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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. Add delivery date column in Invoice templates

    We need delivery date column in Invoice templates because sometimes delivery date is different then the invoice. So we need mention the date seperately. Delivery Notes are getting created based on Invoice but DN date should be picked up from the delivery date vale if that is available.

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

  2. Add PayPower.ca (not just PayPower.com) to Banking section for transaction tracking

    Currently you offer PayPower.com as a credit card in the banking area but you do not offer PayPower.ca. Can you please add PayPower.ca to the banking section so that we Canadians can add our transactions as well? It is the same Company and appears to be the same system just a diff't URL. In fact, before they introduce the .ca URL I was using the PayPower.com url to login.

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

  3. Tax Shipping

    Currently, tax rates only apply to items. It does not apply tax to any shipping charge that may be on the order as well. However, shipping charges are taxable in NYS. Please add the ability to apply tax to the shipping charge on an order.

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

  4. Categorise sales

    Assign sales items to accounting codes so that a report / dashboard can show the cost of sales vs sales

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

  5. Merge contacts funtion should be controlled through user privilege

    Facing an issue with a user who has merged multiple contacts and there is no provision to reverse this. This feature to be controlled by user privilege since many users has given access to update contacts. Please consider this and do the necessary changes

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

  6. Industrial Automation, PLC Programming, scada Pid Control System

    AutoMationForum.in: A Complete Forum about industrial automation, plc programming, PLC training, pid control system, Scada system process control system...<a href="https://automationforum.in/">view more</a>

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

  7. Last updated date in estimation export

    When we export an estimate, we would like a last updated date as one of the field. It not being there has major issue in integration with our CRM and other system that we are using. And having to manually enter date in custom field is casuing a lot of hours being wasted.

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

  8. associate expenses to invoices

    all i want is, to associate every expense that may belong to a particular sale that i made. for example, lets say i sold you a shirt for $100. you paid me $100 and now you received your shirt and you are happy......
    now i have to calculate the cost of everything that had to do with that sale, for example... the shirt cost me $50. the shipping of the shirt to you cost me $10. the sewing material that i needed to buy in order to fix the shirt (before i could have sold it to you) cost me…

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

  9. inventory report

    I would like to be able to run an inventory report and filter on the quantity on hand so that I can easily see what inventory I am low on.

    I see other suggestions to add filters. It would probably be easiest to add filters to all of the fields in the inventory summary report.

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

  10. Option to show the SKU after entering the item in the Purchase order

    During creation of a PO, user can enter the respective item via its SKU. However, when it comes to the editing of the PO, the SKU of the item is missing in the UI.

    It would be great if the SKU of the item can be seen during the editing of the PO.

    Thank you.

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

  11. Daily report

    Daily report

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

  12. Vendor Summary Report

    Please include Vendor Credits on Vendor Summary Report. They are not included even though I tick (include Vendor Credits)

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

  13. Group transactions showing the total of grouped documents within

    In Contacts section, in the "Go to transactions" you grouped transactions in nice drill-down groups. Very Nice!

    Can you put nearby each header group a count of how many transactions are grouped?

    This way, we can avoid to open the Group just to chek if it is empty or not. Also to easier the tracking of documents.

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

  14. Open the integration between Zoho Book & Shopify to Singapore

    Hi,
    As Shopify is officially launch in Singapore and people are starting to use Shoipify for their ecommerce. May we suggest Zoho to consider open up the existing integration between Book & Shopify to Singapore or even Asia market?

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

  15. Create sales report by person that shows Invoice date and Payment date

    We pay commissions on payments received not sales made. It would behelpful if that the same report includes the payment mode.

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

  16. More than one dropdown custom field in estimate

    We have more than one field where we want to give sales person options to choose. At the moment having just one dropdown field and inserting data for other field is consuming us a lot of time and problems of human error. This feature alone will save nearly 1200 hours within our company and help our reporting massively, we have been request this feature for nearly 6 months now. And we have not heard back. So urgency into this matter would be appreciated with a lot of chocolates and referrals.

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

  17. plz add barcode sytem to the software and multiple outlet feature

    adding bar code will make it more easier to do billing and if some one has multiple outlets it is easier for them to do stock transfer and manage outlets

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

  18. Deletion of attachment - Any user can delete the attachments and if this is restricted by privileges it will be safe

    Attachments like signed documents attached with invoices can be deleted by any user and if this can be added in user privileges the database will be more safe

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

  19. Add Totals to Banking

    There is no Totals row when you click to view transactions made from a particular bank account. Similarly, when you want to limit date criteria for a month and view all transactions in that month from a particular bank account, there is no total amount at the bottom of the screen! There is only a "Total count" off rows which is not as important as the Total amount of all the transactions for a particular period linked to a particular bank account. Please add this asap, otherwise i have to export manually into excel then add rows which should not…

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

  20. work order

    We think and need in Work Order Module to manage our work orders.
    Fields like Work Name, Work Detail, Problem / Solution, Start Time, End Time, Asigned to, Due Date, Materials List, Estimate Cost and others like that can be very useful.
    We are working with Some Apps to do our work but the very important think will be Make a Work Order, and when finished Invoice it from the invoice module.

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