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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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  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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6956 results found

  1. Connect existing invoice to a project

    if the invoice was set up before the project, there doesn't seem to be a way to connect the two.

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

  2. Recurring invoices that includes unbilled time entries

    As a services business we automatically invoice many of our clients monthly for services and need to track the time of our consultants against these monthly services. We have recurring invoices set up, and we have projects and timesheets set up, but there doesn't seem to be a way to connect them. I don't want to manually create an invoice from each project each month yet there doesn't seem to be an option to create a recurring invoice from a project.

    10 votes
    2 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

  3. Know Trial Period left and change profile pic

    There is no Way to know how many days of trial is left for me.
    Plus I can't figure out how to setup my picture in the user profile.

    please check screenshot at this link for a better ideas.
    Imgur

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

  4. To have the ability to use the customer recievables field form Zoho Books in Zoho CRM forms, reports, views that syncs to Zoho Books.

    The customer receivables field from Zoho Books to be available in Zoho CRM to use in forms, reports and views within Zoho CRM

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

  5. Customize Dashboard...

    It would be Great if we could remove or rearrange blocks. I would prefer to move the CashFlow chart down below a couple other rows or possibly turn it off.

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

  6. Allow a Journal entry to select any account from the chart of accounts

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

  7. Developer Sandbox

    It would be nice if Zoho Book's API had a developer sandbox that was available with paid accounts so that a developer can work, test, and experiment with solutions without polluting their "real" books with test data.

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

  8. Bring back the ability to indicate tax deductions in invoice payments

    This functionality was available in the US edition until a couple of months ago, but it disappeared without notice or a workaround. On April 29 I was promised it would be reinstated but it hasn't been yet.

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

  9. Hi, I've just agreed for the basic package. But it seems everything is blocked : I can't implement any invoices for the client, and any inv

    Hi,

    I've just agreed for the basic package. But it seems everything is blocked : I can't implement any invoices for the client, and any invoices from the supplier. Really we are lost : the program asked me to update again ???? Can you explain ??? It's urgent.
    Thank you

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

  10. While making an invoice, if a discount percentage is entered, it should show as an amount on the printed pdf.

    At the time of making an invoice, it gives us an option to give discount as a percentage or an amount. I need to give the discount as a percentage but need to show it as an amount on the pdf. So, even though I select percentage and enter a percentage at the time of creating an invoice, it should calculate the discount as an amount and show it on the pdf as an amount and not as a percentage.

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

  11. organization templates

    i am a zoho books partner. i need to setup 10+ clients at a time. but it takes forever b/c i have to add all my users (same users) + config the settings/email templates/sales tax codes & groups/etc for each one!

    pls setup company/organization template feature so we can add all our clients quickly. doing all the users & config/settings manually for ea one takes hrs & is inhibiting our setups which is reducing your sales/revenue too.

    let us make a organization template which we can then copy to make new orgs/clients/companies. SOOOO much faster! its how xero & qbo…

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

  12. CIC (France) - Credit Card

    hi,
    I am an happy user of Zoho Invoice. I would like to migrate to Zoho Books for the Banking support.

    This is a really good feature. I have my bank: "CIC (France) - Bank" but i cannot configure automatically my credit card (master card with the same bank).

    Thank you for your support and your help.

    Best regards,

    Stéphane

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

  13. Commission Reports By Salesperson by Gross Profit

    I need to run a report based on gross profit by job and by salesperson. Running a commission report for each sales person based on an individual commission rate is needed for us to make a full switch from QuickBooks. This is very important to us, please help!

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

  14. Add basic depreciation functionality to allow fixed assets to be automatically managed

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

  15. Project with itemised fixed budget

    I want to be able to create a project that has itemized fixed budget. For example lie this:
    - development : 5000.-
    - design : 3000.-
    - hosting: 1000.-

    When I issue an invoice for the project, I can show the items.

    Right now I can only have one total fixed budget, which I need to edit every time something is added and when I issue an invoice, only one line for the total budget is indicated.

    6 votes
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

  16. Multiple Billable Addresses for a Customer

    Allow multiple billable addresses for a Customer. There are many cases where a company can have multiple branches with different addresses. The invoice would need to go to the branch. You would still want to roll up the revenue by the customer inclusive of all branches

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

  17. In Sales order add date and title on under Authorised Signature

    In Sales order add date and title on under Authorised Signature

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

  18. Option to add a text line Where it says + add another line

    Option to add a text line Where it says + add another line

    In Estimate, Sales Orders, Invoices
    Where it says + add another line
    Give the Option to add a text line rather that a product line.

    We need to group products i.e. four or five lines and then add notes under the group. The ability to add a text line would give me the ability to do this. This should be very simple for you to add.

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

  19. Auto sales person's name on the invoice created should be by default of the user's name.

    In order not to abuse the user who created the invoice, there should not be a list of user to choose from, but instead a default of the user's name.

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

  20. Purchase Order Creation

    I want the purchase order generation process to be much more intuitive and fast.

    1. Reorder list to PO by selection
    2. Wishlist addition
    3. Vendor Portal so vendor can login to check the PO
    4. Auto reordering rule on certain items
    5. Purchase Intent (Request for Estimate or prices)
    3 votes
    0 comments  ·  Purchase Order  ·  Admin →
    How important is this to you?
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