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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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6167 results found

  1. Allow the users the option of making line item level discount as "only in percentage" or "only in rupee" or "both" in the preferences

    Settings -> Preferences -> General -> Do you give discounts? you can only select one (Radio Button) of the 3 options:
    1. I don't give discounts
    2. At individual item level
    2a. Do you give discount in percentage
    2b. Do you give discount in value(rupees)
    2c. Do you give discount in percentage or value(rupees)

    4 votes
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  2. Add columns to templates of packing slip/ invoice

    I want to add column to packing slip- to show qty ordered as well as qty shipped or back ordered?

    4 votes
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  3. Stock Journal

    I am a manufacturer. Many different components are utilised to make one finished products. Tally has a feature called as Stock journal, wherein several components are clubbed to together for one finished product.
    example : 1 cabinet, 1 pair of hands, 1 glass,1 movement,2 batteries, etc ( all procured from different suppliers) is converted into ONE WALL CLOCK.

    4 votes
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    0 comments  ·  Items  ·  Admin →
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  4. Allow Zoho Sign for Sales Orders in Books. Absolutely insane that you can't do that. Who signs invoices?

    4 votes
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    1 comment  ·  Sales Orders  ·  Admin →
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  5. show Net invoice amounts on views

    Views only show the gross amount of an invoice. In the UK we also need to report on NET for p&l purposes

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  6. restrict roles

    The Staff - Assigned Customers Only states Access to all modules, transactions and data of assigned customers and all vendors except reports, settings and accountant.

    If you assign a customer to the user it is assumed that they can view / create purchase order, expenses, etc only for that customer. However, this user is able to see company wide expenses and Purchase Orders which is quite bizarre. This role should restrict the user's permissions across all modules for the assigned customer. Else it defeats the purpose of having this role.

    4 votes
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    0 comments  ·  Users & Roles  ·  Admin →
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  7. I need to apply Several Vendor Credits to Several Bills, and currently there is no such function in Zoho Boooks.

    I need to apply Several Vendor Credits to Several Bills, and currently there is no such function in Zoho Boooks.

    4 votes
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    0 comments  ·  Vendors  ·  Admin →
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  8. Allow USD customers to make payment through razorpay

    Currently only INR customers are integrated with razorpay. Why is USD not allowed?

    4 votes
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    1 comment  ·  Third Party Integrations  ·  Admin →
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  9. Ability to be able to Void a Payment Made

    Quite surprised that there is no option to void a lost cheque or other payment made. It seems that the only option is to delete the original transaction, which doesn't exactly provide a decent audit trail.

    I think there should be an option to reverse all transaction types rather than being forced to delete them to correct invalid entries.

    4 votes
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    0 comments  ·  Payments  ·  Admin →
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  10. Weighted average for stock instead of just FIFO

    Would like to have the option of calculating the cost of stock usage in the weighted average method

    4 votes
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    0 comments  ·  Inventory  ·  Admin →
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  11. EWAY BILL FOR IPHONE APP

    EWAY bill creat by iPhone apps

    4 votes
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  12. Upload Budgets in Zoho Books from Excel

    Creating budgets (sales, expenses, etc.) in ZOHO Books is manually 100% except for auto complete. Also, if you want to download it, you'll only have the PDF option not Excel or CSV option, which is not friendly. Please create the option to upload and download budgets from Excel or spreadsheets because that's the software most people use to create, analyze and modify budgets. Thank you!

    4 votes
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    0 comments  ·  Accountant  ·  Admin →
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  13. Integration with WIX Website

    4 votes
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  14. THE PRINT PACKING SLIP

    IF I PASTE THE PACKING SLIP ITSELF ON THE BOXES OR CONTENT HOLDERS SO THAT IT CAN BE EASILY TRACED OUT FOR WHAT ARE THE CONTENTS OF THE BOXES AND HOW MANY TOTAL BOXES ARE THERE FOR THE INVOICE.
    NEED A MANUAL ADDITION OF NUMBER OF BOXES, BOX NO( 1 OF 20 LIKE WISE), BOX CONTENTS CAN BE ADDED WHILE PRINTING THE PACKING THE SLIP

    4 votes
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  15. Have Maker - Checker - Auditor workflow for all entries made in Books

    All transaction recorded in the books, are registered by a maker, then it goes to the Checker for approval, and finally whenever the auditor edits the accounts they mark as Audited transactions.
    This approval workflow of entries needs to be there.

    4 votes
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    1 comment  ·  Transaction Approval  ·  Admin →
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  16. Sales person contact number shall be displayed in the invoice

    Sales person contact number shall be displayed in the invoice

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  17. Adding reporting tags in the settings in bulk (comma separated format)

    Other Zoho apps have this option. Adding reporting tags in the settings one by one does not make sense. I have a list of more than a hundred tags that I would like to add at one in a comma separated format

    4 votes
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  18. Making payments as a user of Zoho Books (not just recording them)

    As a user of Zoho Books, I want to pay my bills via the application by setting up my preferred payment methods so that I don't have to go to another application and copy the information of the account I am paying into that. Is it possible?

    I can see that my customers can make payments to me and they are recorded in Zoho Books, and I can see that I can record the payments I make, but can I also make the payments via Zoho Books?

    4 votes
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    0 comments  ·  Payments  ·  Admin →
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  19. I would like to see the ability to insert Subtotals in the body of an invoice.

    I would like to see the ability to insert Subtotals in the body of an invoice.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  20. Have the client portal link API for integration on any website

    instead of accessing the portal through the email link, clients should be able to log in on the business website and manage payments. This can also be integrated with Zoho bookings.

    4 votes
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    0 comments  ·  Client Portal  ·  Admin →
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