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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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64 results found

  1. Option to add expense from books to a ticket in Zoho Desk, like Project.

    Provide an option to associate an expense created in Zoho Books to a Zoho Desk support ticket.
    Right now we can associate spending only with projects.

    1 vote
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    0 comments  ·  Zoho Integrations  ·  Admin →
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  2. Button for CRM Sync

    I find myself going to the Zoho CRM Sync page a lot and it takes several clicks to get there. Why not put a button in a convenient place to get to that page or it could even do an instant sync when clicked.

    1 vote
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    0 comments  ·  Zoho Integrations  ·  Admin →
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  3. CRM-Books Sync Error Logs | More information needed

    When syncing CRM to Books, the error logs only have two columns invoice and error - which means everytime we look at the error log, we have to click on each error to see if it needs to be corrected. There is no way to remove these errors. I suggest you add the following:

    Company/Client

    Date of error

    All columns need to be sortable so we can see the most recent errors at the top and can sort by error or by the company or by date.

    If there could be a checkbox to "Disregard This Error" that would be…

    1 vote
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    0 comments  ·  Zoho Integrations  ·  Admin →
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  4. products

    zohocrm products selected in a Deal should auto populate an Estimate Sales Order or Invoice created using the zoho finance integration. Otherwise i cannot see any purpose for adding items to the Products module in a Deal in CRM.

    1 vote
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