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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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6967 results found

  1. Post dated cheque due reminder

    When we make payment to vendors and if there is partial payment by post dated cheques, it will be good to have a PDC due reminder as the moment u make the payment the date of payment will be the date of creating only

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

  2. Track Project Spending/Expenses

    I am desperate to be able to track proper project spend. I cannot produce a report that shows expenses. I can only attribute a purchase to a project by raised it as an expense. That is then not trackable and is logged as paid. I find this very frustrating. Please can you change it so bills can be project related. I would also like a report that tells me how much I have spent on a project in money, not time.

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

  3. Social login in - client portal

    The clients are hesitant to use client portal - Can you pls integrate social log in in client portal.

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

  4. to make it possible to create a customer and to divide it by its branch like a chain supermarkets.

    For example we had a costumer that has 5 supermarkets around the country, and at the end of the year we need to have a statment for all transactions in one place.

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

  5. add item in the retainer invoice

    Select a percentage retainer for an existing item.

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

  6. Need to create item groups (this will have multiple items in a group)

    Items will be grouped into an item group and the item group needs to have the ability to have an price list adjustment as well. As of now you can only add price list to the whole contact account and not the individual item (or group)

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

  7. Allow a choice of both Accounts and Contacts to sync as the primary for example. One account in CRM has many different departments and each

    Allow a choice of both Accounts and Contacts to sync as the primary
    or allow departments in both Books and CRM.

    for example. One account has many different departments and each department has a contact.

    It would be great if each contact could have its own client portal only able to see their invoices

    When it syncs to the CRM only the invoices attached to that contact shows up under that contact, but all invoices show up under accounts .

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

  8. Pause feature for Zoho Books timesheets

    At the moment we can only 'start' and 'stop' a timer. It would be very welcome to have a 'pause' function on the timer - as other apps such as 'Fanurio' have.

    7 votes
    2 comments  ·  Third Party Integrations  ·  Admin →
    How important is this to you?

  9. Link the Bill to the PO

    Can you please link the Bill back to the PO?

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

  10. make reconciling easier!

    I would love it if the Save and Reconcile Later button and Cleared Amount were in a fixed position on the reconcile page.

    This way, as we're scrolling through the long list of transactions to reconcile, we can always quickly and easily see the Cleared Amount and save the reconcile!

    Vote it up if you're sick of scrolling to the bottom of the page to save :)

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

  11. I would like to see an option within invoice/packing slips enabling a customer to digitally sign for a delivery on my pda/phone.

    I have several customers that require a signed hard copy of the paperwork to pay us. Emailing the invoice without the sig is not allowed. Access to a printer is rarely an option. Asking the customer to print out the invoice and sign is unprofessional.

    This would be similar to signing for a credit card purchase on Square. The digital signature would then be incorporated into the packing slip and/or invoice and emailed to the vendor.

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

  12. enable us to see account registers

    In Quickbooks I can see an account register for any balance sheet account (asset, liability or even equity), including postdated transactions. That's pretty essential for us.

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

  13. I would like a sales orders reports by salesman

    I would like a sales orders reports by salesman

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

  14. i need a sales orders report by salesman.

    i need a sales reports by salesman.

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

  15. online quote link where client can adjust the quantity and delete items they don't need

    When sending estimates. it would be great there is an online version where client can adjust the quantity and delete items they don't need and e-sign the quote.

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

  16. connect auto-invoice numbering with Year.

    Invoice-numbers contain most of the time the present year, for example 2017001.
    make the auto-invoice numbering of Zoho intelligent enough to adapt the numbering automatically, so the numbering in a new year starts all over like the year before.
    so in 2017 the numbering starts automatically with 2017001.
    Now the numbering continues

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

  17. All the tasks defined for project should be available during INVOICE preparation

    My business involves only fixed cost projects therefore there will not be any LOG Entry. In this case I will appreciate if you provide fields for all tasks defined for the project while creating Invoice, which will definitely help.

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

  18. Have a snapshot feature

    I would recommend that you have a feature so that the entire organization incl current data can be snapshot into a dummy organization. That way users can test changes like taxes etc in the test system before applying them to production. Currently the feature of clone settings is limited in terms of data copy.

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

  19. Cross exchange rate, please!

    I'm using Zoho Books in Serbia with EUR as the main currency. But the exchange rate for example 1 RSD = 0.008113 EUR is very unuseful because I need to setup an accurate end value in RSD. In this case usually we use cross-rate, for example 1 EUR = 123.0023 RSD.

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

  20. New credit card gateway with zoho books, invoice.. BIG MONEY SAVINGS TO GET THIS IN

    the software is known as 911 or creditline, you can pick your own processor it works with all of them. There is a one time license fee. there are no batching fees or transaction fees added like others. they also have an online gateway cloud9. You are not locked into any one processor, you can pick who you want to use based on the rates they are offering.They will work with ZOHO all integration from there end is free. This would be a great win for the ZOHO clients to pick the processor they want with out fees being add…

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