Skip to content

Zoho Books

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.

Before posting, please ensure the following:
  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


I suggest you to...

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

6966 results found

  1. Better column filtering

    It would be very helpful to have actual column filtering instead of creating new views.

    For example, if you could click on "customer name' and then a dialogue box pops up and you can then click on which customer you would like to filter on. It would make it much quicker to find the estimate/ sales order/ invoice that we are looking for.

    Thanks!

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

  2. A Comment from one of our customers

    Just a suggestion!

    When one makes an online payment one is taken to the paypal login and then after the payment is executed there is no "return" to the portal (unless you back out through the back arrow).

    So it just sort of leaves you hanging on the paypal confirmation!

    I suggest opening a new browser tab to take one to the paypal link and keeping the portal in the original tab.

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

  3. time series based item pricing

    Is their any way to specify the time series based pricing, i.e vendor providing different prices for same item on different period in time. how can we record these prices and how this impact the inventory valuation.

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

  4. Invoice from Timesheet - Date and Time as Entry Label Options

    When you generate an invoice from the timesheet area of the app... it gives you some options on how you want your log to be imported into the invoice...When using the include every time log entry... The options for the Task Label are very limited... I would like the following options to be added: Date of the Log, Start time, and End time

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

  5. Is it possible to disable the timeentry in zohobooks timesheets for future dates.

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

  6. It would be nice to be able to create PO, add expenses and invoice by additing item for construction and maintenance projects

    As a construction and maintenance company we need to track our expenses, create purchase orders and invoices(by adding items) under a project. Any transaction that is created under the project should automatically reference the project.

    4 votes
    1 comment  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

  7. I'd like to have the possibility to hide tax in template for estimates

    I'd like to have the possibility to hide tax in template for estimates.
    The amount without tax is the most important in B to B.

    Thanks

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

  8. Attach invoice pdf

    With email templates can we have ....
    Attach invoice.pdf
    Attach Delivery note.pdf
    Attach Packing slip.pdf
    This would aid enormously in automating workflows for warehouse staff !

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

  9. portal orders

    Thank you guys all in all great system, i manage zoho books for several companies and 2 asked me if customers can place an order and pay through their portal
    i think this would be an amazing feature

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

  10. The ability to mark multiple projects inactive/completed at one time, rather than individually.

    This would be a huge time saver if the project list had a checkbox next to project where you can mark it "complete" or "inactive," instead of manually opening each project to deactivate. I work on hundreds of projects a year, so that would be very helpful feature to have.

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

  11. subtotal expenses on invoice

    I often have multiple expenses on an invoice along with the other Sales items. It would be very useful for me and my customers to have a subtotal of expenses on the invoice

    55 votes
    8 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  12. Implore you to make typing SO and Invoices EASY!

    I'm so disappointing there are not custom preferences for typing/quick entry lines for SO and Invoices.

    Standard by MYOB, AccountEdge, Quickbooks, etc:
    Quantity first, TAB, SKU, ENTER to create new line!

    Why is SKU first? Standard English, you say quantity first, then the SKU. Please add option to reverse order of these two fields!

    Pressing enter does not create a new line, it submits invoice! Why!? I need to click with my mouse physically "+Add another line" every time? What if I need to type 50 items, or 100 items?

    Please fix this oversight, it is really crazy! Keep this…

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

  13. In India, there are multiple sources of funding, in addition to formal sources such as banks, credit card. Can you add this feature

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

  14. Been Able to choose more fields in Account Receivable Reports

    It is very important and easy to add more fields when custom one of the reports.
    Fields like City or State in the Custumer Balance Summary is basic, same in aging sumary.
    I need to have a report where I can filter or export to Excel how much money per City clients owe me. Make this report it is very dificult. Add few columns to this report will fix this issue.

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

  15. Vendor Payment option for Indian Edition

    One of the customer requested this feature. With GST rolling in, why not attract more indian customers with vendor payment option? Many people are looking for One Platform to have both payments and receivables.

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

  16. Make reporting tags visible on all SOs, POs, Invoices, and Bills

    As it is, you have to click on Edit for each transaction, and then on the ellipses next to each item, just to make sure every transaction is being reported correctly. You should be able to see if a reporting tag is assigned to an item just by looking at the item table on the transaction.

    44 votes
    4 comments  ·  Transactions  ·  Admin →
    How important is this to you?

  17. Electronic Signature on Delivery Note/Chalan for Mobile Printing & Delivery

    1) Delivery Note should have customer name, date and signature
    2) An option to refer to Customer Sales Order
    3) Once the delivery us made and customer signs for item electronically then delivery person can just print a copy using a mobile printer such as Zebra etc.
    4) The signature will be placed on Zoho Books/ Inventory as delivery with signature

    5) If this is a cash transaction or even credit card payment option for a receipt and also be made and printed

    This is for option is for Zoho Books/Invoice/Inventory

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

  18. Improve "Time to Get Paid"

    This report could be very useful, but at the moment it is pretty useless. It has no customization options available. The worst part is that column headers (0-15 DAYS, etc) just don't relate to anything. IF those were adjustable then people could change the report to reflect their businesses payment terms.

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

  19. Integrate with PostFinance in Swizterland

    It's the biggest bank for small and medium sized businesses in Switzerland. The fact I can't get my bank statements from it is a PAIN :) Please have a think about it (or at least, ask your 3rd party to think about it)

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

  20. item discounts should be shown on a per piece basis.

    As opposed to seeing the total of a line discounted, we need to see the discounted price of an item. So if a widget costs $100, and I apply a 20% discount, I should see that the price per item is $80, as opposed to what I see now, which is that they cost $100 ea. but that the total of 2 costs $160.00

    The customer wants to know what they are paying per item, as well as what their total cost is.

    9 votes
    0 comments  ·  Admin →
    How important is this to you?
1 2 … 301 303 305 … 348 349
  • Don't see your idea?

Zoho Books

Categories

Feedback and Knowledge Base

(thinking…)