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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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6548 results found

  1. To update Zoho Invoice

    Keep main account maintaining all the accounts, but have an option that each account can access only its invoices and do not be involved into other invoices.

    3 votes
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    1 comment  ·  Invoices  ·  Admin →
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  2. scanning invoice

    Currency Format - The listed options are only in the US style format and not for lakhs.

    For eg :- 2 lakh can be displayed only as 200,000.00 which is US format

    But according to Indian format we require to display for the clients as 2,00,000.00

    How can this be done?

    2 votes
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    0 comments  ·  Payments  ·  Admin →
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  3. Give ability to attached documents to a Contact or Vendor for reference purposes.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  4. Kindly make an option to have an Approval signature area under the content of Purchase Order

    Kindly make an option to have an Approval signature area under the content of Purchase Order

    13 votes
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    2 comments  ·  Purchase Order  ·  Admin →
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  5. Multilingual Invoice & Emails

    I have clients that I invoice in French and others that I invoice in English.

    Right now, I must change the language of my organization in order to invoice the clients in both language.

    It's cumbersome and it would definitely simplify the workflow if invoices could be available in both languages (without changing the template).

    Same goes for emails & reminders. Being able to send them in several languages depending on the customer's language, would be awesome.

    21 votes
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    2 comments  ·  Admin →
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  6. Client Company Group

    We have a client who has about 5 different companies. Whenever he calls he always ask us for his total outstanding. It will nice we can add all his different companies in one group.

    11 votes
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    0 comments  ·  Invoices  ·  Admin →
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  7. Custumer makes orders from his Client Portal

    Will be fine to give the ability to customer to make his orders directly from his client portal and get it uptaed in notification and in SALES ORDERS in ZB .

    79 votes
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    Not For Now  ·  5 comments  ·  Purchase Order  ·  Admin →
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  8. Low and high range for estimates.

    I usually give a range of costs. For example, $500 to $600. It would be nice if there were a slick way to do that without adding it to the comments or description of the line item.

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  9. i have added employee Name to Map the expanses, request you to add the into Shortcut while categorized the Banking Feeds

    Employee name has to be shown While mapping the Banking Transjection Feed thru shortcut

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  10. text customer payment link

    I want to be able to text my customer a message with a payment link so they can use their cell phone and make their credit card payment. and view their invoice

    5 votes
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    0 comments  ·  Payments  ·  Admin →
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  11. Add Instamojo as online payment gateway. It is very popular with startups.

    Add Instamojo as online payment gateway. It is very popular with startups.

    48 votes
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    5 comments  ·  Online Payments  ·  Admin →
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  12. Notes in Banking transactions

    Add a note feature in each bank transaction to explain to Accountant the item was for, especially useful when one transaction covers multiple payments or receipts. This would allow accountant to work without being on the phone asking how to match the transaction.

    2 votes
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    0 comments  ·  Admin →
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  13. AR Invoice Discounts Applied During Payment Posting

    I have a client who allows for a discount on his invoices if they are paid by a specific date. Because there is no way to know if the invoices will be paid by the earlier date, the discount cannot be applied at the time the invoices are created. If the invoices are paid early and the discount taken, I have to edit each invoice and apply the discount and then provide a mandatory reason for the edit upon saving the edited invoice.

    That is so inefficient and wastes my time. Would it not be MUCH easier and convenient to…

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  14. SUB-accounts and DIMENSIONS (Department and Project tracking)

    SUB-accounts and DIMENSIONS (Department tracking)

    7 votes
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    1 comment  ·  Admin →
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  15. Json cml

    Hi. In Croatia we are obligated to send transactions to IRS servers using xml json and security kry, and get responses from goverment servers with security code. Can books api do this.

    0 votes
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    1 comment  ·  Third Party Integrations  ·  Admin →
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  16. Make the Calendar monthly Hours actually accurate

    The hours for the month-- listed at the bottom of the timesheet calendar-- is not accurate. The total includes hours billed in the prior month. Please make it actually accurate.

    1 vote
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  17. payments per item

    There should be a report called "payments per item" for a defined date range, since the sales and payment of that item could have occurred in a different fiscal period, i.e. an item could have been sold in 2015 and paid for in 2016. The "sales per item report" does not show whether these items were paid for or not. This should be important for all companies that report on a cash basis.

    4 votes
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    1 comment  ·  Reports  ·  Admin →
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  18. Installment payments for Invoices and Bills

    We would like to see implemented installment payments.
    bills and invoices can have multiple payment dates.
    example:
    THE)
    30% advance on date x
    70% balance on date y
    B)
    50% 60 days from Invoice date
    50% 90 days from Invoice date

    316 votes
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    48 comments  ·  Payments  ·  Admin →
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  19. can we create multiple schedules for report? so that we have a weekly and a monthly report?

    4 votes
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    1 comment  ·  Reports  ·  Admin →
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  20. integrate zoho with dochub free digital signatures/pdf edits

    work with dochub for digital signatures. it's free!
    https://dochub.com/

    1 vote
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