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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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7019 results found

  1. Line # on Screen on Invoices and Purchase orders

    The system prints line numbers on purchase orders - but they do not appear on screen. When I have a large purchase order I need that...

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

  2. Stock Levels

    1) Can do a stock take and easily add stock levels for one supplier. (Not per product)
    2) Items show on order when on a PO
    3) $ and € in purchase details
    4) Cost price in GBP shown in product details.

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

  3. CLONE option for Retainer invoice

    It will be nice to have a CLONE option for RETAINER INVOICE. If I have to prepare a few retainer invoices for the same customer it's a very time consuming process.

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

  4. Implement departmental hierarchy

    This will allow users in the same department/group to access only contacts assigned to or created by them. This is important for businesses such as lawfirms where departments own certain clients and don't want every company user to access them. I think you guys did this for zoho CRM and would be great for Zoho books.

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

  5. Register sSearch

    I am in need of a search feature in the register. As of now you can only comb through all of your transactions to find what you are looking for. I want to be able to search by specific date, check number, specific amount. We have so many transactions per day that it's impossible to look through it all for something specific.

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

  6. move to shipping

    allow invoices or sales orders to be moved to a category called 'ready for shipment'. as soon as an order is paid or simply ready for shipment, we 'move it into this new category and than our logistics manager can do into that window as he sees all these orders are now ready for shipment, and he go ahead and schedule those shipments to go to our client. after that he can mark as shipped/delivered or partially shipped/delivered. that way we can always keep track of our orders status from beginning to end without having to dig into old printed…

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

  7. Show hours and items as "child" of a "parent" description

    I would like to show on invoices the work hours and items as "child" of a "parent" description, for example

    1 Installation of a new TV antenna system

    Work hours Qty Price Total
    TV antenna Qty Price Total
    cable Qty Price Total

    In this way, the description of the work done is more clear.

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

  8. Export/Print in banking module

    When we sell without the invoice, we still need to issue a "receipt" that we have received the money. Problem is, there's no option to print neither export to pdf on the item in the banking module.

    It would be ubelievably helpfull to event bulk print selected items which I could filter (in my case "sales without invoice" specifically).

    There's a workaround to get (unsorted and unfiltered) data out through report->account transactions but that's certainly not solution worth 21st century software like Zoho is.

    Thanks!

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

  9. 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?

  10. 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?

  11. 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?

  12. 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?

  13. 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?

  14. 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?

  15. 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?

  16. 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?

  17. 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?

  18. 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?

  19. Daily report

    Daily report

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

  20. 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?
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