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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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6411 results found

  1. Enable inventory tracking in basic subscription

    Enable inventory tracking in the basic subscription. This is crucial feature and accessing it only on professional is too expensive for startups in Africa

    3 votes
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  2. Stock Journal

    I am a manufacturer. Many different components are utilised to make one finished products. Tally has a feature called as Stock journal, wherein several components are clubbed to together for one finished product.
    example : 1 cabinet, 1 pair of hands, 1 glass,1 movement,2 batteries, etc ( all procured from different suppliers) is converted into ONE WALL CLOCK.

    4 votes
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  3. Please make YESBANK also for customer payments

    To collect payments from customer include YESBANK also

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  4. Challan Type: Include option for Weighment

    1 vote
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    0 comments  ·  Transactions  ·  Admin →
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  5. We already definied the Organizations Roles, but, there is a diffence with Zoho CRM where yo can define Hierarchy. We need define hierarchy

    We already definied the Organizations Roles, but, there is a diffence with Zoho CRM where yo can define Hierarchy.

    We need define hierarchy in Zoho Books e Inventory, for ejemple, several seller reports to a manager, each seller can only see their accounts, contacts and potencials, but can not see accounts, contacts the anothers sellers.
    The manager can see their own accounts, contaccts, potencial, and the accounts, contacts and potencial the seller what they depend on.

    3 votes
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    0 comments  ·  Inventory  ·  Admin →
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  6. Add columns to templates of packing slip/ invoice

    I want to add column to packing slip- to show qty ordered as well as qty shipped or back ordered?

    4 votes
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  7. Enlarge the 'pay now' button for customers who have multiple open invoices so they don't miss this and only pay for the current invoice

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  8. Inventory Items on Projects

    Having the ability to added inventory items to a project would be super helpful! I know there is the option to associate projects to bills but most items we have in inventory, have already be paid for at an earlier time and so we just charge the customer at the time of the project. So, associating a project to bills, doesn't really help us.

    Could this be added?

    1 vote
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  9. Allow the users the option of making line item level discount as "only in percentage" or "only in rupee" or "both" in the preferences

    Settings -> Preferences -> General -> Do you give discounts? you can only select one (Radio Button) of the 3 options:
    1. I don't give discounts
    2. At individual item level
    2a. Do you give discount in percentage
    2b. Do you give discount in value(rupees)
    2c. Do you give discount in percentage or value(rupees)

    4 votes
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  10. Allow the users the option of making line item level discount as "only in percentage" or "only in rupee" or "both" in the preferences

    Settings -> Preferences -> General -> Do you give discounts? you can only select one (Radio Button) of the 3 options:
    1. I don't give discounts
    2. At individual item level
    2a. Do you give discount in percentage
    2b. Do you give discount in value(rupees)
    2c. Do you give discount in percentage or value(rupees)

    0 votes
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  11. make reporting tags available to all reports, especially for receivables and payables

    8 votes
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    0 comments  ·  Reporting tags  ·  Admin →
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  12. Need restriction branch level user role

    please note that in the current software which you have provided us need some customization, as we want limited access of data to our branch/sub-divisions.you are requested kindly guide us for the same so that limited excess can be provided to the concern team.

    9 votes
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    0 comments  ·  Users & Roles  ·  Admin →
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  13. 101715595

    1 vote
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    1 comment  ·  Admin →
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  14. Print Preferences

    Similar to selecting Organisation name, Accural/Cash Basis, Report by, Report Generated Date and Reported Time.

    If you could implement Organisation GST Number, Organisation Address in Print Preferences it will be useful.

    3 votes
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  15. Print Preferences

    If you can add a Remarks or Notes Column in Print Preferences. So, that while printing if some one has something to write while printing it will be useful.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  16. Remarks or Notes Coulmn in Print Preferences

    If you can add a Remarks or Notes Column in Print Preferences. So, that while printing if some one has something to write while printing it will be useful.

    1 vote
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  17. have a feature to view invoices associated with a certain price list category or a sort option to view all invoices under that price list.

    My business is using 4 PRICE LIST categories: SRP, special price, dealer price, and distributor price. I need to view the recent invoices associated to the SPECIAL PRICE category because I had a feeling that only a few customers is currently availing that price list. We're looking at making it inactive. I want to see for myself and not just base it on a hunch. But there is no option to check that. Kindly have that feature please.

    27 votes
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    5 comments  ·  Invoices  ·  Admin →
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  18. Transparent data encryption in Backend storage of customer data

    All backend storage of customer data is need to encrypted, if your using database to store the transaction, then entire Db should be encrypted

    so that the product can assure the customer their data's encrypted even zoho team can't view any direct data of each cusomter, since the product is mainly related to CRM this can be must go feature for all.

    3 votes
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  19. Move Address on Customer Statements

    Having the ability to adjust positioning of customer address on statements so it align with window on envelope

    4 votes
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    0 comments  ·  Templates  ·  Admin →
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  20. View customer portal on behalf of specific customer

    Would be good to be able to display customer portal for a specifc customer, in order to check what they can see.
    This would allow better support (tutorials with screenshots, etc.) and monitoring projects to be invoiced that they can see

    3 votes
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    3 comments  ·  Client Portal  ·  Admin →
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