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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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  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com


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7053 results found

  1. Add automatic late fees on past-due invoices

    Ability to automatically calculate, add and track late fees on overdue balances (with email notifications/reminders).

    724 votes
    28 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  2. Improve Email Confirmation for Paid Invoices

    2 improvements for Paid Invoice Email Confirmation...

    1) Send paid invoice email confirmation to the user who sent the invoice to the customer. Right now my sales team doesn't know what has been paid until they login and check every invoice. If they could get a confirmation that someone paid it would make everything faster and more efficient for us.

    2) In the email confirmation, link in the invoice number to take you to the invoice in Zoho Books! Super simple :)

    Thanks!

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

  3. Change default payment method when recording payments

    I really need to change the default payment method when recording payments. I want to change it to check and also change the default Deposit to: account.

    18 votes
    3 comments  ·  Payments  ·  Admin →
    How important is this to you?

  4. Hold monthly webinars to help us understand the full potential of your tools.

    I am using zoho books and zoho projects and I am finding this one of the most helpful tools for my business. I feel like I do not know all of its full potential. I would love to attend webinars that give me helpful advice how to navigate and save time tracking projects,times, expenses and getting paid.

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

  5. Allow multiple payment reminders based on Customers (different languages).

    Allow multiple payment reminders based on Customers (different languages).

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

  6. Individual Client Outstanding Invoice Report

    I would like to send my client this list of invoices in a report format that are outstanding which have not been paid.

    Please make it easy for us to send it to our clients.. .

    Thanks!

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

  7. Multiple auto numbering of invoices

    In Argentina invoice numbering depends on tax condition for the customer and there are invoices of different types: "A", "B", "C", etc.

    So it would be great that Zoho can support multiple autonumbering based on a customizable condition.

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

  8. Profit Margin

    Include a way to show the profit margin for each item as it added to estimates as well as show the total profit margin near the total for the estimate. The profit margin should be dynamic in a way so that you could adjust your price and see the change in the item margin and total margin for the estimate. This would also work for invoices. Of course this would only be viewable to the business side.

    850 votes
    39 comments  ·  Estimates  ·  Admin →
    How important is this to you?

  9. Allow bank charges to be specified on all PayPal banking transactions

    For the PayPal bank feed, only the net amount (revenue minus Paypal fee) is imported. For ecommerce transactions that don't have associated invoices, it's currently unclear how to incorporate the bank fee so that the accurate amount of revenue and accurate bank charge is recorded.

    Adding a "Bank Charges" field to Other Deposit or Sales Without Invoices (like the functionality that appears under Customer Advance or Customer Payment) would fix this issue.

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

  10. Bring in style tag support in email templates

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

  11. Serial Number Tracking

    Allow items to have a serial number Entered in the System.
    1. Enter Serial of Items/Goods and dated purchased.
    2. Warranty Periods for Serial Numbered Items
    3. Pick Items by serial number when doing customer invoices (it helps when items get faulty during their warrant period and to know where there goods where bought from and return to original supplier or manufacturer.) We are having look check the items if there are returns and start opening files to see where we bought from and is it still under warranty.
    4. Being able to see Faulty Items when returned by customer…

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

  12. allow for multiple codes per one expense

    I would like to be able to break down one expense into multiple codes. This way when I have one receipt I can code it to several expense accounts. I am currently using another program to control my expenses and I would like to be able to have everything combined.

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

  13. wages

    i am a director of our company and there is not an easy way that i have found to keep track or our wages along with the tax components/work cover etc that the business has to pay with wages

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

  14. a single export to PDF option that PDFs reports for specific periods to their individual reports instead of having to generate each report

    a single export to PDF option that can generate a PDF report for each of the reports for a specific period eg a financial quarter so that they can quickly be shared with accountant

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

  15. Cashflow forecasting Reports

    Is it possible to add some forecasting reports so we can get a picture of future months & years based on existing data within Zoho Books?

    There would be the option to select which data such as recurring Invoices or Expenses or budgets are included in the Cashflow forecast (or Projection) report?

    I'm new to using Zoho books but would like accounting software which allows a future look at the business.

    Ideally the report would also allow us to
    Define if we want to include
    Only certain aspects of the business such as certain customers.

    As an example elsewhere I've…

    465 votes
    31 comments  ·  Reports  ·  Admin →
    How important is this to you?

  16. Default discount for customer

    A customer has a default discount% that is filled in when an invoice is created

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

  17. For me it would be perfect if i could customize my dashboard. For example, i don't need report for billable hours and i would replace it.

    For me it would be perfect if i could customize my dashboard. For example, i don't need report for billable hours and i would replace it.

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

  18. Bulk actions in timesheets

    Not only delete but change the project assigned, the task, the billable status, ...
    Also enhance the selection criteria to manage timesheets, not only by status and dates, but by client, project, staff name, task,... in order to perform bulk actions more effectively.

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

  19. Reminder for Delivery of Materials

    Since i am a dealer, i need to make Purchase orders to receive customised goods from the manufacturer. Can we include email reminders to reach the mfrs or third parties for delivering the items on time.

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

  20. let a tab or enter key add another line in an sales order or invoice, rather than having to click "add another line"

    Having to use a mouse or trackpad to click "add another line" for every item is not a very efficient way of doing order entry. Using tab or the enter key is much easier.

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