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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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6972 results found

  1. Add reoccurring RETAINER Invoices

    It would be great if you could also create reoccurring RETAINER invoices too, most of my big projects are on monthly retainers that I bill against, especially when integrating with zoho projects this makes it even better, but without the ability to create reoccurring retainer invoices I have to do them all manually

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

  2. Use Vendor information when creating a PO or multiple POs from a single invoice

    There's another request to allow PO from Invoice (I agree with this)

    Adding to that, in the CRM there are fields for Vendor Name and Vendor Code which are not carried over to Books. And in Books there is the cost of goods sold which does not carry over to CRM (unless I overlooked something).

    All this information should carry over and should be used to generate as many purchase orders that are needed from a single invoice. A PO should be generated for each Vendor on an invoice and automatically carry over the Vendor name, Vendor Code (assuming this…

    30 votes
    4 comments  ·  Purchase Order  ·  Admin →
    How important is this to you?

  3. Enable customers to be segmented

    We would like to segment retail/warranty and wholesale customers. The relationships, politics, payment terms, and internal training and responsibilities involved is different with both customer types. We currently use 2 Zoho invoice organizations to keep the 2 universes separate, but we would like everything in 1 accounting system. Another issue is reporting. Right now, I can see how many of what I sold to resellers, and how many of what we sold/served to retail customers. I would like to retain this ability, while using Books.

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

  4. Allow multiple currencies per client

    Why do we need to set up a different client, should our client request to pay different invoices in different currencies?

    1,198 votes
    Not For Now  ·  97 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  5. Square Register Integration with Zoho Books for Global clients

    23 votes
    6 comments  ·  Third Party Integrations  ·  Admin →
    How important is this to you?

  6. Import invoices without creating new invoices but updating info of existing invoices

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

  7. Allow multiple expense accounts to be keyed under purchases from an invoice.

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

  8. Create Budgets plans and reports for the real and for the plan..

    On financial we need to plan the budgets eased on periods ( day, month or years), that help a lot to compare the budget plan for a different periods.

    949 votes
    89 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?
    Released  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hey,

    The Budgeting feature is live now. You can plan for the upcoming financial periods by creating budgets and evaluate your business performance. 

    To know more about this feature, check out our:

    Blog: https://www.zoho.com/financeplus/blog/budgets-in-zoho-books.html
    Help Document: https://www.zoho.com/books/help/accountant/budgets.html

    If you need any further assistance feel free to reach out to us at support@zohobooks.com.

  9. Convert Sales Order to Project

    41 votes
    6 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

  10. Add more Bill pay through options

    Option to pay bills through Equity and other current liability accounts

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

  11. Tax payable account in manual journal

    Option to post manual journal for tax payable account - global edition

    15 votes
    Gathering Information  ·  5 comments  ·  Transactions  ·  Admin →
    How important is this to you?

  12. Create PO from Invoice

    PO From Invoice - Not only from SO

    264 votes
    Under review  ·  28 comments  ·  Purchase Order  ·  Admin →
    How important is this to you?
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