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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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6202 results found

  1. MLM software company in Salt Lake City

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  2. MLM software company in Salt Lake City

    MLM Software Company in Salt Lake City offers cutting-edge solutions for network marketing businesses. Elevate your MLM venture with customizable software solutions tailored to your needs. Reach new heights in efficiency and growth. Contact us today for a free consultation. https://www.mlmsoftwarecompany.in/mlm-software-company-Salt-Lake-City/

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  3. jjibba02@gmail.com

    Ok

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  4. Travel Software Development

    Looking for top-notch Travel Software Development services in Dubai? Our expert team creates tailored solutions to enhance your travel business efficiency and customer experience. Contact us today to transform your travel operations with innovative technology! https://www.travelpdapi.com/travel-portal-development-company-in-dubai/

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  5. MLM software company in Texas | MLM Software Company

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  6. How VTS Software can help Small Medium Enterprises?

    VTS Software can help Small Medium Enterprises in many ways. Some of them are: It improves fleet productivity by providing real-time data, on vehicle location, speed, status, etc. It reduces operational costs by optimising routes and alerts on maintenance. It enhances the safety and security of vehicles and drivers through emergency alerts. It increases customer satisfaction and loyalty through timely delivery. Overall, this software is a valuable tool for SMEs that want to increase profitability, save costs, increase clientele, and stay competitive in the market.

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  7. MLM software company in Utah

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  8. MLM software company in Utah

    Explore Utah's premier MLM software company for cutting-edge solutions. With a focus on innovation and reliability, our team delivers unparalleled MLM software tailored to your needs. Elevate your business with our Utah-based experts today. https://www.mlmsoftwarecompany.in/mlm-software-company-Utah/

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  9. Automatic Submission of EC Sales Lists

    It is required by HMRC to submit EC Sales Lists. Zoho Books can generate the list but is not able to submit it to HMRC as many other Accounting packages such as Sage 50 can do.

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    Planned  ·  0 comments  ·  Admin →
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  10. Option to set default from (email) address for Invoices, Estimates, purchase order etc.

    Example, I use "management" account, if sales person not free to issue invoice, i will represent her to issue invoice using "sales" account email the invoice out; And i will represent "print" account email the purchase order. Without default setting of "from" feature, we here often make mistake that is we have forgeten switch from "sales" to "print" and email the purchase order to suppliers (if the default is "sales").

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  11. When adding an expense, it would be nice to have a space to say how many to charge out so when entering invoice it would be entered.

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    0 comments  ·  Expenses & Bills  ·  Admin →
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  12. Card Number on the Account

    I would like to be able to track the account number of my credit card on the account itself - just like it does for checking accounts.

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    0 comments  ·  Banking  ·  Admin →
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  13. Choose which projects can be seen in the portal.

    Ticking the show projects in the portal will display all projects held for the client. I only want to share time billing projects not fixed cost projects.

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    Not For Now  ·  0 comments  ·  Projects & Timesheets  ·  Admin →
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  14. Email a supplier invoice straight to Books for processing

    sometimes supplier invoices are received by a named usr instead of being sent to a generic accounts payable address.
    It would be good if the user could forward them by email to a queue in Books ready for coding

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    0 comments  ·  Expenses & Bills  ·  Admin →
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  15. Put the total amount received back onto the customer summary screen

    Hi, the total amount received / billed to a customer used to be displayed on the customer contact summary screen. Since the timeline has been added this has disappeared. Could it be added back in as our staff found it useful to see what a customer had spent with us when talking with them on the phone.

    Thanks,

    Rob

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    0 comments  ·  Customers  ·  Admin →
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  16. Provide a notification when a recurring bill or expense is automatically created by Zoho

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  17. When the Client Portal is enabled, also include in the email a link straight to the invoice

    Currently, if a client does not have access to the Client Portal, when emailing the invoice, they are given a link directly to the invoice with a "Pay Now" button. This works great; it is quick, easy to use, and simple to understand.

    However, if a client has the Client Portal enabled, they are given a link to the portal. This requires logging in, entering a password, clicking through to the invoice, etc. There are a lot of steps to go through.

    I suggest that there be an option to include both links (for clients that have the Client Portal…

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  18. Deletion of attachment - Any user can delete the attachments and if this is restricted by privileges it will be safe

    Attachments like signed documents attached with invoices can be deleted by any user and if this can be added in user privileges the database will be more safe

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    0 comments  ·  Invoices  ·  Admin →
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  19. Merge contacts funtion should be controlled through user privilege

    Facing an issue with a user who has merged multiple contacts and there is no provision to reverse this. This feature to be controlled by user privilege since many users has given access to update contacts. Please consider this and do the necessary changes

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    0 comments  ·  Customers  ·  Admin →
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  20. Personalize timesheet details report by billed or not billed

    I want to see wich project I need to bill. Currently I see a total with every timesheets. I want to choose to see only the not billed timesheets.

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