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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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6198 results found

  1. Paperless

    we need the option to be able to use tablets for our customers to sign the invoice and delivery note the we can email it to them instantly.

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  2. Permanent test organization

    Please allow subscribed users (at least with Professional subscription) to have a permanent 2nd small company with full features, in order to do sandbox testing.
    As is, I'd have to double my Professional subscription cost to have a full-featured sandbox. Or else, create a new trial company every few weeks, which is quite inconvenient.

    2 votes
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    0 comments  ·  Users & Roles  ·  Admin →
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  3. Allow multiple languages regardless edition (US or Global Edition)

    Currently, you can only change the language in the Global Edition. The US edition does not have this function (English only). I believe that, regardless of physical location and edition, you should be able to change the language, as this would also help non-native speakers to use the Zoho software.

    2 votes
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    0 comments  ·  General  ·  Admin →
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  4. 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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  5. Reporting Tag shall be visible in Journal

    Hope reporting TAG is visible when we enter the journal. We have many departments and a lot of expense. It is terrible to enter reporting tag which is not visible in journal. We don't know if those are saved or correctly entered. The only way to check is click those dots one by one and close it one by one. Image we have 20 lines to enter and check..

    2 votes
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    0 comments  ·  Manual Journals  ·  Admin →
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  6. Add spelling check

    Add spelling check for time logging, timesheets and invoicing.

    2 votes
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    1 comment  ·  Admin →
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  7. i would like to add the option of sub total on invoice which means sub ttal of qty & custom feilds..its neccesary for us

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  8. Add a BCC to the Email Multiple Vendors

    It would be nice to add a new feature to allow sending a BCC email to multiple vendors at once.

    2 votes
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    0 comments  ·  Vendors  ·  Admin →
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  9. It would be very useful when we create a purchase item that each item is "connected" with 2 to 4 suppliers.

    2 votes
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    0 comments  ·  Vendors  ·  Admin →
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  10. signature

    Capture client signature on invoices on mobile device. Joist app has a great integration.

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  11. would like attachments from sales order automatically transfer over to invoices without having to re-attach in invoice

    2 votes
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    1 comment  ·  Sales Orders  ·  Admin →
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  12. Be able to customize content of dashboard in Zoho Books

    1) Decide which section we want to include or not in the dashboard
    2) Include a section with web links

    2 votes
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    0 comments  ·  General  ·  Admin →
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  13. Need to separate access for Invoices and Recurring Invoices

    I would users to be able to create Invoices for a customer but, not see or edit any recurring invoices.

    2 votes
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    0 comments  ·  Users & Roles  ·  Admin →
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  14. month wise and year wise sales comparison

    we should be able to download month wise and Year wise sale data to easy comparison to analyse sales . also give options to see month wise data - Customer wise/ SKu wise etc,

    2 votes
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    0 comments  ·  Reports  ·  Admin →
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  15. Expense Refund section to review the transaction directly reconciled from the bank feeds

    Expense Refund section to review the transaction directly reconciled from the bank feeds.

    The refunds are not showing in the vendor dashboards and these transactions cannot be viewed directly in Zoho like expense transactions.

    the workaround available now is to filter the bank transactions or check the account transaction report.

    Which again will not include the vendor names and references.

    2 votes
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    1 comment  ·  Expenses & Bills  ·  Admin →
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  16. Allow sending (email) individual invoices at a scheduled time.

    Allow sending (email) individual invoices at a scheduled time.

    2 votes
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    1 comment  ·  Automation  ·  Admin →
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  17. integrate Zoho payroll into Zoho books for European clients

    I suggest to launch Zoho payroll to the international market and pair it to Zoho books.

    2 votes
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    1 comment  ·  Zoho Integrations  ·  Admin →
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  18. Please enable merging of customer and vendor's statement

    If a same company is your vendor and customer as well then need to have single statement of company.

    2 votes
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    1 comment  ·  Transactions  ·  Admin →
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  19. Add a context field or comment field for additional addresses

    Many Customers have multiple locations and invoices are created in context of a specific location. I need some sort of description field for each address that is only there to help identify the location. Even a simple customizable categorization (Home, Work, Business etc) would be helpful. This is provided in every contanct system I am aware of.

    2 votes
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    1 comment  ·  Customers  ·  Admin →
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  20. Payment receive approval

    How to Make customer Payment Receive transaction with approval stage

    Right now software has no provision to approve this transactiona but we can make some custom field with Drop down option (Draft, Approval,Reject) so that other user can edit and change the status of the transaction and we can track it.

    2 votes
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    0 comments  ·  Transaction Approval  ·  Admin →
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