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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.

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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6817 results found

  1. Sub Accounts - Sales Purchases and journal entry

    I can see how to set up sub accounts and they look great and also how the roll up and reporting works which is great.

    But when you raise entries in sales or purchases or journals the sub account functionality is limited as you are unable to clearly select or navigate to a sub account

    You have to view the whole list which is not practical
    the entry screens need to be modified to split the coding structure into two columns one will be parent account and the second sub account

    You then select the parent account and if it…

    1 vote
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    0 comments  ·  Transactions  ·  Admin →
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  2. Need built-in calculator with Cost, Sell, and Margin

    A Cost, Sell, and Margin calculator in ZB would be amazing. We use this all the time, but I am not always at my desk. This calculator needs to be accessible on any page through ZB.

    1 vote
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  3. Additional user defined invoice & Purchase order statuses

    I'd love to have Additional user defined invoice & Purchase order statuses the we can apply & shown on the top right, like the "Open" & "Overdue" on the top left & be able to do reports on them. Such as ...
    Invoices: "To be processed", "Ready for dispatch", "Delivered" etc
    Purchase orders : "Received", "Part received", "Awaiting production" etc.

    2 votes
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  4. Dispute a Bill

    Sometimes a Bill is posted to the system, and later it might be disputed.
    I would like to be able to mark the Bill as disputed, so that it cannot be paid until the dispute is resolved.

    7 votes
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    1 comment  ·  Expenses & Bills  ·  Admin →
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  5. To associate Bills, Expense and PO to Project & Customer

    see the heading

    13 votes
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    3 comments  ·  Admin →
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  6. Add the option of using daily rate in time sheet section in addition to an hourly rate. Consultants work a daily and hourly rates.

    8 votes
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  7. Introduce simple scheduling of reports

    It would be good to have the ability to simply schedule the production and distribution of a report to the report user.
    An example - it would be good if I could simply schedule a Sales by Sales Person report to output via PDF, XLS etc. to my staff every Monday for the previous week. This would allow them to easily track their progress without having access to the entire reporting module.

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  8. Bad translation of ZOHO Book (or not translation)

    Hello

    There are some very bad translation in French that are confusing for our customer:

    1- Link Potential (when you create a quote (devis) This should be : Lié à une opportunité

    2- Facture impayé >> This is a wrong term

    You have Facture en retard (that should have been paid)
    Facture à récevoir (which is Invoice to be paid)

    Impayée is a non sens word for an invoice which shall be paid for the futur.

    Please if you do this, this could help our common customers.

    Regards,

    Thomas

    4 votes
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    2 comments  ·  Zoho Integrations  ·  Admin →
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  9. Option of entering Percentage shall be introduced in Quantity field

    My business involves projects at Fixed agreed cost. Which require %billing on achieving project predefined milestones. This feature will help a lot just by giving option to show fraction to percentage.

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  10. download file after payment

    Feature that allows customer to download attached file(s) only after payment is made.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  11. rationalise shipping address handling

    We often deliver direct to our customers' customers at a different shipping address to the billing address.
    The problem is that when we change the delivery address on an SO or Invoice this also changes the contact's default shipping address which means that any subsequently produced paperwork carries the modified shipping address, unless a conscious effort is made to restore the default. On more than one occasion this behaviour has resulted in goods being shipped to the wrong address.
    At present the only ways to restore the default shipping address involve the laborious processes of either going into contacts and…

    8 votes
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    0 comments  ·  Customers  ·  Admin →
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  12. please create a report customer wise products wise total sale.

    please create a report customer wise products wise total sale.

    12 votes
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    0 comments  ·  Reports  ·  Admin →
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  13. Users & Roles

    More permissions in Users & Rolls should contain a "Do not show financial details of transactions" - fantastic for us that have staff that have no need to see cost prices of purchase orders, invoice & item values etc, such as warehouse staff & delivery drivers !

    10 votes
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  14. Allow P&L and BS report to order according to account codes (not alphabetical) in report sections

    The account names are fixed by our language, but the numerical codes are flexible. Why can't the P&L and BS reports order the sections according to numerical code, which therefore overrides the alphabet we are stuck with using

    4 votes
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  15. deilvery note

    Hi

    is it possible to create Delivery note before creating the invoice.sometimes we send the goods along with DN/DC then on the weekend create invoices for payment against those DC's.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  16. Autofill Reason for updating invoice

    Hi guys

    After updating an invoice, we are prompted to give a reason for the change - which is a very good idea.

    In my case, there are several reasons that come up regularly.
    1. remove the credit card fees because paid by direct deposit to bank
    2. change due date for a payment plan
    and I’m sure there are many others in other companies.

    It’s a pain to have to type that every time. And you could end up with inconsistent notations.

    So it would be really cool to have a selection of preset radio buttons to click as…

    1 vote
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  17. Zoho CRM and Slack

    The notifications that are triggered based on your sales team actions in crm gets simultaneously pushed into your preferred Slack channel (#general, #random, etc.)

    1 vote
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    0 comments  ·  Zoho Integrations  ·  Admin →
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  18. quantity total

    in the Quantity Column of Estimate/Invoice, we should be able to Total Quantity.

    in the present scenario, if we click on Quantity Option, in Total Section of template, it shows Total of "Items" and "Hours" but that does not serves the purpose at all.

    Example: there could 10 items, now quantity of each item is 5 kgs, so total quantity is 50 kgs, which should reflect below Quantity Column.

    it would immensely help.

    10 votes
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    1 comment  ·  Invoices  ·  Admin →
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  19. Reminders for Sales Order

    Set email reminders on sales orders not fully invoiced

    2 votes
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    0 comments  ·  Templates  ·  Admin →
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  20. Calculate shipping cost during sale order creation

    Calculate shipping cost during sale order creation Process. Shipping costs factor into the items ordered at times.

    11 votes
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