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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.

Before posting, please ensure the following:
  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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6505 results found

  1. A read-receipt option inside of Zoho books when emailing out invoices would be very helpful in streamlining our tasks

    Read-Receipt option inside Zoho Books

    13 votes
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    0 comments  ·  Admin →
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  2. Marking project complete

    Request you to enable an option to staff for marking the task as complete and a mail should go to the admin for confirmation of the same

    5 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  3. DISCOUNT COLUMN IN PURCHASE BILL

    DISCOUNT COLUMN IN PURCHASE BILL

    42 votes
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    4 comments  ·  Admin →
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  4. There should be option to make adjustment of amount in Bills. Just like the one in invoice. Many vendors while taking payment from credit ca

    There should be option to make adjustment of amount in Bills and Credit notes. Just like the one in invoice. Many vendors while taking payment from credit ca

    7 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  5. reminder

    It would be good if reminders can be sent to staff based on progress of work

    2 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  6. Recurring Invoice Value Report

    Create a report that shows the dollar ($) value of a company's total number of recurring invoices. This would allow better cash flow forecasting.

    7 votes
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    1 comment  ·  Reports  ·  Admin →
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  7. Connection between administrator and more condominium (clients)

    We have clients that are condominiums and they have an administrator, so we would like to have a connection so we'll can filter a lot of things about the administrator: the lists of condominium connect with him, the estimates, the invoices, etc...

    6 votes
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    0 comments  ·  Customers  ·  Admin →
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  8. to have a feature to automatically create interest invoices for unpaid invoices

    Please add a feature to automatically create interest invoices for unpaid invoices . this is urgently needed

    5 votes
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    2 comments  ·  Invoices  ·  Admin →
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  9. Create/Edit Account Type under Chart of Accounts.

    We need an option create new account type and modify the existing account type as per our requirements under the Chart of Accounts.

    34 votes
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    5 comments  ·  Accountant  ·  Admin →
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  10. discount on purchase order

    Hello,

    We negociate discount for our order on a daily basis. The base price for the item is always the same, it is just the discount that we get that changes.

    Please add a discount box on purchase order, would make life so much easier..

    thank you

    63 votes
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    5 comments  ·  Purchase Order  ·  Admin →
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  11. Add 'Delivered' or 'Received' as a status in Purchase Orders

    Instead of converting a purchase order to a bill, it would be nice of one can simply mark it as delivered so that the view can be filtered to exclude these. At the moment one needs to cancel the order to be able to filter out the delivered purchase orders.

    9 votes
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    3 comments  ·  Admin →
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  12. View sent estimates and invoices

    It would be great if one could view the body of historic emails sent through the estimates and invoices modules. A link to this email can be placed in the updates above the invoice or estimate. "9 Jun 2015 06:25 PM Estimate emailed to mail@mail.com. Click here to view email"

    12 votes
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    1 comment  ·  Admin →
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  13. Gostaria de Poder Colocar as Fotos dos Productos para poder identificar melhor os mesmo...

    Gostaria de Poder Colocar as Fotos dos Productos para poder identificar melhor os mesmo...

    1 vote
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    1 comment  ·  Transactions  ·  Admin →
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  14. Filter by User in Time Tracking

    When i go into the Timesheet module and look at all time sheets, either in the list view or calendar view, as an admin I see everyone's time.

    But needing to also track time myself - I have no way to just see my own time. There is no filter by user.

    So whenever I am catching up on my time tracking entries - I have to run a timesheet detail report for myself and then bounce back and forth between two views to make sure I am not double entering time or missing an entry.

    I should just be…

    11 votes
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    0 comments  ·  Admin →
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  15. sync contacts in Zoho ContactManager with Zoho Books Contacts

    9 votes
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    1 comment  ·  Third Party Integrations  ·  Admin →
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  16. Customised Number Formatting as per South Africa Regional - R # ##0.00

    There is 1 234,56 but not 1 234.56 (dot vs comma)

    1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  17. Include additional fields especially the custom created fields to Zoho Books Views

    We would like to customize the default views for Zoho Books by including additional fields especially the custom created fields, which would help us to view all useful information in one singe view.

    This feature is available in CRM but not available in Books. Could you please provide create/edit view options in Books?

    22 votes
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    2 comments  ·  Customers  ·  Admin →
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  18. Ad hoc entry of Time and Charges

    Service based businesses do not always use projects. We use one-off service activities for clients. I need to be able to enter as such:

    ABC Company 1 hr $95/hr Remove virus from computer
    ABC Company 1 $3/ea Sticky that says "Don't click on virus"

    It is ludicrous to think we have to make a Project AND a Task for every time entry.

    11 votes
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    1 comment  ·  Projects & Timesheets  ·  Admin →
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  19. Split Transactions for Check payments and Credit card feed

    We have also been adding manual transactions when there is a split on the same payment (checks issued and credit card transactions in the bank feed).

    Our example1: (Non-bill) Vendor Payment Check

    10% portion to XYZ expense account
    10% portion to YZX expense account
    80% portion to ZXY expense account

    Our example2: credit card charge downloaded to feed, transaction not able to split has to be deleted. Manual entries of the 1 charge split among multiple transactions (can use same example1)

    This is causing reconciling nightmares for us since the multiple entries do not match the bank statements, time and…

    170 votes
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    11 comments  ·  Banking  ·  Admin →
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  20. item search

    Would be nice if you can include a comprehensive search feature for Items specially. Example the items should be searchable with any word in the item description

    548 votes
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    56 comments  ·  Items  ·  Admin →
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