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

  2. 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
    2 comments  ·  Zoho Integrations  ·  Admin →
    How important is this to you?

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

  4. download file after payment

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

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

  5. 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
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?

  6. please create a report customer wise products wise total sale.

    please create a report customer wise products wise total sale.

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

  7. 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
    0 comments  ·  Admin →
    How important is this to you?

  8. 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
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  9. 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
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

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

  11. 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
    0 comments  ·  Zoho Integrations  ·  Admin →
    How important is this to you?

  12. 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
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?

  13. Reminders for Sales Order

    Set email reminders on sales orders not fully invoiced

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

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

  15. Be able to view reports broken down by month

    Be able to view the reports by month. It is very important for businesses to know how much income and expenses they generate at specific periods during the year. At least the most popular reports, profit and loss, balance sheet, cash flows, income by customer, etc.

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

  16. arabic support in UI

    It would be very helpful for arabian users to get the interface in Arabic

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

  17. To add Saudi Banks to be able to sync online

    Suggest to add Saudi Banks to connect with it.

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

  18. Personalize timesheet details report by billed or not billed

    I want to see wich project I need to bill. Currently I see a total with every timesheets. I want to choose to see only the not billed timesheets.

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

  19. Good morning, I suggest that the invoices and delivery notes comes two signatures because I when delivering the delivery note to the custome

    Good morning, I suggest that the invoices and delivery notes comes two signatures because I when delivering the delivery note to the customer I sign and the customer then also have to sign, then placing a custom field for one more signature is very important.

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

  20. I want to see how much money is left in my retainers

    I see that my retainers are « partially achieved », but I want to see how much money is left in my retainers to pay future invoices. I want to see it in the summary table and in the details.

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