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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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7020 results found

  1. Zoho books should notify us if there are any negative cash balance

    Zoho books should notify us if there are any negative cash balance

    0 votes
    0 comments  ·  Admin →
    How important is this to you?

  2. specific customer can be seen by the certain salesperson

    Hi
    Please add 1 feature in which some specific customer can be seen by the certain salesperson.

    0 votes
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?

  3. Items Per Page in Inventory Summary

    Reports > Inventory Summary
    Only 50 Items per page is seen.

    Pls provide dropdown box to choose the no of tiems to be dispalyed per page. Ideally the options should be 100, 200, ALL

    0 votes
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  4. Allow 5 or 6 zero after the decimal point in exchange rate

    The exchange rates allows 4 zeros after the decimal point. But I need 5 zeros after the decimal point,
    Currently Zoho Books support 0.00005 but not 0.000005

    0 votes
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?

  5. recode transactions

    To be able to recode multiple transactions which have been incorrectly posted to a nominal account.

    E.g. lots of transactions to bank charges where in fact it should have been posted to bank interest.

    The ability to recod multiple transactions would be a great feature!

    0 votes
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  6. Set a minimum price for Items.

    show a warning sign if after the discount, the selling price is below the minimum price that was set.

    0 votes
    0 comments  ·  Items  ·  Admin →
    How important is this to you?

  7. multiple contacts in portal and automated emails to the right contact

    Currently Books supports multiple contacts to be assigned to the portal access. Estimates, Invoices etc can be made available by manually selecting the right subset of contacts. However, by default, the name (which is full name, not just first name - please fix this) is always of the main contact in the email body.
    Second, the automated reminders should go directly to the person associated in the portal with the invoice, not the main contact. In particular dealing with larger organisations, it is imperative the invoice lands at the desk of the right person, or payment is delayed.

    0 votes
    0 comments  ·  Admin →
    How important is this to you?

  8. create a column for "attachment" which we can see in our invoice, sales order, or contact views. Will save a lot of time when doing tasks li

    Create a column for "attachment" which we can see in our invoice, sales order, or contact views. Will save a lot of time when doing tasks like entering bills or expenses, or looking things up. Just so we can see in the view if there is an attachment so we don't have to open each transaction to see.

    0 votes
    0 comments  ·  Admin →
    How important is this to you?

  9. Deleted Record

    There should be an exception report which only shows the deleted record so admin can know immediately that some transactions are deleted from the system. This should be on top priority so should have separate report option.

    0 votes
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  10. accounts balance showing window on transactions

    while selecting an account the balance of that account should showcased under. those features are available in tally erp 9 . it would be very helpful while making transactions.

    0 votes
    0 comments  ·  Transactions  ·  Admin →
    How important is this to you?

  11. merge option of PACKING SLIP for multiple invoices

    in order for the warehouse operators to load the truck from one sheet of paper instead of multiple invoices.

    0 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  12. Add a Buttom or Console for Cash Ledger Record Keep

    Add a Buttom or Console for Cash Ledger Record Keep.
    By This feature . users can easily add cash ledger . without using of Mouse.

    0 votes
    0 comments  ·  Transactions  ·  Admin →
    How important is this to you?

  13. Create Custom View for Portal/Create Summary Template for custom View

    I would like to recommend a feature that will enable to Create a Custom for Portal(If portal is not accepted) and also to have a export option that will only export the a template for Custom View that is Selected or Created. This will feature will be used for compiling purposes and will help track the customer.

    Hope this feature will be implemented.

    Thank you

    0 votes
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?

  14. Remarks Section

    Add the remarks section to the new "View Customer Details" section when creating invoices.

    0 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  15. Automation workflows - add new fields

    Please add possibility to add automation based on GL entry, chart of account, time sheet and projects

    0 votes
    1 comment  ·  Automation  ·  Admin →
    How important is this to you?

  16. Clone invoice statement

    It would be helpfull to be able to clone a Invoice statement (as you can do for invoice template) to be able to have a model in a different language and associate the model to a contact.

    0 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  17. Display composite item indicator after the item on edit sales order screen

    We have very similar items that are composite and non-composite. We sometimes end up mixing up which is which. the composite item indicator will help with that (integrated with zoho inventory of course)

    0 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  18. Add / Delete transactions

    1.

    You have many errors in a bank statement imported. EG because you imported comma decimals instead of full stops.

    There are too many so you would prefer to delete the statement and import afresh.

    I dont see an audit problem if is a manual import anyway.

    2.

    Alternatively, you should be able to amend the amount if it is a manual import.

    From the audit integrity point of view once you are manually importing you may as well allow amendment accompanied by an explanation.

    Perhaps until reconciliation after which amendment could be disabled.

    0 votes
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?

  19. Meaningful print headings

    Meaningful Report headings for pdf or exls saves.

    Is it possible to have a file name on a report with a meaningful file name.

    At the moment the file are 1448828000000502350.pdf

    The report heading is:
    Reconciliation Details
    Reconciliation Period
    01 Jan 2019 To 31 Jan 2019

    File name could be - Recon_01012019-31012019.pdf

    or csv or xls or ods etc

    Say the first 5 letters of the report name plus the date.
    Then you know what the file is going to be called by looking at the title of the printed report.

    0 votes
    1 comment  ·  Reports  ·  Admin →
    How important is this to you?

  20. bank account view

    On the bank account screen view that comes up when you click on bank in the bank overview.

    1. Please can you add the >200 per page option at the top of the screen so that we dont have to go to the bottom all the time when we know that the entry is on the 9th page.

    2. Please can you do something to stop the screen reverting to the begining every time you work with an entry because it means we have to find our place again every time we query an entry. Even with a refresh if you can.

    0 votes
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?
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