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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.

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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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7019 results found

  1. sales person commission on sale payment received

    sales person commission on sale payment received
    1. commission % depends on item
    2. it will be payable on sales payment received
    3. commission % is different for each sales person depends on performance of sales person

    50 votes
    6 comments  ·  Transactions  ·  Admin →
    How important is this to you?

  2. Create an edit button against the vat rate in bills as in the bank

    This would allow the Zoho user to amend the vat rate manually, at the moment it is at a set rate ie Standard Rate etc. If vat on the bill is different to the amount Zoho has calculated then the vat is wrong and currently you have to make a manual adjustment. If there was an edit button you would be able to do this without creating another line item

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

  3. Total discount in purchase order

    I suggest to add total percentage or amount in purchase order as well as it already done in estimate and invoices.

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

  4. An option that implements a certain cost (eg. rent) as a percentage of revenue automatically.

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

  5. Track estimates sent

    Would be cool to have an integration with Streak to track how often your estimate of cost has been opened when sent by email.
    In order to nurture accordingly the prospect.

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

  6. Enable viewing folders in Google drive attachments

    When "Attaching receipts" to a transaction from google drive you cannot view via folders, you can only search via file name, makes it impossible to find the files and clunky. Its such a great feature but its not worth using without this simple addition to its functionality. Thanks!!

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

  7. Shipping address is passed to PayPal for PayPal payments.

    Invoice has been sent out with Paypal as payment option, and when customers pay with paypal, it does not pass through the Shipping address to PayPal.

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

  8. single total expenses line on the invoice

    Ability to generate a single total expenses line when adding project expenses to an invoice instead of showing each expense on a separate line.

    50 votes
    7 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  9. 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?

  10. 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?

  11. 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?

  12. 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?

  13. 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?

  14. 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?

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

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

  16. 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?

  17. 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?

  18. 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?

  19. 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?

  20. 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?
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