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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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142 results found

  1. Purchase order notification on Zoho before expiry

    Option to add Purchase order on Zoho received from customers and get notified automatically before its expiry

    3 votes
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  2. Disable Contact Display Name in PO

    Disable Contact Display Name in PO.

    When Billing & Shipping name and address are different.
    It still shows "Contact Display Name" in Deliver to address

    Billing Address:
    John Doe
    CBDCompany
    5555 Main St
    New York, NY 11111

    Shipping Address
    Jane Brown.
    ABC Company
    1234 Main St
    New York, NY 11111

    In Zoho Contact
    Primary Contact: John Doe
    Company: ABC Company
    Contact Display Name: John Doe

    Billing and Shipping name and Address tab same info above

    When I created A PO and Deliver to address shows;

    John Doe <---- DISPLAY NAME CAME UP.
    Jane Brown.
    ABC Company
    1234 Main St
    New…

    3 votes
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  3. Multiple PO from a single SO & PO cycle

    We are a organization where a single SO are to be converted to many PO. As of now, there is provision of single SO converted to a single PO.
    We need to maintain the cycle from raising the SO to PO. In the PO section, i am unable to see which SO has it be raised from. Need to give a read only feature in PO, where SO number is mentioned. Once clicked on it, the SO opens up directly, rather searching the SO in SO section,

    3 votes
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  4. Custom Status for Zoho Inventory/Books Purchase Orders

    We are an E-Commerce business, and Supply chain management has become very critical to us. Right now, in the Sales Order module, we can customize Statuses such as "Draft," "Initiated," etc. It would be super helpful if similar Status customization is also made available in the Purchase Orders module.

    For example, a typical Purchase Order could go through following stages in our Organization.

    Draft
    Issued
    Approved
    Pending Inspection
    Billed
    Paid
    Shipped
    Received

    I hope it is not a very difficult feature to implement, and I look forward to discussing further if needed.

    3 votes
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  5. Enter a Purchuse order received from Customer

    Create a facility of adding a PO received from Customers. Sometimes one gets a PO with the full details but one invoices from that PO over a said period of time.

    3 votes
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  6. client portal

    it would be great if i could add custom items to customer specific portals so they could order directly from there and then i could go in and convert it to an invoice with the click of a button

    3 votes
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  7. Types of purchase order

    In the purchase order, is there is any option for the P.O received from the client, i am basically trader cum manufacture. where i use to get the purchase order from client, and i use to give purchase to my vendor, how i will differentiate this two purchase order.

    3 votes
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  8. Purchase Order Creation

    I want the purchase order generation process to be much more intuitive and fast.

    1. Reorder list to PO by selection
    2. Wishlist addition
    3. Vendor Portal so vendor can login to check the PO
    4. Auto reordering rule on certain items
    5. Purchase Intent (Request for Estimate or prices)
    3 votes
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  9. Add pop-up reminders when a certain item is ordered the requires attention elsewhere. (when “xyz” is ordered - remember to fill out rebate)

    Add pop-up reminders - when a certain item is ordered that requires attention elsewhere. (when “xyz” is ordered - remember to fill out rebate)

    3 votes
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  10. Purchase order notification on Zoho before expiry

    Option to add Purchase order on Zoho received from customers and get notified automatically before its expiry

    3 votes
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  11. Seeing pending items in PO

    I wish to see pending items to be received in a particular PO ,i dont find that option here

    3 votes
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  12. Show available stock when converting sales order to purchase order

    A client is complaining that when he creates a purchase order directly from the sales order (via More - Convert to purchase order) he cannot see the available stock in the quantity column. However, the available stock is shown when he creates the purchase order from scratch. He creates almost all his purchase orders by converting them from the sales order, so he definitely needs to see the available stock. Could add that functionality, please?

    3 votes
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  13. Toggle for OPEN instead of FINAL AMOUNT

    In purchase order, it would be nice if there was a Toggle option to remove the Final amount completely in PDF and email. So when the receiver gets it. They can see the list of items and their respective values. But where the total is supposed to be it just says "OPEN".

    Reason: When renting out equipment, the rates can change from month to month. So we prefer to send the PO with keeping the final amount as OPEN, so as to change it when the Invoice would come.

    That would be a much appreciated option and our company requires…

    3 votes
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  14. Editar la plantilla de pagos realizados

    Poder editar las plantillas de los Pagos realizados

    3 votes
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  15. Selecting un-billed Purchase Orders

    Is it possible to have a new "Default filter" which can select all Purchase Orders that are currently not billed in the system.

    When this Filter is selected, all the Purchase Orders current in the system with a grey/uncoloured dot come up in the new filter.

    This can make it easier/clearer for the user to see what still needs to be billed. This can mean less Purchase Orders being missed.

    2 votes
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  16. capture receipts offline

    Hi,
    it would be great option if we able to capture a pic of a reciept of purchase order or expense in offline mode in zoho books.
    when they have WIFI we can sync it later.

    2 votes
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  17. Allow more than 10 "ship to" vendors

    I ship many semi-finished pieces to many vendors to complete the assemblies. I send them PO's that will have the next vendor to ship to on them. Why in the world is there a limit of 10 "ship to" addresses for PO's?

    2 votes
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  18. 2 votes
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  19. Link the Bill to the PO

    Can you please link the Bill back to the PO?

    2 votes
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  20. pricelist for purchase order

    Sometimes, if you have to purchase goods for a special customer, you can purchase for a better price at your vendor. then it would be very handy to have a purchase price list.

    This is also very needed if you work with resellers. If you have to purchase something for a reseller at your Vendor you mostly purchase for a better margin.

    please have a look this this. it's 95% similiar to the pricelist for invoices

    2 votes
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