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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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6729 results found

  1. Please add Tax collected at source(as per income tax act) in the tax Invoice in india

    We are collecting TCS from our customer so please add this feature

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  2. Allow GL Mapping/Group/Nesting as WE want, not how Zoho wants

    It is infuriating that I can set up my GL and nest accounts within parent accounts as I want except for a few Zoho accounts which cannot be moved or grouped. Case in point - why am I unable to move the bank charges account into my general and administrative section? Please allow for us to move all of the accounts to where we want them for a financial reporting perspective. I'm left with financial statements that look great, except for your random accounts which are presented. This makes the system generated reports useless and I have to manually regroup…

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  3. Purchase return order

    1. Purchase return ( When we created purchase return order and Credit SMS to the vendor on Final approval ) . I wan to create a workflow rule for Purchase return order but the option is not getting in automation.
    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  4. How to send only unpaid invoice under sales by sales person

    please how to do ?

    1 vote
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  5. Purchaser Order field for customer to populate when approving estimates

    When a customer reviews an estimate within their portal and they wish to accept they should be prompted to provide a Purchase Order within a specific field as this is the authority number given for the purchase by the customers finance team. This PO should then be pre-populated into both the Sales Order and the Invoice

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  6. send later function on retainer invoices

    Please can you add the send later function to Retainer invoices. If i win a contract, id like to be able to fill out the retainer invoices there and then, and schedule to send 14 days prior to contract starting.

    4 votes
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    1 comment  ·  Invoices  ·  Admin →
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  7. Salesperson sales by quantities report

    All companies calculate sell target for salesperson one once by total amount send once by quantities
    So all need to appear sales by quantities report for salesperson please

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  8. When we create new draft invoice its shouldn't allocate to invoice number before submitting for approval at least

    3 votes
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  9. I want to add Dispatch address

    Dispatch Address

    1 vote
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    1 comment  ·  Admin →
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  10. Name and Mobile Number in Retail Invoice PDF

    We request you to incorporate Name & Mobile number to be printed in PDF.

    1 vote
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  11. Integration with Bluevine

    They work with a variety of bookkeeping software packages to feed the invoice to them for approval.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  12. Timesheets Cloning or templates

    My weeks are around 75% the same from one week to the next. It would therefore be very helpful to be able to create a weekly time log template or clone the prior week and roll it over to the next week, then adjust the entries that are different. The current process of having to re-enter the weekly timesheet over and over is a disincentive for my team to actually fill it out, which is a nuisance.

    6 votes
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    1 comment  ·  Automation  ·  Admin →
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  13. support@zohobooks.com

    2 votes
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    1 comment  ·  Admin →
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  14. md.mostofa899753@gmail.com

    500

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  15. Add "remove salesperson" option.

    One should be able to remove a salesperson

    1 vote
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  16. Create sub-accounts for clients so that there is a main client from which sub-clients flow

    Create sub-accounts for clients so that there is a main client from which sub-clients flow

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  17. Why can't I view items by vendor? When I add an item there should be an automatic field attaching it to a specific vendor.

    Why can't i view items by vendor? When I add an item there should be an automatic field attaching it to a specific vendor.

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  18. Non Integratoin of Bank Account Details

    I just want to display my VPA, QR and NEFT. The client would pay the invoice.

    I do not want to pay the integration charges to the Bank for receiving money online.

    3 votes
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    0 comments  ·  Online Payments  ·  Admin →
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  19. Creating single PO for 2 Sales Oder

    Creating single PO for 2 Sales Oder

    1 vote
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    0 comments  ·  Purchase Order  ·  Admin →
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  20. Apply Tax Witheld without Payment

    Hi, will really appreciate if you can add a feature wherein we can manually enter Tax Deducted at Source (TDS) / Tax Witheld amounts without recording a payment received as in some cases Tax Witheld is credited by Customers much before they make payments, hence this would provide exact outstanding amount from a customer.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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