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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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6956 results found

  1. Add a weight field. In addition to a description field there should be a way to show the item's weight.

    I would like to have a column that shows the weight of an item sold and a total estimated weight at the bottom of the invoice. Their should be an option to list the weight as you would a part number or item description.

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

  2. Add address information to Reports

    Allow fields for reports to include address information.

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

  3. Categorize the Estimate in PDF view

    Can you let us to categorize the Estimate with the functions to be more clear for customers for example :
    I am working in smart home solutions and need to categorize the estimate for Lighting section to contain all lighting equipments and HVAC to contain all materials it need and so on just one bar line to identify the content of the following items

    and this option should be marked from setting to enable or disable it and add different category for each Estimate

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

  4. Work better with Yodlee for image security layer

    I contacted Yodlee to ask why my bank's image security layer doesn't work with Zoho and vice versa. They said: "As you are aware currently Gardner Bank account is not supported by Yodlee due to security images for authentication feature at the end site, as of now we don’t have an ETA by when this site will be available. We would request you to contact Zoho Books and file a service request to Yodlee for tracking purpose."

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

  5. ADD A FEATURE FOR LOAN RECIEVED FROM ANY ORGAINSATION OR PERSO

    I didn't found any feature for receiving/giving loans from/to any organization or any person. Please add it

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

  6. custom report - contacts not buying since long time 1month/2/3

    customers not buying since long time custom search for the past lets say 6 months or a year

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

  7. Report for providers

    Hey,
    It would be great if a report existed compiling all the debit and credit by provider (in a profit & loss fashion) - in order to track the monthly expenses by provider.

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

  8. Recurring Payments which are not expenses such loan principal repayments.

    I need the capability to record recurring payments which are not expenses. Ideally it would come under banking and would be able to record a number of entries for non-expense, expense and tax categories as a single loan/lease/hire purchase repayment often contains a number of different elements, It could thae the form of a Recurring Journal entry facility

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

  9. Allow .xlsm files to be attached to invoices

    Our company produces fairly complex work statements that rely on macros & scripts to produce final prices. The invoice from Zoho is a simple "final dollar amount" which is described in detail in the work statement which is attached to the invoices. Because of the macros I must save from Excel in the .xlsm format. Zoho allows .xls attachments but prevents attaching .xlsm files. Please remove this filter - it forces me to resave each work statement as a quasi-duplicate file.

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

  10. sells partner

    i see this feature also in Erpnext that i can set internal option for sells partner who help to close the deal and set his margin
    and sells partner can be a reseller for my products

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

  11. comissions for sells person

    i have see this feature in erpnext that i can set the comission for the sells person in the invoice and its auto add to Comissions in the journal

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

  12. adding multi items to Estimates when i select one item

    we are selling hardware and software and we offer with it some services like installation ,tranining ,local support
    each product have different price for the services so what am looking for is when i select ITem A the system will auto add the services items with it as a sperate items

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

  13. on the "uncategorized transactions" screen. I would like to enter data and hit the save button without having to scroll down

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

  14. Allow Supplier Item Pricing in a Different Curency

    I distribute products from suppliers arounmd the world. Their price lists are not in my base but their local currency - USD, JPY, EUR etc.

    I need to be able to enter supplier currencies for each item. At the moment their prices have to be converted into the base currency. This means that when a Purchase Order is created in their currency the pr9ices are always wrong (as exchange rates change) resulting in me having to manually update each price from a paper price list.

    This wastes a lot of time and could be avoided.

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

  15. Purchases Orders (PO) from client portal

    Ability to client to make His purchases Orders directly from Client Portal and will be updated in Zoho Book

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

  16. Split accounts for payments received

    Single customer payments (checks or wires) received sometimes need to be entered into different income accounts/subaccounts.

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

  17. Factura Mexico - Integration to issue invoices with official government procedure

    Create an integration in order to be able to generate official invoices as Mexican Government requires CFDI

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

  18. SKU

    I'd like to display the Sku on every documents that shows items (invoices, orders, etc.).

    It would be great if CRM and Books could sync every fields they contains.

    Tanks!

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

  19. Work flow automation Estimate to Sales Order

    When a customer accepts an estimate the next step should be available as an automated work flow. ie: Upon accepted estimate create an open sales order. This should happen if the client self accepts the estimate via the portal or if the Zoho user accepts the estimate for the client.

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

  20. Print more than 5 checks in Zoho Books

    Option to print more than 5 checks in Zoho Books

    7 votes
    2 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?
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