Zoho Books

Welcome to our Feedback Forum!

If you have an idea or a feature you’ll like to see in Zoho Books, this is the right place to be. While we cannot promise a ‘date’, we will definitely keep you updated on every feature request you make.

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  1. Custom Reports

    Allow to create custom reports. That would be great to create reports that fit different countries and tax regulations needs.

    326 votes
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      Work In Progress  ·  18 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
    • allow for column width adjustment

      because some times column are too wide or too narrow, makes data break from line and go to next line.
      2336.00 is correct but it becomes
      2336.
      00

      3 votes
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        Work In Progress  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Delivery Challan

        Delivery Challan is mandatory in so many cases after GST implementation. It's a must in Zoho books. Can it be added, please confirm.

        3 votes
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          Work In Progress  ·  0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
        • Allow multiple shipping address per client

          Either multiple shipping address slot in contacts or make packing slip modifiable.

          32 votes
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            Work In Progress  ·  4 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
          • Integración with the moduls of "Products Details" of CRM

            In the integration between CRM and Books, the CRM Potential close win generate an invoice in Books, but the format of forms is not compatible between this modules.

            The integratión should enable to equivalent modules, I mean;

            *CRM quotes with Books estimates
            *CRM sales order with Books sales order
            *CRM invoice with Books invoice

            The idea that I propose is that the user can choose between the modules to integrate, if is an user the CRM estandar versión his only option is integration with potential module, but in CRM profesional o enterprise must be possible integrate with the moduls that…

            82 votes
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              Work In Progress  ·  7 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
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