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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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6968 results found

  1. 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?

  2. 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?

  3. 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?

  4. 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?

  5. 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?

  6. 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?

  7. 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?

  8. 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?

  9. 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?

  10. 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?

  11. 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?

  12. 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?

  13. Takeout invoicing for those who don't need it.

    Many businesses don't need an invoicing based system. Restaurants, bars, retail stores. Where products are bought and sold in the moment. As a bar owner I want to see reports and features based around expenses and daily transactions.

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

  14. branches

    Please add feature of multiple branches

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

  15. Better contact search

    It would be very helpful if you could search three fields when using the quick search feature. I would like to be able to enter a name in the quick search field and have it check the contact name, email address and company name fields. It seems to currently only search the email and contact display name.

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

  16. Easy-fix Reports: Simply add Date Customization a "Project Details" as already in "Timesheet Details"

    We need to generate (for clients and ourselves) an overview of the Timesheet details for a certain project and period.

    However, under "Reports" / "Projects & Timesheets" / "Project Details" the "Customize Report" Setting as in the next menu below ("Timesheet Details") is missing.

    It is currently not possible to generate a report based on projects just for one month. It currently simply states it for the whole lifetime! This just doen't make sense an is certainly very easy to fix.

    Just please please please add the "Customize Report" Setting on top also to "Project Details" so one can change…

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

  17. email or print unlimited invoices

    We should be able to email or print unlimited invoices. I have over 300 clients on reoccurring invoices and its very inconvenience to only email/print so many at a time, especially when we have to adjust the invoice so those need to be drafted first then emailed.

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

  18. Add an account "Outstanding Balance" to inovices

    Invoice template should have a account balance or "receivables" (outstanding) so it will alert or tell the customer what they owe on their account, or an aging box showing all past due amounts.

    This seems like it would be really easy to pull the "receivables" from the contacts and add as a placeholder.

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

  19. PayFast payment integration

    PayFast.co.za is a South African based payment gateway and we would like to be able to integrate this into Zoho Books as most of our customers make a bank transfer and PayFast.co.za is able to accomodate this feature.

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

  20. To add boolean search while searching of items listed in the material master

    Like when we search in google, entering a particular word should list the items containing that particular word. Currently we have to enter the first word, in order to find the right material, in case if the word is listed in third place, then it is not listed in the selection list. Kindly add this feature.

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