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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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  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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6185 results found

  1. A selection for contact name under the field for ATTN

    It will be good if there is a new drop list or selection to choose the new created Estimate or Invoice is ATTN to which contact user within the same company. Currently it is very troublesome where A company has many different contact from different department, but the created PDF is always being defaulted to primary contact. And in order to set ATTN to the user we want, we have to manually go to Contact setting to assign the user as primary role, then switch to another contact name again for invoicing. Very inconvenient and time consuming.

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  2. Add Balance detail in the customer sumary in the Web and Mobile App

    It will be very helpful if there is a detail un the Contacts module like this.

    Balance: $1000
    Current: $500
    1-30 days: $100
    31-60 days:$100
    61-90 days: $100
    90+ days: 200

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  3. Transactions by Cutomer at the Mobile App

    I will be very helpful at the mobile app Contacts Module a way to see transactions by category.
    Every time i want to check a customer invoices i have to go to Invoices module and try the customer name, some times i got several customer invoices becuase similar name.

    1 vote
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  4. Developers' Version

    I suggest developers should be provided with a free version of ZOHO products so that they can integrate and develop things for their clients. That version may be restricted to be used only by developers. One way of ensuring that may be to restrict the number of transactions in developers’ version.
    I believe the developers/consultants are the true promoters of any 3rd party software. So, they should be facilitated in every aspect.

    1 vote
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  5. Customer/Supplier Payments

    If an invoice has an amount payable of 1000 and the customer pays 1500 the excess of 500 must be able to be reflected on the customers account and statement.

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  6. make the payment options button better

    The button for payment options on a retainer invoice or invoice is not very well designed. I suggest you redesign it to make it more obvious and clearer to a customer that they should click there to pay online. A better CTA.

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  7. filter transactions by payment type when matching transactions

    When matching deposits to transactions, it would be great if we could filter by payment type as our credit card machine sends batched deposits separately by "credit card" and "debit card" every night. Also, we deposit "checks" and "cash" at the end of every week. These payments types are already entered for each transaction. This would allow us to quickly identify the numerous transactions that make up every deposit. Our current workaround is to deposit all transactions into an "undeposited funds" account we made for ourselves, from which we transfer the amounts for each category into the checking account at…

    1 vote
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  8. Allow posting to several accounts when writing checks.

    When writing checks that do not go through AP, it would be helpful to allow several accounts to be posted. Example, payroll wires need to be separated between Salary, payroll tax and payroll liability accounts. All other accounting software has this feature. Thanks

    1 vote
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  9. I want to design enhancements for Zoho Books using Zoho Creator

    Zoho allows developers access to the Books API. So why not make Zoho Creator a tool for developing new features? I would like to create job costing functions and reports for Books.

    1 vote
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  10. Delivery notes and packing slips should be available on plain paper

    When we sell goods to a trade customer, we might send the goods direct to their customer, and we need to send paperwork on plain paper. There is currently no template to amend the paperwork, only option is to add or not show, but this does not include our address.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  11. please add a badge on document icon showing new documents in inbox

    This is so we can remember to check there for expenses for which team members have sent receipts through email to our zoho document inbox. Otherwise, it is hard to remember to check there.

    1 vote
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  12. ajouter icloud pour ajouter des photos plus facilement.

    ajouter icloud pour ajouter des photos plus facilement.
    aussi dans devis ajouter photos via icloud.

    1 vote
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  13. format 8 1/2 x 14

    format 8 1/2 x 14

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  14. Accountant Quick Notes/Tasks

    As an Accountant
    A note or task that can be set for staff handling a partcular client or a note to the client.
    for EG
    Staff Note
    Please review the Income statement for accruals not accounted for.

    Client Note
    Please process the credit note to ABC as discussed.

    1 vote
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  15. to allow customizing the Dashboard by letting users add boxes such as Sales Orders and Purchase Orders.

    User should have the ability to add boxes below your standard dashboard (or also be able to reorder them). In my case i would like to add sales orders and purchase orders at the end of the standard dashboard boxes.

    1 vote
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  16. Countrywise or Currencywise

    Sales reports to be shown per Countrywise as well as Currencywise for different customers listed

    1 vote
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  17. 1 vote
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  18. Allow optional automatic generation of reference numbers for expense, banking and related entries that have columns for reference number

    Instead of having to create and enter refernece numbers manually, let there be an option for user to chose either for automatic generation of reference numbers in a particular format according to teh need of the user, or for the user to enter the refernce number manually if it is created from elsewhere. Let there be the two options.

    1 vote
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  19. Sales Order Status Update

    How about making 'Don't show this again' button on the 'Sales Order Status Update' popup actually do what it says, and cease bothering me every time I open the SO page?

    1 vote
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  20. Suggestion 2

    AR and AP Accounts:

    ZOHO Books have hard coded the AP and AR accounts and hence even if i have to use my own coded Chart of Accounts , I can't define an AR and AP account of my choice. I suggest, you could provide a this as a configuration item (initial setting) where-by the user will provide the desired AR and AP account name from the list of accounts created and you could mark this for automatic posting only.

    Also, I should be able to use supplementary accounts for , i.e; when i define employees as vendors, i should…

    1 vote
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