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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.

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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269 results found

  1. I don't want my sales staff to see customer outstandings although they should be able to prepare invoices for these contacts/clients.

    I would want to be able to customize some sales staff access so that they won't be able to see contact/client out-standings, but they should be able to create invoices for these clients.

    3 votes
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  2. Integration of Mobile numbers

    Wanted it to work well with Mobile Text like it is integrated to Email. It will make it more beautiful & handy for SME's.

    3 votes
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  3. Categorize customers by color tag in contacts section

    In order to assign customers to different salesman for calculating commission purposes after invoice has been paid.

    3 votes
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  4. PDF from email template

    Ability to download an email template as PDF. It would be great to have the option to send the template as an email or download as it as PDF from the CRM and Books, that way it is very ease to create contracts with customized information by clients and be able to download it and send it through Sign.

    3 votes
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  5. Need to have a view in the Deliver Challan with invoice status inside the contact --> sales --> Delivery Challan

    3 votes
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  6. Allowing Journal entries to select all ledgers

    In manual JV mode the option to select VAT/GST Ledgers are not provided which is needed because of the following reason:

    When any invoice is received from a party and that person has used roundoff feature for tax ledgers,
    Suppose Bill of 100 (13.5% Tax instead of 13.5, the bill is showing me 14 due to round off)

    I have to put the same entry party is charging me for, but zoho doesnt allow manual adjustment in tax figures. So in my book it will be 13.5 only.

    Now to clear this mismatch so that my tax figures and payments…

    3 votes
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  7. Allow Customers to link to Bills via Import from CSV

    Currently, the Bills allows me to import a column for Customers, but that column does not work. Even though I map the Customers to our Bills during an import, I still have to manually go through each Bill to attach the Customers. It would be extremely time-saving to allow me to link these Customers to each Bill automatically.

    3 votes
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  8. Download customer list

    If I could download my contact list, I will be able to send bulk mails regarding our other services easily.

    3 votes
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  9. Contacts search should be based on contains rather than startsWith

    3 votes
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  10. Allowing a Contact being a vendor and a customer with multiple GSTs for both roles

    Same customer with multiple GSTs and the same contact being treated as a Vendor to facilitate purchase returns as invoices ( instead of debit notes )

    3 votes
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  11. customer entered in zoho books get duplicate

    customer entered in zoho books get duplicate want custom buttom that validates the fields entered for new customer any matches with existing customer.

    3 votes
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  12. birthday date

    Would like to have a filed in contacts where we can add an Birthday date of our clients. and send an automate email or sms.

    3 votes
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  13. I would like

    I would to suggest that the customer statement or even vendor statement to show ageing analysis at the end of the statement. Its difficult to collect outstanding amounts if customers cant see the amounts which are 60,90 and 120 plus over due.

    Currently the customer show total amount and from that amount you need to determine which is 90 days plus over due.

    3 votes
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  14. Custom options in the dropdowns

    That allows to load values ​​from a json file, xml or csv among others.
    Allow dropdown groups to be made to filter content according to the selected value.
    A graphic representation of the idea.

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    That allows to add a key associated to the text, type data dictionary.

    3 votes
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  15. Allow download and upload of Bank information for Contacts from one Organization to another

    Currently upon integration of Banking with ICICI the bank information is entered in the vendor contacts. The same is not being downloaded or there is no option to export the same into a file.

    3 votes
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  16. Listing Sales Record under each contact

    Under each contact, there is a tab of Sales, where it shows the invoice/ sales order/ expense record of each customer. However, if you want to know what is inside the invoice, you have to click into it individually. Is there an option to reveal all items purchased in one list in chronological order?

    3 votes
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  17. Warning when creating duplicate/identical client names to system

    3 votes
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  18. Enable click on income graph in customer overview to show the related transactions of that income

    In customer Module -> customer View there is no way to see any sales without invoice.
    In the overview tab, the Icome Graph show the income by month, and the amount if over with the mouse.
    However you can't know to which transaction are related this income unless you go to search for this transaction in the banking module, or you generate a report that include the sales without invoice in the report.

    It will be much easier and faster just to click on the month income bar of the graph, to show all the related transaction of that customer…

    3 votes
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  19. Can you please add

    tave.com

    3 votes
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  20. Import addresses

    Currently, we can export customers additional addresses.
    But we cannot import.
    This is very much needed, especially when migrating from other software and some customers can have 100's of addresses.

    3 votes
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