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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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6971 results found

  1. Quick Entry Improvement for Invoicing Sales that have already occured

    This request is for the 'Import' system, so no gui changes requested. In the 'Import' system, it would be helpful if all the Invoice steps could be completed at once. Basically, there is no way to bulk input all the way to the paid phase. So, I would like to be able to enter in the 'status' field 'Paid' and fill in the 'Paid on Date'. Basically, I think this would just require an adjustment to how the data gets parsed into the table.

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

  2. Bulk Corrections Tool

    In general, it would be nice to have an intelligent 'find and replace' to go and fix broad database data entry mistakes. Like if you enter 200 invoices, send them, take payment on them, then release that you neglected to put the sales person's name on the invoices. Currently, it looks like you have to do this by hand on every entry.

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

  3. Add Sales Channel in addition to Sales Person

    It would be helpful to have a default report to get all sales per Sales Person and also per Sales Channel (where neither person or channel are exclusive). This would make it easier to view sales across various channels without forcing it to be tied to a specific Sales Person. (Today my workaround is just to use "Channel - Person" in the Sales Person field, but this method won't work for more complex sales operations)

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

  4. Please make allowance for posting personal use of company credit cards

    When a business owner uses a company credit card for a purchase that is for personal use, there is currently no way to post the transaction to an owner's draw account (or any equity account).

    For example, if a business owner is claiming the standard mileage deduction for business use of their personal vehicle, but then uses the company credit card to purchase gas for the vehicle, the transaction needs to be classified as an owner's draw rather than an expense.

    If instead the business owner was accruing actual expenses for the use of their personal vehicle, and not claiming…

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

  5. customer deferred payment invoices

    customer deferred payment invoices

    Payment notices to invoices remotely 30 days 60 days 90 days based on payment method

    the customer must receive notice of payment amount divided

    eg . bill 01.01.2016 amount € 1,200 payment in 3 installments in 30-60-90 days

    first notice 01/02/2016 amount € 400

    second notice 01/03/2016 amount € 400

    third warning 01.04.2016 amount € 400

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

  6. Profit Analysis by PO#/Job#

    Create a report that will show "all" customer invoices and "all" vendor bills .. with a column for "purchase order#." This simple report will allow users to calculate profit by po#/job#. I've been using QuickBooks for 20 years and this report is one major reason so many companies use QuickBooks.

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

  7. add the invoice option for discounts to choose not only % but also flat rate currency on an invoice level

    allow discount field to have a choice between % or $

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

  8. Territory Management

    There should be separate invoicing and reporting system

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

  9. Cancel subscriptions in the Client Portal

    Please allow my customers to cancel their subscription in the Client Portal. I dont want to do this manually.

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

  10. mark estimates as invoiced or create invoice from multiple estimates

    I frequently create invoices from multiple estimates. It would be nice to either be able to mark an estimate as "invoiced" manually or be able create an invoice from multiple estimates.

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

  11. Include invoices and receipts in backup

    although the backup function provides some usable output there are no invoices included in the zip file.

    It would be very relaxing to take a backup and also get:
    => all invoices as PDF
    => all uploaded receipts for expenses, bills

    This would reduce the overhead of saving everything twice.

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

  12. Ability to create a custom link or a web tab in the client portal. Can be used to link a form or add a custom web page.

    Our clients spend a lot of time in our client portal. This feature will allow some customization and functionality giving clients a better experience.

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

  13. Make a feature in Zoho Books to next to add, also delete or inactivate certain expense categories. Much like you already have in Zoho Invoic

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

  14. Edit Time Entries from Draft Invoices

    When editing a time entry from a Draft Invoice (in edit mode), the system should also update the source Time Entry (in Timesheets). This is useful when employees are reviewing/approving Draft Invoices prior to sending to the client.

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

  15. Show the time for a client on CRM.

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

  16. Item Merge function

    There should be a way to Merge Duplicate items, just like you can merge contacts.

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

  17. Add VAT to retainer invoices

    Title says it all : it is legally mandatory in France to add VAT to retainer invoices (factures d'acompte).

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

  18. Tag transactions for different DBA's under one tax id number. Help in tracking for accounting purposes.

    Tag items for different DBA's under one Tax ID number.

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

  19. Expense Category in main Bills View

    I think it would be a great idea to be able to see the expense category in the main "Bills" view. Same as it is with the main "Expenses" view.
    Thanks

    4 votes
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  20. Split out the Amount

    In all your views you show the Amount - this is the Amount incl VAT/Tax. Please allow us to either a) adjust the views to split the amount in its component parts without Tac and the tax amount or b) just fix it as it should be like a)

    By the way, this shouldn't even be a feature request - this is standard operating procedure for most business

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