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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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6411 results found

  1. Allow for an itemized list on printed check stubs

    I would like to have an itemized list on printed checks' stubs. The vendors & employees that I pay like to see amounts + descriptions that are going into the total

    8 votes
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    0 comments  ·  Payments  ·  Admin →
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  2. Easy-fix Reports: Simply add Date Customization a "Project Details" as already in "Timesheet Details"

    We need to generate (for clients and ourselves) an overview of the Timesheet details for a certain project and period.

    However, under "Reports" / "Projects & Timesheets" / "Project Details" the "Customize Report" Setting as in the next menu below ("Timesheet Details") is missing.

    It is currently not possible to generate a report based on projects just for one month. It currently simply states it for the whole lifetime! This just doen't make sense an is certainly very easy to fix.

    Just please please please add the "Customize Report" Setting on top also to "Project Details" so one can change…

    8 votes
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    0 comments  ·  Reports  ·  Admin →
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  3. Allow rename of Projects and Tasks

    After a project or task has been invoiced, you cannot rename it. While I can understand why (referential integrity in the database), this is a terrible restriction. Prior invoices with the old name shouldn't need to be affected, but sometimes details of a project evolve, and renaming is helpful (especially if you discover a typo).

    8 votes
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    0 comments  ·  Projects & Timesheets  ·  Admin →
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  4. Batch print "checks to be printed"

    From the "Payments Made" screen with the "Checks to be printed" filter, give us a checkbox next to each check and allow us to select some or all items and send them to the printer in a batch operation.

    8 votes
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  5. recurring invoice

    Be able to specify a custom invoice notification email for Recurring Invoices. This is currently possible when sending a regular invoice.

    8 votes
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    1 comment  ·  Invoices  ·  Admin →
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  6. CLONE option for Retainer invoice

    It will be nice to have a CLONE option for RETAINER INVOICE. If I have to prepare a few retainer invoices for the same customer it's a very time consuming process.

    8 votes
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    0 comments  ·  Invoices  ·  Admin →
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  7. Cheque entries

    Cheques are major method of payments to suppliers. I m surprised why there is no option for cheque payments. How to trace the payment may be through cheque numbers. I think Zoho team should add this features. In many countries cheques records are necessary to maintain the records. Also cheque are use to pay current payments & also future payments.

    Thanks

    8 votes
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    3 comments  ·  Banking  ·  Admin →
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  8. Stop the timer

    Stop the timer when there has not been an activity for a while on the computer (I had that function on my previous timer), and ask upon return if the timer should be stopped at the time of last activity or should just continue. Like this if I leave my desk and forget to stop my timer, I don't charge my client for time I have not worked.

    8 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  9. rationalise shipping address handling

    We often deliver direct to our customers' customers at a different shipping address to the billing address.
    The problem is that when we change the delivery address on an SO or Invoice this also changes the contact's default shipping address which means that any subsequently produced paperwork carries the modified shipping address, unless a conscious effort is made to restore the default. On more than one occasion this behaviour has resulted in goods being shipped to the wrong address.
    At present the only ways to restore the default shipping address involve the laborious processes of either going into contacts and…

    8 votes
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    0 comments  ·  Customers  ·  Admin →
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  10. Add the option of using daily rate in time sheet section in addition to an hourly rate. Consultants work a daily and hourly rates.

    8 votes
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    1 comment  ·  Admin →
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  11. Add an option to not allow a item to be in negative

    I would like to have an option to decide if I want to permit an invoice to be emited if I´m selling more than I have in my inventory,

    8 votes
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    1 comment  ·  Inventory  ·  Admin →
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  12. "sales without invoice"

    Allow to create a sales receipt without an invoice

    8 votes
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    2 comments  ·  Invoices  ·  Admin →
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  13. Transaction Rules

    It would be nice to have the Transaction Rules apply even to the transactions that are there in the system, before the date of creation of the rule !

    8 votes
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    2 comments  ·  Banking  ·  Admin →
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  14. Packing lists with measure and weight of each item and total items for exporting businesses.

    When exporting products abroad, quantities, measure(including CBM) and weight of each package must be included as well as total number of packages, CBM and weights. Unless zoho focuses on companies doing only domestics, packing list needs include above mentioned details. Being able to add shipping mark would be even better.

    8 votes
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    0 comments  ·  Invoices  ·  Admin →
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  15. Provide an audit trial option for ZOHO Books

    Provide an audit trial option for ZOHO Books

    8 votes
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    1 comment  ·  Inventory  ·  Admin →
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  16. Cross exchange rate, please!

    I'm using Zoho Books in Serbia with EUR as the main currency. But the exchange rate for example 1 RSD = 0.008113 EUR is very unuseful because I need to setup an accurate end value in RSD. In this case usually we use cross-rate, for example 1 EUR = 123.0023 RSD.

    8 votes
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    1 comment  ·  Transactions  ·  Admin →
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  17. In the Customer Portal Payment Mode Should list Payment method not By Gateway

    Customers don't need to know which payment gateway we are using. It's not useful information to them. If a client paid their invoice by credit card, then it should say credit card in the payment mode section. It doesn't look good to see payment mode as Authorize.net, stripe, square, etc. Keeping PayPal as PayPal, Cash as cash. But the major payment gateways should all say mode is credit card. I hate it when our customers call us and say I don't have an authorize.net credit card why does it say that?

    8 votes
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    1 comment  ·  Online Payments  ·  Admin →
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  18. Credit Card Autopay recording or memorized transactions

    I have autopayments setup in my business checking for my monthly credit card payments. I was able to include these in Quickbooks as memorized transactions and have them entered into my books a week ahead of schedule for cash flow planning. It seems there is no way in Zoho to create recurring transactions of this nature and no way to plan accordingly with my bank accounts. This is a huge deficit and a big need!

    8 votes
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    0 comments  ·  Banking  ·  Admin →
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  19. Docusign

    Docusign is integrated into CRM, but not Books. We choose to integrate books and CRM, and therefore we are penalized for using more of your products. In the current scenario my sales rep will be forced to take extra steps in order to send quotes via docusign. This negates the whole point of automating our sales force.

    8 votes
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    1 comment  ·  Zoho Integrations  ·  Admin →
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  20. Allow for multiple bills to be paid by 1 ACH payment (like you have with checks)

    Currently, you can add multiple bills from a vendor to pay with one check. We need this feature to allow payment via ACH as well.

    8 votes
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    2 comments  ·  Payments  ·  Admin →
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