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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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6971 results found

  1. Create inventory packages in books

    Creating packages within books for both sales orders &/or Invoices would be ideal as it solves the problem of having warehouse staff seeing monetary figures (giving them access to packages only) & also saves the guys that enter details in books having to go into Inventory to do this !!

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

  2. purchase order items

    When converting a purchase order to bill, some items are not available at the moment so we subtract them during the conversion. Then later on if we go and make a new bill from purchase orders zoho will bring the pending items from the old purchase order.

    So what would be really helpful for many reasons , would be a way to access all the pending items per vendor at any given time.

    Thanks

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

  3. purchase order items

    When converting a purchase order to bill, some items are not available at the moment so we subtract them during the conversion. Then later on if we go and make a new bill from purchase orders zoho will bring the pending items from the old purchase order.

    So what would be really helpful for many reasons , would be a way to access all the pending items per vendor at any given time.

    Thanks

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

  4. Apple Pay for supported gateways

    Strip and Braintree both support ApplePay in Safari for iOS and macOS Sierra. I would love to see integration of this into Zoho Books payments. So many of my clients first see their invoice on their iPhones. It would be so much easier if they could just pay in a couple of taps.

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

  5. Please customize printing of invoices in Thermal Printer with 80mm width size roll paper

    Most of the small retailers in India are using thermal printers and paper roll of 80 mm width size. Please customize printing of invoices in different formats like 80 mm width roll paper type. It would be of great use.

    39 votes
    4 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  6. Modifications and batch editing

    A simple function would be to modify and edit batch multiple operations expenses or sales (category, vendor, customer).

    This would allow a considerable time.

    Thanx

    4 votes
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  7. integrating price list/price books from ZOHO CRM to ZOHO BOOKS

    28 votes
    4 comments  ·  Zoho Integrations  ·  Admin →
    How important is this to you?

  8. Enable customer to change invoice to recurring invoice in portal

    Would like customer to be able to switch current open invoice to recurring invoice and enable auto charge on their saved credit card.

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

  9. Add an option to not allow a item to be in negative

    I would like to have an option to decide if I want to permit an invoice to be emited if I´m selling more than I have in my inventory,

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

  10. Permit invoice same customer on many curriences

    Is really import permit generate an invoice in 2 or more curriencies for the same customer. Actually we have to create two different customer one in USD and other in other currency to can invoice them!

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

  11. Delivery note

    Can we have the option to generate part delivery notes within a draft invoice?

    Several times deliveries happen in parts on customer request and invoice is generated only with the final delivery.

    Therefore to have a feature that would allow for generation of part delivery notes with distinct dates and DN numbers, tracked into the draft invoice from which they are created will be a great boon.

    After reading through suggested features on delivery notes here, j believe that a lot of those could be resolved with this option being provided.

    Please look into it.

    97 votes
    4 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  12. Vendor terms

    Settlement discounts as a percentage based on vendor terms.
    Lots of vendors offer a % discount if paid within the agreed terms, be nice if Zoho auto deducted this amount automatically if paid on time:-)

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

  13. delivery challan without making invoice

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

  14. Customer Statements

    Currently you can only send customer statements by going into the customer account and selecting, as we have over 300 customers who we want to send a statement each month is there any development planned to allow customer statements to be sent as a batch, it takes us hours and hours to send them individually.

    Can you set up a search range function where you can select a statement period, select debit or credit balances or both and then select or tick the customers who appear so the statements can all be sent.

    Thanks

    Jason

    41 votes
    9 comments  ·  Customers  ·  Admin →
    How important is this to you?

  15. 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
    0 comments  ·  Transactions  ·  Admin →
    How important is this to you?

  16. 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
    0 comments  ·  Admin →
    How important is this to you?

  17. 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
    0 comments  ·  Admin →
    How important is this to you?

  18. 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
    1 comment  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  19. To associate Bills, Expense and PO to Project & Customer

    see the heading

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

  20. 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
    1 comment  ·  Admin →
    How important is this to you?
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