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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


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7019 results found

  1. Auto Show Books Contacts in Zoho Support Desk.

    By This Feature No Need to Create Contact Details 2ndTimes. and also assgin task for customers and easily billing after completeion of projects or task.

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

  2. Please add checkbox button in Chart of Accounts so that we can delete easily multiple accounts.

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

  3. Apply bank transactions as partial payment for invoices.

    I have invoices for which i receive partial payments. I need to be able to apply those payments without being forced to do an adjustment from the banking page.

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

  4. Group multiple bank transactions to multiple transactions in the books

    I need to be able to match a group of expenses to multiple bank transactions. Would be very convenient

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

  5. Automatic assignment of price lists to clients

    Something very simple and VITAL is missing in Zoho Books which a lot of accounting systems have as standard, if you could implement it, I will gladly become a client: -

    Price Lists created in: Items / Price Lists, should be able to be assigned to a specific client automatically if required.

    For example, a new customer is created, an option should be available to automatically assign a specific price list to that particular client. If this optional feature is not selected, default pricing applies to the client when creating an invoice.

    The system as it is currently setup, requires…

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

  6. Expected date of recovery

    There should be a report based on expected date of recovery and connected sales person to it. Its helpful to know when debt shall be recovered across the organization to that cash flow can be ensured.

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

  7. Multiple Contact owner

    There should be multiple contact owner so that a team can work over it. Its very much required during debt recovery by a team.

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

  8. Is there any way to show bank transactions that haven't been reconciled?

    Is there any way to show bank transactions that haven't been reconciled?

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

  9. search for an item in the inventory report

    I would like to be able to search for an item in the inventory report. This would save having to scroll down multiple pages before finding the items u are looking for

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

  10. items on sales order report

    I would like to be able to get a report on items that are on sales order.

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

  11. Vendor payment notification

    Why can't we have an email option after making a vendor payment to notify their accounts dept ?
    At present it's necessary to print or download pdf & then go to your email app & send from there!
    This doesn't make sense as we can email all other documents ??
    OR - am I missing something?

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

  12. Desktop Edition

    Would be great to have a Desktop Software for Zoho Books which can sync across the servers. I dont have good internet connectivity.

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

  13. Bulk Categorization of Banking Statements based on Keyword search.

    Would like to search the Banking Transactions or Manually Imported transactions with certain keywords. The list of search list to be "Bulk" added to desired Expenses or Income category. This will help us to categorize the transactions in a easier way.

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

  14. 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?

  15. 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?

  16. 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?

  17. 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?

  18. 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?

  19. 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?

  20. 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?
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