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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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265 results found

  1. Need a Vendor List View that contains all addresses available for this vendor

    Need a Contact List View that contains all addresses available for this vendor on screen so that the appropriate contact can be selected.

    1 vote
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  2. Inclusion of User and Contact Module for workflow automation

    When we sync contact from CRM to Books it is not associated with the particular user to show to only the contact owner as the contact owner field left blank after sync process; We have tried to do the same with custom function but user and contact module is not available with workflow automaton in Zoho Books. Please add this feature for easiness.

    1 vote
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  3. Customer & Vendor Booth and We cant View SOA , in Statement of Account (All In One SOA ) .

    Customer & Vendor Booth and We cant View SOA , in Statement of Account (All In One SOA ) .
    Reset

    1 vote
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  4. add contract to costumers profile

    would like to see options after registration a costumer to be able to send contract to him so hi can accept and sign so that can be on file, and aso be able to send qoute to costumer :
    PS I will print 10000 boxes with you name, do you agree to take them all and in case you sell business or change the name have pay them.

    1 vote
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  5. Remove contacts.

    I added contacts via an API, now i have to upgrade to a higher pricing plan. But i don need all those contacts... Please let me remove them. Also for privacy reasons.

    1 vote
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  6. The ability of tracking payments to employees without making them a vendor is must be added.

    LIKE ADDING CUSTOMER AND VENDOR..........FEATURE TO ADD CONTACT AS AN EMPLOYEE SHOULD BE GIVEN ,SO THAT ONE CAN DO PAYROLL MANUALLY.........TREAT EMPLOYEE AS VENDOR IS VERY CONFUSING.

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  7. slider type sales overview in contacts

    just as you have the feature to view an invoice in the ewaybill page without changing the page itself...we need to have a similar feature in the sales overview page of a contact where we can just rollover a link to see a slider showing the relevant invoice, dc, quotation,etc without leaving the overview page.

    1 vote
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  8. 1 vote
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  9. 1 vote
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  10. 1 vote
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  11. Filter unnecessary contacts out of Zoho Books

    Need a way to filter contacts that have no sales, no emails, no statements, etc. I have many contacts in my Zoho Books account that have synced over from Zoho CRM but are not actually clients or vendors so they do not need to be in Zoho Books. I'd like to find a simple way to filter-out those contacts that do not need to be in Zoho Books so I can delete them.   Can you help me filter those contacts out? Even a list view or report would be helpful but ideally, I'd love to have the ability to list…

    1 vote
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  12. Please check of bank details (Bank Name, IFSC, Branch, Acc Number etc) of vendor and employee to be added on the system

    1. It will provide storage of bank data of every vendor so that we don't need another medium to find these data repeatedly.
    2. Data can be used for banking transfer (If zoho gets integration with banks)
    1 vote
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  13. Statement of Account for Customers and Vendors by due dates, 30, 60, 90, 120, and above

    Statement of Account for Customers and Vendors by due dates, 30, 60, 90, 120, and above

    1 vote
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  14. Add a View customer Portal link in each customer contact area.

    Add a View customer Portal link in each customer contact area. It is possible to add an email to the customer contact and login to the portal that way so why not just have a view customer portal link in each contact area?

    1 vote
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  15. 1 vote
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  16. Generate a pop up alert when a customer is chosen when creating an invoice or quote

    It would be helpful if a pop up alert is generated when a customer is chosen when creating an invoice or quote. For example if customer is no longer able to purchase due to a bad debt or past due account.

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  17. Enable multiple currencies for CONTACTS

    We are a fashion retail business and our customers can shop different sales channels. We can only attribute 1 currency to 1 customer so when a client wants to pay in different currencies we have to create a new contact for them. Please allow customers to pay in multiple currencies under 1 CONTACT

    1 vote
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  18. Allow customers to select the invoices to pay in one transaction on the portal.

    Allow customers to select the invoices to pay in one transaction on the portal

    1 vote
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  19. To Assign Customer more then One User

    Dear ZOHO Team I want to Assign Specific Customer more then One User (Operator). for example We have two User One Enter Invoice and One Received Payments from Invoiced Customer so i want to assign that customer to Both User but it is not working mean Specific customer can be assign to one user only...
    so Pleas Update the following option . thanks

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  20. credit control - stop future statements/automatic debtor chase emails temporarily

    It would be great if there was a feature which, once you've spoken to a client and agreed a future payment date, would stop any future automatic statements or debtor chases.

    I would see it as follows:

    There's a debt collectors box attached to either 1) the customer's account as a whole, or 2) certain invoices on a customers account.

    Either way, if there was a "postpone statements, automatic reminder letters to request payment" up to a certain date this would be AMAZING!

    1 vote
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