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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.

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. in Accounts Transaction Report, i would suggest to add a column for "Project" or "Customer". It would be really valuable for us and for othe

    in Accounts Transaction Report, i would suggest to add a column for "Project" or "Customer". It would be really valuable for us and for others in order to analyze the total spending's on particular project or customer.

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  2. We have to be able to set default COA for invoice based on customer currency

    Please make the setting for set default COA for invoice that is created by Zoho Project, so we dont need to change the item's COA one by one manually on invoice

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  3. Need to add integration with Shopify.

    1 vote
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    0 comments  ·  Zoho Integrations  ·  Admin →
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  4. show which projects are inactive while making invoice

    If I add an inactive project to an invoice, rather than just tell me one of the entries is inactive, show me which project it is and let me switch it to active without losing all my work on drafting the invoice.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  5. When creating an invoice, rather than having to click each individual unbilled project, add all unbilled projects at once

    When creating an invoice, rather than having to click each individual unbilled project, add all unbilled projects at once. Right now you had to add each one individually, which is time consuming and unnecessary.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  6. THE PRINT PACKING SLIP

    IF I PASTE THE PACKING SLIP ITSELF ON THE BOXES OR CONTENT HOLDERS SO THAT IT CAN BE EASILY TRACED OUT FOR WHAT ARE THE CONTENTS OF THE BOXES AND HOW MANY TOTAL BOXES ARE THERE FOR THE INVOICE.
    NEED A MANUAL ADDITION OF NUMBER OF BOXES, BOX NO( 1 OF 20 LIKE WISE), BOX CONTENTS CAN BE ADDED WHILE PRINTING THE PACKING THE SLIP

    4 votes
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  7. Allow entry of a new series of Invoice numbers for every customer eg CUST1-2020-001, CUST2-2020-001 etc

    1 vote
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  8. invoice subject on statment of accounts

    Invoice subject to be mentioned in Customer Statement.

    16 votes
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    1 comment  ·  Customers  ·  Admin →
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  9. reporting as per FCRA compliance

    The FCRA needs to be reported in two category, 1) admin cost and 2) program cost.
    Can we add this feature in this software ?

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  10. Delivery Challan Customize Templet should be there

    Delivery Challan Customize Templet should be there

    1 vote
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    0 comments  ·  Templates  ·  Admin →
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  11. Easy Item Searcher

    When we add items on invoices, the items should come even if we type its middle name. This make easy to add items which we search for.

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  12. Pls add lorry/ truck no. and eway bill no. column in Invoice

    Pls add lorry/ truck no. and eway bill no. column in Invoice as it is necessary in my all invoices.

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  13. Add a feed for Mercury Mastercard, by First Bank & Trust, Brookings, SD. 866-686-2158/Card Services, PO Box 84064, Columbus GA 31908

    Add a feed for Mercury Mastercard, by First Bank & Trust, Brookings, SD. 866-686-2158/Card Services, PO Box 84064, Columbus GA 31908

    3 votes
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    0 comments  ·  Banking  ·  Admin →
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  14. PARTY TO PARTY ACCOUNT entries are not permitted in the zoho books.

    PARTY TO PARTY ENTRIES ARE TO BE PERMITTED IN THE ZOHO BOOKS

    1 vote
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  15. Estimate Revision

    Estimate usually have manage changes along he bidding process. I have a proposal team to prepare the estimate, So when the 1st revision sent out. The proposal engineer will change to Sent. But there will be clarification comes from client and we will change the Estimate and this will be Revision 2. Two things here,
    1)There is no option to have Revision of Estimate, Currently using custom field with Manual input
    2) The estimate always shows sent even after editing, So when i check the estimate list i consider this as sent but actually it was not. SO if there…

    7 votes
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    1 comment  ·  Estimates  ·  Admin →
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  16. Reporting on initiated transactions showing Forte/Elavon unique transaction ID

    Is there a way to report on invoices with initiated payment (showing transaction ID) that are still settling? This is needed to reconcile deposit discrepancy due to ACH settling time 5 to 7 business days

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  17. Composite items components full descriptions should be visible on estimates/invoices

    You should be able to show all of the items within a composite item with their full descriptions, pictures, and details underneath the main composite item. The current text list with only the items name is just not a good solution.

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  18. Sales order balance

    Balance quantity of each sales order should be available as a report. This can help me to keep a track on all items whatever is pending from my side from delivery to customer.

    17 votes
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    3 comments  ·  Sales Orders  ·  Admin →
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  19. new line to enter GSTIN of customer ship to address

    Dear Zoho team, can you please add new line to enter GSTIN of customer ship to address. Normally it takes by default Bill to GSTIN for Ship to address. where for same customer when ship to address is different than place of supply that GSTIN of ship to address should reflect in invoice.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  20. Make things easy

    Make things intuitive! UGH!

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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