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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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7019 results found

  1. email bills

    Can we have an option to email vendor bills to a vendor like we do with client invoices.

    8 votes
    1 comment  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  2. allow for auto created invoices to be marked sent (not just as draft) so they show up on receivables

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

  3. Segmentation of accounts to user specific sales people to manage those accounts in say a different country or 3rd party distributor

    So I have a distributor in the United States which I would like to have a zoho books login. I want to segment my overall account details such as turnover and only have this information available thats specific to him/her.

    So when he or she logs in they can see the following:

    Which customers are allocated to them
    How many sales that customer has against their name
    How many pending, sent and outstanding invoices their are.
    Their overall turnover etc etc

    In roles and specific roles this cannot be done as I keep seeing when I log into a test…

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

  4. Add the ability to print a project as a "Job Ticket".

    A "Job Ticket" with Project Name and Description, including Task List and Task-Descriptions would be very useful to help visualize a work flow.
    In addition, an option to label it as either "Job Ticket" or "Assignment Confirmation" would be beneficial for CRM.

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

  5. Printing of Vouchers

    Generally in accounting packages you can print vouchers. Payment Voucher / Receipt Voucher etc. This also has the signature of the person approving the payment and any second signature for checking, and receiving (if payment). This is then filed physically in the files for audit along with supporting documents. Normally auditors look at physical vouchers.

    Right now we will need to print vouchers manually from Excel or use preprinted vouchers. This is an old accounting this but still needed for audit and tax purposes.

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

  6. Add aging of invoices on customer statements

    I deal with hundreds of suppliers, ALL provide customers statements WITH aging of invoices in them. This is the norm, not the exception, unbelievable that Zoho Books does not have the ability to customize statements. This IS basic for conducting business.

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

  7. Grouping of transactions for matching

    The way some banks post transactions, they break them down and only by grouping them can they be matched with actual postings.

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

  8. Ability to Send Requests for Quotes

    It would be really nice if I could send Requests for Quote on items that I need built. That way I can always get the best price without having to email and manage bunch of people/inconsistent responses.

    This would be under:
    Purchases
    - Expenses
    - Recurring Expenses
    - Request for Quote
    - Purchase orders

    The template would be similar to a PO. It would just pull in my vendor contacts and my vendor part#. Then all I would need to do is attach a drawing then send it to a group of vendors. They could email me bids. Then when…

    116 votes
    12 comments  ·  Purchase Order  ·  Admin →
    How important is this to you?

  9. Ability to Add Product Visual/Image to Estimate and Invoice

    I want there to be the ability to add a small thumbnail of about 185x185 next to my items in my Invoice and Estimate to be able to provide a visual reference to my Clients. On clicking the product visual, they can either be taken to the product page on my website(Custom Link) or to a larger version of the image(Image Source).

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

  10. Please integrate Virtual Card Services

    Please integrate Virtual Card Services - www.vcs.co.za with Zoho Books as our clients using the portal are unable to pay us with credit cards and we cant use this to pay this invoice online now with the online payment options. We cant use Braintree , 2Checkout as when ZAR is converted to USD then back to ZAR; when they pay us then we loose a lot with the Forex conversion. Also Paypal doesnt support ZAR.

    36 votes
    Not For Now  ·  3 comments  ·  Banking  ·  Admin →
    How important is this to you?

  11. Alter Bills Template - for self billing.

    I currently use Zoho books for one of my business' and was thinking of using it for another but the second business is a little more complex.

    In the second business we make commission payments to introducers of business, we send them a statement and an electronic payment of the funds we owe them at the appropriate time.

    In zoho Books we could use the bills area to create these self-billing statements to send to the Business Introducer however this is the only area on Zoho Books where we can not alter the template to make it appropriate.

    Please add…

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

  12. Have a consolidation feature to consolidate reports for multiple organisations

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

  13. Customer can choose which items on estimate they want done.

    Make a Check box next to each line item name or near the dollar amount so clients can "choose" which services they want done. especially for construction there can be alot of separate items that are quoted. Then make the total reflect the items they selected. easy. thanks.

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

  14. pic for items

    Can it possible to setup pic on each items added with little pic. so that its easy to identifiy by customer, that we are quoting therefor.
    little Pic next to item

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

  15. Customizable packing slips - attention field, special instruction field

    Invoice & Packing Slip - more customizable

    (1) Attention Field - essential for billing and shipping products attention to the person who placed the order
    (2) Item & Description - not all items on an invoice can be shipped, ie design service, packing charge, etc, so best to make it modifiable on packing slip
    (3) Shipping Address - client might have multiple shipping location, it would be great if this field is modifiable or if we are allow to save multiple address under the same contact

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

  16. I suggest to make a filter icon ( by item name ) in the inventory valuation summary report

    valuation summary report filer icon

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

  17. Reports for Expense Details and Account Transactions need a column that lists the vendor/payee name.

    Reports for Expense Details and Account Transactions need a column that lists the vendor/payee name.

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

  18. invoices must have a prompt to bill the liability to the vendor

    When we invoice somebody, after completion of the invoice it should prompt that it should be billed to some vendor too. And if somebody skips the entry it should flash a message "are you sure you dont want this product to be billed to the vendor" The prompt will reduce the chance of missing the entry. and the books could be maintained diligently. This will be helpful for the service industry where many a products are being bought and sold the same day.

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

  19. invoices

    When we invoice somebody, after completion of the invoice it should prompt that it should be billed to some vendor too. And if somebody skips the entry it should flash a message "are you sure you dont want this product to be billed to the vendor" The prompt will reduce the chance of missing the entry. and the books could be maintained diligently. This will be helpful for the service industry where many a products are being bought and sold the same day.

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

  20. in

    When we invoice somebody, after completion of the invoice it should prompt that it should be billed to some vendor too. And if somebody skips the entry it should flash a message "are you sure you dont want this product to be billed to the vendor" The prompt will reduce the chance of missing the entry. and the books could be maintained diligently. This will be helpful for the service industry where many a products are being bought and sold the same day.

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