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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 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?

  2. 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?

  3. 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?

  4. 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?

  5. 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?

  6. 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?

  7. 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?

  8. 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?

  9. reporting tag to an account in my chart of accounts

    The ability to add a reporting tag to an account in my chart of accounts.

    For example, I have a reporting tag named Tax and have "Deductible" listed under that tag. Having this feature would enable me to run a P&L and show all items in an account as tax deductible without having to go through the laborious task of adding that tag to each and every expense. It saves time and money!

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

  10. Add "search by" or "group by" customer to the Sales by Item report customisation

    It seems many people, understandably, would like to see item/inventory sales by customer by date in reporting. Reporting via number of invoices is definitely the long way around and I would say largely pointless. It's not standard in CRM or inventory, but it seems a simple thing as the data is there! The "group by" addition to the account transactions did a similar thing with the data and made us all happy!

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

  11. Set up the nominal account in the Customers/Vendors settings

    Default Nominal Account in Vendors/Customer

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

  12. to add an option to sum quantities based on units (Kgs or numbers) on the invoice

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

  13. Copy Custom Field Information for Items from Estimates/Sales Orders to Purchase Orders

    I have set up a number of custom fields for my items. As I would like to reduce human error I have made these fields mandatory.

    When creating an estimate if I want to select a different option from the drop-down box I can do this and it will copy across to the sales order and invoice but not to the purchase order. This is very problematic when you are selling made-to-order products with customised variations.

    Ideally the purchase order should take the manufacturer's item description and pricing but copy across any information from the custom fields in the estimate/sales…

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

  14. Organization Address Format unique to each template type

    I'll explain scenario first, so you can understand the request.
    We are headquartered in Location A (e.g. Wyoming Corp)
    But we operate primarily from Location B (e.g. California).

    When generating PDF/Emails of Sales type statements (e.g Estimates, Sales Orders Invoices), we want to display Address A.

    When generating PDF/Emails of Expense type statements (e. purchase orders, Bills, checks, etc) we want to display Address B

    the PROBLEM is that when we setup a "Organization Address Format" for example within Sales Orders, it forces this format on all other types of Templates (Invoices, Purchase Orders, etc.). It seems the Zoho Books…

    21 votes
    2 comments  ·  Purchase Order  ·  Admin →
    How important is this to you?
    Not For Now  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there.

    We have a workaround for your current scenario. We would suggest you to add the organisation address details in the attention content of the template. You can uncheck the organisation address option.

    This way you can customise it for each of your templates separately.

    Hope this helps.

  15. no tax summary on delivery notes - option

    it would be great to have the possibility to NOT print the tax summary on the delivery notes.

    Thanks in advance

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

  16. WE NEED A PICK LIST FOR SALES ORDERS

    WE NEED A PICK LIST FOR SALES ORDERS INDICATING QUANTITY ORDERD AND QUANTITY IN STOCK

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

  17. Allow other messaging services to be used (like WhatsApp) to send messages to a client from inside the mobile app.

    When you open a contact card on the mobile app, it is possible to call and message them among other things. It would be great if one can choose your default messaging app, like WhatsApp. Possible?

    2 votes
    1 comment  ·  Mobile App  ·  Admin →
    How important is this to you?

  18. zoho books Integration with shopify

    Currently, zapier integration is the only option to fetch data's from the shopify account to zoho books but indeed we need a seamless integration to pull data's from shopify.

    15 votes
    3 comments  ·  Manual Journals  ·  Admin →
    How important is this to you?

  19. Please add CC Avenue to ZOHO Books.

    We have been using CC Avenue for our ecommerce portal, but CC Avenue is not available to get integrated with zoho books.Please add CC Avenue to ZOHO Books to make it seamless.

    11 votes
    1 comment  ·  Online Payments  ·  Admin →
    How important is this to you?

  20. Manual Entry Upload documents to support the entry as a refferance

    It would help to reduce printing to have a supporting document along with the entry.

    If u can upload documents to my entry i will no longer need to print that entry.

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