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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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262 results found

  1. Custom view to filter all SEZ contacts/ all regular contacts etc

    I would like to view the contacts which have been marked as unregistered so that I can update the contacts. Would also be useful when I would like to view a list of SEZ contacts, regular contacts etc.,

    1 vote
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  2. Enter only First Name for Contact

    We need to be able to enter just First name for contacts. Alot of time only get that and last name is not needed.

    1 vote
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  3. Additional Address custom name

    Here is my issue. I own a service company and as such we never "ship" anything to customers so the shipping address is useless to us. We have many commercial customers that are paid by "Parent Companies".
    So the billing goes to the parent company, however, the address where the service was performed is completely different. Currently we have a custom field on the invoice for this called "Service Address".
    I would like one of the following:
    1) Let me change the "Shipping Address" label to "Service Address" or
    2) In "Additional Address" let me change the label to "Service…

    1 vote
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  4. 1 vote
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  5. Move customer data format (address, custom fields, etc) in the customer section.

    Customer data format should be done in the customer section PER customer, not in the global preferences where it applies to ALL customers.

    We have different customers in different countries, each with specific customer data.

    Zoho assumes all customers are the same, worse it even renders empty custom fields in the invoice (where one assumes if they are empty at least the label will be hidden too).

    1 vote
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  6. Disponibilizar a opção de cadastrar e atualizar

    Fazer com que possamos cadastrar ou atualizar um contato sendo do tipo CLIENTE e FORNECEDOR ao mesmo tempo.

    1 vote
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  7. client portal mail button

    Currently, when a customer clicks the "Mail" button at the bottom of the Client Portal, it sends the message to the master user (in our case, the owner of the company). We need to redirect this to our Sales address, so the boss is not overwhelmed with emails from customers.

    1 vote
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  8. 1 vote
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  9. REMARKS different colour option

    Remarks for internal message is a great idea however as the text colour is only black, it is blent with other contact details. It would be great if we could choose text colour even just with red to begin with.

    1 vote
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  10. showing item quantity in a customer statement

    i need to show quantity and item detail in a customer statement. currently I can show only invoice amount and date.

    1 vote
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  11. 1 vote
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  12. Base Currency adjustment at end of Year(Pending invoices or advance payment)

    While doing finalization of books of accounts,for exporters it is requirement of currency adjustment which is available in zoho books but its effect is not going on customer balances and it is on 'accounts receivable' only.So please do arrangement of balances of customer while currency adjustment.

    1 vote
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  13. GST Feild Automatic Captial letter Conversion

    I want GST column feild data to be automatically converted into Capital letters . When clicked on validate the GST server is passing invalid value

    1 vote
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  14. Customer screen list stay while looking through the transactions

    It is annoying when you click on a customer in the list on the left and it goes away when the screen changes/list goes away. Keep it there so you dont have to keep going back and forth or even opening another tab to keep track of what you were doing.

    1 vote
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  15. Placing a description, not just an invoice number, in the pmt line

    When sending a statement to allow the payment line to show the invoice number and description so that customers don't have to try and track down the invoice to see what it was.

    1 vote
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  16. "issue date" in Customer Statement

    The Customer Statement in ZOHO Books should have function to show the "issue date".

    1 vote
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  17. STATEMENT OF ACCOUNT UNDER RECEIVABLE OR PAYABLE

    STATEMENT OF ACCOUNT UNDER RECEIVABLE OR PAYABLE: THE BALANCE OUTSTANDING TO REFLECT ONLY OUTSTANDING against the INVOICE AND NOT BE CUMULATIVE.

    1 vote
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  18. The ability to call customers

    I would like to make calls using the browser, like we do in Hubspot.

    1 vote
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  19. The ability to call customers

    I would like to make calls using the browser, like we do in Hubspot.

    1 vote
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  20. Drop down custom field: Editable, sortable.

    I cannot sort the drop down custom field based on my preferences but only sorting by alphabetical order. Also, if I have data recorded in these custom field in transactions, I cannot change the option name.

    I have a Customer Ranking that may be changed each year. So I hope I can edit and sort by my preference.

    1 vote
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