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Zoho Books

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.

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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6165 results found

  1. additional column in invoice table

    We need to add additional row in invoice table for mentioning additional information regarding each item. (because we need to mention description in separate column.)

    1 vote
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  2. Attach from cloud option while sending estimates

    While sending estimates to client - attach documents from cloud option is missing we need it as we will be sending multiple estimate on daily basis from different locations. Option of attaching from cloud makes it more easier.
    Another option is giving sub-folder option in documents section.
    Our business scenario is such that for single estimate we would need to attach 3-4 relevant files your customer care team has informed to make use of attach from documents option but that does not work for us as searching documents takes time everytime and there is possibility of errors.
    Kindly consider our…

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  3. Please make available spreadsheet format for sales order, purchase order, delivery challan

    1 vote
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  4. MSME Registration No.

    we need to maintain that our vendor's are registered in MSME or not if we can manage this thing also through venor creation page so this will be very help full.

    1 vote
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    0 comments  ·  Vendors  ·  Admin →
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  5. Customizable VAT Report Details

    It would be ideal to have an option or an update to the current VAT Reports which will eventually show the Supplier/Vendors details inline with the Bill/Credit Reference.

    1 vote
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  6. Stock holding reports on Zoho app

    Stock holding reports is not visible on zoho app.

    I need to log onto website to view that.

    Please enable stock holding reports on zoho app.

    3 votes
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  7. Allow more symbol characters in Note fields

    It's usual for me to add / paste things into the Note field in a Timesheet entry, but symbol characters are not supported. It's very annoying to not allow arrows (->) and math symbols (&) in the field and have to omit them and lose meaning. How hard is it to "escape" everything entered into the Notes field on the backend?

    1 vote
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  8. while calculating sale price it would be nice to have a % box so that it automatically calculates the sale prize from purchasing price

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  9. Branchwise inventory Report

    Require Branchwise Inventory Report

    1 vote
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  10. Client Approvals View Allow Sorting on Submitted On column.

    In the TimeTracking > Client Approvals view, please make the "Submitted On" column be sort-able. Currently only Name and Customer are clickable.

    1 vote
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    0 comments  ·  Transaction Approval  ·  Admin →
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  11. Scheduled email for payment notification

    It would really be useful to have the option to email the pdf for Payment Made with a Scheduled email (we can choose the date) as sometimes we do the payments in advance at the bank level but with Zoh we need to send the email payment notification right away. - this way we get to notify our suppliers that payment had been made at the same date they got it the payment from the bank.. Just adding the option of scheduled email for payment notification to the customer.

    1 vote
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    0 comments  ·  Online Payments  ·  Admin →
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  12. I would like to Have trial balance projectwise so that Balance sheet can be made projectwise and asset bifurcation is made possible

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  13. Remove Inactive Projects from default view

    Under projects, could the default setting show only active projects and inactive projects can be accessed separately?

    1 vote
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  14. would like to add separate address in invoice for seller like factory address and corporate address

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  15. Implement a Notes or Post It feature (similar to ZOHO CRM)

    Implementing a Notes or Post It feature (similar to ZOHO CRM) to quickly capture follow up items

    1 vote
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  16. Option to let the logo be on top of header

    In Zoho Books, when you use a header it covers the organization logo. I need an option to have the logo on top of the header

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  17. add more functionality to Custom Templates

    It would be great if there were more functionality added to the custom template option. It is very limited, and the editor has many bugs. Features such as customizing fields, changing their orientation on the page, flipping the page vertically to allow the same items to be reflected on the other side of the page, and supporting adding multiple languages for the same field.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  18. Transaction Approval levels for New Payment Received

    Transaction Approval levels for New Payment Received

    1 vote
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  19. Allow Books to print cheques for EXPENSES

    we pay a lot of things via cheque and not always we have a Bill.

    Talk to your software genius, please.. tell them to find a way to get it implemented.. ZoHo is so nice.. you guys always find solutions!!

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  20. Photos of Each Item In Mobile App when generating sales order or looking up items

    It would be really helpful if you add photos to the items in the mobile app in the items tab. It will make generating sales order and invoices much easier while on the go.

    3 votes
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    0 comments  ·  Mobile App  ·  Admin →
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