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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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6517 results found

  1. Increase the number of decimals for FX conversion rates

    We work on an organisation dealing with two currencies: USD and LAK (Lao kip), the base currency being USD.
    The USDLAK exchange rate is in the 10,000 order of magnitude, meaning that the LAKUSD rate needs a lot of decimals for all conversions to remain accurate.

    Example: Current USDLAK = 8,160
    A LAK 1,000,000 amount should be booked as USD 122.55
    Right now it is being booked at USD 123 because Zoho caps the number of decimals in the exchange rate to 6.
    To be safe with LAKUSD we would need at least 8 decimals.

    My question is: would it…

    13 votes
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    3 comments  ·  Transactions  ·  Admin →
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  2. Set Invoice Defaults for entry listings

    It would be helpful to have a way to set defaults when creating an invoice (globally and/or per project). For example, under "Project Invoice Information" I want to set "Show all timesheet entries individually" for all projects, show "Task Name" and show "timesheet notes" Currently, I have to set each of these each time.

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  3. Add the ability to make a custom field required for contacts.

    In Guatemala a NIT number is necessary to be able to claim a deduction. I would like to be able to make a custom field mandatory, and make it show up everywhere the contacts information is presented.

    3 votes
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    0 comments  ·  Customers  ·  Admin →
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  4. Allow timesheet log order to be saved or the most recent timesheet logs to show first

    I like to see the most recent timesheet entries after I make a new entry. Now they are added to the bottom and you need to reverse the date column to see the new entry on top.

    11 votes
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    3 comments  ·  Admin →
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  5. item description

    When looking at items, it only shows description/ SKU, but not both. Ideally I should have a field chooser, where I can choose which fields I need displayed to make my work easier. Right now I work with SKU, but am unable to see the description together. Please help.

    Gagan

    18 votes
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    2 comments  ·  Items  ·  Admin →
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  6. add inventory to reports on mobile app

    add inventory to reports on mobile app

    6 votes
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    2 comments  ·  Mobile App  ·  Admin →
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  7. Possibility to convert the Estimate in a Sales Order

    I would like to have an option to convert the Estimate first to a Sales Order. And after that to an Invoice.

    Now there is only an option to convert the estimate to an invoice directly

    4 votes
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    2 comments  ·  Estimates  ·  Admin →
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  8. Detect and import more layouts for .cvs format bank statements

    When importing bank statements in csv format, you require the format/layout of the file to fit a specific model in order for its contents to be properly imported.
    This requires manipulation of excel sheets so that they may fit Zohos specifically required format. This makes the whole process a little pointless. If we wanted to manipulate excel sheets, we would just use excel.

    11 votes
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    0 comments  ·  Banking  ·  Admin →
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  9. Choosing due date for Bills

    Zoho Books offers the feature for choosing due date for Recurring Invoices automatically. It would be great if we had the same feature for Recurring Bills rather than having the bill date as the due date.

    8 votes
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    1 comment  ·  Expenses & Bills  ·  Admin →
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  10. Delivery Note : Sales Order Ref also to be printed as that is actual Customer LPO

    Delivery Note : Sales Order Ref also to be printed as that is actual Customer LPO

    You should add sales order ref field as well, as the store where it is delivered understands the customer LPO which is internal to its company.

    thanks

    mani jain

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  11. Expense Report For Particular Bank Account

    Report need to show the expenses and sum of expenses of the particular bank account.

    8 votes
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    0 comments  ·  Reports  ·  Admin →
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  12. include a VAT return report for non UK based business (i.e Ireland)

    VAT reporting is slightly different in Ireland from the Uk, so I wonder is it possible to produce an Irish VAT report to cover Bi monthly vat returns. if not could you at least produce a total vat value report for sales and purchases separately. FYI a full VAT report included reverse charges for inter EU purchases.

    35 votes
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    3 comments  ·  Reports  ·  Admin →
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  13. Allow VAT value in bills to be set as a figure and not just a percentage value

    We need to be able to define a value for VAT in bills, or override a value, or even create a VAT item that will be 100% VAT and not just set VAT as a percentage of an item as is the only option currently in books. We import products into the EU and therefore receive VAT duty invoices from our shippers where the majority of the value of the invoice is VAT and the figure varies from invoice to invoice and is not associated with the cost of an item.

    26 votes
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    2 comments  ·  Expenses & Bills  ·  Admin →
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  14. Allow payments in excess in bills

    3 votes
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  15. make a P/L report of each individual salesperson, if salespersons work on commission, no way to get the right number atm

    3 votes
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  16. Choose a default "Payment Mode" and "Deposit To" settings so I don't have to choose "check" and "undeposited funds" EVERY SINGLE TIME.

    7 votes
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    3 comments  ·  Admin →
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  17. Ability to change the Invoice, Payment Receipts Paper size...

    It would be helpful if we can change the printing paper size as per our wish...

    9 votes
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  18. Invoice to Bill Integration

    Freshbooks allows users to set up team members that can send invoices which can then be "received" in the system as invoices. These invoices can automatically be turned into expenses. This would save users like me a lot of time. Please consider!

    4 votes
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    1 comment  ·  Expenses & Bills  ·  Admin →
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  19. sales order app for smart phones

    sales order application for smart phone to company executives veiw only sales taken by the sales executive

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  20. Add a date field to transaction line

    Service-based firms need a field for Date (in addition to Qty, Desc, and Rate) for when the service took place. Right now, the only way to add it is to include it in the description field.

    9 votes
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    2 comments  ·  Invoices  ·  Admin →
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