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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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  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. client portal needs it's own tab

    Customer Portal Needs it's own tab in the customer view. So you can easily see comments, documents, invoices, credit limit, all that is shared other than estimates/sales orders/invoices.

    1 vote
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    0 comments  ·  Client Portal  ·  Admin →
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  2. Writing off old bills due to vendors

    Like how we can write off an invoice to customer as bad debts, same way we need to have entr/system where we can write off old bills of the vendors.Now we dont have this facility I suppose.

    1 vote
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    0 comments  ·  Vendors  ·  Admin →
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  3. CUSTOMER GROUP

    Please create Group for Customers (example: Local, Overseas, Currencies etc) in order to generate Aging based on the above.

    0 votes
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  4. CUSTOMER GROUP

    Please create Group for Customers (example: Local, Overseas, Currencies etc) in order to generate Aging based on the above.

    3 votes
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  5. digital signatures for Macbook

    Currently digital signatures are supported on windows machine it would be very useful if we can get it on Macbook too

    4 votes
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  6. have a cost accounting features for proses costing or activity based costing for simple manufacturing company like mine

    2 votes
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    1 comment  ·  Zoho Integrations  ·  Admin →
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  7. Allow staff to view and create expenses in specific categories instead of all or nothing

    Currently if I want to provide my employees with the ability to record expenses I have to grant them permission to view ALL expenses for the entire company. It is against privacy policies to simply allow staff to view each other's salaries and the financial situation of the company simply so that they can track their own expenses. I propose the ability to assign specific Expense Categories to specific staff members so that they can track expenses appropriately.

    3 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  8. see available stocks within a price list

    view and export an available stocks list that includes a specific price list? So basically, i want to view all items that are on hand with the current selling price and ALSO the wholesale price on one spreadsheet. Wholesale price is in Price Lists.

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  9. provide an option to give the associate tags for TDS column

    provide an option to give the associate tags for TDS column

    1 vote
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  10. provide the branches option without gst number

    provide the branches option without gst number

    1 vote
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  11. Track link of orders and deals

    Currently we need to go order by order to see whether they are linked to a deal or not.

    In order to make this much easier please can we include this information in the export file of sales orders?

    The same would apply to Estimates and Invoices.

    Thanks

    3 votes
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    1 comment  ·  Sales Orders  ·  Admin →
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  12. applying discount while recording customer payment

    I want to apply a discount while recording the customer payment, you already have a discount at invoice level, but that is not enough, for me, many times, customers request a discount when recording their payment.

    7 votes
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  13. I would like to be able to post negative time against a project in Zoho Project. So I can see what has been CR to the cust. in Projects.

    I have billed time in Zoho Timesheet and issued the customer an Invoice in Books. Customer disputes it, I issue a CR Note in Books, but I also want to be able to log a negative timesheet in Zoho Timesheet so that anyone can see what has been credited back. This would show a wash out from the orginal Zoho Timesheets so it's a balance entry. Entry in and then a entry out.

    1 vote
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  14. JOURNAL ENTRY TEMPLATE CUSTOMIZATION IS NOT CONSISTENT

    IT LET YOU CUSTOMIZE TABLE COLOR, TABLE FONT AND HEATHER CONTENT, BUT SUBTOTAL AND GRAND TOTALS, TAX ETC REMAIN WITH DETAULF FORMATING, VERY INCONSISTENT.

    1 vote
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    0 comments  ·  Templates  ·  Admin →
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  15. IMPROVE THE REPORT CONFIGURATION LAYOUTS, SO BASIC AND LOOKS UNPROFESSIONAL

    IMPROVE THE REPORT CONFIGURATION LAYOUTS, ADD MORE OPTIONS; CURRENT IS SO BASIC AND LOOK UNPROFESSIONAL. I.E: THE ALTERNATIVE ROWS GREY COLOR OPTION DON'T SHOW CORRECTLY, SUBTOTALS ARE NOT DIFFERENTIATED; HEATHER COLOR ARE NOT CUSTOMIZABLE.

    2 votes
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    0 comments  ·  Reports  ·  Admin →
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  16. Transfer the balance of one party to another party through manual journal

    There are the cases where the balance of one customer is transfer to another customer due to the reasons like the parties may be sister concern and alike.

    In such case these transfer of balance should be allowed through manual journal.

    20 votes
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    1 comment  ·  Manual Journals  ·  Admin →
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  17. After This Feature in CRM Branch option is not populating

    This Branch option should be populate in CRM Finance

    1 vote
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  18. allow warehouses to be created in different states

    Warehouse creation in differnt state than the organistion is not allowed . In this case how can branches across differnt states be attolted warehouses ?

    1 vote
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    0 comments  ·  Inventory  ·  Admin →
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  19. Zoho Books should have an option to select Date Range for Invoices/Estimates from Particular Date till Particular Date selection.

    3 votes
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    0 comments  ·  Accountant  ·  Admin →
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  20. Intervals of month aging

    Request for "intervals of" month in "Customize report". The current options are "week" and "days".

    0 votes
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    1 comment  ·  Reports  ·  Admin →
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