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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.

Before posting, please ensure the following:
  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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6411 results found

  1. search by custom date

    When looking for projects in the overview, we can only use predefined date settings. These are today, this week, this month, this quarter, this year or all of these but with "last" instead.

    Would be very useful if we could search using custom date.

    1 vote
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  2. Include Payment gateway from Malaysia

    To include Ipay88 or Molpay

    7 votes
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  3. Option to filter projects based on the custom fields

    Please have the option to filter projects based on the custom fields

    9 votes
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    1 comment  ·  Admin →
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  4. Packing Slip should be available for multiple invoices.

    It helps in loading sku wise material into delivery truck.
    1) When multiple invoices with same type of SKU are to be loaded for delivery then it speeds up
    2) Speeds up loading drastically
    3) Inventory mismatch is reduced

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  5. 1 vote
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    0 comments  ·  Templates  ·  Admin →
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  6. I HAVE BUSINESS IN MEDICINE , SO I NEED ONLY MONTH AND YEAR LIKE 03-21 IN EXPIRY, HOW CAN I HIDE DATE

    I HAVE BUSINESS IN MEDICINE, SO I NEED ONLY MONTH AND YEAR LIKE 03-21 IN EXPIRY, HOW CAN I HIDE DATE

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  7. I HAVE BUSINESS IN MEDICINE , SO I NEED ONLY MONTH AND YEAR LIKE 03-21 IN EXPIRY, HOW CAN I HIDE DATE

    I HAVE BUSINESS IN MEDICINE , SO I NEED ONLY MONTH AND YEAR LIKE 03-21 IN EXPIRY, HOW CAN I HIDE DATE

    0 votes
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    5 comments  ·  Invoices  ·  Admin →
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  8. When entering new line items to an existing estimate

    PLEASE make an option to add a line item to an estimate without having to drag it all the way up to where you need it to go.

    3 votes
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    0 comments  ·  Estimates  ·  Admin →
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  9. STOCK VALUATION ON ZOHO BOOKS

    Currently on Zoho books under stock valuation summary report there is no option of warehouse selection, I request the development team to add this option as well as add a column for unit price and unit of measurement. This will make stock comparison between system stocks and physical count very easy.

    4 votes
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  10. 706504242

    How Two Vendors Master Data Export to Way Tds Column Note Data

    1 vote
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    0 comments  ·  Vendors  ·  Admin →
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  11. Seperate module for Salary & Wages to restrict access of Staff to know other employess salary

    Salary & Wages should be a seperate module as this is a sensitive data & not to be accessed by the Data Entry Staff .

    9 votes
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  12. address

    Allow to select a address-to person when selecting the addresses in the documents.

    Reason is that in many companies, the mail/document must be addressed to a person.

    For example:
    Company Name
    Adress-to-Person (select)
    Street streenumber
    Address Stre 2
    City, State, Zip
    Country

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  13. Syncronize documents between diferent Zoho Books organisations

    When two companies work using Zoho Books, and one is vandor , it would be great that vandor can just chose and sync created invoices to his clients zoho books acount. In that way client account will automatily recive those invoice as bills / expenses and vandor will be sure that all invoice are surely sent.

    So both companies would in more easier and secure way work, without need of manually adding those invoice in Zoho Books or scaning them using document scaning feature.

    2 votes
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  14. Please add Expense Payment date and Invoice date separately

    In order for me not to have lots of vendors, it would be better if you could add invoice date and expense payment date separately. At the moment we have invoice date which acts as payment date by default.

    1 vote
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  15. Customize emails for vendor bill payments when using "Pay via ACH" integration

    When you make a bill payment to a vendor using "Pay via ACH", two automated emails are sent out.
    1. Notification of Payment Initiation
    2. Notification of Payment Success
    I would like the ability to customize the content of these emails like we can for the other system generated emails

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  16. have the company logo added to reports

    Have the company logo to printed reports.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  17. credit card limit

    In the Banking Feature, add a field for credit limit for credit cards. That way we can monitor the percent of credit used or how close to the max we are with our credit cards. Also nice would be entering the APR of the cards.

    This is useful for credit management

    3 votes
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    0 comments  ·  Banking  ·  Admin →
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  18. Request Payment made feature in Expenses.

    I need a function payment made for Expenses. We use expenses for internal staff claim and some case is payment made on behalf of company, and claim later.

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  19. better font types for Traditional Chinese PDF

    I think zoho books can have one or more options for better Traditional Chinese Characters to be shown in PDF.

    Example:
    https://fonts.google.com/specimen/Noto+Sans+TC#standard-styles

    Thanks.

    2 votes
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    0 comments  ·  General  ·  Admin →
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  20. Automation of VAT Return

    100% automation of VAT return submission (possibly by API), no human or user input required.

    1 vote
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