  1. Multiple entity on the same account

    Running multiple project inside a same entity. Now we need separate cash flow for different project. Now buying different account doesnt get the syncing in place.

    Now adding different entity. you can charge the same amount. However it should get synced up with parent account. This way we can know how much money moved from parent account to the group account.

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

  2. add safari timer extension

    There is a timer extension for chrome. It would be nice if there was one for safari, or at least a stand alone application (NOT an AIR app - those suck)

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

  3. please add a badge on document icon showing new documents in inbox

    This is so we can remember to check there for expenses for which team members have sent receipts through email to our zoho document inbox. Otherwise, it is hard to remember to check there.

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

  4. Unlimited shipping addresses per contact

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

  5. Carry delivery address over from SO to invoice.

    Multiple delivery addresses are a great improvement but would be even better if the alternate delivery address that is selected on the SO is carried over to the invoice created from the SO.
    As it stands Zoho is changing the delivery address to the default (billing address) when the invoice is generated which can result in the goods being sent to the wrong address.

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

  6. HBCI Support!

    With HBCI implementation you could support the most German Bankaccounts.

    https://de.wikipedia.org/wiki/Homebanking_Computer_Interface

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

  7. allow payment arrangements

    We invoice a customer for £300 and allow them to pay this off at £10 a week. I need to be able to set up a payment plan/arrangement

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

  8. Delivery notes and packing slips should be available on plain paper

    When we sell goods to a trade customer, we might send the goods direct to their customer, and we need to send paperwork on plain paper. There is currently no template to amend the paperwork, only option is to add or not show, but this does not include our address.

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

  9. Bill entry could be easier.

    When entering bills you shouldn't have to go into each item to make it billable and link it to a contact. It should be simpler. Maybe add a check box at the end of each item or a check all box. At the top you should give the option to pick the contact to link the bill to. This would streamline the entry.

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

  10. Update price lists when invoice line item price changes

    I have associated price lists to each customer but when my prices increase, I would like to see the price list automatically be updated so that the customer will then be charged the most recent price without having to manually update the price lists daily.
    Some items are not on customers lists, but when they start to order the item, it would be great to have the last price they were charged automatically on their price list.
    If there is a workflow that anyone knows of that could enable this, I'd greatly appreciate your comments.

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

  11. Automated Recurring Invoice creation at the item level

    Automated Recurring Invoice creation at the product level

    There should be a way to define an item as a recurring revenue item in the item details pane in Zoho Inventory. When the item is sold, a recurring invoice should automatically be created based on the predetermined "repeat every" date.

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

  12. Synchronisation

    Need to be able to synchro de QTE of the stock in the CRM

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

  13. Timesheet List Filtering

    It would be great if you could set a filter by timesheet list so you could filter a user as well. Or if you could edit the entries in the Report mode.
    The problem is, that if you see data from more users, you have to search your entries manually in the list.

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

  14. I want to design enhancements for Zoho Books using Zoho Creator

    Zoho allows developers access to the Books API. So why not make Zoho Creator a tool for developing new features? I would like to create job costing functions and reports for Books.

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

  15. post bills against grni

    does any one want the bills to post against grni?
    good arrive
    dr: inventory
    cr:grni

    invoice arrive
    dr:grni
    cr:bills

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

  16. to allow customizing the Dashboard by letting users add boxes such as Sales Orders and Purchase Orders.

    User should have the ability to add boxes below your standard dashboard (or also be able to reorder them). In my case i would like to add sales orders and purchase orders at the end of the standard dashboard boxes.

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

  17. Integrate Payment Gateway along with Estimate

    Payment Gateway integration with Invoice is great. It'll make sense to have the same with Estimates, Proforma Invoices etc. Most B2BC businesses require sending out quotes; if the customer likes, they pay & the invoice will be sent after that.

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

  18. Implement organization of line items when combining multiple POs to a single invoice.

    It would be super helpful if there was an organization system implemented for invoices that are generated from multiple Purchase Orders. I create invoices to pay my vendors for multiple POs at once, but the line items just scatter randomly when I combine the POs on the invoice. I need the line items to remain together, preferably with the PO #s intact as well. I can rearrange the line items manually, but this takes forever when I'm grouping several POs, each containing multiple line items.

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

  19. Search creates so much work for me, due to it does not understand the need for allowing duplicate org names. Add other searchable fields!!!

    Used SalesForce for 10 years. We have hundreds of Religious Organizations with the same name. When I'm creating invoices or recurring invoices I literally must open at least 3 screens to make sure I have the correct client. 1 screen consisting of the report im running from zoho CRM (which i dump into excel), another screen in zoho BOOKS (which also opens a long list of hundreds of the same name clients that i have requested. And another zoho CRM screen where i do searches on my unique account number. Something that should take seconds turns into a 15 minute…

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

  20. Allow posting to several accounts when writing checks.

    When writing checks that do not go through AP, it would be helpful to allow several accounts to be posted. Example, payroll wires need to be separated between Salary, payroll tax and payroll liability accounts. All other accounting software has this feature. Thanks

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