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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. Make it possible to turn a Vendor easily into a User for Timesheet

    In the case where a Vendor is basically an Employee/Sub-contractor, it would be very helpful to be able to convert that Vendor into a User so that I could make Timesheet entries based on that User. If that was synced to an existing Vendor, the billable timesheet hours for that User could be converted directly to a Bill for that Vendor.

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

  2. For any transaction provide the option to view the same in Journal format, by clicking on the respective sales / purchase / expense bill.

    While viewing any entry in one account, not able to see which are all the accounts effected in a particular entry of sales/ purchase/expense

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

  3. Hi I want to select the timesheet-activity status either to 100% or into a value within ["Not Started", "WIP", "Done", "Reopened", "Fixed"]

    Currently the status column depends only on time worked it seems. But Work status is a complex field based on human agility and management.
    I would ideally like to select the timesheet-activity status either to 25 -100% or into a value within ["Not Started", "WIP", "Done", "Reopened", "Fixed"]

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

  4. Why can't we delete or post the original accounts into subaccounts? This is driving my crazy

    I want to be able to delete all accounts even the original ones that are included in the chart of accounts by default. I also want to be able to put all accounts into subaccounts. Is anyone else annoyed by this?

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

  5. Add an option to create an estimate (quote) from normal and recurring invoices

    Many customers require a quote so that they can generate a purchase order before they are invoiced. Please add an option to create an estimate (quote) from normal and recurring invoices.

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

  6. Add comments and change history to recurring invoices

    Please add comments to recurring invoices, it would help to be able to add notes as to why a recurring invoice was stopped or otherwise modified. It would also help to see who modified the recurring invoice on what date.

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

  7. Ledger View Options

    There must be an option to open any account and view the transactions in it. And that too one can access even if one were to be in the middle of any screen.
    I want to check a particular expense account in Trial Balance, I have no other option except to scroll down a long list and find them. Your search option on the top doesn't provide the assistance.

    I just wanted to check for service tax account. zoho not able to filter and bring it up. Takes a lot of time to do ledger review.
    I think the technical…

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

  8. Export Bank Statement

    Hello,
    Thanks for the reply, but it seems that your development team does not want to add this resource can consult the attachment.
    So I think this feature is very simple is the same that we have in all modules the option to export. Now on a bank would not be different because we need to said so that the treasury can have the best control because the would not be accounting would not know if you can understand this very simple.

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

  9. Bug - Tokens Not Translating

    We have our ZoHo in English, but are sending German invoices. We have our invoice template language set to German, yet when we use %(m)% to generate the month, is generated in English, and not German.

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

  10. Time stamp printed on the invoice

    Due to anticipated change in regulation, we would like to ask you for the ability to include the exact time (hour:minute:second) when the invoice is created on the created invoice.

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

  11. Reporting Tags, It would be nice to be able to select more than 1 option from each tag group

    It would be nice to be able to select more than 1 option from each tag group

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

  12. Download Invoices

    Download Invoices: An advanced filter for invoices (download). For example, only closed, only partialy paid, etc.

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

  13. Allow clients to see recurring invoices that are stored in Zoho Books, in their Client Portal.

    Allow clients to see recurring invoices that are stored in Zoho Books, in their Client Portal.

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

  14. Must have ability to re-orders fields on templates versus being stuck with the order (time) each field was added.

    This applies to all Books fields within the various templates (Estimates, Sales Orders).

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

  15. Please add Split Transaction function on the drop down when matching transactions

    Split transaction functionality - a must!

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

  16. Add "or" instead of just "and" for Custom Veiw choices!

    Give me some options when defining search criteria for setting up custome veiw for estimates and invoices

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

  17. I don't want my sales staff to see customer outstandings although they should be able to prepare invoices for these contacts/clients.

    I would want to be able to customize some sales staff access so that they won't be able to see contact/client out-standings, but they should be able to create invoices for these clients.

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

  18. Bulk Add Expenses Add a project and Customer field. Or make it custom so I can add any field I want to.

    When adding Bulk Expenses, could you add a feature where you can select any field you would like to add or remove from this view. For example I require the entry of Customers and Projects which isn't currently available.

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

  19. Quickly apply same % to all discounts at item individual level

    I'd like to discount at item level, and still easily adjust every item's discount together (i.e. 20% across the board).

    This would make it easy to make changes for key items only (cost of gas, reimbursements, etc.) without needing to make too many customizations in the Totals section or send a second invoice.

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

  20. Save and New Option for Bills

    It would be more efficient when bulk entering bills to have a "Save & New" option. Instead of having to save each bill and then click on create a new bill you could simply click "save and new" and a new bill screen would automatically load.

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