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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.

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6729 results found

  1. Integrate Payment Gateway along with Estimate

    Payment Gateway integration with Invoice is great. It'll make sense to have the same with Estimates, Proforma Invoices etc. Most B2BC businesses require sending out quotes; if the customer likes, they pay & the invoice will be sent after that.

    25 votes
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    2 comments  ·  Online Payments  ·  Admin →
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  2. extend count of data type allowed in adding custom fields

    extend count of data type allowed in adding custom fields

    25 votes
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    0 comments  ·  Admin →
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  3. CUSTOM CHARTS OF ACCOUNT

    I would for Zoho team to allow suscriber to customs the chart of Accounts as they wish. Some Accounts in the Charts of Accounts are not useful in some countries and also the chart of accounts is not the same in all countries. Therefoe except fews account that could not be renamed, we should have the ability to delete what we do not need as account and organize the chart of account as we wish according to our local chart of account and legal provisions

    25 votes
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    1 comment  ·  Admin →
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  4. Integration with Tide Current Account

    These guys (https://www.tide.co/) seem to be gaining some traction in the small business current account market. I believe they are currently 'reviewing' integrations. Would be great if Zoho Books gets integrated as I have just opened an account with them and looking to move all my business banking to them shortly, as I have no doubt other small business owners are too.

    25 votes
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    2 comments  ·  Third Party Integrations  ·  Admin →
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  5. PayStack Payment Gateway Integration Option

    Dear Zoho,
    I am a user of Zoho One.
    As a Nigeria focused charity we accept donations and take payments in naira. Although Stripe allows us to take Naira payments our prefered payment gateway is PayStack. As your API does not allow for 3rd party payment gateway integration can you please look into adding PayStack as a payment gateway option.

    I have been in contact with Stephen Amaza at PayStack, where they are more than happy to be considered as a payment gateway alternative.

    I really hope we can make this happen and I hope to hear from you soon.

    …

    25 votes
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    0 comments  ·  Online Payments  ·  Admin →
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  6. Be able to create multiple purchase order item wise / vendor wise from single sales order

    Should a sales order have multiple items that may be sourced from multiple vendors, then the system should generate multiple purchase orders based on item and vendor.

    24 votes
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    4 comments  ·  Purchase Order  ·  Admin →
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  7. markup

    markup option for expense category

    24 votes
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    4 comments  ·  Expenses & Bills  ·  Admin →
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  8. RMA & Vendor Returns

    would like Option to create RMA for customer for return, as well when return is taken we should have option to put item back to inventory or going back to vendor,

    24 votes
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    0 comments  ·  Inventory  ·  Admin →
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  9. Investment in shares and Investment in MF

    Hi,

    Investment segment is missing .

    For Investment in share and MF required Accounting Like Stock.

    Please consider this feature in Zoho Books

    24 votes
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    1 comment  ·  Accountant  ·  Admin →
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  10. petty cash voucher

    i would like to suggest you to add petty cash voucher it would be easier for me to manage my petty cash

    24 votes
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    4 comments  ·  Expenses & Bills  ·  Admin →
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  11. Add chinese/japanese/korean character support for Noto Sans font

    Noto Sans CJK supports additional character sets. It would be convenient to have a single invoice template for all languages.

    https://www.google.com/get/noto/help/cjk/

    24 votes
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    4 comments  ·  Invoices  ·  Admin →
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  12. Recurring Statements and Invoices

    Recurring Invoices, along with Statement
    It would add great value if you could provide an option to include the latest statement when emailing the recurring invoice every month.

    This would mean the customer would receive the invoice, along with the statement.

    This will save hours, in having to send each customer a statement each month. It will also reduce requests. I am so tired of being requested to email the statement.

    It would really help to have both recurring invoices, along with statement. It kills 2 birds with one stone

    24 votes
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    1 comment  ·  Automation  ·  Admin →
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  13. Reporting tag mandatory and its visibility!

    Reporting tag is a good feature provided by Zoho Books. However, we suggest you to incorporate following points to make it more helpful:
    1. Make reporting tag Mandatory: Most of the time, while entering voucher, user forget to enter "Reporting Tag" as it is not visible on face itself and system allows him to save transaction without reporting tag. Please create feature to make it mandatory.
    2. Make reporting tag visible on face of Voucher: Reporting tag is a significant information needed at the time of review and audit. However, every time we need to drill down the voucher to…

    24 votes
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    1 comment  ·  Reporting tags  ·  Admin →
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  14. Square Register Integration with Zoho Books for Global clients

    23 votes
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    6 comments  ·  Third Party Integrations  ·  Admin →
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  15. Deepen the salesperson integration.

    I would like to request some bolstering of the "Sales Person" feature. I understand Zoho added Sales Person to the invoice and estimate documents, which is great. Here are some improvements I think can be made to the Sales Person field:

    (1) Integrate it with the "staff" role of the Users preference pane. If I invite users to join my books.zoho.com organization, then it is a fair assumption that at least some of them will be my sales people. I would like the Sales Person box to populate from that list [but don't lose the ability to type in for…

    23 votes
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    0 comments  ·  Admin →
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  16. More details of activity on an invoice (similar to Freshbooks)

    Every activity on an invoice (credit card charged, credit rejected, invoice sent, etc) should be listed in a history area for each invoice. This is similar to what you see in Freshbooks here: http://screencast.com/t/cAFr0gIG

    As part of this I also suggest the following general codes to be shown (and color coded for easier viewing): http://screencast.com/t/VSRURH6xHD

    23 votes
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    1 comment  ·  Invoices  ·  Admin →
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  17. Item Merge function

    There should be a way to Merge Duplicate items, just like you can merge contacts.

    23 votes
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    1 comment  ·  Items  ·  Admin →
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  18. Integrate with PostFinance in Swizterland

    It's the biggest bank for small and medium sized businesses in Switzerland. The fact I can't get my bank statements from it is a PAIN :) Please have a think about it (or at least, ask your 3rd party to think about it)

    23 votes
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    4 comments  ·  Banking  ·  Admin →
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  19. Import and Export from Tally

    If Zoho Books has to get accepatibility in Indian Market. You need to provide easy Export / Import option from Tally. Otherwise you can just forget it as 90% of the CAs use Tally in India

    23 votes
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    9 comments  ·  Admin →
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  20. Urgent Requirement for use of Zoho Books in Philippines - BIR Accreditation

    BIR Accreditation for use of Zoho Books in the Philippines,, as we would require the POS/Accounting system to be Accredited with BIR. If we do not get this sorted, then we would not be allowed to use the Zoho Books sytem. Request you to please take this as a priority as we would like to use Zoho.

    23 votes
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    2 comments  ·  Transactions  ·  Admin →
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