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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.

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  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.

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10 results found

  1. Purchase Order approval process

    Before a purchase order can be printed or mailed it has to be approved by a superior responsible for the expense

    19 votes
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  2. 16 votes
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  3. Landed cost

    Landed Cost is important to keep your accounting and invetory expense acurate.

    My business is importing products with different weight and cost and we divide shipping cost on the items cost. which this feature not in Zoho book.

    8 votes
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  4. Create a Template for Bills

    Add Templates Function to Bills, I would to create my own template to this function.

    6 votes
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  5. Ability to use Items customs fields on Purchase Orders.

    I created a field for manufacturer. It works OK for Sales Order, but does not appear for Purchase Orders.
    Example: I created the Field called Manufacturer. The info I inserted on record Item, I can retrieve When I use this item on Sales Order and Invoice. Why it not available on purchase order? The item you buy is the same item you sell.

    Please make this available.

    6 votes
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  6. Add a "Save and Send" button to the PO just like you have with invoices and estimate.

    Adding a "Save and Send" button to the Purchase Order section will ensure that the PO is sent and not overlooked.

    5 votes
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  7. Enable the PO to the IOS App

    It will be nice to create the Purchase Order from the Phone (IOS/Android)

    4 votes
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  8. Role for Purchase Manager and Sales Manager

    Like there is a role for STAFF which allows access to only the timesheet, there should be a role for Purchase Manager who has access only to create vendors and to create purchase orders
    Similarly a role for a Sales Manager who has access only to Clients, Estimates, Sales Order and Invoices.

    4 votes
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    Completed  ·  1 comment  ·  Purchase Order  ·  Admin →
  9. 3 votes
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    Completed  ·  1 comment  ·  Purchase Order  ·  Admin →
  10. Approval process is a must.

    This will be a great differentiator for Zoho Books because it will ensure proper checks and balances

    1 vote
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    Hi,

    Approval process is available for Purchase and Sales modules in Zoho Books now. Go to Settings→General→Preferences and Check the box to enable transaction approval for Sales Transactions or Purchase Transactions.

    Regards,

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